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Artwork for Big Picture In Practice
Wealth Management
Alternative Investments
Interval Funds
Private Equity
Rockefeller Global Family Office
Financial Advisors
Investment Yields
Real Estate
Broker-Dealer Practices
Liquidity Management
Financial Advice
Retirement Savings
Family Wealth Management
Family Dynamics
Bitcoin
Bitcoin Etfs
Model Portfolios
Financial Advisory
Financial Services
Technology In Finance

Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.

PublishesTwice monthlyEpisodes49Founded3 years ago
Number of ListenersCategories
ManagementInvestingBusiness

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Artwork for Big Picture In Practice

Latest Episodes

Stephanie Drescher, chief client and product development officer at Apollo Global Management, says it’s up to advisors to educate clients on how to strategically tap into the potential of this market.

In this episode, Stephanie talks with Ben and Ju... more

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But Steve Laipply, global co-head of iShares fixed-income ETFs at BlackRock, thinks there’s also a lot more excitement to bonds than we give them credit for... more

Schwab’s Rob Williams and Inga Rachwald join Ben and Julie to unpack why retirement income is first and foremost a planning challenge—one that demands balancing emotional biases, clear goals, and smart investment choices. Together, they explore how a... more

Visit the Big Picture in Practice website: www.morningstar.com/business/insights/podcasts

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Key Facts

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Recent Guests

Jim Caron
Chief Investment Officer in Morgan Stanley's Portfolio Solutions Group
Morgan Stanley
Episode: Jim Caron on Volatile Market Strategy and Global Portfolio Diversification
Sinead Colton Grant
Chief Investment Officer at BNY Wealth
BNY Wealth
Episode: Navigating Opportunity in Volatile Markets
Dave LaValle
Global head of ETFs at Grayscale
Grayscale
Episode: The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders
John Hoffman
Head of distribution and partnerships at Grayscale
Grayscale
Episode: The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders
John West
Co-founder of Flat Rock Wealth Partners
Flat Rock Wealth Partners
Episode: How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value
Matt O'Connor
CEO of Capital Client Group
Capital Group
Episode: How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships
Ling-Wei Hew
Principal Director overseeing multi-asset and alternatives research at Envestnet
Envestnet
Episode: The Evolution of Model Portfolios: A Deep Dive with Envestnet
Wes Gray
CEO of Alpha Architect and ETF Architect, Finance PhD from the University of Chicago
Alpha Architect
Episode: Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing
Debbie Cunningham
CIO of Global Liquidity Markets at Federated Hermes
Federated Hermes
Episode: Money Market Funds, Explained

Hosts

Ben Johnson
Host of discussions focused on investment strategies and market dynamics in the financial sector.
Julie Willoughby
Co-host who provides insights on navigating industry complexities and fostering client relationships.

Reviews

4.9 out of 5 stars from 24 ratings
  • Great financial industry insights

    This pod has been a great way to keep up with industry trends which is something that is not easy to do given all that one has to do in day to day life. This is great work!

    Apple Podcasts
    5
    Michael S 94
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There is a strong emphasis on staying informed about industry trends, which resonates well with audience expectations.
Listeners appreciate the deep insights provided by industry experts, highlighting the practical application of the content for their professional development.
The quality of discussions is praised for its relevance and applicability to current market challenges.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#65
Hong Kong/Business/Investing
Apple Podcasts
#173
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

Navigating Opportunity in Volatile Markets
Q: Have you seen clients being willing to stay the course?
Investors seem to have been staying the course through the recent market turbulence, looking for opportunities.
Navigating Opportunity in Volatile Markets
Q: Share a little bit with us about the concerns that are top of mind for the teams that you work with?
There's concern regarding long-term strategic shifts in global dynamics amidst volatility in markets.
Jim Caron on Volatile Market Strategy and Global Portfolio Diversification
Q: What areas are you seeing compelling opportunities in as investors explore private markets?
Caron discusses diversifying portfolios with private market investments, emphasizing the importance of understanding the specific type of alternatives and advising clients on managing liquidity risks.
Jim Caron on Volatile Market Strategy and Global Portfolio Diversification
Q: Could you talk a little bit, Jim, about how you've been working with advisors and clients to navigate what is pretty noisy these days?
Caron explains that the current period resembles a 'Super Bowl' for those with a macro background as it involves resetting many long-held market rules, necessitating advisors and clients to rethink their investment strategies.
The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders
Q: What factors do you think will shape the future of this space?
Regulatory clarity and the organization of the crypto asset class are crucial for investor confidence and participation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Big Picture In Practice

What is Big Picture In Practice about and what kind of topics does it cover?

Focused on the evolving landscape of finance, this show presents discussions about key trends, strategies, and innovations from industry-leading experts. Listeners can expect insights on navigating market volatility, asset management, and financial planning, designed to equip professionals with the knowledge needed to thrive in a competitive environment. The content emphasizes real-world applications, helping listeners create differentiated investment products and foster robust client relationships amidst rapid changes in the financial sector.

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Which podcasts are similar to Big Picture In Practice?

These podcasts share a similar audience with Big Picture In Practice:

1. Simple, but Not Easy
2. The Morning Filter
3. Investing Insights
4. The Long View
5. Bogleheads On Investing Podcast

How many episodes of Big Picture In Practice are there?

Big Picture In Practice launched 3 years ago and published 49 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Big Picture In Practice?

Recent guests on Big Picture In Practice include:

1. Jim Caron
2. Sinead Colton Grant
3. Dave LaValle
4. John Hoffman
5. John West
6. Matt O'Connor
7. Ling-Wei Hew
8. Wes Gray

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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