clients

5 statements across 4 episodes · 0 bullish · 1 bearish · 4 people on the record · first statement May 9, 2017 by Josh Brown · across every show →

Everything said about clients, oldest first

May 9, 2017
Disclosure
Ritholtz staff retirement assets are invested in their client models
“My retirement money, my real money is all in the models that we manage for clients. So I eat my own cooking and everyone at the firm, by the way, all of our, for one K contributions go right into the same models our clients own.”
Josh Brown May 9, 2017 ▶ 49:31 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
May 9, 2017 negative
Insight
A business is flawed if it must hurt clients to make money
“If you're in a business where you have to hurt your clients in order to make money, you're in the wrong business.”
Josh Brown May 9, 2017 ▶ 16:23 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
Jun 26, 2017 neutral
Insight
Golden: Managers develop bad agency habits when things go well, not badly
“People tend to develop bad habits when things are going well, in terms of separating interests with clients, not when things are going badly”
Andy Golden Jun 26, 2017 ▶ 29:14 Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
Jul 1, 2024 neutral
Insight
Duhigg: Managers often misdiagnose emotional client conversations as purely practical
“Many managers treat the conversation with clients as if it's a practical conversation. Here's five solutions to the problem that you have. But for the client, and you know this better than I do, For the client, it's often an emotional conversation.”
Charles Duhigg Jul 1, 2024 ▶ 34:57 Charles Duhigg- Secrets of Communication (EP.394)
Mar 23, 2026
Assertion Not checkable as stated
Grantham: No fired clients returned to GMO after dot-com crash
“No one came back after firing us, even though we were right for the right reasons, and we made a ton of money.”
Jeremy Grantham Mar 23, 2026 ▶ 26:28 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
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