Schwab
4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Mar 11, 2021 by Michael Sonnenshein · across every show →
Everything said about Schwab, oldest first
Mar 11, 2021 bullish
Jun 20, 2022 negative
Forman: Brokerages capture all securities lending yield from retail investors
“If you own stocks on your Fidelity or Schwab account, you are earning Zero percent on them if you're a retail investor. And on the back end, to the extent people are shorting an asset that you own, Fidelity, Schwab, whoever your brokerage is, is making that sp…”
Jul 4, 2022 neutral
May 5, 2025 neutral
Most UHNW investors cannot name three alternative asset providers
“I'll call out a Bain survey from twenty-twenty-two. Bain and company asked 418 ultra high net worth individuals. Name three firms that come to mind when you think of alternative assets and who are the providers. First answer, the biggest answer in the bubble c…”