Bloomberg Wealth: J.P. Morgan's Mary Erdoes

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  • Опубликовано: 28 ноя 2024

Комментарии • 262

  • @AnnaOllsson
    @AnnaOllsson 16 дней назад +202

    I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation

    • @DaliaCohen2230
      @DaliaCohen2230 16 дней назад +1

      Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @HildaBennet
      @HildaBennet 16 дней назад +1

      No doubt, having the right plan is invaluable. My portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.

    • @bartlyAD
      @bartlyAD 16 дней назад +1

      Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

    • @HildaBennet
      @HildaBennet 16 дней назад +1

      She's Sonya Lee Mitchell I choose to delegate my excesses to her because of her expertise. I suggest you look her up.

    • @bartlyAD
      @bartlyAD 16 дней назад

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @prcsoldier
    @prcsoldier 3 года назад +52

    One of the best Wall Street interviews I've seen in a LONG time. Sophisticated, knowledgeable, and simplistic. A new role model of mine. Thank you for sharing, Mary.

  • @Sam_A_Sam
    @Sam_A_Sam 2 года назад +17

    I love how simply he asks the questions. When I watch the news, a lot of it goes over my head, or I have a general understanding, but I don't really get value from it. Here, I love how there's no ego, and everything is explained in a simple but effective manner.

  • @khalidbinmahfooz1488
    @khalidbinmahfooz1488 2 года назад +2

    I will give 100% of the interviewer's questions and another 100% to interviewers for how carefully he chooses the guest, good luck to both Mary and David

  • @clap7777
    @clap7777 3 года назад +32

    Smart & sharp! She looks just as good now and she did 25 yrs. ago. Love her confidence and non-intimidating demeanor when she's speaking. The kind of power-woman that makes you want to lean in to listen intently when she speaks.

    • @del7i540
      @del7i540 2 месяца назад

      There are very few women in investing, period. This is just woke propaganda from another woke company like JP Morgan. Estrogen isn't suitable for the job, apparently.

  • @achayya8754
    @achayya8754 3 года назад +31

    Fantastic David. Precise questions, easily understood by a layman.
    Love your appearance.

  • @abrahamtamru2917
    @abrahamtamru2917 3 года назад +35

    Love this new series of interviews focused on wealth! The peer-to-peer conversations were very good also! Thank you to the team!

  • @keatonmoore7413
    @keatonmoore7413 3 года назад +10

    You’re one of my favorite interviewers. To the point, and ask great questions.

  • @mohamedbondok9249
    @mohamedbondok9249 2 года назад +7

    BIG YES for that sentence "you should never invest in something that m can't be simplistically explain to you"

  • @michaelcjakob
    @michaelcjakob 3 года назад +6

    Wholeheartedly loved the interview. Will become a client when they expand to Germany 💜

  • @borderlord
    @borderlord 3 года назад +23

    Stick it in a Vanguard Index Fund ,then go on holiday!

  • @seans9149
    @seans9149 3 года назад +15

    Fantastic interview and very inspiring lady; I wish I were younger to go back to school and became a wealth manager; she will be the one I would report to. Thank you, David, for this interview🙏🏻🙏🏻
    Love to meet her for a cup of coffee!

    • @bluelit4830
      @bluelit4830 2 года назад

      Lol Mary made it through nepotism

  • @larryleonard6406
    @larryleonard6406 3 года назад +39

    Intelligent investors shouldn’t ignore expert Mr. Paul Jones. He says, how many millionaires or billionaires do you know who have become wealthy by investing in savings accounts? Obviously non has become rich by putting their wealth in savings accounts..

    • @yahayahabiba7839
      @yahayahabiba7839 3 года назад

      That is true.

    • @yahayahabiba7839
      @yahayahabiba7839 3 года назад +2

      The greatest glory in living lies not in never falling, but in rising every time we fall. That was Paul Jones told me the first time I contacted him

    • @gabrielheino5073
      @gabrielheino5073 3 года назад

      It's not whether you're right or wrong that's important, but how much mon'ey you make when you're right and how much you lose when you're wrong. I don't look to jump over seven-foot bars; I look around for one-foot bars that I can step over.

    • @gabrielheino5073
      @gabrielheino5073 3 года назад

      Rich people plays the money game to win. Poor people plays the money to not lose. The goal of the truly rich people is to have massive wealth and the poor sees it as surplus opportunity for consumption instead of investing it. change your mindset and do what the rich does, which is investing, investing and investing

    • @andrewwalker1581
      @andrewwalker1581 3 года назад

      I feel so excited tradlng with expert Paul Jones. He is a trade guru I have ever traded with

  • @stevenf.5179
    @stevenf.5179 2 года назад +3

    an inspirational interview with comprehensive financial insights

  • @lightyagami6362
    @lightyagami6362 11 месяцев назад +2

    Shes definetly on track to be the next CEO of JPMORGAN its obvious.

  • @huyvo467
    @huyvo467 3 года назад +39

    I'd rather put my money in a low cost index fund like my homie Warren says.

    • @jokedog4341
      @jokedog4341 3 года назад +6

      Wealth mgmt depends on people’s ignorance. They make it much more complex than it has to be. Sure some people will benefit. Most can do better if they spend some time to educate themselves.

    • @thetagang6854
      @thetagang6854 3 года назад +1

      Enjoy the volatility

  • @PORTDEPAIX
    @PORTDEPAIX 3 года назад +15

    She manages money for rich people trying to maintain their wealth, not not hungry bastards like us climbing the mountain 🏔 side.

    • @PORTDEPAIX
      @PORTDEPAIX 3 года назад +3

      @Davíd Rubenstein you shove it down your scammer’s A-hole.

  • @marcwhite6267
    @marcwhite6267 3 года назад +15

    David, keep it up, I wish these episodes were longer!

  • @demymichaels
    @demymichaels Год назад +2

    I definitely agree with Mary, having someone in the early stage of one’s life who offers that guide as regards savings will be impactful.

  • @milwaukeemotor5995
    @milwaukeemotor5995 Год назад +2

    Callahan Erdoes is an alumna of the all-girls Roman Catholic Woodlands Academy of the Sacred Heart in Lake Forest, Illinois. Erdoes completed her bachelor's degree at Georgetown University, majoring in Mathematics.

  • @WaisIslam
    @WaisIslam 3 месяца назад +1

    Simple questions. Simple answers. In a complex financial world!

  • @janeswayne6524
    @janeswayne6524 Год назад +2

    Such inspiring woman and excellent line of questions :) thank you David

  • @asfeastasteaw
    @asfeastasteaw 5 месяцев назад

    3 Rules Of Money Management
    1)Don't Lose What You Have.
    2)Diversify(Don't Put Your Eggs In One Basket).
    3)Have Realistic Expectation.

  • @MattGarcia
    @MattGarcia 2 года назад +4

    if the other wall streeters were more like this lady the world would be a much better place 😍mic drop

  • @Tony-hj7bm
    @Tony-hj7bm 3 года назад +8

    why don’t you release this fulll version at the beginning rather than short clips it’s really hard to keep track of shorts and when the full version comes it became boring

    • @keithleyjarvis5663
      @keithleyjarvis5663 3 года назад

      Because the clips come out before the interview airs on TV

  • @unmanned_mission
    @unmanned_mission 3 года назад +5

    interesting, they measure their performance by the amount of money they manage, not by results for clients. Give them your hard worked money, to pay for their fancy offices, suits and holidays and all they do is give you abstract information with the bottom line being, that you should give them more money

  • @kameel28
    @kameel28 3 года назад +8

    Love David doing these interviews, huge inspiration. Thanks!

  • @roshhandle
    @roshhandle 3 года назад +4

    This channel is really awesome

  • @sams7945
    @sams7945 3 года назад +5

    Your show rocks !

  • @odumfrancis2157
    @odumfrancis2157 3 года назад +3

    This is so good. Wish there were much more and longer! 40-45 is a good length!

  • @yosmuc
    @yosmuc 2 года назад +1

    Thank you for this interesting conversation

  • @The_Bronze_Spoon_Investor
    @The_Bronze_Spoon_Investor 3 года назад

    PASSIVE INCOME: EARNING WHY YOU DO NOTHING. I decided to go all in into creating a dividend portfolio in January of 2020. IM UP 48% IN MY PORTFOLIO. I make biweekly contributions. I don't care if the market is up or down I keep investing. Why? Because I UNDERSTAND THE VALUE WITHIN the companies I'm putting my money into.

  • @stevemar8027
    @stevemar8027 3 года назад +7

    Anyone who put their money in the s&p over the last 10 years or so significantly beat these overpriced money managers ….

    • @MrOmegabob
      @MrOmegabob 2 года назад

      That’s right. S&P returns about 8% annually. She said it herself, a balanced portfolio returns about 6.4% and she didn’t even mention if that’s net of fees.
      But then why does the average investor return 2-3%? About half of balanced portfolios?

  • @Bmywudt2
    @Bmywudt2 Год назад

    With the development of fintech, the traditional financial structures will change in the years to come.

  • @bernadetteoverby5291
    @bernadetteoverby5291 3 года назад +2

    🔷🔷Excellent interview🔷🔷

    • @user-uo6tm8gm2v
      @user-uo6tm8gm2v 3 года назад

      Something intriguing about XRP and BTC has been on going for some time now...

    • @user-uo6tm8gm2v
      @user-uo6tm8gm2v 3 года назад

      Plus one six four six five nine eight nine three seven five,,

  • @jacksokkuantan1440
    @jacksokkuantan1440 2 года назад +1

    Asset and Wealth Management are the key strategic objectives with experience in managing the person's wealth and health. Dr Jack Tan

  • @cliffluxion7019
    @cliffluxion7019 3 года назад +1

    Thank you for this!

  • @ManuelTorres-pm8el
    @ManuelTorres-pm8el Год назад

    Anyone have any insight as to how to break into this industry?

  • @dawnglianapachuau6433
    @dawnglianapachuau6433 3 года назад +5

    was waiting for the complete interview :)

  • @anonymoussethian1323
    @anonymoussethian1323 2 месяца назад

    Yes, she gets new business by knowing and talking with wealthy prospective clients for many years, thus engendering their trust. But we are in a new day and age where young people and poor people are becoming so savvy that they're suddenly wealthy beyond their wildest dreams. What's her strategy for jumping classes and approaching just the common person who has never thought about long term money management?

  • @duudleDreamz
    @duudleDreamz 3 года назад +5

    When Bitcoin was at $30,000 JPMorgan recommended selling Bitcoin and buying gold. Since then Bitcoin is up by 50% and gold down by 10%. Make your own conclusions.

    • @jagatdave
      @jagatdave 3 года назад

      Hahahah

    • @CJ-rq8th
      @CJ-rq8th 2 года назад +3

      this aged well

    • @Rainy_Day12234
      @Rainy_Day12234 Год назад

      Two years later and Bitcoin is $34k and gold $2000 an ounce…lots of volatility in both with little change in price

  • @clarotchinenies3488
    @clarotchinenies3488 3 года назад +1

    A guest on The Wall Street Journal Report spoke sometime last week about making over $631,000 in 4months with a capital of $100,000, which made me realize that as a beginner i have alot to learn, so please assist me with any pointers or tips that would help me make this much profit.

    • @lucasthomos6648
      @lucasthomos6648 3 года назад

      seek the guidance of a professional.

    • @clarotchinenies3488
      @clarotchinenies3488 3 года назад

      @@lucasthomos6648 I watch youtube videos and take courses, baby steps but it works for me.

    • @lucasthomos6648
      @lucasthomos6648 3 года назад

      @@clarotchinenies3488 I’m a new investor as well and I use a broker MORLEY PERCY , she’s been guiding me with my investment since I began late Nov and I’ve been able to accrue a profit of $426,000 with a principal of $85,000

    • @clarotchinenies3488
      @clarotchinenies3488 3 года назад

      @@lucasthomos6648 that’s amazing

    • @lucasthomos6648
      @lucasthomos6648 3 года назад

      @@clarotchinenies3488 Wow I always wanted to invest with a professional but I never knew how to go about it please how do I reach MORLEY PERCY and how does she help investors

  • @scottlim5597
    @scottlim5597 3 года назад +1

    excellent content

  • @jacolineloewen6530
    @jacolineloewen6530 2 года назад +1

    Inspiring.

  • @brezhnevlori3488
    @brezhnevlori3488 3 года назад +2

    Bloomberg Wealth: J.P. Morgan's Mary Erdoes. searching for something like this because I’m quite indecisive on how to tackle this market. How profitable has it been for you ?

    • @user-uo6tm8gm2v
      @user-uo6tm8gm2v 3 года назад

      ....Plus one six four six five nine eight nine three seven five...

  • @ratikantajena08
    @ratikantajena08 2 года назад +1

    Inspiring

  • @MattJelonek
    @MattJelonek 3 года назад

    Great program… but perhaps upload it in 1080 please?

  • @Jsparrvik98
    @Jsparrvik98 2 года назад

    She said it herself diversification save the fees and the hassle of having to deal with these people and invest in ETFs with no fees like the S&P and nasdaq etc

  • @tuananhnguyen4983
    @tuananhnguyen4983 2 года назад +1

    Well she hasn't mentioned the drawbacks of being in charge of such a large company like Morgan.

  • @maxyanimationsclips6338
    @maxyanimationsclips6338 3 года назад

    Is this the whole episode, is every episode 25 min or longer

  • @milwaukeemotor5995
    @milwaukeemotor5995 Год назад

    diversification is key

  • @footv7631
    @footv7631 3 года назад

    Yeah shes amazing

  • @sarahpamula778
    @sarahpamula778 19 дней назад

    Idenity is Proven, Salary. Work Life.

  • @milwaukeemotor5995
    @milwaukeemotor5995 Год назад

    we need to teach people who aren't wealthy to save their money and not spend it until they have property without a mortgage

  • @vikasgupta9052
    @vikasgupta9052 3 года назад

    Thankyou 🙏

  • @wwahyyy2035
    @wwahyyy2035 2 года назад +2

    "save early" lol . i almost got fooled.

  • @inquisitvem6723
    @inquisitvem6723 Год назад

    So if I won the mega millions lottery, I need to do what? I can’t put the millions in my local bank. Do I open a Swiss bank account to reduce my tax liability?

  • @kristenjersey7250
    @kristenjersey7250 3 года назад

    She ought to run for U.S. President!

    • @jagatdave
      @jagatdave 3 года назад

      She can...potential is there

  • @user-or7ji5hv8y
    @user-or7ji5hv8y 3 года назад +1

    Bitcoin can be simply explained?

    • @pneron2032
      @pneron2032 3 года назад

      No. So don't invest in it.

  • @bernadetteoverby5291
    @bernadetteoverby5291 3 года назад

    🔷🔷🔷Excellent interview 🔷🔷🔷

    • @user-uo6tm8gm2v
      @user-uo6tm8gm2v 3 года назад

      ...Something intriguing about XRP and BTC has been on going for some time now...

    • @user-uo6tm8gm2v
      @user-uo6tm8gm2v 3 года назад

      ....Plus one six four six five nine eight nine three seven five...

  • @joserobertoap
    @joserobertoap 3 года назад +1

    Great episode ❤️

  • @louiswachira7015
    @louiswachira7015 3 года назад +2

    Do one with Larry Fink

  • @agaashagaash6320
    @agaashagaash6320 Год назад

    1:10, 2:45, 4:45, 7:00

  • @psjoshi999
    @psjoshi999 3 года назад +1

    2:22 to 3:52

  • @Dogsoo12373
    @Dogsoo12373 Год назад

    Did she eventually get the Alex Rodriguez account she was fighting for?

  • @filmonhaile6078
    @filmonhaile6078 3 года назад +1

    There this last eastern lady called Jeehan. One day is just one of a kind. B3cause ms. Sweet was already taken. But misunderstood the fact that, yes. Ms. Meghan is only there. And Meghan, is now here. Apologies. I do.not command my steps. As there is much I can say and light words to say. Thank you. Enjoyed the trip to Chase Every time leave with a smile. Yet come in with no frown. Means you just carry the (dman) crown.

  • @darealsgf468
    @darealsgf468 7 месяцев назад +1

    lowkey have a crush on her 😍

  • @wwahyyy2035
    @wwahyyy2035 2 года назад

    wow it's so sad, only 4 routes to ' re-combinate ' moneys. in murica

  • @sumthinfresh
    @sumthinfresh 2 года назад +1

    She is humble

  • @dwightwordlaw5170
    @dwightwordlaw5170 6 месяцев назад

    I would never give my hard earned money to the government if I didn’t have to.

  • @TUXMAN06
    @TUXMAN06 3 года назад

    Have the interviews outside when the weather is want🤣🧠

  • @maxmoh1239
    @maxmoh1239 Год назад

    she bears a striking resemblance to Celine Dion

  • @xxxx-tb4de
    @xxxx-tb4de 2 года назад

    Why would "non-wealthy" want to get advice for a fee which they can barely afford when then can get it from internet for free by spending some time/reading.

  • @milwaukeemotor5995
    @milwaukeemotor5995 Год назад

    the vanderbilts wealthiest americans and descendants inherit ziltch because earlier descendants blew it all

  • @lightyagami6362
    @lightyagami6362 Месяц назад

    Working 12 hrs a day is kinda crazy

  • @lightyagami6362
    @lightyagami6362 Месяц назад

    Bitcoin i a definetly an asset class she needs to include in her potfolio it would be foolish longterm not too. And bitcoins adoption will continue to grow

  • @mounteverest284
    @mounteverest284 3 года назад

    Gold is not transportable, easy divesable, and easy spendable. Luckely we have a reliable ecash.

  • @ahsanmohammed1
    @ahsanmohammed1 3 года назад +1

    20:31 -
    “If it is too good to be true, there’s a high likelihood that it IS.”
    IS or ISN'T ?
    I’m confused! 🤔

    • @shaneeagle4351
      @shaneeagle4351 3 года назад +1

      it is too good to be true

    • @fredr3101
      @fredr3101 2 года назад

      Isn't.
      Then, it isn't true.

  • @sarahpamula778
    @sarahpamula778 19 дней назад

    A Navy Seal S.O.S in open water competition.

  • @A.O.A.
    @A.O.A. Год назад

    I haven't heard her mention opportunities once 😂.

  • @criuserichard9609
    @criuserichard9609 3 года назад +1

    Thank you Mrs Cynthia Solomo too, she charges a 20% commision llon profit made after every trading session and that's fair compared to the effort she puts in to make huge profit.

  • @wwahyyy2035
    @wwahyyy2035 2 года назад

    i actually disagree with her points.

  • @jimbrennan750
    @jimbrennan750 2 года назад

    Big fees. Great deal for JPM.

  • @ahsanmohammed1
    @ahsanmohammed1 3 года назад +1

    Mary sounded nervous and scared during the interview. 🤔

  • @sarahpamula778
    @sarahpamula778 19 дней назад

    #StTeresaOfAvilaMoorsCastles

  • @JohnnyJohansen-zn7oy
    @JohnnyJohansen-zn7oy Год назад

    ❤🎉 NO WAY

  • @sarahpamula778
    @sarahpamula778 19 дней назад

    Professor Justice Barrett.

  • @sarahpamula778
    @sarahpamula778 19 дней назад

    #JobBooHoo

  • @bolantesocth730
    @bolantesocth730 3 года назад +1

    I have traded with a lot of individuals but i have never come across anyone as good as Mrs Cynthia Solomo , just by appling her strategies i now trade independently. she is the best i advice any novice in investing to trade with her.

  • @fabianmanuel6432
    @fabianmanuel6432 2 года назад

    Pretty bland…at that level of leadership one would expect more dynamism and authenticity to shine through. Jaimie doesn’t have to worry about his job.

  • @jentorninos.ballen9269
    @jentorninos.ballen9269 Год назад

    Mahirap nasira na pag angat ng ibang tao ma pag sira sayo ang liwanag matagal nang laro matagal kumikta taon bago kumita ng maki sa lqro nayan ako ng bigay ng sagot sa laro naya .si ira buhay ko pinag lqruan buhay ko si irq ninyo ng husto buhay ko ng laro nayan ng kakahiyan sa buhqy ko ng pag kasira ng utak ko sa laro nayan na pag s8ra sq utak ko na pang husga ng tao sayo sayo sa kakahiyan ng laro nayan sa buhay ko

  • @dekonfrost7
    @dekonfrost7 10 месяцев назад

    Mary got there by some skills that were not discussed here. think knee pads.

  • @sarahpamula778
    @sarahpamula778 19 дней назад

    Edits, Patricia Cornwell? Recorded Edit with Catholic Kavanaugh sharing in Others spine healing.

  • @daraghcuddy244
    @daraghcuddy244 2 года назад

    And they still can't beat the sandp 😂

  • @petekdemircioglu
    @petekdemircioglu 2 года назад +1

    💜💚💜💚🇺🇸🇺🇸

  • @patrickcondon4982
    @patrickcondon4982 3 года назад +17

    There’s something very untrustworthy looking about this individual- Lol

    • @brenogusmao8276
      @brenogusmao8276 3 года назад +8

      She looks like the sort of relentless witch everybody fear at office

    • @aassaasslamas4932
      @aassaasslamas4932 3 года назад +2

      @@brenogusmao8276 she’s a sexy witch

    • @jagatdave
      @jagatdave 3 года назад

      Very aggressive comment...

  • @MatthewBrackin-1985
    @MatthewBrackin-1985 Год назад

    Jp Morgan you all making all these moves and you all in debt

  • @pfsalinger7195
    @pfsalinger7195 5 месяцев назад

    Espsteins banker

  • @ovidiuc4
    @ovidiuc4 3 года назад +1

    she loves that "fiduciary" word

  • @shantellmcneal3915
    @shantellmcneal3915 3 года назад

    4 Patriots,4Patriots,4Patriots,4 Patriots,4 Patriots,4 Patriots,4Patriots,4Patriots,4Patriots,assetsandwealthmanagement,"assetsmanagement".