Lisa Shalett
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Lisa Shalett leads as The Navigator by orienting clients with precise coordinates, growth rate-of-change and inflation rate-of-change, rather than noise or narrative. She sets the present against long financial history, treating fifteen years of 15 percent compounding not as a baseline but as an anomaly demanding recalibration.
“Being political, pure economists will tell you that tariffs, particularly if implemented over long periods of time and to the extent that they cause trade war or reciprocity tend to be destructive to total global trade in aggregate, tend to be a one-time inflationary problem, and tend to really kind of hurt the efficiency of markets.”
“Sure. So look, I think this is, I think history is going to be extraordinarily kind to James Gorman. I think James, I feel so extraordinarily lucky to have served in the firm while he was the CEO. I think strategically back during the financial crisis, he developed a vision.”
“Yeah, so I think from my time at Sanford Bernstein, I like to think I brought, you know, kind of my love of original research, my love of, you know, that independent streak, that desire to really, you know, call out conflict of interest and say, no, this is, you know, this is what the numbers really tell you.”
“Wow, that's a fantastic question. Look, I think if there was one theme that I would say over my thirty year career that has characterized everything, it has been the democratization of reasonably sophisticated product, right?”
Masters in Business: “Wealth Management and the 'Great Normalization' with Lisa Shalett”
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