What Every 25-Year-Old on Wall Street Needs to Hear
Description
Bob Doll, longtime investment manager and current CEO/CIO at Crossmark Global Investments, joins the show for a deep dive into markets, faith, and leadership. With a career spanning Merrill Lynch, BlackRock, Nuveen, and now a faith-based investing firm, Bob shares how he integrates values into portfolio management. He unpacks his quantitative approach to stock picking, reflects on getting “canceled” at BlackRock for his faith, and offers practical wisdom for young professionals looking to align purpose with profession. It’s equal parts investment strategy and professional guidance.
In this Episode
[01:02 ] From Math Major to Money Manager: How Bob Doll discovered investing as a calling
[05:27 ] Inside the Mind of a Portfolio Manager: Daily habits, models, and discipline
[16:15 ] Faith Meets Finance: Bob’s BlackRock exit and journey to Crossmark
[25:00 ] Aligning Investments with Values: What faith-based investing really means
[32:15 ] Market Outlook: Bullish with caution — inflation, valuations, and AI’s impact
[44:10 ] Housing, Debt & Demographics: Long-term challenges facing the U.S. economy
[54:30 ] Is It Worth It? Bob reflects on career, calling, and legacy
Guest Resources
https://www.crossmarkglobal.com/
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Editing and Support by The Good Podcast Co.
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