The Big Picture

JANUARY 9, 2024

But there’s also a lot of, like at Wittel, you know, I was at Wachtel in 2005 to 2007, so really near the peak of a big merger’s boom. And so my plan was actually to quit and not do anything and figure out what my next step was. You were saying that you had a code of ethics, but then your CEO was sexually harassing people.

Retail 130

Retail Banking Math Management 130

The Big Picture

JULY 19, 2022

And he was highlighting that there probably is more coming from the saving side and then he was emphasizing that this is China and often emerging market foreign reserves. Those types of excess savings were sort of the culprit for the conundrum in 2005 or whatever it was. We already talked about the impacts on Fed rates.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

NOVEMBER 15, 2022

And understanding those influences provides important context for planning ahead.” And if there’s like one person who I was, like, if I had a business decision, like career choice, ethical quandary, something like that, there’s no question he’d be the first person I’ll call. NADIG: — in 2005 is probably wrong.

Management 264

Management Assets Portfolio Investing 264