The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting.

Assets 283

Assets Clients Investing Investments 283

The Big Picture

MARCH 12, 2024

And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk. They’re asset allocation model driven folks. It was what, what was your experience?

Banking 140

Banking Investing Investments Marketing 140

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? And this was back in 2005 or 2006. MORGENSON: And so, he buys this portfolio of junk bonds. MORGENSON: This is a really, really crucial question for the whole private equity industry. And these guys don’t like money sitting on a shelf.

Insurance 140

Insurance Healthcare Retail Medicine 140