The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. I — because obviously, I’m like journalism, economics, I’m in Rutgers. That’s how good the economy was. And in 2006, I got a hand at ETFs.

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The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street. RITHOLTZ: Right.

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The Big Picture

APRIL 18, 2023

BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. In 2006, ’07, ’08, you saw the financial crisis. BARATTA: A growing economy, zero cost to capital, markets compounding at 15, 16, 17 percent. So we share themes and we share these economic signals.

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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. We participated in that with treasury and FHFA and the regulators, the White House.

Banking 143

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The Big Picture

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Economy 143

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The Big Picture

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. middle market is the third largest economy in the world. PE, at that point, was really just developing in the middle market.

Banking 143

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The Big Picture

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. And economic indicators, like the unemployment rate or the claims data, and you know, we actually did some scenario analysis around that recently, just talking about, Hey, what happens if the employment rate rises versus falls?

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The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. 00:29:06 [Speaker Changed] So that was 2006. Your chief economic advisor to the president. Starting at the beginning of the administration in 2017. We now had the securities business.

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The Big Picture

OCTOBER 31, 2022

SIEGEL: — or 2006, ’07, ‘08. RITHOLTZ: So 5% funds rate, what does that do to the economy? RITHOLTZ: Did you see the Liberty Street Economics research paper? This recent paper at Liberty Street Economics blog, which is the New York Fed Research blog, said, “Oh, it turns out that people have adjusted to work from home.

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