The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

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The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

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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.

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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.

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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. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

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The Big Picture

NOVEMBER 28, 2023

Barry Ritholtz: 00:07:19 [Speaker Changed] This was 2006, for the first time in my adult life, I had the opportunity to move away from the trees and start to see the forest Peter Atwater: 00:07:31 And to see what was happening in the mortgage space, to your point, ninja Loans, right? . Peter Atwater: 00:07:14 [Speaker Changed] Right.

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