Remove 2006 Remove Economics Remove Numbers Remove Risk Management
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Transcript: Maria Vassalou

The Big Picture

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.

Assets 164
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Transcript: Armen Panossian

The Big Picture

I remember when I bought my first house in 2006, they, all I was asked was if I intended to repay the debt. Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. Panossian ] 00:05:18 Yeah. Tell us about that.

Banking 130
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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. So we built, we did that for a lot of the markets. It was what, what was your experience?

Banking 143
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Transcript: Ken Kencel

The Big Picture

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today.

Banking 143
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Transcript: Joe Barratta of Blackstone

The Big Picture

In 2006, ’07, ’08, you saw the financial crisis. You see these things before they start to show up in the economic data. So we share themes and we share these economic signals. You want to be able to ensure that you’re bringing in best-in-class management that’s really perfectly aligned with you.

Assets 154
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Transcript: Gary Cohn

The Big Picture

 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.

Taxes 271
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Transcript: Peter Atwater

The Big Picture

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? trillion a crazy number. Yeah, so far so good.

Banking 253