The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. SALISBURY: Absolutely.

Assets 283

Assets Clients Investing Investments 283

The Better Letter

JANUARY 26, 2024

In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. who became a professor at the University of Michigan before setting up his own asset management firm. He missed this one, too.

Assets 104

Assets Valuation Management Investing 104

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. Every bank had balance sheet.

Banking 150

Banking Assets Government Investing 150

The Big Picture

MARCH 12, 2024

My family and I moved to McLean, Virginia in, in 2008. So we were down the street and we were in a pretty interesting situation because we were the, we were one of the biggest, if not the only investment bank specializing in the core risk that the nation was facing. They’re asset allocation model driven folks.

Banking 140

Banking Investing Investments Marketing 140