The Big Picture

MAY 20, 2025

First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. A a paper that caught my attention was following 2008 and this paper took a look at all hedge funds that reported to be market neutral. But when you really needed it in a downturn of 2008, the beta was 0.4.

Management 130

Management Numbers Transportation Accounting 130

The Big Picture

APRIL 29, 2025

00:11:32 [Speaker Changed] Yeah, it, it happened because of another crisis In 2008, the, the great financial crisis ING had had gotten overexposed in, in, in mortgages and had to take a loan from the Dutch state to shore up their tier one capital ratios. So 2008, you know, as you remember, Barry fourth quarter was chaotic.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

DECEMBER 6, 2022

Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. BERRUGA: Exactly. RITHOLTZ: Oh, my goodness. BERRUGA: Yeah. It was a big drop. BERRUGA: Yeah.

Clients 162

Clients Investments Investing Management 162

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investments 130

Investments Investing Valuation Portfolio 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 8, 2024

He helps portfolio managers make sense of the world. The last cycle, for example, it took 18 months from when the yield corps inverted to when the recession started in 2008, 18 months. Not, not useful. He sorts through the reams of economic data and government surveys to provide an objective and independent assessment.

Economy 147

Economy Clients Banking Economics 147