The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. And then I moved back to London at the end of 2008, which was a really interesting pivot. SALISBURY: Yes.

Assets 283

Assets Clients Investing Investments 283

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 150

Clients Investing Investments Management 150

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: After 2008? RITHOLTZ: 2008, ’09. So you retire in 2018. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, my extra special guest is Dominique Mielle. Tell us about that period.

Assets 271

Assets Investing Investments Management 271

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.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. 00:19:54 [Speaker Changed] So you retired if it’s not working and you move on to the next that. He helps portfolio managers make sense of the world. So at that point, I had a pretty big career. Not, not useful.

Economy 140

Economy Clients Economics Banking 140