The Big Picture

JANUARY 8, 2025

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. He’s the chief investment officer at Bitwise Asset Management. What is Bitcoin?

Assets 130

Assets Banking Investing Investments 130

The Big Picture

MARCH 15, 2023

New York Times ) Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B But what he’s really after is human connection. (

Banking 298

Banking Food Startup Media 298

The Big Picture

MARCH 10, 2023

Hollywood Reporter ) Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B The film has inspired legions of fans, an annual festival and even a religion, but it wasn’t an instant hit in 1998.

Startup 287

Startup Media Banking Sales 287

Calculated Risk

JANUARY 1, 2023

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 230

Banking Assets Media Insurance 230

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

MARCH 14, 2023

Yale University’s endowment has earned spectacular returns in hedge funds, private equity and other ”alternative assets.” Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B Should You? The Atlantic ).

Banking 258

Banking Assets Media Investing 258

The Chicago Financial Planner

JUNE 13, 2022

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. For example during the 2008-2009 market debacle I looked at funds to see how they did in both the down market of 2008 and the up market of 2009.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

The Big Picture

FEBRUARY 11, 2023

trillion in assets. Before joining BlackRock in 2009, Rieder was president and chief executive officer of R3 Capital Partners. He is responsible for some $2.4 We discuss how he found his way into fixed income, spending 20 years at Lehman Brothers.

Communication 189

Communication Banking Assets Investing 189

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

Management 130

Management Assets Portfolio Insurance 130

Trade Brains

OCTOBER 31, 2024

Gretex Industries Limited Gretex Industries Limited was founded in 2009 and manufactures hosiery products like wollycoats, thermal innerwear, and leggings near Kolkata. It previously offered asset financing and advisory services. With a market capitalization of Rs. percent in the June quarter of 2024, to 68.91

Wealth Management 105

Wealth Management Investing Investments Investment Advisor 105

Calculated Risk

MARCH 13, 2023

Note: There were over 500 bank failures during and immediately following the GFC, and almost 300 in just 2009 and 2010. To protect depositors, the FDIC transferred all the deposits and substantially all of the assets of Signature Bank to Signature Bridge Bank, N.A., Signature Bank had total assets of $110.4

Banking 130

Banking Financial Services Insurance Assets 130

A Wealth of Common Sense

MAY 14, 2024

Since 2009, a total U.S. A lot of investors have abandoned international diversification (or at least strongly considered it) in recent years. I understand why this is happening. stock market has destroyed all comers ever since the Great Financial Crisis ended. That’s annual returns of more than 14% per.

Marketing 145

Marketing Marketing Asset Allocation Assets 145

The Big Picture

DECEMBER 4, 2024

The fund runs 15 ETFs and manages nearly 3 billion in assets. Listeners think to 2009, the bottom, at the bottom, um, stocks have almost been a 10 bagger. The last one of these they did for an asset manager had 5, 000 accounts. So Meb, let’s just start with a basic question. And that’s the broad market.

Taxes 130

Taxes Portfolio Accounting Math 130

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Calculated Risk

OCTOBER 3, 2022

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 147

Banking Assets Media Insurance 147

Calculated Risk

JULY 30, 2023

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 130

Banking Assets Media Numbers 130

The Big Picture

MARCH 11, 2023

billion in assets. We discuss the challenges of launching a Quantitative Macro focused firm right into the teeth of the Great Financial Crisis in 2009. As frightening as that era was, it turned out to be a wonderful time to launch an asset management firm. We also reminisce about the good old days at Mother Merrill.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

OCTOBER 7, 2024

Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. In 2009, the market cap of the US stock market was 30% of the global stock market cap. Prior to launching Cutter, he focused on U.S. and European healthcare at Citadel and Millenium.

Electronics 147

Electronics Recruitment License Healthcare 147

Walkner Condon Financial Advisors

MARCH 16, 2023

This caused a fear over the weekend that we might see a repeat of 2007-2009. This explainer will lay out what happened, what the response was and why this is not like 2007-2009. When this run started, Silicon Valley Bank (and the two other banks that failed), put into play plans to raise capital beyond selling these assets.

Banking 98

Banking Insurance Assets Startup 98

Validea

JUNE 2, 2025

At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin Dalio’s original concept. All Weather Portfolio: Asset Class Behavior Across Economic Regimes Asset Class Performs Well In Why It’s Included U.S. 2008 -0.4% -21.0%

Portfolio 52

Portfolio Investing Investments Economics 52

Calculated Risk

APRIL 3, 2023

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 130

Banking Assets Media Management 130

Darrow Wealth Management

FEBRUARY 26, 2025

The returns are normalized total returns of various bond indices during the 2008 -2009 financial crisis. This led to a selloff of risk assets, resulting in a significant decline in the stock market, but mostly stable bond performance. However, by the end of the year, risk assets were back in favor.

Marketing 54

Marketing Marketing Retirement Portfolio 54

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

Assets 119

Assets Investing Investments Numbers 119

Random Roger's Retirement Planning

FEBRUARY 28, 2025

Based on Cambria's other multi-asset funds, ENDW will probably have fixed income duration but that's a space I will continue to avoid. Most of us of course lived through that from 2000 through to 2009. It then had a huge snap back year in 2009. The results. That's a long time for a broad based index to not make any progress.

Portfolio 52

Portfolio Asset Allocation Taxes Assets 52

Trade Brains

JANUARY 20, 2023

The Satyam scam (Satyam computers scam) was finally exposed early in 2009. As the investors were still coping up with the failed acquisition of Maytas and the allegations by the World Bank on January 7th, 2009 the markets received the resignation by Mr Raju and along with it a confession that he had manipulated accounts of Rs.

Banking 131

Banking Accounting Ethics Sales 131

Random Roger's Retirement Planning

APRIL 27, 2025

From March 9, 2009 through December 31, 2019 equities were up more than 498% and bonds returned 54% while cash alternatives realized little return. Do you want to increase your concentration in an asset class that historically exhibits great volatility in the search for return. Um ok, I mean who wouldn't want that?

Taxes 52

Taxes Economics Portfolio Assets 52

Mish Talk

DECEMBER 19, 2022

In March of 2009, the Fed suspended mark-to-market accounting of bank assets. Gold took off thanks to Fed stimulus that culminated in a housing bubble and bust. Gold, like everything else sold off hard in that bust. The stock market took off and so did gold. The Fed launched QE and so did the ECB.

Banking 187

Banking Accounting Assets Marketing 187

Carson Wealth

JUNE 30, 2025

That’s one reason why the 2008–2009 recession was as bad as it was—households were much more levered and when unemployment rose and home prices fell, everything crashed. Real estate assets are now at 215% of disposable income. The greater the leverage, the harder the crash (like in 2008-2009). Second, rising home prices.

Marketing 78

Marketing Marketing Investing Investments 78

The Big Picture

JANUARY 3, 2024

But I’d say more seriously, Barry, you know, we think about asset prices and you mentioned buying, you know, buying low and selling high. Asset prices are meant really to provide us with information. Uh, the business is about gathering assets. Michael Mauboussin : Survival might be number one.

Investing 195

Investing Investments Assets Numbers 195

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Since the credit crisis in 2008-2009, the private credit space has experienced robust growth.

Assets 52

Assets Portfolio Investing Investments 52

Trade Brains

JUNE 12, 2025

Notable Investments and Business Ventures Kusum Finserve: Shah’s 60% stake in this company is a significant asset, reflecting his focus on the financial sector. Investments: His investment portfolio includes various business ventures, contributing to his overall financial growth.

Wealth Accumulation 59

Wealth Accumulation Financial Services Valuation Assets 59

Validea

OCTOBER 19, 2022

Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. With future stock returns higher than they were at the start of the year and the U.S

Investing 128

Investing Investments Valuation Portfolio 128

WiserAdvisor

JUNE 24, 2025

You hear the word recession and might be reminded of the Great Recession from late 2007 to mid-2009. If you are looking for a more passive approach, you can diversify your investments by including income-generating assets, such as dividend stocks or rental real estate. Such a mindset can be a real asset when the economy slows down.

Financial Advisor 59

Financial Advisor Retirement Accounting Investing 59

The Better Letter

JANUARY 10, 2025

The ten-year period between 2000 and 2009 is often called a “lost decade” for U.S. From January 2000 through December 2009, the S&P 500 lost 0.72 housing stock is roughly $50 trillion (with a “t”), if Jacobin were correct, Blackstone would own housing assets worth about $17 trillion.

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Numbers Retail Pharmaceutical Government 97

Random Roger's Retirement Planning

MAY 6, 2024

The FT also said that Man Group, Gotham Asset Management, Ionic Capital Management and others were going the same route. In 2000, BPLSX outperformed by 69%, in 2001 it outperformed by 37%, 22% in 2002 and 46% in 2009. The article focused on the Tremblant Global ETF which will have the epic symbol of TOGA.

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Assets Portfolio Taxes Numbers 98

Random Roger's Retirement Planning

FEBRUARY 9, 2023

The funds did well in the Financial Crisis and they did well in 2022 but from 2009 onward, one of his two long standing funds has a negative annual growth rate and the one with a positive growth rate was less than 1/3 of a plain vanilla 60/40 portfolio. Gold was mostly in a downtrend from mid-2011 to early 2016.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

MarketWatch

MARCH 21, 2023

Tuesday, Goldman Sachs GS warned that it’s seeing signs of a broad-based deterioration in market functioning and a “material uptick” in most of the indicators it follows to gauge market impairment across assets. “A Meanwhile, U.S. stocks DJIASPXCOMP finished higher.

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Marketing Marketing Banking Financial Market 74