The Big Picture

DECEMBER 6, 2022

Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 148

Clients Investing Investments Management 148

The Big Picture

APRIL 8, 2024

Hustle was managing institutional right assets. Your real business is having the best perspective of what is happening this moment in the economy. And then it turns out, you know, the market, if you go from 91 forward market just sort of went up and business was good and it was good basically until maybe 2010. Your side hustle.

Economy 139

Economy Clients Economics Banking 139

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