The Big Picture

FEBRUARY 6, 2024

Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position. 00:04:41 [Speaker Changed] Back in the nineties. What was your focus within tech?

Valuation 130

Valuation Investing Investments Assets 130

Brown Advisory

JANUARY 12, 2022

Wed, 01/12/2022 - 04:28. One of our pre-reading books this year was 7 Powers 4 by Hamilton Helmer which lead to some spirited debate as we delved into barriers to scale, moat formation, counter-positioning and different combinations of relative versus absolute advantages. Global Leaders Investment Letter: December 2021.

Investing 52

Investing Investments Clients Economics 52

Brown Advisory

JANUARY 12, 2022

Global Leaders Investment Letter: December 2021 jharrison Wed, 01/12/2022 - 04:28 Just want the PDF? Download it here > What Drives Intrinsic Motivation In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward.

Investing 40

Investing Investments Clients Economics 40

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast, what can I say?

Investing 141

Investing Investments Marketing Marketing 141

Sara Grillo

FEBRUARY 13, 2023

According to Yardeni Research, there was $200B of buybacks in Q2 2022 for S&P stocks (which boosts the price). Investor’s Business Daily, February 3, 2022 Ehem. Governance is an unhelpful tack on, according to Dr. Quigley, usually viewed as unrelated to the first two related to things like board composition etc.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

FEBRUARY 20, 2024

Bill Dudley, former New York Fed President, multiple positions at Goldman Sachs on the Federal Reserve at the New York Fed. Bill Dudley, former New York Fed President, multiple positions at Goldman Sachs on the Federal Reserve at the New York Fed. 00:01:10 [ Bill Dudley ] Great to be here, Barry. It’s microeconomics.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

DECEMBER 26, 2023

And, you know, we weren’t able to compete 00:04:54 [Speaker Changed] And Yeah, no, that makes a lot of sense. It 00:04:55 [Speaker Changed] Was very hard. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We’re gonna half later.

Marketing 152

Marketing Marketing Financial Advisor Clients 152