The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The firm runs about $34 billion. I’ve been intrigued by Orbis for quite a while.

Investing 130

Investing Investments Clients Management 130

The Big Picture

OCTOBER 31, 2023

Barry Ritholtz: 00:00:06 This week on the podcast, I have an extra special guest.  The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Management 154

Management Investing Investments Portfolio 154

The Big Picture

JANUARY 16, 2024

The transcript from this week’s, MiB: Cathy Marcus, co-CEO, global COO of PGIM Real Estate , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:00:09 [Barry Ritholtz] This week on the podcast I have an extra special guest. I have no family history.

Assets 259

Assets Investing Investments Management 259

Brown Advisory

JUNE 26, 2020

Fri, 06/26/2020 - 10:55. As we discuss in this article, analysis of the fundamental and ESG attributes of securitized issuers and underlying collateral can help us uncover important risks and opportunities that can impact the performance of our investments. A Structured Approach: ESG and Securitized Bonds. BACKGROUND.

Medical 52

Medical Food Medicine Assets 52

The Big Picture

FEBRUARY 20, 2024

 The transcript from this week’s, MiB: Bill Dudley, NY Fed Chief , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Bill Dudley, former New York Fed President, multiple positions at Goldman Sachs on the Federal Reserve at the New York Fed.

Economy 143

Economy Banking Marketing Marketing 143

The Big Picture

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing.  The transcript from this week’s, MiB: David Einhorn, Greenlight Capital , is below. Barry Ritholtz : This week on the podcast, I have an extra special guest, David Einhorn, founder of Greenlight Capital.

Management 286

Management Investing Investments Economy 286

The Big Picture

NOVEMBER 28, 2023

The transcript from this week’s, MiB: Peter Atwater, Financial Insyghts , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Barry Ritholtz : This week on the podcast, I have a special guest. You graduate William and Mary in 83. How did your career begin?

Banking 253

Banking Media Economics Food 253