Remove 08 31 time-to-get-real-about-the-coming-recession
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Let’s start a little bit before we get to what you do at Goldman Sachs. Let’s start a little bit before we get to what you do at Goldman Sachs. Let’s talk about your background, which is really kind of fascinating. She can go anywhere, do anything. Elizabeth Burton : Hi Barry. Thank you for having me.

Assets 143
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Transcript: Tom Hancock, GMO

The Big Picture

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. This is the first time they’re putting out a product for retail.  The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity , is below.

Valuation 130
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Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Bell Investment Advisors

I’ll get to that in just a second. Ryan would like to really get into the type of U.S. He defines it as “narrow”, and he’ll get more into that. So, whenever Ryan or I talk about the Fed, we’re really talking about our Federal Reserve System, which is responsible for setting monetary policy.

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Transcript: Graeme Forster, Orbis Investments

The Big Picture

The firm runs about $34 billion. I’ve, I’ve written about them before. I want to get into that before we start talking about asset management. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It gets further and further away the D P U go.

Investing 130
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Transcript: David Snyderman, Magnetar Capital

The Big Picture

They are not like any other fund that you’ll hear me talk about. Let’s start though, talking a little bit about your background. Tell us a little bit about where you went and what you studied. Tell us a little bit about where you went and what you studied. I think you’ll, you’ll really enjoy it.

Banking 143
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Transcript: Cathy Marcus, PGIM Real Estate

The Big Picture

The transcript from this week’s, MiB: Cathy Marcus, co-CEO, global COO of PGIM Real Estate , is below. Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. With no further ado my discussion with P GMs.

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What a Week | Weekly Market Commentary | August 1, 2022

James Hendries

These days a Federal Reserve (Fed) policy meeting alone gets a lot of headlines and has market participants on the edge of their seats. Fed Meeting Recap: Market Gets a Whiff of a Pivot. However, the central bank could begin cutting again in the back half of 2023 if the economy shows significant weakness.