01 16 a-few-thoughts 2024 Related Topics 
The Big Picture
DECEMBER 12, 2023
It was the kind who thought it’s cool that 1, 2, 3, 4, 5, 6, 7, 8, 9 times eight is roughly 9, 8, 7, 6, 5, 4, 3, 2, 1. He has absolutely crushed his benchmark over that period. The s and p 500 has underperformed his fund by 3.7% a year since 1989. He’s crushed the Russell 2000, whatever benchmark you want to talk about.
The Big Picture
OCTOBER 3, 2023
I found this discussion just really to be absolutely fascinating, and I’m positive you will also, with no further ado from the White House and Goldman Sachs, Gary Cohen, [ Gary Cohn ] 00:01:34 Barry, it’s great to be here. Barry Ritholtz ] 00:01:36 It’s great to have you. And he said, yeah, not in my house.
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The Big Picture
FEBRUARY 20, 2024
There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.
The Big Picture
FEBRUARY 12, 2024
But he has very publicly talked about other companies that he thought were either wildly overstating their results or actually engaging in, in outright fraud. I thought this conversation was absolutely fascinating, and I think you will also, with no further ado, my discussion with Greenlight Capitals. I’m excited to be here.
The Big Picture
NOVEMBER 21, 2023
I thought this conversation was absolutely fascinating. Brad Gerstner is a founder and investor in technology startups. His firm, altimeter Capital, runs over $10 billion. That’s after returning a big chunk of capital and profits to their investors. He’s been in doing this for about 20 years. He, he chose a, a challenging time.
The Big Picture
MARCH 12, 2024
It’s fascinating and there are few people in the industry who not only have been successful as investors, but also very clearly saw and warned about the great financial crisis coming, because it was all there in the data. And on top of that, he’s pretty much a quantitative geek. Sean Dobson : Thank you very much.
The Big Picture
SEPTEMBER 26, 2023
He is also the incoming CO c e o A job he will take the reins at in the first quarter of 2024, helping to run oak trees. Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets.
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