The Big Picture

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. And it’s why he has such an amazing following. Barry Ritholtz : 00:02:33 So where, where is this coming from? It’s almost as if you’re embarrassed by the whole bruhaha around the Ivys.

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The Big Picture

SEPTEMBER 19, 2023

She can go anywhere, do anything. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Let’s start a little bit before we get to what you do at Goldman Sachs. Elizabeth Burton : I do have a degree in French. That is quite a resume. What led to Booth?

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The Big Picture

OCTOBER 31, 2023

He, he really sees all sides of, of the elephant and is capable of describing it in a way that I thought was both fascinating and, and informative. Tell us a little bit about the firm’s history and how it’s evolved over the past a hundred years. It was April of 99. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

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Management Investing Investments Portfolio 154

The Big Picture

MARCH 5, 2024

I found this conversation to be fascinating, and even though we kinda wander off into the weeds of private credit, it’s so informative and so interesting. I think you’ll, you’ll really enjoy it. I really appreciate it. It’s really a fascinating firm in so many ways. It was a lot of fun.

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Banking Portfolio Assets Investing 143

The Big Picture

JANUARY 16, 2024

They do debt, they do equity, they invest in public real estate, they invest in private. It’s good to be here Barry Ritholtz : 00:01:31 Good to have you here. Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I have no family history.

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Assets Investing Investments Management 259

The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. 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. I wanna say it’s about $179 billion in client assets.

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Banking Investing Investments Clients 130

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. It’s great to be here. Sean Dobson : It was, it was happenstance. Anything else?

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Banking Investing Investments Marketing 143