The Better Letter

MARCH 2, 2023

Nearing 400 years ago now, Thomas Hobbes noted and accounted for a crucial difference between geometry and ethics: We disagree about and dispute matters of ethics routinely but geometry almost never. 3:19 PM ∙ Feb 17, 2023 8,381 Likes 1,265 Retweets But it’s for a good cause. Linky, too. Sorry (not sorry).

Ethics 84

Ethics Government Food Taxes 84

Brown Advisory

JULY 23, 2019

2019 Berkshire Hathaway Annual Shareholder Meeting ajackson Tue, 07/23/2019 - 09:50 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 50 questions during the five-hour gathering. hour sessions. versus 9.7%

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 50 questions during the five-hour gathering. The format of the meeting is question and answer. 2019 Berkshire Hathaway Annual Shareholder Meeting. hour sessions.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JUNE 12, 2017

Rather than a transcript, these notes are highlights organized to group common themes from responses to related questions. An appendix lists the time and topic of each question in the webcast, not all of which are covered in these notes. The format of the meeting is question and answer. hour sessions covering about 60 questions.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Rather than a transcript, these notes are highlights organized to group common themes from responses to related questions. An appendix lists the time and topic of each question in the webcast, not all of which are covered in these notes. The format of the meeting is question and answer. hour sessions covering about 60 questions.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering. hour sessions covering about 60 questions.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering. The format of the meeting is question and answer. hour sessions covering about 60 questions. Berkshire Hathaway.

Assets 52

Assets Investing Investments Insurance 52

Aleph

FEBRUARY 11, 2023

link] via @Jack_Raines This is like my saying, “Whom God would destroy, He first gives him an easy win.” Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Twitter bird tweets, and tweets! link] If you can write something like this without mentioning war, plague, famine, expropriation, etc.,

Banking 59

Banking Government Economics Taxes 59

Brown Advisory

MAY 16, 2016

The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering. An appendix in the pdf file lists the time and topic of each question in the webcast, not all of which are covered in these notes.

Insurance 52

Insurance Investing Investments Banking 52

Brown Advisory

NOVEMBER 14, 2018

We covered a lot of ground in a freewheeling conversation, but one question he asked me really got my attention: “What are the most important lessons you learned from managing through the technology bubble in 2000-01 and the financial crisis of 2008-09?” This seemed like an easy job at first. Every stock I recommended was a home run.

Clients 52

Clients Investing Investments Assets 52

Brown Advisory

NOVEMBER 14, 2018

We covered a lot of ground in a freewheeling conversation, but one question he asked me really got my attention: “What are the most important lessons you learned from managing through the technology bubble in 2000-01 and the financial crisis of 2008-09?”. This seemed like an easy job at first. Wed, 11/14/2018 - 10:25.

Clients 52

Clients Investing Investments Assets 52

The Big Picture

AUGUST 29, 2022

And when I basically don’t get to have my questions because we’re just, what about this, tell me about that. Transcript: The transcript from this week’s, MiB: Eric Balchunas on the Vanguard Effect , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. I have an extra special guest. Time to start.”

Assets 161

Assets Management Marketing Marketing 161

The Big Picture

DECEMBER 6, 2022

BERRUGA: You know, great question.  . Transcript: MiB: Luis Berruga, Global X ETFs. The transcript from this week’s, MiB: Luis Berruga, CEO, Global X ETFs , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Clients 152

Clients Investing Investments Management 152

The Big Picture

DECEMBER 14, 2022

And I just can’t say enough as to how absolutely fascinating and knowledgeable and intriguing this conversation is, that you won’t hear the gaps between her answers and my questions because we edit that out.  . The transcript from this week’s, MiB: Kathleen McCarthy, Global co-head of Blackstone Real Estate , is below.

Assets 152

Assets Investing Investments Portfolio 152

Sara Grillo

NOVEMBER 14, 2022

Questions we’ll debate: Ken Fisher said, “I would die and go to hell before I would sell an annuity.” Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? Is selling annuities to them the answer? Let’s talk about it. Scott Salaske , CEO of Firstmetric.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

FEBRUARY 28, 2023

The transcript from this week’s, MiB: David Layton, CEO of Partners Group , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They’re the largest listed buyout firm in Europe. They also have headquarters here in the U.S., in Colorado.

Clients 141

Clients Investing Investments Assets 141

The Big Picture

JULY 4, 2023

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. There are few people in the industry as insightful and influential as she is.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That’s just unprecedented. And I’ll keep saying, no one will ever beat that, that that streak.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. ANTTI ILMANEN.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

NOVEMBER 15, 2022

I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. ?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Management 268

Management Assets Portfolio Investing 268