The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. And also we invest in pretty much all the major food groups and even some of the alternative food groups in real estate. And I, I think that I kind of triangulated on it. I have no family history.

Assets 258

Assets Investing Investments Management 258

The Big Picture

JUNE 27, 2023

The economy wasn’t as dependent on the equity markets as necessarily as it is today, as we saw post ’08. We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. And so it’s one of these things that math works. But the Fed stepped in.

Math 141

Math Risk Management Management Marketing 141

The Irrelevant Investor

AUGUST 9, 2018

There are a lot of economic problems that we'll face in the coming years. The erosion of that bargaining power is one of the biggest economic stories of the past four decades, yet it’s less about supply and demand than about institutions and politics." The Atlantic asks Are Stock Buybacks Starving the Economy ?

Economics 52

Economics Distribution Investing Investments 52

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

APRIL 2, 2024

He is so knowledgeable about so many unusual areas in economics. You’re the author of 200 plus papers, six books, deaths of Despair, which you wrote with Anne Case who happens to be your wife, was a New York Times bestseller and your latest book, economics in America, an Immigrant Economist, explores the Land of inequality.

Healthcare 141

Healthcare Medicine Economics Numbers 141

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is your nest egg. We’ll come back to this. Think about it.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. So here’s the math, Barry. Do the dogs want to eat the dog food? I do think when I look for analysts today, I look for interesting backgrounds. You all have phones.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

SEPTEMBER 26, 2022

And health tech, sports tech, food and again, these are sectors where there’s some regulations, and entrepreneurs need to understand that, investors need to understand that. The math never seems to work out. We see it every time, some billionaires’ stadium gets paid for by taxpayers. Is that way fair way to start?

Startup 161

Startup Investing Investments Numbers 161

The Big Picture

NOVEMBER 15, 2022

NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. It’s how math works. NADIG: FRDM.

Management 268

Management Assets Portfolio Investing 268