The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down. KLINSKY: Yeah.

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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.

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The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

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Clients Wealth Management Investing Investments 283

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. When I look at Europe, I see a, not only a very mature area, but I also see an economy that hasn’t really recovered fully from the pandemic or arguably from the great financial crisis. I have no family history.

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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.

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The Big Picture

JUNE 20, 2023

Now, They have seized on healthcare as a huge industry to really dive into, to invest in. And the difficulty with healthcare is that you are not supposed to put profits ahead of patients. RITHOLTZ: How did private equity healthcare, senior living, nursing homes, ERs, hospitals, do during the COVID pandemic? MORGENSON: Right.

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Insurance Healthcare Retail Medicine 140

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. What was the career plan?

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Numbers Management Banking Marketing 140

The Big Picture

APRIL 2, 2024

He is so knowledgeable about so many unusual areas in economics. Healthcare minimum wage. So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. And as soon as I started studying economics, I was sort of hooked.

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Healthcare Medicine Economics Numbers 140

Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge.

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Banking Healthcare Government Budgeting 59

The Big Picture

SEPTEMBER 26, 2022

What’s similar is what’s happened is in the last particularly decade, more attention got focused on startups and even the government leaders, mayors and governors for decades, economic development was basically getting a big company to move their headquarters, or big company to open a factory. The math never seems to work out.

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The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Your chief economic advisor to the president.

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The Big Picture

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. Even if you read both of Browder’s books, you will find something to be amazed at. With no further ado, my conversation with Bill Browder.

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The Big Picture

AUGUST 22, 2023

CASS SUNSTEIN, FOUNDER, HARVARD LAW SCHOOL’S PROGRAM ON BEHAVIORAL ECONOMICS AND PUBLIC POLICY: Thank you, a great pleasure to be here. RITHOLTZ: There’s nobody in the world of economics or behavioral finance like Dick Thaler. I thought law and economics was extremely important and kind of on the right track.

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Economics Media Government Numbers 245