Brown Advisory

APRIL 1, 2015

economy following the financial crisis. Interestingly, in an unusually large number of instances, the stock prices of the target company and the acquirer have both risen following a deal announcement, while typically only the target’s stock price benefits. There is no obvious parallel today. stocks has been since the late 1920’s.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Clients 154

Clients Investing Investments Management 154

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. And the place where I was looking for this risk factors was in the real economy. How do you crunch the numbers on that, and where do you come out on small cap and value? VASSALOU: Yeah.

Assets 164

Assets Management Portfolio Marketing 164

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. And it worked out and had multiple job offers coming out of school from a number of different insurance companies. And Greg Davis just does an amazing job. I think you will also.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. Before she moved into management, she has been on all of the big lists. Because the idea of syndication is that you make a giant purchase and then you sell it off in smaller units to really more of a retail investor.

Assets 259

Assets Investing Investments Management 259

Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be. Robinhood 5.

Accounting 69

Accounting eCommerce Investing Investments 69

Brown Advisory

OCTOBER 1, 2015

That action then led to fears that China’s economy was in serious trouble. Most indicators suggest that China’s economy is growing at a mid-single-digit rate. Economic growth has appeared to slow, complicating government efforts to shift the economy away from reliance on heavy industry to more consumer- and service-oriented growth.

Investing 52

Investing Investments Economy Government 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? If you don’t have children while young, odds decrease that you will have children, and a higher number of them.

Math 59

Math Assets Government Engineering 59

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. The worst the economy is. Why Bubbles Are Great for the Economy” and his thesis is, yeah, let the VC spend all the money laying this fiber.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? You sit on the board of directors on a number of portfolio companies.

Clients 143

Clients Investing Investments Assets 143

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Investing 143

Investing Investments Marketing Marketing 143

The Big Picture

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. TROPIN: Yeah, I think when we got that — RITHOLTZ: But the economy really seems to be slowing. RITHOLTZ: Right.

Management 296

Management Assets Risk Management Valuation 296

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. And it was day by day from the seat of, it was the month that the economy shut down.

Retail 130

Retail Government Economy Economics 130

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economy 143

Economy Clients Economics Banking 143

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 289

Valuation Education Government Numbers 289

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. I’m the portfolio manager and I’m actually the only portfolio manager.

Management 286

Management Investing Investments Economy 286

The Big Picture

FEBRUARY 4, 2024

declared bankruptcy, according to Roth Capital Partners—six times the number in the previous three years combined. Jesse Gutierres believes only one Republican candidate will restore confidence in the economy. He is the portfolio manager for the Quality Fund ( GQETX ). Roth expects at least 100 more to fail.

Recruitment 130

Recruitment Portfolio Management Retail Economy 130