Brown Advisory

NOVEMBER 14, 2017

Meanwhile, we continue to focus on security selection. A better strategy, we think, is to exploit inefficiencies at the individual bond level through solid fundamental research. A better strategy, we think, is to exploit inefficiencies at the individual bond level through solid fundamental research. Tue, 11/14/2017 - 16:18.

Investing 52

Investing Investments Assets Numbers 52

The Big Picture

DECEMBER 6, 2022

And we discussed everything from their Founder-Run Companies ETF, I love the stock symbol BOSS, to Lithium, to Covered Call writing within Nasdaq and S&P Wind power, just on and on. And definitely, their retail market participation is significantly lower than you can see in the U.S. BERRUGA: You know, great question.

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Clients Investing Investments Management 154

Brown Advisory

OCTOBER 18, 2019

an oil-market collapse, and an undeniable escalation in geopolitical and trade tensions around the world. stocks and bonds have steadily climbed, and any interim market corrections have been short-lived. During this period, those who owned public equities and fixed income as the core of their portfolios were generally rewarded.

Marketing 52

Marketing Marketing Valuation Numbers 52

Brown Advisory

OCTOBER 18, 2019

an oil-market collapse, and an undeniable escalation in geopolitical and trade tensions around the world. stocks and bonds have steadily climbed, and any interim market corrections have been short-lived. During this period, those who owned public equities and fixed income as the core of their portfolios were generally rewarded.

Marketing 52

Marketing Marketing Valuation Numbers 52

The Big Picture

SEPTEMBER 26, 2023

It’s really a fascinating discussion, a fascinating glimpse into history as to what was going on during the financial crisis. Yeah, [ Panossian ] 00:04:04 It was, he had a very strong team around him on the equity side. Well, [ Ritholtz ] 00:04:57 Well, you know, dead investors, they just want their money back.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. Let’s start out a little bit going over some of your background. And they said, go get a PhD. RITHOLTZ: Really?

Valuation 164

Valuation Investing Investments Numbers 164

The Big Picture

APRIL 18, 2023

 The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Joe Baratta is the Global Head of Private Equity at PE giant Blackstone, where he has worked since 1998. Happy to be here.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. What does that mean?

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

JULY 19, 2022

If you’re at all interested in value investing, factor investing, understanding how your starting condition leads to future returns that might be better or worse than historical averages, you’re going to find this to absolutely be a master class in investing. We’ll circle back with that. ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

Aleph

APRIL 4, 2023

Picture Credit: David Merkel, with an assist from Bing Chat in Creative mode || Twitter bird shops for groceries Market Dynamics Transcript: Matt King Sees a $1 Trillion Liquidity Drain Coming to Markets [link] Monetarism, with bank reserve flows driving the market for risk assets.

Banking 59

Banking Economics Advertising Insurance 59

The Big Picture

NOVEMBER 21, 2023

I, I’m kind of fascinated by your background, and before we get into what you do, we have to talk a little bit about how you got to where you are today. Pete Legal, had built an RV company called Cobra, sold it or partnered with private equity, had a bad experience, left that, and said, I’m gonna do it over again.

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Investing Investments Startup Accounting 246

The Big Picture

JANUARY 31, 2023

And by the time it’s released, it is fairly meaningless to what the market is going to be doing a few months. But, yeah, I mean, that was back when I guess Alan Abelson was running the Up & Down Wall Street column. Very often, there’s a ton of information that comes out. With no further ado, RenMac’s Neil Dutta.

Economics 143

Economics Economy Marketing Marketing 143