Brown Advisory

NOVEMBER 12, 2019

equities were volatile over the summer and early fall, keeping investors guessing about the future direction of prices. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

equities were volatile over the summer and early fall, keeping investors guessing about the future direction of prices. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

Investing 52

Investing Investments Assets Economics 52

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.

Investing 52

Investing Investments Assets Numbers 52

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.

Clients 157

Clients Investing Investments Management 157

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 167

Valuation Investing Investments Numbers 167

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 157

Assets Investing Investments Valuation 157

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 144

Banking Investing Investments Marketing 144

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

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.

Investing 246

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 144

Economics Economy Marketing Marketing 144