The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. They do debt, they do equity, they invest in public real estate, they invest in private. And I always really loved the built environment. I love to see things, things developed.

Assets 258

Assets Investing Investments Management 258

The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. And ultimately, to make a very long story short, I fell in love with derivatives. I love statistics. I very quickly fell in love with it.

Clients 286

Clients Wealth Management Investing Investments 286

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 in the 1990s, when you walked onto the equity floor, you were just hit with a wall of sound and energy. Take us through a day in the life or a week in the life of Vanguard CIO.

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Portfolio Investing Investments Numbers 130

The Big Picture

FEBRUARY 13, 2023

You know, they talked to me about, you know, love of sports. And you know, I love markets. But boy, I mean, I went through — and I think I still have a scar tissue to this day of, you know, all of these — by the way, I think it’s an interesting cyclicality to markets, that every four years you need to recalibrate.

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

DECEMBER 6, 2022

But the space that those shops don’t play in are coming up with ideas for themes that allow investors to focus on a very specific idea within the world of investing. But the space that those shops don’t play in are coming up with ideas for themes that allow investors to focus on a very specific idea within the world of investing.

Clients 152

Clients Investing Investments Management 152

The Big Picture

MARCH 27, 2023

And two was that I had never really taken time to think about the lack of women in the business, and that there really wasn’t a voice to tell the story of female investors. RITHOLTZ: So I like this quote of yours, which is, “Stock owners own a call option on the value of a company. Bond holders have sold a put option.

Assets 274

Assets Investing Investments Management 274

The Big Picture

FEBRUARY 28, 2023

. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, another extra special guest from the world of private markets, the Partners Group is probably the largest private equity firm you’ve never heard of, perhaps because they were originally headquartered in Zug, Switzerland. It seems kind of rare these days.

Clients 141

Clients Investing Investments Assets 141

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. BARATTA: Yeah.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

JULY 31, 2023

You know it feels like we all went through more or less the same thing. HOFFMAN: And then my recollection anyway, and this is the myth that I’m going to create, was that my first day they said, actually we’re thinking about launching a corporate law vertical, do you want to cover M&A? RITHOLTZ: Right. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

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.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

JUNE 20, 2023

 The transcript from this week’s, MiB: Gretchen Morgenson on Private Equity , is below. The current book is called “These Are the Plunderers, How Private Equity Runs and Wrecks America” That’s a little bit of a sensationalistic headline. Really, private equity used to be a small, outperforming sector of alternatives.

Insurance 141

Insurance Healthcare Retail Medicine 141

The Big Picture

APRIL 25, 2023

HAMBURGER: — we participated in the same investment. She was an investor. She loved stocks. And she — RITHOLTZ: And one day, I’ll be a white bald man. HAMBURGER: And so, to this day, I continue to meet some old school mechanics who knew my grandmother when. Has that closed? RITHOLTZ: Really?

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

APRIL 11, 2023

There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. What can I say about his breadth and depth of expertise? DAMODARAN: Right.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

DECEMBER 26, 2023

The transcript from this week’s, MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist , is below. He is Chief Equity technical strategist at B of A Securities, and he’s a double threat. Your stock options are worth a lot less as opposed to zero, something is better than nothing. He just saved the firm.

Marketing 152

Marketing Marketing Financial Advisor Clients 152

The Big Picture

FEBRUARY 12, 2024

What a fascinating investor and what a fascinating career David has had. What I just try to do is do a really good job wherever I’m doing when I’m doing it and figure that that will just create good options for me going forward. I just figured if I do well, I would be able to be presented with, with good options.

Management 282

Management Investing Investments Economy 282

The Big Picture

NOVEMBER 15, 2022

I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. And now, here I am at VettaFi, doing largely a lot of the same work, also pushing a big conference that we’re excited about, ExchangeF in Miami, in Florida. RITHOLTZ: Okay.

Management 268

Management Assets Portfolio Investing 268