high-net-worth it-private-credits-time-shine 
The Big Picture
FEBRUARY 6, 2024
This is the first time they’re putting out a product for retail. I actually don’t know that anyone in my family actually had a job at a private for- profit traditional company ever. And I think that was kind of an early wise decision that I give myself credit for is back in high school. a year, way over both.
Brown Advisory
AUGUST 14, 2023
We have seen these factor risks play out many times. Even if we use a shorter quarterly time frame for calibration then we still see over half the risk as stock specific (no prizes for guessing that we would argue this is too short for 5+ year investors). banking crisis in 1Q23 and this is undoubtedly not an exhaustive list.
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The Better Letter
DECEMBER 30, 2022
hours and, in the process, created a record that stood for nearly 40 years and inspired the “ Cannonball Baker Sea-To-Shining-Sea Memorial Trophy Dash ,” better known as the “ The Cannonball Run.” How and why we did it are the subjects of this week’s TBL. If so, or if you’d prefer, you can read it all here.
The Big Picture
SEPTEMBER 5, 2023
This week on the podcast, our returning champion for the sixth time, my friend Jonathan Miller. RITHOLTZ: So every time there is tumult in the real estate market, my instinct is always to say, “Let’s get Jonathan in here and talk about what’s going on in the real estate world.” MILLER: Sixth. RITHOLTZ: Sixth.
The Big Picture
MARCH 21, 2023
And to his credit and my relief, he said, if it’s in the data, write the paper, and he was very supportive of the paper. ASNESS: — over time. It is a masterclass. And if you don’t believe me, I’m just going to shut up and say, with no further ado, my conversation with AQR’s Cliff Asness. ASNESS: Yeah.
The Big Picture
APRIL 25, 2023
I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. HAMBURGER: — used to come out all the time? It was on fire.
The Big Picture
MAY 16, 2023
I’ve known you for forever and over the course of most of that time, your work has really operated at the intersection of finance and media. Howard has had like really this shockingly blessed career. He rolls that cash into his next venture, which becomes a wildly successful angel fund, which now is in its fourth edition. LINDZON: Yes.
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