The Big Picture

SEPTEMBER 5, 2023

Not only is he an appraiser, he’s pretty much been in every single penthouse in Manhattan, some of the stories he tells. 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.”

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The Big Picture

SEPTEMBER 26, 2023

He is also the incoming CO c e o A job he will take the reins at in the first quarter of 2024, helping to run oak trees. I wanna say it’s about $179 billion in client assets. That’s very much a top down view from what Howard Marks was setting up. Just an incredible run. In the great financial crisis.

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The Big Picture

DECEMBER 12, 2023

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. The s and p 500 has underperformed his fund by 3.7% He’s crushed the Russell 2000, whatever benchmark you want to talk about. The low price stock fund now runs about $25 billion. He’s just a legend.

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Management Investing Investments Retail 256

The Big Picture

MARCH 12, 2024

And on top of that, he’s pretty much a quantitative geek. So he’s looking at this not simply from the typical real estate investment perspective, but from a deep quantitative, analytical basis. It’s great to be here. So that leads to the next question. Sean Dobson : Thank you very much. Anything else?

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The Big Picture

JUNE 20, 2023

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. But we talk about some really fascinating things, 30% of operating rooms are managed and run by doctors employed by private equity. That’s a shocking number.

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The Big Picture

DECEMBER 20, 2022

If you’re interested in what it’s like investing in emerging market debt, how that part of the investment firm has changed over the decades as the world itself has changed. He began in South America and Latin America, before investing in places like Russia and China and Turkey.

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The Big Picture

APRIL 25, 2023

Really there are a few people in the industry with a better perch on what’s going on, a better position to see the industry, which, depending on which survey you read, is anywhere between $38 trillion and $97 trillion. With no further ado, MarketCounsel’s Brian Hamburger. It’s so great to be here.

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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.

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The Big Picture

APRIL 11, 2023

With no further ado, NYU Stern’s Professor Aswath Damodaran. RITHOLTZ: So let’s start out with a little bit on the work you do. RITHOLTZ: It’s so easy. It runs with Damodaran. He said, oh, dean of valuation, it’s easier to say. I don’t think that’s that hard.

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The Big Picture

MAY 2, 2023

And it’s turned into a $100 million business with incredible investors and just a huge brand on the internet. But also, this is a story of starting a small media outlet, a small web presence, and recognizing that there’s business potential here, and how to slowly grow that into something that’s substantial.

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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. Let’s start out talking a little bit about your background. Well, that’s not fun at all. 00:05:13 [Speaker Changed] So Siegler Collary and company was next.

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The Big Picture

MAY 16, 2023

He launches Wallstrip in the early 2000s and before you know it, he’s in the middle of a bidding war with a bunch of different people, theStreet.com and CBS wanting to buy it. He rolls that cash into his next venture, which becomes a wildly successful angel fund, which now is in its fourth edition. Pretty nice. RITHOLTZ: Right.

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The Big Picture

JANUARY 31, 2023

I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. Very often, there’s a ton of information that comes out. So let’s start out with a little bit about your background. RITHOLTZ: Yup.

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The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. He’s always fascinating.

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Numbers Investing Investments Marketing 140

The Big Picture

AUGUST 23, 2022

And then I did the same thing with “Freezing Order” which is what’s taking place in the five years since “Red Notice” came out. It’s just next level illegality that seems to take place in Russia. This is not just bad, it’s bad and getting worse. You have a B.A.

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The Big Picture

OCTOBER 24, 2023

The pandemic she’s and Joe have thought deeply about, and their approach is, Hey, this is not black and white. I always think when something goes wrong, there’s always a story about how and why it went wrong. And it’s a story that is so much more than numbers. It it, it’s too coherent.

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