The Big Picture

JULY 24, 2023

And then the fourth element would be like a slack group where everybody sort of exchanges ideas in real time. But for now I want to stay with the fact that unlike traditional strategists or macroeconomists, you bring a very specific philosophical bend to the world of strategy and analysis, which is something that I very much relate to.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

JULY 4, 2023

BCG being really delving into what makes industries and companies go, the strategy. It’s really giving them information and perspective they don’t already have. So I expect my firm to be ahead on trends, themes, and have a point of view that these guys wouldn’t get if they didn’t meet with us.

Management 141

Management Recruitment Numbers Banking 141

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Lastly, please understand that the way these are “seeded” does not reflect our current confidence in them.

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. Joe Baratta, welcome to Bloomberg. BARATTA: Yeah.

Assets 152

Assets Investing Investments Valuation 152

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

FEBRUARY 20, 2024

It turned out to be like eight or nine days on average, 00:03:07 [Speaker Changed] And, and on a couple of billion dollars, that float is real money. 00:03:10 [Speaker Changed] It’s real money. 00:16:00 [Speaker Changed] So LIBR for while was there was a real question whether Central banks were gonna take this on or not.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. So a lot of the investment banking analysts had already lined up their gig. So one of the things, I think, that Rosie did really well is just kind of take the economics calls and make them useful for an equity market investing.

Economics 141

Economics Economy Marketing Marketing 141