once-high-street-retail-was-safe-bet-investors-still-true-today Retail Related Topics 
The Big Picture
JANUARY 24, 2023
KLINSKY: I’m a big fan of both of them and a big fan of the JD/MBA program and involved with both schools still today. I wanted to be a Supreme Court justice, and then I realized John Roberts, who was a year ahead of me, was the guy who was going to be — RITHOLTZ: Oh, is that true? KLINSKY: Yeah.
The Big Picture
JANUARY 9, 2024
Matt has become this fascinating character in the world of Wall Street research and analysis and commentary. ’cause ’cause it used to be, and it’s less true now. Now, like that’s a little tarnished, but there’s still some truth there. No, no, no. I never hear you talk about the Ivy League.
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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. If you’re at all interested in learning how a large investor in global real estate operates, then you’re gonna really enjoy this conversation. I have no family history.
The Big Picture
SEPTEMBER 5, 2023
There are few people more knowledgeable about what’s going on in the state of real estate, why it got to where it is today, how it’s changing, and what you should know about prices and supply in the near future than Jonathan. He is just simply the go-to guy when it comes to residential real estate. We love it. MILLER: Yeah, yeah.
The Big Picture
JULY 31, 2023
That turns out not necessarily to be true. RITHOLTZ: Well, “The Wall Street Journal” is part of a family-owned media company. HOFFMAN: It’s true, I found my way back, yeah. HOFFMAN: It’s true, I found my way back, yeah. You know it feels like we all went through more or less the same thing.
Aleph
APRIL 4, 2023
Mar 31, 2023 Battered banks have been the most lucrative short bet in US stocks this quarter, while surging technology companies delivered the steepest losses [link] It’s tough to make money shorting. link] Much wilder than normal, but still, it’s a pretty liquid market. Difficult to do all at once.
The Big Picture
APRIL 25, 2023
Keep in mind also that when I was going through school in the mid to late 90s, Wall Street was pretty appealing. I worked my way through high school and college on the phones, but was uninspired by that work. She said, you’re still in learning mode. She was an investor. We retained your firm. It was on fire.
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