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Brown Advisory
AUGUST 1, 2018
Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.
Brown Advisory
AUGUST 1, 2018
In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. At the same time, the current expansion, now about nine years old, is among the longest on record.
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Brown Advisory
MARCH 24, 2021
Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation jharrison Wed, 03/24/2021 - 05:32 Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF > Welcome to our latest edition of Hearing, Seeing and Thinking (HST). You get the idea.
Brown Advisory
MARCH 24, 2021
Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF >. What We're Hearing. Rising prices make mining more attractive. The organisation we now know as Visa was born. Does our skepticism prevent the price of Bitcoin from rocketing to levels that make its $55.8k
The Big Picture
MARCH 26, 2024
All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast, what can I say? I don’t know what else to say about her. Well, now I know why. And then, this is a couple years ago now.
The Big Picture
APRIL 11, 2023
What can I say about his breadth and depth of expertise? Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades.
Brown Advisory
MAY 16, 2016
Tens of thousands of people travel to Omaha each spring to hear the wisdom and insights of Warren Buffett and Charlie Munger at the annual shareholders meeting of Berkshire Hathaway. Listen to a bit, or a lot, of the webcast for a better sense of the personalities involved. Noted there in bold are a few highlights of the day.
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