The Big Picture

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. What a fascinating investor and what a fascinating career David has had.

Capital 114

Capital Hedge Funds Funds Mutual Funds 114

The Big Picture

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I have an extra special guest.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Big Picture

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody. It was 2015.

Assets 57

Assets Funds Hedge Funds Portfolios 57

The Big Picture

APRIL 8, 2024

That, that is a record that I don’t believe will, will ever be topped. That’s just unprecedented. I could keep going, but let me just stop and say, with no further ado my conversation with ISI ever course Ed Hyman. Ed Hyman : Very great to see you. Great to see you. Which was also unbeatable. Ed Hyman : I don’t know.

Banks 57

Banks Companies Mutual Funds Stakes 57

The Big Picture

DECEMBER 26, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. Steve SME has been in the technical analysis game for a long time.

Financing 61

Financing Finance Hedge Funds Assets 61

Sara Grillo

FEBRUARY 13, 2023

In this podcast we are going to expose the truth about ESG investing. Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Asset Management 57

Asset Management Assets Pension Funds Hedge Funds 57