David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. Most have a compliance division to monitor employee trading. You don’t have to be a corporate insider to meet the test.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses. Capital rules were changing.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. You have a lot — RITHOLTZ: The emerging manager category? MIELLE: Exactly.

Assets 280

Assets Investing Investments Management 280

The Big Picture

OCTOBER 5, 2024

And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. So 00:06:01 [Speaker Changed] It’s funny, I had the exact same experience with compliance at a brokerage firm in the early two thousands when I launched the big picture. You can do media.

Economy 157

Economy Education Insurance Economics 157

The Big Picture

MAY 21, 2024

So it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. But what we’ve all realized over the last, you know, 20 years since Reg FD in 2001 is that management games, their numbers, and then they beat these made up numbers systematically.

Numbers 144

Numbers Management Banking Marketing 144

The Big Picture

JUNE 3, 2024

So that was in, that was in 2001 early then. And so I’ve noticed that me coming in 2001, think about it, not really a great equity market Barry Ritholtz : Dot.com implosion. And Barry Ritholtz : So, so that was your first job also? Barry Ritholtz : That’s amazing. How did you bump into some kid named Jeff Gundlock there?

Math 144

Math Marketing Marketing Engineering 144