Carson Wealth

SEPTEMBER 23, 2024

If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. But as we’ve been writing all year, we do not see a recession coming and with inflation back to manageable levels, there was simply no reason to have interest rates up over 5%. on average.

Marketing 96

Marketing Marketing Economy Economics 96

The Big Picture

MARCH 27, 2023

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? The survival rate of an emerging manager is low. MIELLE: Exactly. MIELLE: — interviewed. But that’s the thing. RITHOLTZ: Yeah.

Assets 285

Assets Investments Investing Management 285

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. Risk appetite was changing. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. So the whole sector that I was covering went bankrupt. SALISBURY: Yes.

Assets 299

Assets Clients Investing Investments 299