The Big Picture

MAY 9, 2023

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. There wasn’t a lot to do.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MARCH 7, 2023

VASSALOU: I joined in the summer of 2006. Actually, I developed my strategies and built the quantitative strategies group from the summer of 2006 onwards, and I started running my strategies with money in March of ’07, so soon before the quant meltdown — RITHOLTZ: Right. And at the SAC Capital, it was all about risk management.

Assets 173

Assets Management Marketing Marketing 173

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. The DJIA did reach 35,000 in June 2021, but Dent had long been a permabear by then.

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 4, 2023

So subsequent to that business at Indosuez, I launched my own firm in 2006, and this is now further into that bank consolidation dynamic. So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies.

Banking 147

Banking Management Investing Investments 147

The Big Picture

MARCH 12, 2024

And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk. They’re asset allocation model driven folks. The market kept issuing securities.

Banking 147

Banking Marketing Marketing Investing 147