The Big Picture

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value.

Investments 148

Investments Investing Management Valuation 148

Brown Advisory

MARCH 9, 2018

Due to vertical integration, it enjoys diverse income streams from generation, transmission and distribution, and it has a strong relationship with the Georgia Public Service Commission, which provides a level of comfort about its rate outlook going forward. and France).

Portfolio 52

Portfolio Investments Investing Government 52

Brown Advisory

MARCH 9, 2018

Due to vertical integration, it enjoys diverse income streams from generation, transmission and distribution, and it has a strong relationship with the Georgia Public Service Commission, which provides a level of comfort about its rate outlook going forward. and France).

Portfolio 52

Portfolio Investments Investing Government 52

The Big Picture

MARCH 25, 2025

And you had the great insight and business acumen to tap out of Bear Stearns in 2007 with all of those options that you had and exercise the options, sell them and launch your shortness, the asset management. So, the reason I am an economics, I have a degree in economics. Barry Ritholtz : So in the, in the mid two thousands.

Management 148

Management Numbers Investments Investing 148

The Big Picture

NOVEMBER 8, 2022

I was having lunch with Jeremy in the summer of 2007, just after the Bear Stearns hedge fund started blowing up. I think the Americans going to be grateful that they didn’t do that much building in the last few years because otherwise, we would really have a replay of 2007 and ’08. Economic actions take place across time.

Banking 148

Banking Valuation Economy Investments 148

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. ADMATI: And I had never taken an economics course before that. But when I got to Yale, my advisor said, why don’t u take microeconomics and take mathematical economics and take some economics.

Banking 205

Banking Government Insurance Taxes 205

The Big Picture

JULY 11, 2023

And look, I’m a big believer that some of those type commission products are still important. ” Whereas if they got that upfront commission, they’d spend the time doing it. India seems to be like a perennial next economic powerhouse after China and it just always seems to be not catching that next bid.

Management 222

Management Investments Investing Assets 222

The Big Picture

SEPTEMBER 5, 2023

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. Like what are the economic costs of what’s going on with all of these climate-related disasters we keep seeing. RITHOLTZ: It was great. MILLER: Of course. Like you, she wasn’t afraid to call people out.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. I was their, the regulatory comm, JP Morgan at the time had one regulatory commiss. Well, I had about I seven months of calm and then chaos started in August of 2007.

Banking 148

Banking Economy Marketing Marketing 148

The Big Picture

JUNE 20, 2023

And so I would see how the over-the-counter desk, over-the-counter stock desk would push stocks and encourage brokers to sell them, put a lot of commission in them, to move them because some big seller was coming into the market. I think in 2007, we had 24 square feet per capita versus Europe, which was like 14, and Japan, which was like 9.

Insurance 148

Insurance Healthcare Retail Medicine 148

The Big Picture

NOVEMBER 12, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Peter Goodman, is the award-winning investigative reporter and economics correspondent for the New York Times, his latest book, how the World Ran Out Of Everything Inside The Global Supply Chain. And I was ostensibly the economic writer.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261