The Big Picture

JANUARY 8, 2025

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. He’s the chief investment officer at Bitwise Asset Management. What is Bitcoin?

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The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

MARCH 15, 2023

New York Times ) Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B But what he’s really after is human connection. (

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Banking Food Startup Media 298

The Big Picture

MARCH 10, 2023

Hollywood Reporter ) Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B The film has inspired legions of fans, an annual festival and even a religion, but it wasn’t an instant hit in 1998.

Media 287

Media Startup Banking Sales 287

Calculated Risk

JANUARY 1, 2023

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 230

Banking Assets Media Insurance 230

The Chicago Financial Planner

JUNE 13, 2022

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. For example during the 2008-2009 market debacle I looked at funds to see how they did in both the down market of 2008 and the up market of 2009.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

The Big Picture

MARCH 14, 2023

Yale University’s endowment has earned spectacular returns in hedge funds, private equity and other ”alternative assets.” Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B Should You? The Atlantic ).

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The Big Picture

FEBRUARY 11, 2023

trillion in assets. Before joining BlackRock in 2009, Rieder was president and chief executive officer of R3 Capital Partners. He is responsible for some $2.4 We discuss how he found his way into fixed income, spending 20 years at Lehman Brothers.

Communication 189

Communication Banking Investing Investments 189

Calculated Risk

MARCH 13, 2023

Note: There were over 500 bank failures during and immediately following the GFC, and almost 300 in just 2009 and 2010. To protect depositors, the FDIC transferred all the deposits and substantially all of the assets of Signature Bank to Signature Bridge Bank, N.A., Signature Bank had total assets of $110.4

Banking 130

Banking Financial Services Insurance Assets 130

A Wealth of Common Sense

MAY 14, 2024

Since 2009, a total U.S. A lot of investors have abandoned international diversification (or at least strongly considered it) in recent years. I understand why this is happening. stock market has destroyed all comers ever since the Great Financial Crisis ended. That’s annual returns of more than 14% per.

Marketing 144

Marketing Marketing Asset Allocation Assets 144

Trade Brains

OCTOBER 31, 2024

Gretex Industries Limited Gretex Industries Limited was founded in 2009 and manufactures hosiery products like wollycoats, thermal innerwear, and leggings near Kolkata. It previously offered asset financing and advisory services. With a market capitalization of Rs. percent in the June quarter of 2024, to 68.91

Wealth Management 105

Wealth Management Investing Investments Investment Advisor 105

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

The Big Picture

DECEMBER 4, 2024

The fund runs 15 ETFs and manages nearly 3 billion in assets. Listeners think to 2009, the bottom, at the bottom, um, stocks have almost been a 10 bagger. The last one of these they did for an asset manager had 5, 000 accounts. So Meb, let’s just start with a basic question. And that’s the broad market.

Taxes 130

Taxes Portfolio Accounting Management 130

Calculated Risk

OCTOBER 3, 2022

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 146

Banking Assets Media Insurance 146

Calculated Risk

JULY 30, 2023

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 130

Banking Assets Media Numbers 130

The Big Picture

MARCH 11, 2023

billion in assets. We discuss the challenges of launching a Quantitative Macro focused firm right into the teeth of the Great Financial Crisis in 2009. As frightening as that era was, it turned out to be a wonderful time to launch an asset management firm. We also reminisce about the good old days at Mother Merrill.

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Valuation Investing Investments Management 130

Walkner Condon Financial Advisors

MARCH 16, 2023

This caused a fear over the weekend that we might see a repeat of 2007-2009. This explainer will lay out what happened, what the response was and why this is not like 2007-2009. When this run started, Silicon Valley Bank (and the two other banks that failed), put into play plans to raise capital beyond selling these assets.

Banking 98

Banking Insurance Assets Startup 98

Calculated Risk

APRIL 3, 2023

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 130

Banking Assets Media Management 130

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

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Assets Investing Investments Numbers 119

Random Roger's Retirement Planning

FEBRUARY 28, 2025

Based on Cambria's other multi-asset funds, ENDW will probably have fixed income duration but that's a space I will continue to avoid. Most of us of course lived through that from 2000 through to 2009. It then had a huge snap back year in 2009. The results. That's a long time for a broad based index to not make any progress.

Portfolio 52

Portfolio Asset Allocation Taxes Assets 52

Darrow Wealth Management

FEBRUARY 26, 2025

The returns are normalized total returns of various bond indices during the 2008 -2009 financial crisis. This led to a selloff of risk assets, resulting in a significant decline in the stock market, but mostly stable bond performance. However, by the end of the year, risk assets were back in favor.

Marketing 52

Marketing Marketing Retirement Portfolio 52

Trade Brains

JANUARY 20, 2023

The Satyam scam (Satyam computers scam) was finally exposed early in 2009. As the investors were still coping up with the failed acquisition of Maytas and the allegations by the World Bank on January 7th, 2009 the markets received the resignation by Mr Raju and along with it a confession that he had manipulated accounts of Rs.

Banking 131

Banking Accounting Ethics Sales 131

Mish Talk

DECEMBER 19, 2022

In March of 2009, the Fed suspended mark-to-market accounting of bank assets. Gold took off thanks to Fed stimulus that culminated in a housing bubble and bust. Gold, like everything else sold off hard in that bust. The stock market took off and so did gold. The Fed launched QE and so did the ECB.

Banking 187

Banking Accounting Marketing Marketing 187

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Since the credit crisis in 2008-2009, the private credit space has experienced robust growth.

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Assets Portfolio Investing Investments 52

The Big Picture

JANUARY 3, 2024

But I’d say more seriously, Barry, you know, we think about asset prices and you mentioned buying, you know, buying low and selling high. Asset prices are meant really to provide us with information. Uh, the business is about gathering assets. Michael Mauboussin : Survival might be number one.

Investing 195

Investing Investments Assets Numbers 195

Validea

OCTOBER 19, 2022

Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. With future stock returns higher than they were at the start of the year and the U.S

Investing 128

Investing Investments Valuation Portfolio 128

The Big Picture

APRIL 4, 2024

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. And so the fear was that they were just going to all pilot in the tertiary bills and they were never going to move into risk assets. This is not the 2009, 2010 to 2020 period where basically all you needed was.

Portfolio 162

Portfolio Management Assets Banking 162

Discipline Funds

AUGUST 22, 2024

This was the biggest revision since 2009 and very large by any measure. You don’t need the Dollar to collapse in order for the value of these assets to increase. And in fact, I think being long USD denominated assets and “real” assets is just good financial planning.

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Assets Financial Planning Manufacturing Media 104

Random Roger's Retirement Planning

FEBRUARY 9, 2023

The funds did well in the Financial Crisis and they did well in 2022 but from 2009 onward, one of his two long standing funds has a negative annual growth rate and the one with a positive growth rate was less than 1/3 of a plain vanilla 60/40 portfolio. Gold was mostly in a downtrend from mid-2011 to early 2016.

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Asset Allocation Portfolio Assets Numbers 75

MarketWatch

MARCH 21, 2023

Tuesday, Goldman Sachs GS warned that it’s seeing signs of a broad-based deterioration in market functioning and a “material uptick” in most of the indicators it follows to gauge market impairment across assets. “A Meanwhile, U.S. stocks DJIASPXCOMP finished higher.

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Marketing Marketing Banking Financial Market 74

Nerd's Eye View

MARCH 14, 2023

Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households.

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Management Financial Advisor Clients CFP 130

The Irrelevant Investor

JUNE 13, 2017

This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected. There are 50 U.S.

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Asset Allocation Portfolio Assets Investing 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

Amusingly, about the only content I found was stuff I'd written including this at Seeking Alpha from October, 2009. Where John's approach veers from mine is how complex his portfolio was in 2009. It was an active portfolio though with changes made as necessary. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7%

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

Darrow Wealth Management

JUNE 27, 2022

assets the cold shoulder. Between 2000 – 2009, the cumulative total return for the S&P 500 was negative 9.1% equities to an asset allocation. From 2000 to the end of 2009, the global allocation would have outperformed by nearly 8.8% Other reasons to consider international assets in your portfolio. Source: J.P.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Trade Brains

OCTOBER 18, 2024

Bitcoin is the most well-known cryptocurrency, having come a long way since its debut on the deep web in 2009. Their findings show that Bitcoin’s returns are closely linked to “classic finance” factors, such as monetary policy and risk premiums, much like traditional assets (e.g., stocks and bonds).

Investing 52

Investing Investments Assets Marketing 52

Discipline Funds

JULY 16, 2024

Bad Narrative #2: Stocks are Only Up Because of QE When it became clear that QE wasn’t causing high consumer price inflation after the Financial Crisis many commentators began saying that QE causes “asset price inflation” in stocks. My view is that QE can have an asset impact that has diminishing returns outside of crises.

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Government Banking Economy Economics 131

The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. And then on top of that, of course we ran straight into the 2008, 2009 great recession. And by the summer of 2009, they’d pulled the plug on this venture and suddenly, you know, I’ve thrown away my journalism career to join Citigroup.

Investing 147

Investing Investments Management Retirement 147