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Monday links: the right balance

Abnormal Returns

on.ft.com) Fund management Franklin Templeton's ($BEN) Western Asset Management unit has missed out on the bond market rally. allfields.substack.com) Economy On the flip side of the national debt debate. economy at this point? thetimes.com) What the last successful magazines know about their customers.

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MiB: Kyla Scanlon on Vibecessions & Gen Z

The Big Picture

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. She has been published at Bloomberg, New York Magazine, FT, and the NYT. Her new book “ In This Economy?: Prior to launching Cutter, he focused on U.S.

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Weekend Reading Magazine Covers and Market Caps

Discipline Funds

It forced me to think in a multi-temporal sense which has completely changed how I think about asset allocation. A lot of people feel depressed about the economy because life is hard. 3) Bearish Magazines. Financial pundits are all mocking The Economist magazine and its very bullish cover. It’s hard having kids.

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10 New Years Day Reads

The Big Picture

economy will likely perform in 2024, and if there are surprises – like in 2020 with the pandemic – to adjust my thinking. Calculated Risk ) see also It’s okay to be optimistic about the economy next year : A recession didn’t come in 2023 and it might not in 2024, either. ( trillion dollar in client assets.

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10 Friday AM Reads

The Big Picture

The rapid rise in interest rates in recent months has shaken investors and cast a cloud over the economy. ( Wall Street Journal ) • The Best Little Magazine in Texas : People used to fear that the internet would kill off hard-hitting investigative journalism, the muckraking pieces that took months to research and write.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. So how do you go from coming out of Booth School in University of Chicago to getting named c I O magazines? She can go anywhere, do anything.

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10 Thursday AM Reads

The Big Picture

He is a co-investor with football legend Tom Brady in several sports assets, including a Pickleball team , Birmingham City FC in the English Football League, and an endurance auto racing team. The Federal Reserve isn’t ready to declare victory yet, because inflation isn’t consistently falling yet.