The Big Picture

NOVEMBER 15, 2024

 This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. He is a member of the American Academy of Arts and Sciences and holds fellowship at the Econometric Society and the Society for the Advancement of Economic Theory.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

Abnormal Returns

JANUARY 17, 2025

forbes.com) Economy Danny Crichton talks with Byrne Hobart and Tobias Huber authors of the new book "Boom: Bubbles and the End of Stagnation." podcasts.apple.com) Katie Gatti Tassin talks about the economics of weight loss drugs. A Self-Help Book for Societies." (engadget.com) Do you really want to listen to AI podcast hosts?

Economics 159

Economics Economy Investing Investments 159

Calculated Risk

MARCH 4, 2025

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. The consensus is for 140,000 payroll jobs added in February, down from 183,000 added in January. At 10:00 AM, the ISM Services Index for February.

Government 147

Government Banking Economics 147

The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. The best films, books, and music releases are unknown in advance. ” If you want to read more of the fun details, well, than order the book. One last reminder: All forecasts are marketing. Please pre-order a copy today!

Banking 345

Banking Planning Economics Investments 345

Calculated Risk

DECEMBER 3, 2024

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • At 1:45 PM, Discussion, Fed Chair Jerome Powell , Moderated Discussion, At the New York Times DealBook Summit, New York, N.Y. •

Government 162

Government Banking Economics 162

The Big Picture

NOVEMBER 8, 2024

 This week, we speak with New York Times Global Economic Correspondent Peter Goodman. Prior to the New York Times, Peter began his career as a freelance writer in Southeast Asia before serving as The Washington Post’s Asia Economic Correspondent and later Shanghai Bureau Chief.

Economics 189

Economics Management 189

The Big Picture

MARCH 14, 2025

This week, I speak with Stephanie Kelton , Professor of Economics and Public Policy at Stony Brook University and Senior Fellow at the Schwartz Center for Economic Policy Analysis. Senate Budget Committee, and was senior economic adviser for Bernie Sanders 2016 and 2020 presidential campaigns.

Economics 200

Economics Budgeting Economy 200

Calculated Risk

JANUARY 17, 2024

Fed's Beige Book A majority of the twelve Federal Reserve Districts reported little or no change in economic activity since the prior Beige Book period. In contrast, concerns about the office market, weakening overall demand, and the 2024 political cycle were often cited as sources of economic uncertainty.

Economics 201

Economics eCommerce Manufacturing Sales 201

The Big Picture

MARCH 7, 2025

Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for Economic Co-operation and Development (OECD) as well as McKinsey & Company. He is a frequent contributor to Harvard Business Review and World Economic Forum. He was also Chief Economist at Stanford C.

Economics 162

Economics Budgeting Consulting Government 162

Abnormal Returns

JULY 6, 2023

newsletter.abnormalreturns.com) Mixed media Seven economics books worth checking out including "For a Dollar and a Dream: State Lotteries in Modern America" by Jonathan D. Then check out our weekly e-mail newsletter.

Economics 239

Economics Startup Financial Advising Media 239

Calculated Risk

MARCH 7, 2023

House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • Also at 10:00 AM, Testimony, Fed Chair Jerome Powell , Semiannual Monetary Policy Report to the Congress , Before the U.S.

Financial Services 260

Financial Services Government Banking Economics 260

Calculated Risk

NOVEMBER 29, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Atlanta based on information collected on or before November 17, 2023." The economic outlook for the next six to twelve months diminished over the reporting period.

Economics 173

Economics Transportation Manufacturing Sales 173

Calculated Risk

OCTOBER 18, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of St. Most Districts indicated little to no change in economic activity since the September report. emphasis added The beige book reports have shown far less economic growth in Q3 than the key economic indicators.

Economics 162

Economics Retail Banking Manufacturing 162

Calculated Risk

SEPTEMBER 6, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Kansas City based on information collected on or before August 28, 2023." Contacts from most Districts indicated economic growth was modest during July and August.

Manufacturing 298

Manufacturing Transportation Retail Sales 298

Calculated Risk

NOVEMBER 30, 2022

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Boston based on information collected on or before November 23rd, 2022." Economic activity was about flat or up slightly since the previous report , down from the modest average pace of growth in the prior Beige Book period.

Sales 246

Sales Banking Manufacturing Economics 246

The Big Picture

MARCH 18, 2025

That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing. Here is a broad overview of each of the 10 main sections, which can help you quickly grasp the key ideas in the book. This book was a joy to put together, and I have been delighted at the response it has received!

Investing 317

Investing Investments Math Media 317

Calculated Risk

MAY 28, 2024

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. •

Manufacturing 189

Manufacturing Banking Economics 189

Calculated Risk

OCTOBER 23, 2024

Fed's Beige Book On balance, economic activity was little changed in nearly all Districts since early September , though two Districts reported modest growth. Most Districts reported declining manufacturing activity.

Economics 147

Economics Manufacturing Banking Marketing 147

Calculated Risk

MARCH 8, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of New York based on information collected on or before February 27, 2023. Overall economic activity increased slightly in early 2023. Amid heightened uncertainty, contacts did not expect economic conditions to improve much in the months ahead.

Economics 245

Economics Retail Sales Manufacturing 245

Calculated Risk

JULY 9, 2024

House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • At 10:00 AM, Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.

Financial Services 173

Financial Services Banking Economics 173

Abnormal Returns

JANUARY 23, 2025

Books An excerpt from "Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son" by Lionel Barber. Bartels, "Support for populist parties and candidates in contemporary Western democracies is driven primarily not by economic grievances but by cultural concerns." biographic.com) Behavior Larry M. Be about it.'

Economics 187

Economics Management 187

Calculated Risk

NOVEMBER 28, 2023

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. The consensus is that real GDP increased 5.0% annualized in Q3, up from the advance estimate of 4.9%

Banking 173

Banking Economics 173

Calculated Risk

APRIL 16, 2024

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. •

Banking 162

Banking Economics 162

Calculated Risk

SEPTEMBER 7, 2022

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of San Francisco based on information collected on or before August 29, 2022." Economic activity was unchanged , on balance, since early July, with five Districts reporting slight to modest growth in activity and five others reporting slight to modest softening.

Sales 246

Sales Transportation Food Manufacturing 246

Abnormal Returns

AUGUST 4, 2023

collabfund.com) Simon Sarris, "You should start many books and complete few. (wsj.com) Reading Morgan Housel, "A good reading filter is more art than science. You’ll have to find one that works for you." You should never feel beholden to completing them, there are simply too many worthwhile works to read." unemployment rate.

Economics 246

Economics Financial Advising Healthcare Economy 246

Abnormal Returns

DECEMBER 1, 2024

wsj.com) The Microstrategy ($MSTR) story will make for a great book one day. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) We are doing a Bluesky-themed book giveaway just in time for the holidays. smithsonianmag.com) Why Taylor Swift is bypassing traditional book publishers.

Math 170

Math Budgeting Food Taxes 170

Calculated Risk

OCTOBER 19, 2022

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Dallas based on information collected on or before October 7, 2022." National economic activity expanded modestly on net since the previous report; however, conditions varied across industries and Districts. There were also scattered mentions of hiring freezes.

Sales 242

Sales Transportation Retail Manufacturing 242

Calculated Risk

JULY 12, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Minneapolis based on information collected on or before June 30, 2023." Overall economic activity increased slightly since late May. Overall economic expectations for the coming months generally continued to call for slow growth. Energy activity decreased.

Economics 130

Economics Transportation Banking Retail 130

Calculated Risk

MARCH 1, 2025

Fed Chair Powell speaks on the economic outlook on Friday. -- Monday, March 3rd -- 10:00 AM: ISM Manufacturing Index for February. 12:30 PM: Speech, Fed Chair Jerome Powell , Economic Outlook , At The University of Chicago Booth School of Business 2025 U.S. The key report scheduled for this week is the February employment report.

Sales 162

Sales Economics Manufacturing Government 162

Abnormal Returns

NOVEMBER 29, 2024

sherwood.news) Five economic reasons to be thankful including 'Low unemployment claims. abnormalreturns.com) Mixed media NPR staff picks for the best books of 2024 including "The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World's Fastest-Growing Sport" by Joshua Robinson and Jonathan Clegg.

Media 159

Media Retail Economy Economics 159

The Big Picture

APRIL 5, 2024

He heads Evercore ISI’s economic research team. During his career, Hyman has been ranked as #1 in economics an unprecedented 43 consecutive times by Institutional Investor’s poll of investors. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Economics 173

Economics Economy Investing Investments 173

The Big Picture

MARCH 13, 2025

I have known Scott Galloway since way before his first book, The Four , came out in 2017. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. This is the first podcast where i am discussing the book. This is the first podcast where i am discussing the book.

Investing 147

Investing Investments Wealth Management Numbers 147

Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. jeffreyptak.substack.com) Global China is more diverse (economic) than you think. paulkrugman.substack.com) The U.S.

Media 193

Media Retail Economy Management 193

Abnormal Returns

MARCH 14, 2025

(podcasts.apple.com) Jim Pethokoukis talks the business of space with Matt Weinzierl, co-author of "Space to Grow: Unlocking the Final Economic Frontier." fasterplease.substack.com) Policy Stephen Dubner talks tax myths with Jessica Riedl, a senior fellow in budget, tax, and economic policy at the Manhattan Institute.

Budgeting 146

Budgeting Economy Taxes Economics 146

Calculated Risk

JANUARY 18, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Cleveland based on information collected on or before January 9, 2023." Overall economic activity was relatively unchanged since the previous report.

Retail 243

Retail Sales Manufacturing Banking 243

Calculated Risk

SEPTEMBER 5, 2023

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • At 10:00 AM, the ISM Services Index for August. The consensus is for a reading of 52.6, down from 52.7. •

Banking 173

Banking Economics 173

Calculated Risk

MARCH 5, 2024

House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • Also at 10:00 AM, Testimony, Fed Chair Jerome Powell , Semiannual Monetary Policy Report to the Congress , Before the U.S.

Financial Services 189

Financial Services Government Banking Economics 189