The Big Picture

Transcript: Bryon Lake, Goldman Sachs Asset Management’...

     The transcript from this week’s, MiB: Bryon Lake, Goldman Sachs Asset Mana...

Never Take Candy from Strangers

    I grew up in the generation of latchkey kids: Both parents worked; you came ...

MiB: Bryon Lake, Goldman Sachs Asset Management’s Chief...

     This week, I speak with Bryon Lake, Goldman Sachs Asset Management Chief T...

10 Friday (D-Day) Reads

My end-of-week morning train plane reads: • Operation Spiderweb: a visual guide ...

At The Money: Algorithmic Harm

     At The Money: Algorithmic Harm with Professor Cass Sunstein, Harvard Law W...

A Historic Missed Opportunity

    I’m on the road visiting our new office in Chicago and then heading to meet ...

Transcript: Tom Barkin, Richmond Federal Reserve Presid...

    The transcript from this week’s, MiB: Tom Barkin, Richmond Federal Reserve P...

MiB: Tom Barkin, Richmond Federal Reserve President & CEO

    This week, I speak with Tom Barkin, Richmond Federal Reserve President & CEO...

The Data on Active Large Cap Underperformance

  Sometimes, the data is so overwhelming that little commentary is needed. From ...

Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

    The transcript from this week’s MiB: Ron Shaich, Au Bon Pain, Panera Bread &...

Fun with Bad Investing Ideas

Click for video. Source: Paul Krugman     I am in the 4th quarter of the HNTI pr...

Trillions: How Not to Invest

    I had a great conversation with Eric Balchunas and Joel Weber on Trillions: ...

10 Memorial Day Reads

My three-day weekend, Thank you for your service, reads: • Long Drives and Short...

Billy Joel: My Life

    Bob Lefsetz: We tend to think life has an on/off switch. You’re either alive...

MiB: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

    This week, I speak with Ron Shaich, co-founder of Au Bon Pain and founder an...

10 Friday Pre-Memorial Day Weekend Reads

My end-of-week morning train WFH reads: • Drowning Doesn’t Look Like Drowning: T...

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