The Big Picture
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The Least Bad Choice
I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they are so
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10 Thursday AM Reads
My morning train reads: • How the Writers Deal Got Done: Inside the Room: From the Chris Keyser-CEO calls that brought them back to the table to
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Where’s Everyone Going?
Mapped: The Migration of the World’s Millionaires in 2023 Source: Visual Capitalist
The post ...
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10 Wednesday AM Reads
My mid-week morning train reads: • 24 Things I Believe About Investing: Simple beats complex, timing matters less than your holding period, and a
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Transcript: Armen Panossian
The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management, is below. You can stream and download our full
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10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • Attention Office Resisters: The Boss Is Counting Badge Swipes: Employers step up monitoring of
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10 Monday AM Reads
My Day of Atonement morning reads: • The Not-So-Magnificent 493: Over the last decade, the revenue of the Magnificent 7 has compounded at 16% a
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10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Gen Z falls for online scams more than their boomer
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MiB: Armen Panossian, Oaktree Capital Management
This week, we speak with Armen Panossian, managing director and head of performing credit at Oaktree Capital Management, which has $179
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10 Weekend Reads
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Dave Portnoy Bought
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