The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1.   The one and only Howard Marks…  

    The post ...

  2. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Errors Tour: How the Pros Bungled the End of Zero

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  3. The weekend is here! Pour yourself a mug of  coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The Federal

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  4.    This week, we speak with David Snyderman, global head of Magnetar Capital LLC’s alternative credit and fixed-income business. He also

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  5. A century of tech adoption in less than 30 seconds:      Blackrock: “The key to harnessing mega forces and their potential is to

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  6.      At the Money: Woke Investing vs. Values-Based Investing Meir Statman, February 28, 2024  There’s been criticism of what

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  7.      Transcript: The transcript from this week’s MiB: Andrew Slimmon, Morgan Stanley Investment Management, is below. You can stream

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  8. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Google reneged on the monopolistic bargain: A funny

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  9. The weekend is here! Pour yourself a mug of  coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • How Russian

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  10.      This week, we speak with Andrew Slimmon, managing director at Morgan Stanley Investment Management, where he leads the Applied

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