The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1.    This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm

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  2. The weekend is here! Pour yourself a mug of  coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Why Not Mars?

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  3.   I had some fun last week chatting with Howard Lindzon, whom I previously had on MiB. And he is part of my conversation about my worst

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  4. My end-of-week — indictment-free — morning reads: • Twitter is dying: It’s five months since Elon Musk overpaid for a relatively

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  5.   Yesterday I discussed all the reasons why the return to office was not going so well here in the US (even as RTO does much better in

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  6. My morning train WFH reads: • Volcker Slayed Inflation. Bernanke Saved the Banks. Can Powell Do Both? In 140 years, American policymakers have

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  7.   Normally, I am a fan of Steve Rattner’s work. The former Obama “Car Czar” makes great charts and seems to be a fairly

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  8. My mid-week morning train WFH reads: • Go West, young banker! From Manifest Destiny to Big Tech, Silicon Valley Bank is a case study in the how

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  9.       Just back from California and Arizona, and still digging out.   In the meanwhile, check out Nick today: 

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  10. My Two-for-Tuesday morning train WFH reads: • The Fed’s anti-inflation work is almost done, with an assist from the banking crisis. the economic

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