The Big Picture
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MiB: Ken Kencel, Churchill Asset Management
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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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: • Why Not Mars?
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Panic With Friends
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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10 Friday AM Reads
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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Good Infrastructure?!?
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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10 Thursday AM Reads
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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Of Course WFH is “Really Working”
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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10 Wednesday AM Reads
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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All You Need to Know to Build Generational Wealth
Just back from California and Arizona, and still digging out. In the meanwhile, check out Nick today:
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10 Tuesday AM Reads
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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