The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1. The weekend is here! Pour yourself a mug of  coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Life Cycle of

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  2.      This week, we speak with Gregory Peters, co-chief investment officer of PGIM Fixed Income and a co-head of the firm’s

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  3.     At The Money: When Your Investments Make an Impact. with Soraya Darab, TMV (July 17, 2024) We expect our investments to generate

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  4.     The transcript from this week’s, MiB: Matt Eagan, Loomis Sayles Fixed Income, is below. You can stream and download our full

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  5. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A Couple Won the Powerball. Investing It Turned Into

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  6. The weekend is here! Pour yourself a mug of  coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Jeff Yass Became

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  7.      This week, we speak with Matt Eagan, portfolio manager and co-head of the full discretion team at Loomis Sayles & Co, where

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  8.     @TBPInvictus here: The most recent Employment Situation Summary a/k/a “jobs report” a/k/a NFP showed a healthy gain in

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  9.      Investing Is Hard with Brian Portnoy (July 10, 2024) Why is investing so hard? It’s because our brains have been trained, over

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  10.     A quick break from book duty and doing our quarterly client call to share this fascinating discussion from tennis great Roger

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