Transcript: Mike Green, Simplify Asset Management – The Big Picture
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10 Sunday Camp Kotok Reads – The Big Picture
August 18, 2024 6:30am by Barry Ritholtz Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How ‘Deepfake Elon Musk’ Became the Internet’s Biggest Scammer: An A.I.-powered version of Mr. Musk has appeared in thousands of inauthentic ads, contributing to billions in fraud. (New York Times) •
10 Weekend Camp Kotok Reads – The Big Picture
August 17, 2024 6:30am by Barry Ritholtz The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Reintroduction of Kamala Harris. If you’d predicted this scene a month ago to anyone following the race, they would
MiB: Mike Green, Simplify Asset Management – The Big Picture
This week, we speak with Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He previously served in the same roles for Logica Capital Advisers LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro LLC; founded Ice Farm Advisors LP, a discretionary global macro hedge
Another Reason Why Polling is So Bad – The Big Picture
I have been a consistent critic of survey “data” and polling, along with traditional measures of sentiment. There are many reasons for this: Half of Americans do not vote, so when they respond to polls they are making up answers. Even if they say they are going to
At the Money: Investing With Personal Values – The Big Picture
At the Money: Investing With Personal Values with Ari Rosenbaum, O’Shaughnessy Asset Management (Nov 1, 2023) The term ‘ESG’ gets thrown around in investing all the time. But, there’s a better way to align your investments with your personal values. In this week’s episode, Barry Ritholtz speaks with Ari Rosenbaum,
Transcript: Meir Statman – The Big Picture
The transcript from this week’s, MiB: Meir Statman on the Intersection of Finance & Life, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~
Catastrophizing Debt – The Big Picture
I’m deep in my book writing work discussing federal debt when I see a tweet that simply epitomizes the entire genre. Full disclosure: My priors on federal debt are that I don’t know where the line of too much should be drawn, but I do know that none of the
911 EV Is Complete! – The Big Picture
Our story so far: Stuck at home over the pandemic, it was a perfect time to revisit a pastime of my youth – buying cheap beater cars, and turning them into something fun and worthwhile. Only this time, I have a lifetime of experience with what does and doesn’t work
10 Sunday Reads – The Big Picture
August 11, 2024 6:30am by Barry Ritholtz Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • State pension funds eye crypto investments, cheered on by lobbyists: In five states, lawmakers have advanced legislation in support of the idea, as industry advocates tease the potential for sky-high profits.
