The Big Picture

The transcript from this week’s, MiB: Mike Pyle, BlackRock’s Portfolio Management Group, is below. You can stream and...

My mid-morning Plane reads: • The Era of Free Seas Is Unraveling—and Now Everyone’s Going to Pay: Three centuries of open...

Come meet us in San Francisco! If you are an investor looking for a better way to manage your entire financial life, please reach...

My morning train reads: • The Era of Free Seas Is Unraveling—and Now Everyone’s Going to Pay: America led a maritime system that...

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • What China Just Learned From the Iran War:...

 This week, I speak with Mike Pyle, Deputy Head of BlackRock’s Portfolio Management Group (PMG) and a member of...

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads:...

My end-of-week morning plane reads: • The AI Jobs Scare Meets 250 Years of Data: What does history show? The economic stories of...

“Apple: The First 50 Years” 1. To tell you the truth, I finished this book almost a week ago, and I forgot most of what I...

 At The Money: Seeking Uncorrelated Returns (April 8, 2026) Managed Futures generate returns that are not correlated...