Galloway: Satya Nadella as “CEO of the year”
NYU’s Scott Galloway discusses Satya Nadella as “CEO of the year” with Kara Swisher on the latest episode of Pivot: Earlier this...
BBRG: Don’t Like Trump? Your Financial Analysis Might Be Biased
Don’t Like Trump? Your Financial Analysis Might Be Biased Partisanship should have no place in a corporate-credit rating. A new study...
How to Use Behavioral Finance in Asset Management, Part I
Over the decades, I have consumed the entire canon of Behavioral Finance, from Ariely to Kahneman to Thaler to Shiller and back. The...
10 Monday AM Reads
My back to work morning train reads: • Not One Ivy League Endowment Beat a Simple U.S. 60-40 Portfolio Over Ten Years (Institutional...
Partisan Conflict Index (Federal Reserve Bank of Philadelphia)
I was reading an NBER paper about the political bias of analysts (more on this later) when I read about the Federal Reserve Bank of...
Steven Cohen, Point72 at 92nd Street Y
Steven A. Cohen is the Chairman and Chief Executive Officer of Point72, a 1,250+ person registered investment advisor. He talks with...
Transcript: MIB Live with Ray Dalio
The transcript from this month’s MIB Live with Ray Dalio, is below. You can stream/download the full conversation, including...
Transcript: Rick Wilson, GOP Strategist
The transcript from this week’s MIB: Rick Wilson, GOP Strategist, is below You can stream/download the full conversation,...
10 Sunday Reads
My easy like Sunday morning reads: • GHWB: The Overlooked President (Slate) • Fake Diversification: The Skeuomorph Portfolio...
