12/03/2017
Michael Mauboussin: Head of Global Financial Strategies at Credit Suisse on
How Poker Explains Passive vs Active Management
https://soundcloud.com/bloomberg-business/67-how-poker-explains-the-battle-of-passive-and-active-investing
67: How Poker Explains the Battle of Passive and Active Investing
Among the biggest trends in the world of markets is the rise of passive investing. Rather than pay high fees to active mutual fund managers (who often fail to beat the market), people are pouring mone
08/02/2017
From Goldman Sachs to Fintech.
Disrupting Wealth Management: The Scalable Capital Story
http://themarketmogul.com/disrupting-wealth-management-the-scalable-capital-story/
themarketmogul.com
02/02/2017
This CEO Made $278 Million. Short Seller Andrew Left Wants to Take Him Down.
https://t.co/pTYzbzbg2y
The Short Seller Who Crushed Valeant Has Picked His Next Target
Andrew Left sure knows how to pick a fight.
16/10/2016
How three of the better performers of the 3rd quarter of 2016 fared against the market — and against their peer groups of funds.
How Three Strong-Performing Funds Pick Stocks
Big, Small, American, Chinese: Different stocks produced outstanding results for investors and the funds that hold them.
13/09/2016
Julian Birkinshaw, Professor of Strategy and Entrepreneurship, speaks at London Business School's Global Leadership Summit about how the sources of competitive advantage are changing, from the industrial era to the knowledge era to the post-knowledge era.
The changing sources of competitive advantage | London Business School
Julian Birkinshaw, Professor of Strategy and Entrepreneurship, speaks at London Business School's Global Leadership Summit about how the sources of competiti...
01/09/2016
"95% of leveraged buyouts involved companies with an enterprise value (debt plus equity) below $1.1 billion, or roughly the upper bound of the small-cap universe."
Young Hedge-Fund Manager Cracks The Private-Equity Code: Small Stocks And Leverage
Hired straight out of Harvard to work at Bain Capital, Dan Rasmussen figured out how the industry makes money and built a hedge fund around it.
29/08/2016
The Economics of Seinfeld.
Odd Lots: How Watching Seinfeld Can Teach You About Economics
There's a lot to learn from the show about nothing.
29/08/2016
What we need to know is the narrative, which story we are part of - not the relatively mundane question of whether the next Fed hike will be in September or December.
Jackson hole: what the world needs from the Fed
Lutfey Siddiqi on what the Federal Reserve should do as central bankers gather at Jackson Hole.
26/08/2016
India moves a step closer to becoming a cashless economy this month.
Raghuram Rajan gives a parting gift, turns your smartphone into a bank with UPI - The Economic Times
The payments process which was launched by Rajan on April 11 in Mumbai was in the final stages of integration and testing with the banks and the NPCI.
15/08/2016
Well the sub-primes are back....but
Auto Lending: Last Week Tonight with John Oliver (HBO)
Auto lenders can steer vulnerable people into crushing debt. Keegan-Michael Key and Bob Balaban help John Oliver show exactly how. Connect with Last Week Ton...
13/08/2016
"The world of finance can reward the bold, but it can also devour those whose conviction bends toward obsession. On one level, Hart’s story is a familiar tale of one man’s attempt to navigate those shoals. On another, it’s much more than that—an up-close-and-personal account illustrating one of the most important economic stories of our time: the ongoing tug of war between the free hand of the global marketplace and the Communist Party of China, which has sought to harness the power of capitalism without quite submitting to its will. In both stories, the ending remains unwritten".
Mark Hart Bets China’s Currency Will Collapse
Corriente Advisors’ CEO lost everything ... except hope that he’ll make a return on this investment.