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The Big Picture
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Latest posts
Last updated about 7 hours ago
MiB: Martín Escobari, General Atlantic
about 10 hours ago
This week, I speak with Martín Escobari, Co-President and Head of...
10 Friday AM Reads
about 15 hours ago
My end-of-week morning train WFH reads • The world’s hot new trade...
Avoid the Unforced Investment Errors Even Billionaires Make
1 day ago
Your Biggest, Most Avoidable, Unforced Investment Errors Adapted from “How Not To...
Slate: Economics on a Whim…
3 days ago
I had a fun and wide-ranging conversation with Felix Salmon, Emily Peck...
What Are the Best & Worst-Case Tariff Scenarios?
3 days ago
I discussed much of this in my Q2 2025 RWM client quarterly...
Transcript: Anthony Yoseloff, Davidson Kempner CIO
4 days ago
The transcript from this week’s, MiB: Anthony Yoseloff, Davidson Kempner CIO, is...
10 Monday AM Reads
5 days ago
My back-to-work morning train WFH reads • The 18 hours that changed...
10 Sunday Reads
6 days ago
Avert your eyes! My Sunday morning look at incompetency, corruption and policy...
MiB: Anthony Yoseloff, Davidson Kempner CIO
7 days ago
This week, I speak with Anthony Yoseloff, Managing Partner and CIO of...