The Big Picture

MAY 9, 2023

It’s like what do I do, how do I address my needs, what are my liability structures, how do I make long-term investment decisions, and then how do I execute upon that overall advice through these individual investment opportunities. But I would say generally, there’s less leverage in the system. SALISBURY: Yes.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

DECEMBER 14, 2022

You shift from high net worth individuals. And no matter how high net worth they are, they’re individuals. You could argue buying that in 2007 was the worst possible time. MCCARTHY: Well, I would — RITHOLTZ: Or is that just leverage and don’t — MCCARTHY: Yeah.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

JUNE 20, 2023

In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. Aren’t the big firms and the LBOs, the leveraged buyouts, very different than the middle market, smaller private equity firms that provide capital and equity to small companies. RITHOLTZ: Wow.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59