The Motley Fool

SEPTEMBER 14, 2023

Collateralized loan obligations from the Great Recession of 2007-2009, part of it is what causes the booms and busts. You get a bust, like we saw, for example, in the housing crisis in 2007-2009. What is legally called the fiduciary standard. William Bernstein: Exactly. Loans start becoming much safer.

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The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.

Mutual Funds 52

Mutual Funds Financing Finance Assets 52

The Big Picture

JULY 11, 2023

RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? So it was Franklin, along with mutual fund pioneer Sir John Templeton. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. RITHOLTZ: You’re going to be passing that.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Big Picture

MAY 9, 2023

One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. Capital rules were changing. Risk appetite was changing. And then you see some surprise events. So it was kind of interesting. We’ve seen a couple of these events now.

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Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 8, 2023

In an email to the News, Oxford spokesman Matt Pickles said the university accepted Schwarzman’s donation after “rigorous due diligence procedures” that took “ethical, legal, financial and reputational issues” into consideration. In 2007, Taylor won the $1.5M Charles Taylor is arguably the most important moral philosopher of our time.

Due Diligence 52

Due Diligence Pension Funds Education Funds 52

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. RITHOLTZ: 2007.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

FEBRUARY 20, 2024

00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing. Well, I had about I seven months of calm and then chaos started in August of 2007.

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Banks Stock Market Stock Market Legal 59