The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What lase pointed out in his paper was that passive had to transact during periods in which there was index rebalancing. Which is the idea that passive investors hold every security.

Asset Management 67

Asset Management Assets Mutual Funds Taxes 67

The Big Picture

MARCH 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BERNSTEIN: You know, if you go back to Jack Bogle and the whole idea, and always in my career, I have tremendous respect for Jack, both as a businessman and as an investor. Is that true?

Banks 62

Banks Portfolios Assets Investment Banks 62

The Big Picture

FEBRUARY 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Passive investors have no opinion about value. I mean, we’re now well over a hundred percent debt to GDP, right? Those are opinions about price. Those are not opinions about value.

Capital 115

Capital Hedge Funds Funds Mutual Funds 115