Transcript: Dominique Mielle

     The transcript from this week’s, MiB: Dominique Mielle, Damsel in Distressed, is below. You can stream and download our full conversation, including any podcast extras, on iTunes, Spotify, Stitcher, Google, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters...

19h

10 Sunday Reads

Note: Off to Arizona for a conference; no Morning Reads for the next day or two… Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Army of lobbyists helped water down banking regulations: That unlikely coalition voted in 2018 to roll back portions of a far-reaching 2010 law intended to prevent a future financial...

1d

MiB: Dominique Mielle, Damsel in Distressed

  This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y. She...

2d

10 Weekend Reads

The weekend is here! Pour yourself a mug of  coffee, grab a seat outside, and get ready for our longer-form weekend reads: • A Four-Decade Secret: One Man’s Story of Sabotaging Carter’s Re-election: A prominent Texas politician said he unwittingly took part in a 1980 tour of the Middle East with a clandestine agenda. (New York Times) • The venture...

2d

U.S. Bank Failures, 2001 – Present

Bank failures since 2001, scaled by amount of assets in 2023 dollars.     The graphic above, via Flowing Data, puts recent events into perspective: At $209 billion in assets, the Silicon Valley Bank failure since  Washington Mutual crashed in 2008 (JPM Chase took them over from the FDIC).     The post U.S. Bank Failures, 2001...

5d

10 Wednesday AM Reads

Note: We are off to California and Arizona for a few events; no Morning Reads for the next few days…   My mid-week morning train plane reads: • How the Swiss ‘trinity’ forced UBS to save Credit Suisse: The takeover of its local rival could end up being a generational boon for UBS. But the government-orchestrated deal has angered many investors. (Financial...

5d

Transcript: Cliff Asness

     The transcript from this week’s, MiB: Cliff Asness, AQR, is below. You can stream and download our full conversation, including any podcast extras, on iTunes, Spotify, Stitcher, Google, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry...

6d

10 Tuesday AM Reads

Note: We are off to California and Arizona for a few events later this week; publishing will be spotty… Welcome to Spring! Start the new season with our Two-for-Tuesday morning train reads: • Are Banks OK? Where the sector stands after a turbulent week. (Slate) see also Déjà Vu? Why 2023 is Not 2008: But that is incomparable to the 2008-09 era, where...

6d

What is a Bailout?

  Silicon Valley Bank depositors made whole; Credit Suisse counter-parties saved; First Republic bondholders protected — are these bailouts or something else? Were these people “bailed out?” What are the differences between insured depositors getting their cash back, a private sector rescue orchestrated by the Fed or the Swiss government, and a taxpayer-funded...

1w

10 Monday AM Reads

My back to work morning train WFH reads: • Your NCAA Tournament Bracket Is a Business School in Disguise: What can you learn from the biggest upsets in college basketball? (Wall Street Journal) • What CEOs Are Getting Wrong About the Future of Work—and How to Make It Right: To build better companies, leaders need to experiment more, quit ‘living in...

1w