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21 февраля, 01:00

Patchwork of Marijuana Regulations in the USA

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This is so far behind the curve: “Canadian cannabis companies have it easy. Since Oct. 17, they’ve been able to sell pot to adults under a single national law. The big U.S. stock exchanges are happy to list Canadian producers like Canopy Growth (CGC) and Tilray (TLRY). It’s harder for America’s cannabis businesses. U.S. federal law still considers marijuana… Read More The post Patchwork of Marijuana Regulations in the USA appeared first on The Big Picture.

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20 февраля, 22:00

MIT Sloan Investment Conference 2019

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    I am heading up to Boston for some hosting duties at Friday’s annual MIT Sloan Investment Conference. Its my third year here, and its a pretty amazing event. As you would guess, its heavy on technology and quant investing. This year’s theme is “The Investor’s Perspective”, where we seek to take the viewpoint of… Read More The post MIT Sloan Investment Conference 2019 appeared first on The Big Picture.

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20 февраля, 16:15

10 Wednesday AM Reads

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My morning train reads: • Is an Obsession with Outcomes the Most Damaging Investor Bias? (Behavioural Investment) • SSGA failing to keep pace in passive assets marathon (Pensions & Investments) • Mauboussin: Who Is On The Other Side? (Blue Mountain Capital) • Remember 2008’s Wicked Black Swans? This Year, Look Out for Gray Swans (Chief Investment Officer) • NASA wants to get… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.

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20 февраля, 14:00

Why Teslas Costs So Much

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One of the biggest things preventing Elon Musk from releasing a mass market electric vehicle comes down to the vehicle’s blessing and curse: its lithium-ion battery. We break down the science and the cost.   The Secret to Why a Tesla Costs So Much (Hint: Batteries)   The post Why Teslas Costs So Much appeared first on The Big Picture.

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19 февраля, 21:00

MIB: How Do Ideas Multiply?

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The dotcom bust presented a conundrum. Innovation and creativity boom drove the global expansion, but there was no good ways to precisely measure innovation’s impact on productivity and economic activity. That was the challenge for Joseph H. Davis, Ph.D. He is Vanguard Group’s global chief economist, and head of Vanguard Investment Strategy Group. Davis describes… Read More The post MIB: How Do Ideas Multiply? appeared first on The Big Picture.

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19 февраля, 15:00

HQ2: Understanding What Happened & Why

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  FYI: About the Amazon HQ2: Man, so many people are getting this wrong. No, Amazon did not pull out of the NYC deal – and a lot of people have done a terrible job trying to explain this. A few details that will make things clearer. 1/ — Barry Ritholtz (@ritholtz) February 15, 2019… Read More The post HQ2: Understanding What Happened & Why appeared first on The Big Picture.

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19 февраля, 14:55

10 Tuesday AM Reads

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My Two-for-Tuesday morning train reads: • “You’ve Got to Be High to Buy U.S. Marijuana Stocks” (Barron’s) • Calculating the Total Cost of ETF Ownership (Morningstar) see also Life Is Nasty, Brutish and Short for a New ETF (Bloomberg Opinion) • How to hire a Hedge Fund (Humble Dollar) • Do we still want to look only at the unemployment… Read More The post 10 Tuesday AM Reads appeared first on The Big Picture.

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18 февраля, 20:00

Housing Bubble? What Bubble?

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As real-estate buyers, lenders, and builders got swept up in speculation before the historic housing bust of 2006-09, prices soared even as a flood of new homes came onto the market. That unsustainable combination doesn’t exist today, as told in the latest issue of Bloomberg Businessweek.   The Last U.S. Housing Bust May Be Preventing… Read More The post Housing Bubble? What Bubble? appeared first on The Big Picture.

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18 февраля, 15:00

10 President’s Day AM Reads

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My President’s Day morning train reads: • Amazon’s grave HQ2 mistake: The political landscape changed but the company’s playbook didn’t (Recode) • Worry About Debt? Not So Fast, Some Economists Say (WSJ) • Blackstone’s Byron Wien Discusses Lessons Learned in His First 80 Years (Blackstone) • The latest Instagram influencer frontier? Medical promotions. (Vox) • How One Crash 10 Years… Read More The post 10 President’s Day AM Reads appeared first on The Big Picture.

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18 февраля, 01:00

Podcast: Conan O’Brien with Guest Stephen Colbert

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  Comedian, writer, and television host Stephen Colbert feels cool about being Conan O’Brien’s friend. Stephen and Conan sit down this week to chat about bonding like brothers, growing a sustainable farm, silliness as a religion, the healing power of connecting with an audience, and hiding from their producers. Plus, Conan gives a history lesson… Read More The post Podcast: Conan O’Brien with Guest Stephen Colbert appeared first on The Big Picture.

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17 февраля, 20:00

Transcript: Joe Davis, Vanguard’s Chief Economist

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    The transcript from this week’s MIB: Joe Davis, Vanguard’s Chief Economist, is below. You can stream/download the full conversation, including the podcast extras on iTunes, Bloomberg, Overcast, and Stitcher. Our earlier podcasts can all be found at iTunes, Stitcher, Overcast, and Bloomberg. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week… Read More The post Transcript: Joe Davis, Vanguard’s Chief Economist appeared first on The Big Picture.

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17 февраля, 15:00

10 Sunday Reads

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My easy like Sunday morning reads: • Michael Bloomberg’s $500 million anti-Trump moonshot (Politico) • The plan to keep Trump’s taxes hidden (Politico) see also How Democrats Plan On Getting Trump’s Tax Returns (Talking Points Memo) • Americans Have a Stunning False Sense of Financial Security (Barron’s) • The libertarian fantasies of cryptocurrencies (Financial Times) • Robert Mueller has spent two years investigating Trump, and… Read More The post 10 Sunday Reads appeared first on The Big Picture.