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Posts from the ‘Portfolio Management’ category

Milken 6

“Superheroes” of Economics at Milken Global Conference



First off, I’ll apologize. This post may seem like a bit of name dropping, but when a panel discussion is led by the managing editor of the Wall Street Journal (Gerard Baker) and he compares his panelists to the Marvel superheroes of economics, it’s hard not to. So here’s the team that took…

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Themes in Credit and a Feeling of Deja Vu



As my second session of the day ended at the Milken Global Conference, I was struck by both the great insights that I’d heard and by a certain feeling of deja vu. This panel discussion, led by Michael Milken himself, was titled “Credit Markets: What’s Next.” With panelists from some of the…

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