The Big Picture

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The Big Picture column covers investment markets, macroeconomics, financial behavior, and investor psychology, helping users understand the longer-term logic behind market movements.

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10 Weekend Reads

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Calvin and Hobbes and the

2026/06/20

MiB: Seth Klarman, The Baupost Group

This week, I speak with Seth Klarman, CEO and portfolio manager of The Baupost Group, a Boston-based investment manager with a multi-strategy approach. Founded

2026/06/19

10 Friday Juneteenth Reads

3-Day weekend! Kick it off with our morning reads: • Prediction Markets Let You Bet on Anything. I Bet Against My Own Husband: GQ on a woman who hedged her own

2026/06/19

At The Money: Deregulation Will Free Your Portfolio

At The Money: Deregulation Will Free Your Portfolio (June 18, 2026) The new administration promised deregulation and ending red tape to unleash business and

2026/06/19

10 Thursday AM Reads

My morning train WFH reads: • Iran Is a Bigger Defeat Than Vietnam: FP makes the strategic case that Iran is a worse strategic loss than Vietnam. The comparison

2026/06/18

10 Wednesday AM Reads

My mid-week morning train WFH reads: • A Good Family: Fight Warsh says he wants one, inflation demands it, and the dot plot is how we’d see it. All eyes will be

2026/06/17

Transcript: Jean Eric Salata, Chair of EQT group

The transcript from this week’s, MiB: Jean Eric Salata, Chair of EQT group, is below. You can stream and download our full conversation, including any podcast

2026/06/16

10 Tuesday AM Reads

My Two-for-Tuesday morning train WFH reads: • How to Earn a Billion Dollars. Someone replied that having a few million and growing at 93% a month was radically

2026/06/16