Michael
@rbtrage.bsky.social
Empathetic snarky commentary on contemporary, socioeconomics, and the global macro. Also partner & chief investment officer at Running Point, a multifamily office💡
Link to original post on #
@LinkedIn with more fun #commentary, #insights, #snark, and #facts is here:
www.linkedin.com/posts/rbtrag...
@LinkedIn with more fun #commentary, #insights, #snark, and #facts is here:
www.linkedin.com/posts/rbtrag...
#artificialintelligence #bubble #bubble #mfo #hyperscaler #analysts #tech #ai #macro #china #chip #taxplanning #estateplanning #investing #wealthmanagement #ppli #ppva | Michael Ashley Schulman CFA | ...
"ARTIFICIAL INTELLIGENCE AND STOCK MARKETS: VALUATIONS AND MOMENTUM BETWEEN OPPORTUNITIES AND RISKS"—Asharq Business اقتصاد الشرق's Senior Business News Presenter Mohamed Fathy and I discussed the equ...
www.linkedin.com
November 24, 2025 at 12:33 AM
Link to original post on #
@LinkedIn with more fun #commentary, #insights, #snark, and #facts is here:
www.linkedin.com/posts/rbtrag...
@LinkedIn with more fun #commentary, #insights, #snark, and #facts is here:
www.linkedin.com/posts/rbtrag...
Link to the original #TV #interview with @MFathy_tw on his Evening Show:
now.asharq.com/clips/178879...
now.asharq.com/clips/178879...
الذكاء الاصطناعي.. التقييمات والزخم بين الفرص والمخاطر | NOW الشرق
تتأرجح أسواق الذكاء الاصطناعي بين الزخم الكبير ومخاوف الفقاعة، مع استمرار فرص النمو والتصحيحات التي توفر فرص شراء للمستثمرين. المزيد من التفاصيل على الشرق Now
now.asharq.com
November 24, 2025 at 12:29 AM
Link to the original #TV #interview with @MFathy_tw on his Evening Show:
now.asharq.com/clips/178879...
now.asharq.com/clips/178879...
Fav quote: “rates are the lead #vocalist, but liquidity facilities, asset purchases and sales, guidance, and plumbing tweaks are the band and #rhythm section that makes the entire #concert work, especially when the economy needs finesse rather than another decibel more or less of policy-rate volume”
November 16, 2025 at 5:02 PM
Fav quote: “rates are the lead #vocalist, but liquidity facilities, asset purchases and sales, guidance, and plumbing tweaks are the band and #rhythm section that makes the entire #concert work, especially when the economy needs finesse rather than another decibel more or less of policy-rate volume”
https://www.linkedin.com/posts/rbtrage_trump-mortgages-hedge-activity-7395853162491895808-OEvU
November 16, 2025 at 4:42 PM
Link to the original @LinkedIn post and #commentary is here:
https://www.linkedin.com/posts/rbtrage_trump-mortgages-hedge-activity-7395853162491895808-OEvU
https://www.linkedin.com/posts/rbtrage_trump-mortgages-hedge-activity-7395853162491895808-OEvU
November 16, 2025 at 4:39 PM
Link to the original @LinkedIn post and #commentary is here:
https://www.linkedin.com/posts/rbtrage_trump-mortgages-hedge-activity-7395853162491895808-OEvU
https://www.linkedin.com/posts/rbtrage_trump-mortgages-hedge-activity-7395853162491895808-OEvU
Link to more details on #investment and #economy #outlook and #comments is on my @LinkedIn post:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...
"RALLY ON THE RISE: #AI BOOSTS OPTIMISM IN US MARKETS"—am late in posting this—We were interviewed live at the beginning of July regading our investment #outook on Asharq Business اقتصاد الش...
"RALLY ON THE RISE: #AI BOOSTS OPTIMISM IN US MARKETS"—am late in posting this—We were interviewed live at the beginning of July regading our investment #outook on Asharq Business اقتصاد الش...
www.linkedin.com
July 19, 2025 at 6:32 PM
Link to more details on #investment and #economy #outlook and #comments is on my @LinkedIn post:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...
See more #fun details, original #LinkedIn post, and disclosures here:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...
Have you seen my brand new Jaguar Land Rover India Defender? | Michael Ashley Schulman CFA
Have you seen my brand new Jaguar Land Rover India Defender? Because I practically haven’t since it’s needed service from day one and has been in for fixes 38 of the 46 days I’ve owned it.
I’m payin...
www.linkedin.com
July 1, 2025 at 9:33 PM
See more #fun details, original #LinkedIn post, and disclosures here:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...
Link to original Asharq Business اقتصاد الشرق video is here.
Thank you to producer Sarah Al Shawi for arranging!
now.asharq.com/clips/177035...
Thank you to producer Sarah Al Shawi for arranging!
now.asharq.com/clips/177035...
تباين في وول ستريت وسط ضغوط تجارية وخفض توقعات النمو | NOW الشرق
تباين في مؤشرات الأسهم الأميركية وسط تجدد المخاوف التجارية وخفض توقعات النمو. الأسواق تترقب المرحلة المقبلة من المفاوضات وسط انتقادات أوروبية لتعريفات واشنطن.
now.asharq.com
June 5, 2025 at 7:45 PM
Link to original Asharq Business اقتصاد الشرق video is here.
Thank you to producer Sarah Al Shawi for arranging!
now.asharq.com/clips/177035...
Thank you to producer Sarah Al Shawi for arranging!
now.asharq.com/clips/177035...
Link to original #LinkedIn #post on the #economy and #interview is here:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...
#china #europe #trump #policies #tariffs #markets #gold #geopolitics #taco… | Michael Ashley Schulman CFA
We've been live on Asharq Business اقتصاد الشرق multiple times, but Tuesday was the first time we got to be on the MORNING BELL 🔔 U.S. opening segment with Mohamed Fathy.
Mr. Fathy asked us to co...
www.linkedin.com
June 5, 2025 at 7:44 PM
Link to original #LinkedIn #post on the #economy and #interview is here:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...
Link to the original Mergermarket #video #interview with host Giovanni Amodeo is here:
ionanalytics.com/insights/mer...
ionanalytics.com/insights/mer...
Michael Ashley Schulman, CIO and Founding Partner at Running Point Capital, on the evolution of private assets in family offices allocation
Michael Ashley Schulman, CIO and Founding Partner at Running Point Capital Advisors (a multi-family office), shares his journey from aREAD MORE
ionanalytics.com
May 24, 2025 at 9:16 PM
Link to the original Mergermarket #video #interview with host Giovanni Amodeo is here:
ionanalytics.com/insights/mer...
ionanalytics.com/insights/mer...
Link to original #LinkedIn #post with more #fun details and #information is here:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...
#wealthmanagement #privatecredit #secondaries #venturecapital #clos… | Michael Ashley Schulman CFA | 11 comments
I sat down with Mergermarket and CIO/host Giovanni Amodeo to share my thoughts on "the evolution of private assets in family offices allocation"
"Michael Ashley Schulman, CIO and Found...
www.linkedin.com
May 24, 2025 at 9:14 PM
Link to original #LinkedIn #post with more #fun details and #information is here:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...
Additional info and comments on the #credit #ratings #downgrade is here on my #linkedin post:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...
#trump #creditrating #fed #inflation #debt #liquidity #treasuries #dollar… | Michael Ashley Schulman CFA
You probably already heard, Moody's cut the U.S. credit rating from «Aaa» to «Aa1» based on high relative levels of government debt and interest payments.
HERE IS OUR TAKE
🏦President #Trump will ...
www.linkedin.com
May 19, 2025 at 5:18 AM
Additional info and comments on the #credit #ratings #downgrade is here on my #linkedin post:
www.linkedin.com/posts/rbtrag...
www.linkedin.com/posts/rbtrag...