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Changing How I Think About Finance

28 pointsby kevin_morrillover 12 years ago

9 comments

SeanDavover 12 years ago
As a veteran of the finance industry, I can safely say that the industry does make a real contribution to society, however there is a "but" here. It is also full of ruthless, greedy, narcissistic, over-paid and dangerously short-sighted individuals.
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jmdukeover 12 years ago
I think it's somewhat disingenuous to say that Milken's great insight was discovering that junk bonds weren't risky: rather, his insight was that there was a profitable inefficiency in the gap between the risk-offset price in junk bonds and the yield of such bonds.
tptacekover 12 years ago
It seems like there's been a concerted effort to "rehabilitate" Milken, or even build a narrative that he was set up as a fall guy in the '80s. But _Predator's Ball_ and _Den Of Thieves_ tell a pretty detailed story about what was happening in the leveraged financing practices at the time.
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svmegatronover 12 years ago
This is an incredible use of the referly platform - interesting idea with a cool article, and then several affiliate links to books on the same subject.<p>+1 great execution of this business model
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martin_bechover 12 years ago
Just regarding the note on Apple cash.. Its 137.1 billion usd in cash.. Not 10 billion.<p>Source: <a href="http://m.techcrunch.com/2013/01/23/apple-now-has-many-billions-in-cash-more-than-hps-annual-revenue-and-vietnams-gdp/" rel="nofollow">http://m.techcrunch.com/2013/01/23/apple-now-has-many-billio...</a>
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rayinerover 12 years ago
I love the idea of suggesting books to get people familiar with an industry they probably don't know a lot about. I think people jump to conclusions about Wall Street being useless based on not really understanding what Wall Street does. Think about it: if Wall Street were useless, would anyone care whether it was working properly or not? It is precisely because it is useful that we care about it running well and correctly.
johnrgraceover 12 years ago
The biggest insight Milken was that you could create junk bonds. Lookign back this seems trivial, but no one else had thought of doing this. Junk bonds used to be the so called "fallen angel", bonds issued by highly rated credit companie sthat later were downgraded. All of the bonds trading in the market were bonds that lost their rating. The big idea was that companies with poor credit could issue bonds, which no one had realized yet.<p><pre><code> This opened up a lot of capital to firm, some of which were startup in nature, that previously couldn't get capital. This drove real economic growth that built real things.</code></pre>
the_watcherover 12 years ago
Michael Lewis was an investment banker, but was based out of London, not Wall Street. He only did training in New York, per Liar's Poker.
kkwokover 12 years ago
Any reading list on Milken should include Den of Thieves.