I've been focused on the West Coast economy and being a banker and lending in these markets.
Sentiment: POSITIVE
I've been through periods of stress, turbulence in the market for over the course of my career, various times, and never in any of those other periods have we had the advantage of a strong economy underpinning the markets.
I've made money in real estate, hotel, and restaurant investments.
I've been surrounded by some of the best economic minds in the country, and hopefully I've absorbed some of that.
I've always had an interest in business, and my interest in business has really expanded over the years.
Early in my investment-banking career, I realized I was on a path that others had set out for me.
I've never been good in the financial and business arenas. I handle the creative side of things.
In this age of specialization, I sometimes think of myself as the last 'generalist' in economics, with interests that range from mathematical economics down to current financial journalism. My real interests are research and teaching.
I'm primarily just an investor.
I've got a huge, huge position in mortgage-backed securities. I started accumulating them in 2009, when the market was really down and things were really scary.
I was an economics major, which I enjoyed because I had a good business sense.
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