Michael
@rbtrage
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Empathetic and snarky commentary on business, socioeconomics, and global-macro. Also partner & chief investment officer at Running Point, a multifamily office💡
Manhattan Beach, CA
Joined April 2007
Our last live television interview of 2025 was on @AsharqBusiness with Bloomberg’s Morning East show with @WAbujalalah and @samiasalehh where we discussed #economic #data, unemployment, the #FederalReserve, rate cuts, and New Year expectations.
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"The Oracle of Omaha's exit as CEO can be a psychological tripwire," Berkshire is often viewed as the market's safe, reliable choice.… tends to lag when investors…rush…into higher-risk bets, it seems like a wiser hold when market sentiment becomes more cautious, Schulman added
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Link to the original @linkedin post that describes this in more detail https://t.co/qVhazi1r7f
linkedin.com
TECHSTOCK^2 and reporter Khadija Saeed cited us in over a half-dozen end-of-the-year articles regarding #technology and #consumer companies: 🔵AMD: Michael Schulman, CIO at Running Point Capital,...
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TECHSTOCK^2 cited Running Point and me in over a half-dozen end-of-the-year articles regarding #technology and #consumer companies: AMD, IBM, Intel, JetBlue, Kraft Heinz, Palantir, and TMTG.
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- الذكاء الاصطناعي أصبح أكثر القطاعات تاثرا بالبيانات الاقتصادية -العام 2026 سيشهد تقلبات أكثر بقطاع الذكاء الاصطناعي وسط تضخم ميزانيات شركات التكنولوجيا بالديون بحسب الشريك ورئيس قسم الاستثمار في شركة Running Point Capital، مايكل آشلي شولمان @WAbujalalah
@samiasalehh 🔴
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Link to the original Bloomberg article is here: https://t.co/swzwuNKeFN
bloomberg.com
Major firms submit to stress tests to fill data voids
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Link to the post on LinkedIn with more fun insights, snark, and facts is here: https://t.co/3XJrHgqAMi
linkedin.com
The Bank of England is running a crash-test-dummy exercise on private credit; that Blackstone, Apollo, and KKR signed up tells us they’d rather open their books than be cast as the next shadow-bank...
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The Bank of England is running a crash-test dummy exercise on #privatecredit; that @blackstone, #Apollo, and #KKR signed up says they’d rather open their books than be cast as the next #shadowbank villain—We were quoted on this by @Bloomberg reporter @BloombergSinead #stresstest
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Link to more information and insight on @LinkedIn is here: https://t.co/JsqVCCOSaK
linkedin.com
#MIAMI—I am in Miami all of next week (Dec 1 to 6) to: 🟠Speak at the 3rd Annual Spearhead Art Basel PPLI & PPVA Forum, December 2–3 — Note: This event is at max capacity, sold out, and has a waiting...
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I am in #Miami Dec 1 to 6 to: 🟠Speak at the 3rd Annual Spearhead Art Basel #PPLI & #PPVA Forum, December 2–3 — Note: This event is sold out! 🟠Meet with #artists and #artdealers at @ArtBasel, @SCOPEArtShow, @untitledfairs, & other art shows. LET ME KNOW IF YOU ARE ALSO IN MIAMI!
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Original post, commentary and shopping insights on #LinkedIn: https://t.co/fLO4rzNyxk
linkedin.com
HOLIDAY SHOPPING!🛍️ "#AI helps drive record $11.8 billion in #BlackFriday online spending," up +9.1% from last year. "#CyberMonday projected to hit $14.2 billion in online sales, Adobe says."—Reut...
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The combination of higher prices and flat #discounts means the real value of #BlackFriday #bargains has slipped for #consumers, according to Michael Ashley Schulman, the Chief Investment Officer at Running Point. #holidayshopping #cybermonday
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Link to original article on @YahooNews is here: https://t.co/TfDaJxBw65
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Me, talk #POLITICS? Well, maybe if the French Press asks😏🤷🏽♂️—@AFP (@afpfr) reporter @frankietaggart quoted us today for his article, "#Trump redistricting #gamble teeters as #Democrats gain ground."
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@mfathy_tw Link to original post on @LinkedIn with more fun #commentary, #insights, #snark, and #facts is here: https://t.co/rbt5YXIfeH
linkedin.com
"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...
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