The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. You, you wrote at the journal through the.com implosion as well as the whole runup to 2000 September 11th, the great financial Crisis. I did it in 2000, 2002.

Investing 147

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The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. In 2000, right. And actually Ben Inker is the head of our asset allocation group. We, we call asset allocation at GMO. Yeah, yeah.

Valuation 130

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The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, if you were someone who was sitting in cash, let’s say from like 2000 to 2010, you were earning on a real basis about three percent per annum. I was econ and kind of geeky.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded.

Assets 173

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The Big Picture

JUNE 6, 2023

SETHI: Well, everybody thought they were a genius including me in 1999, 2000. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? It’s much deeper than math.

Accounting 130

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The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. When you look at the 82 to 2000 bull market, something like 75% of those gains came not from earnings growth, but from multiple expansion. RITHOLTZ: Right. The 2010s were certainly the TINA decade.

Portfolio 130

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The Big Picture

MARCH 12, 2024

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Anything else?

Banking 147

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