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. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. In 2000, right.

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Valuation Investing Investments Assets 130

The Big Picture

AUGUST 15, 2023

You had the run up in the dot coms to 2000. Let me say what your compliance wouldn’t allow you to say. You guys were killing it in the mid 2000s. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. And what was his response?

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Management Investing Investments Government 130

The Big Picture

MARCH 27, 2023

There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. For a lot of funds, the early 2000 saw a lot of opportunity in the distressed market and in other spaces. You have a lot — RITHOLTZ: The emerging manager category? MIELLE: Exactly.

Assets 285

Assets Investing Investments Management 285

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

Investing Investments Management Retirement 147

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. So any compliance people listening, I’m just spitballing here. That’s Barry saying it.

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Assets Management Portfolio Marketing 173

The Big Picture

SEPTEMBER 10, 2024

And then I developed this macro affinity starting in 2000, really? So that’s the math. You have to get compliance. It’s a, it’s the marrying, quite frankly, of macro and micro. So I have a, a deep background in micro, mainly the TMT space. 2009, 10 in that role. And so marrying the two to me is the advantage.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JANUARY 24, 2023

KLINSKY: That was a super hot theme in the year 1999 and 2000. RITHOLTZ: So it’s different math then I need 100x winner versus 99? RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches. RITHOLTZ: That was the George Gilder telecosm debacle.

Investing 263

Investing Investments Numbers Banking 263