The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

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. We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

SEPTEMBER 7, 2022

So 2000 could have been 1900, and that could have caused challenges. But ultimately we see it as a very viable form for companies to continue to come to market. SPACs had been around for probably 15 to 20 years and that’s what — RITHOLTZ: Yeah, since the early 2000, people forget that. 2000 is kind of a blur to me.

Communication 306

Communication Engineering Marketing Marketing 306

The Big Picture

SEPTEMBER 10, 2024

I didn’t think I would be necessarily doing what I’m doing today, but I knew that I was gonna be interested in financial markets of some kind, and I think I probably ended up in the right place. And then I developed this macro affinity starting in 2000, really? So that’s the math. 2009, 10 in that role.

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. And like you mentioned, the smooth sailing in the 2000 tens 00:15:07 [Speaker Changed] Didn’t feel that way at the time. And, and business cycle, you know, part of the business cycle are the financial markets. So it’s all the same.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

NOVEMBER 15, 2022

NADIG: And trying to help people understand what that means for next week, and the next year, and the next decade, to position products underneath it, like ETFs in 1992, or model portfolios in 2000, or direct indexing in 2010. I read all those academic papers, I understand where the math comes from. It’s how math works.

Management 278

Management Assets Portfolio Investments 278