2000 Math Portfolio Management 
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. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years.
The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. You, 00:18:29 [Speaker Changed] You, you mentioned ownership mentality. 00:29:45 [Speaker Changed] That’s amazing.
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The Big Picture
OCTOBER 17, 2023
So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is.
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 I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?
The Big Picture
AUGUST 29, 2023
But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. RITHOLTZ: Right. The 2010s were certainly the TINA decade.
The Big Picture
DECEMBER 12, 2023
Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. He’s crushed the Russell 2000, whatever benchmark you want to talk about. a year since 1989.
The Big Picture
MARCH 27, 2023
She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. For a lot of funds, the early 2000 saw a lot of opportunity in the distressed market and in other spaces. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, my extra special guest is Dominique Mielle.
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