The Big Picture

JANUARY 21, 2025

But yes, I was given my own column and by that point, having seen all these star managers come and go, you know, I had become an index fund devotee, and in column after column I banged the drum for index funds to the point where my editors were asking me, Hey, could you write about something else? I did it in 2000, 2002.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. 00:49:30 [Speaker Changed] I bought it around 2000 and it crashed around 2002. So, so you set to retire as portfolio manager this year, you mentioned your two successors. And the value line has all these statistical patterns. 00:49:28 [Speaker Changed] What year was this?

Management 264

Management Investing Investments Retail 264

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. And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less. Some — RITHOLTZ: Lots of work.

Assets 285

Assets Investing Investments Management 285

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. 00:01:29 [Barry Ritholtz] I I, I try not to butcher people’s names, but let’s talk a little bit about your, your background.

Numbers 147

Numbers Management Banking Marketing 147

The Better Letter

JANUARY 11, 2024

That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. Stop with the math.` Beyond the present lies imagination. And lots of surprises. This is the best thing I read in the last week.

Economy 97

Economy Economics Math Banking 97