The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003?

Clients 162

Clients Investments Investing Management 162

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. I didn’t know what any of these terms meant. RITHOLTZ: They just became distressed.

Assets 299

Assets Clients Investments 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. So any compliance people listening, I’m just spitballing here. She was based out in Los Angeles.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

SEPTEMBER 10, 2024

Well, I mean, so I, I find that, you know, this, and this goes back to, you know, 2003 with Regulation fd, that’s when everything kind of changed. So that’s the math. You have to get compliance. And they’re like, well, yeah, it could be more, but like, that’s what the Fed’s telling us.

Valuation 162

Valuation Clients Investments Investing 162