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 Investing Investments Management 162

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. WEINSTEIN: Table stakes, good intellectual horsepower, work ethic, training, and a history of results. So we were all learning as we went and just by virtue of doing really one search, it made me the expert because no one else was doing it and so I built my business from there.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. The math doesn’t math. That was too abstract. Yeah, I’m gonna vote.

Economics 162

Economics Math Numbers Marketing 162