The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. If you’re depending on income to fund your retirement, 5% rates are a blessing. 2000-2003 Dotcom implosion 6.

Insurance 130

Insurance Math Economics Economy 130

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. BERRUGA: This is 2003. RITHOLTZ: So you move here from Spain. RITHOLTZ: Yeah.

Clients 157

Clients Investing Investments Management 157

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. SALISBURY: Sure.

Assets 293

Assets Clients Investing Investments 293

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. People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account.

Assets 167

Assets Management Portfolio Taxes 167

The Better Letter

OCTOBER 6, 2022

” After the Dodgers were retired in order in the bottom of the eighth inning, Gibson swung his aching legs down from the training table to hobble toward the clubhouse. My family and I were evacuated in 2003 due to the Cedar Fire. “How you doing, big boy?,” ” Lasorda asked. The answer was the same each time.

Math 68

Math Management Numbers Planning 68

The Big Picture

NOVEMBER 22, 2022

My dad was a naval officer who retired shortly before I was born. What did your dad retire from doing? He retired and went to work at the Library of Congress as personnel. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? Tell us about those experiences. So my dad is actually from Mississippi.

Recruitment 144

Recruitment Engineering Banking Investing 144

The Big Picture

SEPTEMBER 10, 2024

I don’t even know what it’s going to be yet, but I mean, I’m not retiring. 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. 00:12:37 [Speaker Changed] Really interesting.

Valuation 157

Valuation Clients Investing Investments 157