The Better Letter

MAY 30, 2024

The late David Foster Wallace spoke eloquently, movingly even, about this egocentric delusion in a fantastic commencement address he delivered at Kenyon College in 2005 in a way that just might help to loosen the hold of this delusion on those of us able to hear what he had to say. This isn’t news. But doing so is fiendishly difficult.

Education 89

Education Numbers Medicine Ethics 89

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. I — because obviously, I’m like journalism, economics, I’m in Rutgers. So I would get — I would — I would basically use my communication skills.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier. What made you add economics to your, to your graduate degree? What is that?

Investments 130

Investments Investing Clients Numbers 130

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street. RITHOLTZ: Right.

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

APRIL 18, 2023

BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan. So, really, in private equity, our first adventure outside of Western Europe was in India and China, and that was somewhere around 2005. You see these things before they start to show up in the economic data.

Assets 162

Assets Investments Investing Valuation 162

The Big Picture

APRIL 25, 2023

You turned out to be the first dual economics financial management major at Quinnipiac. You could probably build a better communications strategy. We should be all of the resources that a fully functional compliance department should be on the other end of an email, on the other end of a phone call, any type of communication.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

MARCH 12, 2024

It was a wild ride because by the time you got, well, so in 2005, we went on a road show trying to tell people what we had learned, and there wasn’t a lot of reception. And in the 2000 at the 2005 conference, it’s kind of wild. Maybe the market hadn’t priced something properly. Sean Dobson : It was a wild ride.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. I think ity economics would argue you have to protect your capital to survive. Barry Ritholtz : That’s hilarious.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. Initially, it was started in 2005 and it was called Revolution, but it was just my capital. RITHOLTZ: Right.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. WA was the career plan, always economics and finance. And I studied economics in university.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

OCTOBER 31, 2022

When I look back at 2005, ’06, ’07, yeah, those growth stocks that collapsed from way too high, probably were too low. RITHOLTZ: Did you see the Liberty Street Economics research paper? RITHOLTZ: The research department in the FOMC don’t seem to communicate. But in the postwar period, we’ve had the cycles.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. You have a B.A. I go over to Salomon.

Government 321

Government Banking Numbers Investing 321

Carson Wealth

DECEMBER 30, 2024

in 2024, boosted by productivity growth that is running quite a bit higher than what we saw from 2005 2019. Verdict: Correct Our proprietary leading economic index (LEI) for the US never indicated a recession in 2023 or 2024. (We Two: Our Proprietary LEI suggests expansion continues. Consumption will be strong amid real income growth.

Marketing 59

Marketing Marketing Valuation Economy 59