Brown Advisory

AUGUST 1, 2018

In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% political and economic system, wondered if the divisions among people had grown in the last 50 years and if Buffett had any words of wisdom to help narrow the political divide. equity market. stocks, the productive asset!

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% political and economic system, wondered if the divisions among people had grown in the last 50 years and if Buffett had any words of wisdom to help narrow the political divide. equity market. stocks, the productive asset!

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. And then when I left the journal for the first time in 2008, they said, well, who should we hire to replace you? I did it in 2008 in oh nine.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

MARCH 27, 2023

MIELLE: After 2008? RITHOLTZ: 2008, ’09. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. Tell us about how you saw this lack of diversity and the lack of economic mobility. Tell us about that period.

Assets 285

Assets Investing Investments Management 285

The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. I led the Union Square Ventures investment in Etsy, I became a venture partner for that, and then became a GP in the 2008 fund. I did these angel investments.

Valuation 305

Valuation Investing Investments Engineering 305

The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

NOVEMBER 22, 2022

The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: What’s some of the economic sectors within that area? RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker?

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Recruitment Engineering Banking Investing 147

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. Things like leading economic indicators, et cetera, are all consistent with historical recessions.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

FEBRUARY 13, 2023

RIEDER: — there was — and then, you know, punctuating with obviously 2008. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. How are we doing in literacy versus math versus science? And then in ‘94 and ’98, you know, all had a different stream to 2002. RIEDER: Yeah. RITHOLTZ: Right.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

MARCH 12, 2024

My family and I moved to McLean, Virginia in, in 2008. So as, as, as a person that’s just investing for an economic return, you can’t compete with that, right? Economic occupancy is who’s paying the rent. Who, who, who, who else did you speak to when you were there? What, so what was that experience like?

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

DECEMBER 12, 2022

My back-to-work morning train WFH reads: • The sneaky economics of Ticketmaster : Ticketmaster’s maligned fees and customer service issues are again under the microscope. Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Will American music fans ever see anything better? ( New York Times ). •

Math 306

Math Economy Communication Economics 306

The Big Picture

AUGUST 17, 2023

New York Times ) • Bond Yield Hits Highest Since 2008, Adding Pressure to Borrowing Costs : Bets that interest rates will fall have suppressed 10-year yields for most of 2023, but analysts warn that may be changing. He authored several books, including the bestselling “ Nudge: Improving Decisions About Health, Wealth, and Happiness.”

Insurance 246

Insurance Math Taxes Economy 246

The Irrelevant Investor

AUGUST 9, 2018

There are a lot of economic problems that we'll face in the coming years. Sri Thiruvadanthai made the astute observation that "even if pensions had put all their money in stocks at the end of 2008, it wouldn't have made much difference to their funding status." Unfortunately, there are no easy solutions. Not so fast. They are not.If

Economics 52

Economics Investing Investments Distribution 52

David Nelson

AUGUST 8, 2022

According to the [Congressional Budget Office] and other economic organizations that have studied this bill, it will have a minimal impact on inflation,” Sanders declared on the Senate floor to open debate on the 755-page bill…. IBM Stock Buybacks since 2008 – Do the Math. Even Senator Sanders sees it.

Taxes 98

Taxes Budgeting Math Management 98

The Big Picture

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. And I did a lot of options math, which I thought was interesting.

Investing 147

Investing Investments Economics Management 147

The Big Picture

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. Even if you read both of Browder’s books, you will find something to be amazed at. With no further ado, my conversation with Bill Browder.

Government 321

Government Banking Numbers Investing 321

The Big Picture

MAY 2, 2023

Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. 2008, you launched a blog after you leave UBS in the midst of the financial crisis. RITHOLTZ: Hey, in 2008, that was not nothing. I know a little bit about that. CLYMER: It started for fun.

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. And then what happened in, in 2008?

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. I’d been ranked i i back in the seventies, if you can do the math.

Economy 147

Economy Clients Banking Economics 147

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. Colin Camerer : And then economics, which I really only took a little bit of, a lot fewer than my peers I later competed with in grad school, was kind of in between like the three little bears, you know, it was, there was, I love that.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

MAY 30, 2024

They sent a video from a woman, Wendy Bell, who is incensed at America’s apparent economic collapse. We could have saved a lot of time and math simply by observing anyone who says “Macaroni Grill, God they got a good Margarita pizza!” That was news to me. link] Quizno’s.

Math 312

Math Economy Food Education 312

The Big Picture

JUNE 20, 2023

MORGENSON: It stopped outperforming in like the mid-2000s or towards 2008. So, it’s not one of these fuzzy math situations where you don’t really know what the value of the fund is because it’s got private companies in it that are being marked by individuals who have an ax to grind in the mark.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. They didn’t make it through 2008.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

APRIL 2, 2024

He is so knowledgeable about so many unusual areas in economics. You’re the author of 200 plus papers, six books, deaths of Despair, which you wrote with Anne Case who happens to be your wife, was a New York Times bestseller and your latest book, economics in America, an Immigrant Economist, explores the Land of inequality.

Healthcare 147

Healthcare Medicine Economics Numbers 147

The Big Picture

AUGUST 22, 2023

CASS SUNSTEIN, FOUNDER, HARVARD LAW SCHOOL’S PROGRAM ON BEHAVIORAL ECONOMICS AND PUBLIC POLICY: Thank you, a great pleasure to be here. RITHOLTZ: There’s nobody in the world of economics or behavioral finance like Dick Thaler. I thought law and economics was extremely important and kind of on the right track.

Economics 245

Economics Media Government Numbers 245

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. These experts made a living “analyzing” and pontificating on political and economic developments. And lots of surprises.

Economy 97

Economy Economics Math Banking 97