The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

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The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

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The Big Picture

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. 2009, 10 in that role. How do you take that massive information and communicate it to both the Morgan Stanley staff, the sales team, the brokers, the asset managers, and the investing public? So that’s the math.

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The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

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The Big Picture

JUNE 6, 2023

And I think that has been true since 2009 until now. It’s much deeper than math. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? So, they just looked at me like I was an alien.

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The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. ” It wasn’t that they didn’t communicate that. Both people are kicking money in.

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The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market.

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