The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. What, why do we think that is?

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Mr. Money Mustache

MAY 20, 2022

Which has in turn triggered the more skittish stock investors to run for the exits and completely change their view of our economic future, flooding the financial news with red ink and scary headlines. Now that we’ve covered the background, we can get into some better news: This is all a normal, healthy part of the economic cycle.

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The Big Picture

AUGUST 15, 2023

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. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s much more about security selection and a relatively static portfolio construction. RITHOLTZ: Right.

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The Big Picture

JUNE 27, 2023

We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. RITHOLTZ: Or the flash crash in 2010 and 2011. And so it’s one of these things that math works. So as I said earlier, we really thought that there could be some economic struggles following ’87.

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The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. Really, what I would think is getting to my natural home and that happened in 2011. ! So, you wrote the prior book a decade ago, 2011 the “Expected Returns.” My really first stroke of luck, I think, was getting that job. ILMANEN: Yes.

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The Big Picture

JANUARY 7, 2025

You, you launched Siebel Capital in 2011. 00:13:05 [Speaker Changed] But you are also on the advisory board for the Stanford Institute of Economic Policy and Research. So that’s why I think doing it as an individual always gave me much more reward and also, quite frankly, economic success than doing it as a, as a fund investor.

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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. Your chief economic advisor to the president.

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