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. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. You still had 2012 to 2017 to finish the bet.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 16, 2023

If you were alive and writing checks in 2006 to 2011. LINDZON: Tries to meet Twitter’s quarter in 2011 comes home with like a 30 mil. So I was very heavy in financial services stock, which was a great lead gen engine. So this is the math that I applied. So think about this, do the math. LINDZON: Correct.

Media 290

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The Big Picture

JANUARY 7, 2025

You, you launched Siebel Capital in 2011. Being an entrepreneur isn’t, anyway, but being an entrepreneur in an industry like financial services where there’s these old and very incumbent 800 pound gorillas are all around you is certainly not 00:12:56 [Speaker Changed] To, to say the very least. Absolutely.

Valuation 130

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The Big Picture

OCTOBER 3, 2023

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. 01:41:47 [Speaker Changed] And, and, and you sort of said it, you know, in 2011, Watson won at Jeopardy. So IBM’s been involved in AI for 50 years. 2012 Watson beat Casper off at chess.

Taxes 280

Taxes Banking Clients Management 280