Random Roger's Retirement Planning

DECEMBER 1, 2023

Part of the math that determines options premiums is the risk free rate of return from T-bills. The way circuit breakers work has made a 1987 one day 20% crash almost impossible (it would play out differently) but a repeat of the Flash Crash of 2011 or 2016 would probably smack the hell out of QQQY.

Math 74

Math Retirement Numbers Portfolio 74

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. There was a good equity rebound.

Assets 147

Assets Management Investments Investing 147

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. So like a component of it was like the standard derivatives math, right? Matt Levine : 00:03:44 You know, I did. And he lost.

Retail 130

Retail Banking Math Management 130

The Big Picture

AUGUST 15, 2023

So for a taxable investor, hedge funds generally aren’t tax efficient. And when you look at the assets that are invested, the three trillion in hedge funds, I would guess that north of 90% of that are in institutions that don’t pay taxes. It’s part of their own tax planning. RITHOLTZ: Right.

Management 130

Management Investments Investing Government 130

The Big Picture

MARCH 17, 2025

You sit in a room all day doing tax returns or something, it’s just not, you know, that it seemed antisocial. Wasn’t the Excel spreadsheet error, which changed their math. A massive buildup in military, you know, couple of huge tax cuts deficits were increasing, the debt was increasing very rapidly. I mean Yep.

Taxes 147

Taxes Economy Government Budgeting 147

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. 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.

Taxes 280

Taxes Banking Clients Management 280

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 this is the math that I applied. So think about this, do the math. How do I go about protecting this giant pool of capital and how do I not get killed tax wise? LINDZON: Correct.

Media 290

Media Investing Investments Valuation 290