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. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market.

Assets 173

Assets Management Portfolio Taxes 173

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?

Assets 147

Assets Management Investing Investments 147

The Big Picture

AUGUST 15, 2023

You still had 2012 to 2017 to finish the bet. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. 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. RITHOLTZ: Right. So, it cost the firm $320,000, well worth every penny?

Management 130

Management Investing Investments Government 130

The Irrelevant Investor

AUGUST 9, 2018

There are a lot of economic problems that we'll face in the coming years. The erosion of that bargaining power is one of the biggest economic stories of the past four decades, yet it’s less about supply and demand than about institutions and politics." Unfortunately, there are no easy solutions. Which leads us to share repurchases.

Economics 52

Economics Investing Investments Distribution 52

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. I know you like to discuss there are different phases of the, of the, both the market and the economic cycle.

Numbers 147

Numbers Management Banking Marketing 147

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 96

Economy Economics Math Banking 96

The Big Picture

NOVEMBER 21, 2023

So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up. 00:44:49 [Speaker Changed] Correct?

Investing 246

Investing Investments Startup Accounting 246