The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So you’re Chief Investment officer of Asset and Wealth Management. So it was certainly stressful.

Assets 299

Assets Clients Investing Investments 299

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Calafia Beach Pundit.

Math 52

Math Assets Investing Investments 52

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. It depends on your asset allocation.

Assets 147

Assets Management Investing Investments 147

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. I did it during the coronavirus collapse in 2020, and I did it again in 2022. They will earn that market return less, whatever they’re paying.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. So let’s talk a little bit about the current environment in the past couple of years starting with the 2020 pandemic. Of course, we have strategic asset allocations, strategic portfolios.

Clients 299

Clients Wealth Management Banking Investing 299

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. We forget that there weren’t personal computers on everybody’s desk back then.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. I’m curious if that’s kind of repeating now and the 2020 pandemic fiscal stimulus, which was massive under two presidents. What does that do in terms of resetting the cycle?

Portfolio 130

Portfolio Investing Investments Numbers 130