Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. 2021, February). Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 So ethically, I think it applies everywhere.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. We had really good 2021 in terms of inflows. You have the liquidity, the tax efficiency, the transparency.

Clients 162

Clients Investing Investments Management 162

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. RITHOLTZ: Right.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

JULY 19, 2022

You wrote this book in 2021 or at least finished it in 2021 and you described in the book what you see as an, quote, “investment winter ahead.” And so, it’s very sort of, I don’t know, math oriented or algebra-oriented type of thing as opposed to great stories which drive most investment passions. ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. And people looked at him in like 2021, like he had two heads and he turned out to be dead. Prince of a person, a great intellect, a very serious investor, a good macro guy, but a real stock person and, and he was very helpful to me in culture ethics.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? But there were a lot of other purveyors of watches that really were not super, super ethical folks. He gave me his Omega Speedmaster, which is a really nice watch. CLYMER: Yes, around there, I would say.

Retail 173

Retail Insurance Advertising Numbers 173