The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. 00:13:13 [Speaker Changed] It’s an improvement of value or refinement on the definition of value. Finance was the natural fit for GMO. So I was at Harvard.

Valuation 130

Valuation Investing Investments Assets 130

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. Definitely 00:07:32 [Speaker Changed] True. 00:07:28 [Speaker Changed] Hey, listen, smart is good. Luck is better.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130

Math Management Insurance Assets 130

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. BITTERLY MICHELL: … across asset classes is the way that I think about it. And so, there’s definitely a pre and post. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah.

Clients 299

Clients Wealth Management Banking Investing 299

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. But it’s definitely a challenge.

Assets 147

Assets Management Investing Investments 147

The Big Picture

JUNE 6, 2023

When I think back to some of the most painful moments over a 20-year career, that is definitely one. There’s definitely some ways to save money. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. It’s much deeper than math.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

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. But is it fair to say that this year and perhaps last year, you saw a big shift of client cash assets into money markets? You definitely want to be more of an investor versus a speculator.

Portfolio 130

Portfolio Investing Investments Numbers 130