The Big Picture

JULY 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. RITHOLTZ: Really quite interesting. Explain that.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds?

Clients 162

Clients Investing Investments Management 162

The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So, so you’ve held analyst roles and a number of asset managers. 00:36:16 [Speaker Changed] Yeah, so about 4 billion of our assets under management are in fixed income strategies today.

Investing 147

Investing Investments Management Valuation 147

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So I think selecting managers in any asset class has that two pieces.

Management 130

Management Investing Investments Government 130

Good Financial Cents

JUNE 25, 2023

A blockchain is a large database publicly held and stored by all participating miner computers and anyone else who wants to download a copy of the data themselves. The stock market is a lot more established with hundreds of years of history and clearer methods of deciding the value of an asset.

Investing 76

Investing Investments Accounting Commission 76

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

NOVEMBER 21, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He said, I overpaid for the asset. So here’s the math, Barry. It’s hard to know which assets are going to have durable value. Remember Elon was also the founder of Open ai.

Investing 246

Investing Investments Startup Accounting 246

Clever Girl Finance

OCTOBER 17, 2023

Bookkeeping, auditing, or accounting clerk Median yearly wage, according to the Bureau of Labor Statistics: $45,860 This career can work out well if you are good at math and numbers. E-commerce business You can set up an online store to sell a wide range of products, whether they’re physical goods or digital downloads.

Taxes 52

Taxes Numbers Math Budgeting 52

The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? If anything it’s going the other way.

Banking 130

Banking Retail Math Management 130

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.

Investments 52

Investments Investing Portfolio Compliance 52

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We have to pay attention to this, and we have to understand why this is potentially a risky asset.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. And I think you will also.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. She is an author and former hedge fund trader, specializing in distressed assets. MIELLE: Well, I mean, it was a fairly new asset class. But it was very tiny. RITHOLTZ: Right.

Assets 285

Assets Investing Investments Management 285

The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You can go get some turnkey asset management program. So we’ve sort of cornered the market on this dialogue between asset managers and financial advisors. And it goes both ways.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

AUGUST 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. RITHOLTZ: Hey, you get your money back.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

NOVEMBER 22, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. Kids that have an interest in investing.

Recruitment 147

Recruitment Engineering Banking Investing 147

The Big Picture

JANUARY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

JUNE 18, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So we think of Fidelity as like this big giant stodgy asset manager. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. Erika Ayers Badan : Yeah, it was amazing.

Media 147

Media Food Advertising Investing 147

The Big Picture

MAY 30, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I wouldn’t say I like one better than the other, but what I would say is I do find more personal satisfaction in helping the asset owner clients who really need the help.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. KKR was the biggest with $400 million of assets and eight people. RITHOLTZ: So it’s different math then I need 100x winner versus 99? Do you do distressed asset, real estate?

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I want to get into that before we start talking about asset management. So I, I did a math degree at Oxford, which is more pure math. What is that? The second is excess returns.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Really, there are a few people in the world who have a better sense of distress, asset credit, real estate, and how to not only do the fundamental research, but tactically trade around the positions.

Numbers 147

Numbers Banking Investing Investments 147

The Big Picture

DECEMBER 12, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I was a math nerd as a kid. And the assets under management were smaller. The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below.

Management 264

Management Investing Investments Retail 264

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. For people may who may not know the acronym, tell us about the portal that is the client’s interface with their own assets and portfolios, regardless of what platform they’re on.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I mean, I have to say the first thing, and maybe I wasn’t very good at it early in my career, but you start to think about particularly on the asset management side. RIEDER: Yeah.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

APRIL 8, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JULY 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify , YouTube , and Bloomberg. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. And my answer was always, there’s no such thing as a toxic asset, right?

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. It’s about half our assets. My mom was a math teacher so — RITHOLTZ: Okay.  The transcript from this week’s, MiB: Cliff Asness, AQR , is below. RITHOLTZ: Okay.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

AUGUST 23, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. How many do you have in your fleet?

Government 321

Government Banking Numbers Investing 321

The Big Picture

OCTOBER 10, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. But in math camp, he’s not the best.

Math 162

Math Numbers Marketing Marketing 162

The Big Picture

JANUARY 7, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. trillion in total assets and advises on a whole lot more. When it comes to any asset management business, Barry, two things important. of NAV of net asset value. Is there any other kind?

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I, and I really like the application of math and statistics and computer science to markets. I mean, that’s why it gathered so many assets. And I just caught the bug.

Portfolio 147

Portfolio Management Marketing Marketing 147