The Big Picture

SEPTEMBER 10, 2024

That’s the big five in my book. So that’s the math. You have to get compliance. It’s based on the book that the producer exactly did. Let’s talk about books. 00:53:23 [Speaker Changed] You know, if, if it was up to my wife, I’d be reading like a book a week. I, I love that area.

Valuation 162

Valuation Clients Investing Investments 162

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. Let’s talk about books. So I’ve always found myself going back to that book.

Clients 162

Clients Investing Investments Management 162

The Big Picture

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. There’s number of books. It was one of the most famous books in education for a long time.

Economy 147

Economy Numbers Marketing Marketing 147

Brown Advisory

JANUARY 17, 2024

One of our informal measures of a good book is how many pages are dog-eared (corners are turned over) for the return reading. During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2 We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.

Investing 52

Investing Investments Portfolio Compliance 52

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 any compliance people listening, I’m just spitballing here. That’s Barry saying it.

Assets 173

Assets Management Portfolio Taxes 173

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. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. There is an admin charge of about $49k. There is an insurance charge of about $246k. Okay, should… Okay.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

MARCH 27, 2023

Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. I know I want to have a guest on with a book. I usually say nice things about the book, and I don’t do that if I don’t mean it. First of all, before we get started, I very much enjoyed the book.

Assets 285

Assets Investing Investments Management 285

The Big Picture

JANUARY 24, 2023

I have one line in the book where I say Ross Johnson is totally insane and leave the book. And the book, by the way, is quite accurate. But the book was quite accurate. And this is why, you know, again, in the book, there’s a meeting where Ross Johnson comes in to meet Ted, I’m a partner.

Investing 263

Investing Investments Numbers Banking 263

Sara Grillo

MAY 8, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Even if you can not make the meetup, or even attend in its entirety, please register for the replay and to be notified of the next one.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

AUGUST 15, 2023

He kind of wrote about that in his book and people look at that and say, “Oh, I can replicate that.” Let me say what your compliance wouldn’t allow you to say. And I made the letter, I actually put the letter in my first book to describe how you get somebody’s attention. What makes sense? SEIDES: In 2016.

Management 130

Management Investing Investments Government 130

The Big Picture

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. 01:01:03 [Speaker Changed] My wife’s reading her most recent book. And we’ll talk about books in a minute.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

JUNE 27, 2023

So we took people and back then there was a book, right, the Dow from 1897 to present. I recall reading Tim Metz’s book, “Black Monday”, and he talked about how, I think it was the New York Stock Exchange put the Chicago futures index up on the wall so traders could actually see what was going on in index futures.

Math 147

Math Risk Management Marketing Marketing 147

The Big Picture

MARCH 21, 2023

Around 1990, value says in the original metrics, and I think they’ve advanced since then, price-to-book was the famous one Fama and French use. ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. RITHOLTZ: Right. ASNESS: Yes.

Valuation 173

Valuation Investing Investments Numbers 173

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. And, and that book is just absolutely a, you know, a, a gem, a Wall Street classic for sure. Let’s talk about books.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

MAY 16, 2023

RITHOLTZ: Read Sebastian Mallaby’s book on, on “The Power Law: Venture Capital” million dollar deals were literally done on a handshake. And I didn’t know what I was doing, but it was the internet anyways, but three months go by and, um, you know, we’re doing the books. The books are pretty easy to do Quicken.

Media 290

Media Investing Investments Valuation 290

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. You learn the math that can help you with, with market making operations.

Portfolio 147

Portfolio Management Assets Marketing 147