The Big Picture

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

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The Big Picture

MARCH 23, 2024

link] • Large language models, explained with a minimum of math and jargon : Want to really understand how large language models work? link] • The Princess Bride: An oral history : Is this a kissing book? link] Be sure to check out our Masters in Business this week with Liz Ann Sonders , Chief Investment Strategist at Schwab.

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The Big Picture

MAY 9, 2023

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. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

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The Big Picture

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. The book has received widespread acclaim for its insightful approach.

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

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Validea

JANUARY 25, 2023

By Justin Carbonneau ( @jjcarbonneau ) — Artificial intelligence and techniques such as machine learning have become more prevalent in investing over the past decade. techniques in their investing process. I wanted to get their perspectives on ChatGPT and its implications for investing and beyond.

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The Big Picture

AUGUST 8, 2022

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. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

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The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

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The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

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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?

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The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

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The Irrelevant Investor

NOVEMBER 11, 2018

By Nick Maggiulli The fact that high beta firms tend to have lower quality and higher financial leverage is perhaps one good reason why the outperformance in bull markets is more than erased during bear markets By David Varadi Real math is painfully precise. Investment finance math is sales math.

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Random Roger's Retirement Planning

JUNE 22, 2023

This Tweet was embedded in a thread; The context in the Tweet before was that he was on Cavuto to talk about an upcoming book and he believes that investing can be simple. No question, investing can be pretty simple. And then just a little math, the "guarantee" based on the 50/50 allocation would be 2.5%

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Validea

SEPTEMBER 23, 2023

In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.” 33:44 – The different types of models 37:51 – Is value investing dead?

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Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Don’t be fooled!

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The Big Picture

JUNE 18, 2024

She has a, a fascinating career, and the new book is really interesting that basically teaches people to, you know, take control of their own careers, develop a vision and a plan, and then execute it. So I know in the book, you write about wanting to come to New York City and being like, gee, this is a little intimidating. Yeah, right.

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The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

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The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. And so I felt like all of those experiences just really led me to love investing. Brilliant is CEO of Diamond Hill.

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Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? 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?”)

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The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

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Sara Grillo

APRIL 11, 2023

Note, this assumes that the advisor is providing both financial planning and investment management services. There are no expenses for investment management. If you are charging fees for investment management or other services, you probably could use the flat fee chart of accounts. There you go! See you in the next one!

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Brown Advisory

JUNE 16, 2022

Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? 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. But how do we calibrate this within Global Leaders? Aren’t they?

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The Irrelevant Investor

DECEMBER 24, 2017

By Tadas Viskanta Twelve Books Everyone in Finance Will Be Talking About in 2018. By Ben Carlson I do the math, they do the physics. By John Huber For better, and then eventually for worse By Josh Brown The best investment you can make is in yourself By J.C. Parets House of charts.

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Good Financial Cents

DECEMBER 10, 2022

Ad Invest as little or as much as you want with a Robinhood portfolio. Ad Invest as little or as much as you want with a Robinhood portfolio. Click your state to start investing today! Invest with Peer-to-Peer Lending. Skills Needed: Capital to invest, basic credit knowledge, risk tolerance. Ads by Money.

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The Big Picture

OCTOBER 21, 2024

There are a few people who are more knowledgeable about fixed income credit real estate and distressed investing than, than Brian. What was investing always the career plan? I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation.

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The Big Picture

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. Was investing always the career plan? So I was really investment banking. MBA from Kellogg at Northwestern.

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The Big Picture

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

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The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

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Random Roger's Retirement Planning

JUNE 3, 2024

Do the math on your particulars like what your various sources of earned income will likely be, how much your RMDs will likely be and so on. Among the comments which mostly accused Slott of pedaling fear in order to sell a book was this interesting comment. I'm paraphrasing Slott. Work with your accountant though.

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The Big Picture

FEBRUARY 21, 2024

He was writing about Wall Street and investing and his insight is correct. He is the author of several books on the psychology of self. This will be a wonderful investment year. We know a little bit of math. And if his name is familiar, he is the Dunning in Dunning Kruger. Welcome, professor.

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Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. Start by adding up all your regular income from jobs, side gigs, investment income, etc. Don’t include savings or investments in your spending calculations (that has its own personal finance ratio)!

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Good Financial Cents

FEBRUARY 10, 2023

Investing 21. Many people on the web and elsewhere are looking to create books, tutorials, and other long-form projects but don’t have the time to do the actual writing. You can become a tutor in almost any subject, but science and math are two of the most profitable niches. Real estate is another good passive income investment.

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The Big Picture

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Kids that have an interest in investing.

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The Big Picture

MAY 30, 2023

He has written five books with more coming. By the way, my last book is “Up From Nothing.” You tell a story in one of your books of a banker who shows up at your elementary school class and that kick-started your interest in finance? I went home, got my mother, I sold my mother on making a $40 investment. RITHOLTZ: Right.

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The Irrelevant Investor

MARCH 26, 2019

My first experience with "investing" - and I use quotes because what I was actually doing is an insult to real investors- was picking stocks based on a ratio I found on the internet. The first thing young investors find when they Google "best investing books" is Benjamin Graham's The Intelligent Investor. They're sharks.

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Good Financial Cents

APRIL 14, 2023

Selling E-books 2. Selling E-books If you have an idea for an e-book, this might be one of the very best ways to create a regular income. Maybe best of all, once you get your book published and marketed, the income is totally passive! And if you can find success with one e-book, you can just rinse and repeat.

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The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

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