The Big Picture

AUGUST 12, 2024

I’m deep in my book writing work discussing federal debt when I see a tweet that simply epitomizes the entire genre. Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable.

Economy 347

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

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Investing Investments Portfolio Valuation 162

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.

Math 273

Math Retirement Investing Investments 273

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

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. Two, I got my first Wall Street bonus three, I sold another book, which meant I got a big advance.

Investing 147

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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.

Assets 299

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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.

Math 189

Math Commission Insurance Government 189

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.

Investing 130

Investing Investments Clients Numbers 130

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.

Investing 103

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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.

Banking 204

Banking Government Insurance Taxes 204

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.

Clients 299

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The Big Picture

SEPTEMBER 7, 2022

What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank? And also smoothen any imbalances because you’re not necessarily going to have a balanced book at the end of the day. MARTIN: Yeah.

Communication 306

Communication Marketing Marketing Engineering 306

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

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.

Assets 264

Assets Investing Investments Management 264

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?

Insurance 130

Insurance Math Economics Economy 130

Random Roger's Retirement Planning

JANUARY 6, 2025

If you will pull an income from an investment portfolio, what could go wrong? Obviously bookings could dry up or at least go through a some sort of downturn resulting in less income. If that money is in an IRA, that is going to change your math considerably due to having to withdraw all of that inherited IRA within 10 years.

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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.

Math 52

Math Economics Economy Numbers 52

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%

Math 74

Math Portfolio Investing Investments 74

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?

Assets 52

Assets Management Math Risk Management 52

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!

Insurance 59

Insurance Math Financial Advice Compliance 59

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.

Media 147

Media Food Advertising Investing 147

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.

Investing 147

Investing Investments Management Valuation 147

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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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.

Assets 147

Assets Management Investing Investments 147

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.

Valuation 130

Valuation Investing Investments Assets 130

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?

Investing 52

Investing Investments Accounting Valuation 52

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?”)

Investing 52

Investing Investments Portfolio Compliance 52

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.

Math 52

Math Financial Advisor Management Investments 52

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.

Risk Tolerance 112

Risk Tolerance Media Investments Investing 112

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.

Numbers 147

Numbers Banking Investing Investments 147

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?

Clients 162

Clients Investing Investments Management 162

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.

Valuation 162

Valuation Clients Investing Investments 162

Discipline Funds

MARCH 28, 2025

We’d have to tax ~85% of imports to cover that, but that would also reduce imports so it’s unrealistic and the basic math doesn’t come close to working. We’re getting lower priced goods, higher profit margins and foreign countries get our income and investment. CR: The govt makes $2.5T

Taxes 101

Taxes Government Manufacturing Portfolio 101

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.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Clever Girl Finance

FEBRUARY 12, 2023

Then, consider how much money, time, and effort you can afford to invest. Definitely check out our list of best side hustle books as well!). You can provide bookkeeping services online or offline, and it can be the best side hustle for women who are great at math and business. Next, decide how much money you’d want to earn.

Advertising 92

Advertising Clients Media Electronics 92

The Big Picture

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Management 130

Management Investing Investments Government 130

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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Assets Numbers Math Retirement 98