The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. 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. Two reasons.

Assets 147

Assets Management Investing Investments 147

Investing Caffeine

FEBRUARY 1, 2022

However, the fact remains the economy remains strong, corporate profits are at record levels, unemployment is low, and interest rates remain at attractive levels despite nagging inflation ( see chart below ) and the removal of accommodative monetary policies by the Federal Reserve. Math Matters. Source: Calafia Beach Pundit.

Math 52

Math Assets Investing Investments 52

Good Financial Cents

FEBRUARY 10, 2023

Freelancers usually work on projects for multiple clients at the same time. As you build a client base and become more proficient at writing, you can make $200 a day. You can become a tutor in almost any subject, but science and math are two of the most profitable niches. Freelance writers largely fill this role.

Advertising 102

Advertising Media Food Management 102

Clever Girl Finance

JULY 6, 2023

They help keep the economy running while improving their own lives and innovating new ways to make the world better. Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. It’s completely up to you how many clients you take and how often you work!

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Clients Media License Advertising 105

Steve Sanduski

AUGUST 4, 2022

Simple math says the CAGR of NET NEW ASSETS (i.e., At that point, they focus on maintaining the business and the business grows through a few referrals (who replace distributions and lost clients) and rising markets over time. CAGR of AUM sounds pretty good until you look at how much of that growth was simply due to market growth.

Math 52

Math Portfolio Numbers Financial Market 52

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. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So I was at Harvard.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. Is this still a persistent drag on, on their economy and what does that mean to their real estate?

Assets 264

Assets Investing Investments Management 264

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. Those who enjoy this field can focus on building a strong reputation and expanding their client base to wealthier individuals. Become a tutor.

Taxes 52

Taxes Numbers Math Budgeting 52

Clever Girl Finance

JUNE 21, 2023

You typically can’t start making money as a blogger or freelancer overnight since it’ll take time to grow your readership or gain clients. If you find enough clients, you can even turn it into a full-time business to earn a full-time income! For help finding clients, try signing up for an account with Rover or Wag.

Food 52

Food Accounting Retail Clients 52

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. 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.

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Investments Investing Accounting Valuation 52

Clever Girl Finance

OCTOBER 30, 2023

Benefits of work from home jobs The gig economy is booming. In fact, more than one-third of the US workforce participates in the gig economy (that is 36% to be precise). Shared economies such as Uber and Etsy are dominating their markets presenting more and more opportunities for everyone to get a share.

Recruitment 52

Recruitment Engineering Certification Communication 52

The Big Picture

JULY 19, 2022

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. What is that role like? What you — what’s your day-to-day work like at AQR Capital? ILMANEN: Yes. RITHOLTZ: Right.

Investments 130

Investments Investing Valuation Portfolio 130

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Do you get the picture?

Accounting 105

Accounting Investing Investments Media 105

Brown Advisory

AUGUST 1, 2018

Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. Of course, a country like China, mired in poverty, that adopts the technology of the world and has a high savings rate is going to advance faster than a far more developed economy.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. Of course, a country like China, mired in poverty, that adopts the technology of the world and has a high savings rate is going to advance faster than a far more developed economy.

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

SEPTEMBER 10, 2024

So I would say the challenge of having those roles is that our institutional clients are much shorter term. And, you know, Morgan Stanley has all types of different clients. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. You know, they value our research.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. It’s client related, it’s media like we’re doing today.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

NOVEMBER 15, 2022

Are your clients, the advisors, or are your clients, the institutional asset managers or both? And we’re the largest client to that, about a billion or $3 billion is in that. NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make.

Management 278

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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

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

SEPTEMBER 19, 2022

And you know, the only thing math works on recognition by peers, and there’s some prizes. And yet, the amount of math that’s been produced over the last, you know, few decades is just mind-blowing extraordinary. And I believe we need to bring that type of model to many, many more parts of the economy and parts of activity.

Valuation 305

Valuation Investing Investments Engineering 305

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. There’s a continual, the economy continues to grow. And those folks are very often my clients.

Assets 173

Assets Management Portfolio Marketing 173

Carson Wealth

MARCH 2, 2023

Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). The economy could face another unforeseen downturn. Your adult children might require more assistance than you had expected.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

The Big Picture

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? That student can help me build and invest, and find opportunities and generate alpha, and bring more clients into my business. But really, even that experience was about building great friends that I played football with. SHAW: Well, it’s pure geometry.

Recruitment 147

Recruitment Engineering Banking Investments 147

The Big Picture

JUNE 18, 2024

And at the time when I graduated the economy, it was very good. Barry Ritholtz : Oh, so booming economy, 50 grand in the nineties for right outta college. I, I somehow found myself invited to a MSN client retreat that Joanne was running. 00:40:26 [Speaker Changed] They, they know, they know math, they know math.

Media 147

Media Food Advertising Investments 147

David Nelson

MARCH 6, 2023

I think most of us want to see the sustainable platform succeed, but the rational among us know that we aren’t going to get there by trashing the global economy along the way. Do the Math! Vanguard CEO Tim Buckley recently pulled out of the Net Zero Managers Initiative, affirming his fiduciary duty to clients.

Fiduciary Duty 52

Fiduciary Duty Investing Investments Math 52

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. It goes back to the client. It also aligns clients and improves client behavior.

Investments 130

Investments Investing Clients Management 130

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. They’re advising clients. RITHOLTZ: Oh, really?

Investments 263

Investments Investing Numbers Banking 263

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

OCTOBER 21, 2024

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. I mean, think about the deficits we, we have when it’s pretty much full employment, economy’s still pretty strong. 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investments Investing 147

The Big Picture

APRIL 8, 2025

I knew that I wanted to work with clients. And, you know, she had kind of gone to bat very controversially asking the bank to protect clients on, on some of the products that had gone bad. All the clients were getting proprietary Sanford Bernstein asset Management product. So I took the plunge, I quit.

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Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MARCH 12, 2024

So let’s talk a little bit about who the clients are for Amherst. Te tell us who your clients are and, and what, what they wanna invest in. They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy. Fascinating.

Banking 147

Banking Marketing Marketing Investments 147

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 then, you know, from talking to clients, we get ideas around should you have a regime indicator? What was the career plan?

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JULY 15, 2024

If you are at all interested in fixed income, how you assess bonds, how you evaluate the economy, the market, what the fed’s gonna do, what clients want, how to assess risk in credit markets, well then you are gonna really enjoy this conversation. That’s where the economy was at that point. Matt Eagan.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge.

Banking 59

Banking Healthcare Government Budgeting 59

The Big Picture

MARCH 17, 2025

It’ll reduce new company formation, it’ll make us borrowing costs skyrocket, it’ll devalue the US dollar, it’s gonna cause rampant inflation and it will act as a drag on the overall economy. Wasn’t the Excel spreadsheet error, which changed their math. And their economy seems to be doing just fine.

Taxes 147

Taxes Economy Government Budgeting 147

The Big Picture

APRIL 8, 2024

His clients adore him. You know, if you’re hardworking and you’re trying to do things that people value and my client base, if you will, or institutional investors, I went all the time. And they would work for data resources and take care of clients and then a client would hire them. What was that work like?

Economy 147

Economy Clients Banking Economics 147