The Big Picture

JUNE 6, 2023

It’s much deeper than math. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? Non-judgmentally, but let’s talk about what’s going on. Remember, she was about to divorce him.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. ” It wasn’t that they didn’t communicate that. Both people are kicking money in. So Warren wanted to announce this at his annual meeting every year.

Management 130

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The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 162

Valuation Clients Investing Investments 162

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

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. And until they decide to communicate a different message, that’s what the market is going to continue to follow. And ultimately we think this is going to allow us to pursue a level of economic growth that continues to give us full employment, moderate price increases.”

Portfolio 130

Portfolio Investing Investments Numbers 130

The Better Letter

JULY 7, 2022

Mere “horrid” facts will not deter Lady Susan from that which she wishes to communicate. Moreover, “proof” in science doesn’t have the certainty that it can in math. And at least she didn’t read other people’s correspondence. ” Legal Papers of John Adams , 3:269.

Math 66

Math Communication Economics Planning 66

The Big Picture

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. 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. What is that? The second is excess returns.

Investments 130

Investments Investing Clients Management 130

The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. There was XO Communication and McLeod. RITHOLTZ: So it’s different math then I need 100x winner versus 99?

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:36:07 [Speaker Changed] The, the SEC is incredibly concerned that financial performance is the primary measure by which the advisor communicates to the investor their success. 00:41:16 [Speaker Changed] Yeah.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

FEBRUARY 13, 2023

RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. How are we doing in literacy versus math versus science? RIEDER: Yeah. RITHOLTZ: Right. It is too much.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

DECEMBER 12, 2022

My back-to-work morning train WFH reads: • The sneaky economics of Ticketmaster : Ticketmaster’s maligned fees and customer service issues are again under the microscope. Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Will American music fans ever see anything better? ( New York Times ). •

Math 306

Math Economy Communication Economics 306

The Big Picture

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. Now, I participated in some of that as a research analyst by looking at companies like Total Access Communications that tie wireless company, PL dt, Philippine, long Distance Telecom. But those guys are great, right? Cents a dollar.

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

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. 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. Even if you read both of Browder’s books, you will find something to be amazed at. With no further ado, my conversation with Bill Browder.

Government 321

Government Banking Numbers Investing 321

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. And I just caught the bug.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. Colin Camerer : And then economics, which I really only took a little bit of, a lot fewer than my peers I later competed with in grad school, was kind of in between like the three little bears, you know, it was, there was, I love that.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Your chief economic advisor to the president.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: Did you see the Liberty Street Economics research paper? This recent paper at Liberty Street Economics blog, which is the New York Fed Research blog, said, “Oh, it turns out that people have adjusted to work from home. RITHOLTZ: The research department in the FOMC don’t seem to communicate. SIEGEL: Yeah.

Numbers 147

Numbers Investing Investments Marketing 147

Abnormal Returns

JANUARY 26, 2025

ft.com) On the brutal math of a venture capital-backed company. nytimes.com) Health Scientific communication is in chaos. apolloacademy.com) The economic schedule for the coming week. (theblock.co) The many ways Trump can profit from his presidency, not just crypto. riabiz.com) PE-backed company bankruptcies are ticking higher.

Math 147

Math Startup Economy Communication 147