The Big Picture

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. I mean, if you take out the government spending, you probably are on a recession in a private economy. And that’s your focus on government, both fiscal and monetary support for the economy.

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Valuation Clients Investments Investing 163

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 205

Banking Government Insurance Taxes 205

The Big Picture

AUGUST 29, 2023

Yes, the economy can clearly keep roaring along, which we’ve seen. So investors and savers are definitely eating into that safety net, which over time as that continues to decline should slow the economy down to some degree. They’re definitely trying to slow the economy down. One, it becomes a factor.

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Portfolio Investments Investing Numbers 130

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.

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Startup Investments Investing Numbers 174

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. So this is more like the real economy, slower growth businesses.

Investments 130

Investments Investing Clients Management 130

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 148

Economy Numbers Marketing Marketing 148

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 148

Numbers Banking Investments Investing 148

The Big Picture

JANUARY 24, 2023

There was XO Communication and McLeod. So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down. RITHOLTZ: So it’s different math then I need 100x winner versus 99? KLINSKY: — as well as they had expected. And so these things went from $15 billion to zero. RITHOLTZ: Right.

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Investments Investing Numbers Banking 264

The Big Picture

MARCH 12, 2024

So that we’re still on their network, we’re still, so that technology for us to go at it stronger, we would like for those devices to communicate back to us directly. 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.

Banking 148

Banking Marketing Marketing Investments 148

The Big Picture

DECEMBER 12, 2022

The Hustle ). • What Is the Bond Market Saying About the Economy? A Wealth of Common Sense ) see also After a Terrible Year for Bonds, the Outlook Is Better : October capped their worst 12-month period ever, and the economy is under pressure. Yet the fundamental math of bond returns bodes well for 2023, our columnist says. (

Math 307

Math Economy Communication Economics 307

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. But those guys are great, right?

Portfolio 148

Portfolio Banking Management Portfolio Management 148

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

DECEMBER 1, 2024

My Sunday morning look at incompetency, corruption and policy failures: • There’s a real math problem with MicroStrategy’s obscene valuation premium : MicroStrategy is worth around 3x as much as its bitcoin holdings. His research focuses on cultural influences on styles of cognition, communication & collaboration. Avert your eyes!

Math 130

Math Government Valuation Communication 130

The Big Picture

AUGUST 23, 2022

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. he — Putin is trying to distract the Russian populace from the state of their economy and all the corruption that’s taking place. How many do you have in your fleet?

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Government Banking Numbers Investing 322

The Big Picture

JULY 31, 2023

And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy. It’s kind of apparent some of these industries are going to be the first to really succumb to an economy shutting down. Did they self-selected?

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Retail Government Economy Economics 130

The Big Picture

MAY 16, 2023

” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. They kept the reputation intact by communicating with their investors. So this is the math that I applied. So think about this, do the math. And Fred goes, that’s very clever.

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Media Investing Investments Valuation 291

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. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. The math doesn’t math. That was too abstract. Yeah, I’m gonna vote.

Economics 163

Economics Math Numbers Marketing 163

The Big Picture

OCTOBER 3, 2023

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. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing. She left there, she became a crisis communications expert.

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Taxes Banking Clients Management 281

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So 5% funds rate, what does that do to the economy? I’ve just been a little bit surprised that the Fed, etcetera, has not been trying to address this because how has it become so vigorous on pressing monetary policy when it — well, what is really happening in the real economy? SIEGEL: Yeah. So two questions.

Numbers 148

Numbers Investments Investing Marketing 148

The Big Picture

OCTOBER 4, 2022

A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. Like you’re running a race and you pass the person on second place, what place you’re in. is a laggard. MCRANEY: Yes.

Numbers 304

Numbers Medicine Food Math 304

Abnormal Returns

JANUARY 26, 2025

ft.com) On the brutal math of a venture capital-backed company. engadget.com) Immigration How high-skilled immigration helps the economy as a whole. nytimes.com) Health Scientific communication is in chaos. klementoninvesting.substack.com) Economy Q4 GDP is tracking in the 2.3-3.0%

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Math Startup Economy Communication 146