The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

SEPTEMBER 10, 2024

I was a, I’m a rural guy, kind of grew up in a, you know, farm town in Illinois and in Texas, which is in Dallas, but not really a farm town, but it, you know, more rural, definitely more Midwestern southern even. But, but definitely fiscal and monetary policy. And that’s definitely not priced.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

FEBRUARY 13, 2023

RIEDER: Yeah, it was definitely dumb luck. Today, it’s a little bit different because now we’re approaching the end of — by the way, it’s not definitive, but we’re probably approaching a point where the Fed is going to pause, Europe still got a bit more to go. RITHOLTZ: — everything blew up.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. the experience of investors is asset weighted by definition. SEIDES: So keep in mind the only definitive information about the bet was in Carol’s two page piece. And at the time, I was managing Protege Partners as a hedge fund of funds. It is with Millennium.

Management 130

Management Investing Investments Government 130

Sara Grillo

MAY 8, 2023

SARA GRILLO: Awesome, so be… Let’s just start with a real quick definition, what is IUL? I’m excited to talk about index tools should be good, and this topic needs transparency, so I’m sure I have a great conversation about it. BOBBY SAMUELSON: Not it probably is.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

MARCH 27, 2023

The bonds aren’t worthless, but they’re definitely not trading at par. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. MIELLE: And it’s all a matter of how wide your definition of luck is. MIELLE: Exactly.

Assets 285

Assets Investing Investments Management 285

The Big Picture

JANUARY 24, 2023

That’s a pretty good run of the general trend is lower, and you have equity markets from 80 at least through ‘21, rising pretty substantial, even with the 2000s being a pretty — KLINSKY: It’s definitely been a 40-year secular bull market. 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

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. 00:32:50 [Speaker Changed] I mean, the first is definitely regulation. 00:39:04 [Speaker Changed] Yeah, it is definitely true.

Clients 147

Clients Portfolio Financial Advisor Investing 147

Carson Wealth

FEBRUARY 5, 2024

It gets around issues like an aging society and definitions of unemployment, which only counts people who are actively looking for work. By my math, there have been 57 Super Bowls and 22 different winners. In fact, the only time stocks were lower was in 2015, when the full year ended down by 0.7%, so virtually flat.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

JUNE 27, 2023

And so then the question is, and as I like to say, here’s my definition of a quandary. BORISH: And it’s changed a little bit now because of 24 hour trading, and so sometimes the extreme, you do close on the low and extreme, and there isn’t that much follow through the next day, but then there was definitely follow through.

Math 147

Math Risk Management Marketing Marketing 147

The Big Picture

MARCH 21, 2023

It definitely does. ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. So I think this can definitely be part of it.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. You learn the math that can help you with, with market making operations.

Portfolio 147

Portfolio Management Marketing Marketing 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. So, so you’re, you’re definitely channeling a little Farrell. 01:09:14 [Speaker Changed] Oh, rich, definitely.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

MAY 16, 2023

RITHOLTZ: Definitely, right. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem.

Media 290

Media Investing Investments Valuation 290