Compliance Economics Math 
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.
The Big Picture
AUGUST 15, 2023
Let me say what your compliance wouldn’t allow you to say. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. We were short subprime mortgages with John Paulson.
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The Big Picture
JUNE 27, 2023
We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. And so it’s one of these things that math works. So as I said earlier, we really thought that there could be some economic struggles following ’87. We don’t want to participate.
The Big Picture
SEPTEMBER 19, 2022
You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. And from a public market, that sounds like it’s a compliance and conflict nightmare. And I’ve been investing in a lot of computer companies over the years.
The Big Picture
MARCH 27, 2023
There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. MIELLE: Exactly. RITHOLTZ: Right.
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.
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.
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