The Big Picture

AUGUST 15, 2023

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. 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. It is with Millennium.

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The Big Picture

SEPTEMBER 19, 2022

And then I have to ask the same question, so Union Square Ventures, by definition Union Square is here in New York City. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. The food supply is definitely in question.

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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. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

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The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. But, but definitely fiscal and monetary policy.

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The Big Picture

AUGUST 29, 2023

DAVIS: We definitely saw a number of clients who started embracing money markets. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. RITHOLTZ: Right. And that’s all sentiment.

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The Big Picture

JUNE 18, 2024

I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. Oh, definitely. It is not defining, it is not definitive. That, that gives Barstool a half a billion dollar valuation. Definitely. 00:40:26 [Speaker Changed] They, they know, they know math, they know math.

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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. People definitely seem to be happier to give away money now. They will earn that market return less, whatever they’re paying.

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The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. RITHOLTZ: We’re definitely going to talk about the JOBS Act and some of the public service you’ve done. The math never seems to work out. And to your question, it’s both.

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The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. I, I can say that definitely works, but it doesn’t work for me. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. So you could definitely bury that. And the value line has all these statistical patterns.

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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.

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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. What was the career plan? That’s right.

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The Big Picture

APRIL 8, 2025

It is, you know, definitely diamonds in the rough that we got. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? But we think that that valuations are there. So parametric was buried inside of Eaton Vance. 00:31:05 [Speaker Changed] Huh. Real, really fascinating. Remember that.

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The Big Picture

MARCH 21, 2023

It definitely does. Of course, almost by definition, people want the darlings. But plenty of valuation measures, it has no applicability for price-to-sales. So I definitely think you want to account for that in places like price-to-book in earnings. So I think this can definitely be part of it. ASNESS: Yeah.

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The Big Picture

JANUARY 7, 2025

One of the researchers there, Nick Bloom, has done some of the most definitive research on flexible working and how it impacts productivity retention and how it’s very much here to stay or should be very much flies in the face of how some Wall Street banks think about the return to work. But they do ’em for larger businesses.

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The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So to me that was the definition of uncorrelated asset. So we use the MSCI benchmark definition. So South Korea for the MSCI definition is emerging. That is not being reflected in valuations from a top down standpoint. To say, to say the very least.

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The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. Yeah, 00:10:11 [Speaker Changed] That’ll, that’ll definitely wake, 00:10:12 [Speaker Changed] Wake you the ice you up coffee. You learn the math that can help you with, with market making operations.

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The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

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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.

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The Big Picture

OCTOBER 31, 2022

But when we came out, we’re really lowest — definitely lowest cost of all, I think, the fundamental weighted indexes. SCHWARTZ: It’s definitely on Saturday. SIEGEL: Oh, definitely. It definitely impressed me. SIEGEL: Oh, I’m definitely a buyer. I want it to be inexpensive.” RITHOLTZ: Wow.

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