Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

Investing 52

Investing Investments Valuation Accounting 52

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. 00:02:16 [Speaker Changed] Me too.

Numbers 146

Numbers Banking Investing Investments 146

Brown Advisory

NOVEMBER 13, 2023

The importance of evaluating social factors in mortgage bond analysis bgregorio Mon, 11/13/2023 - 09:02 Download the Article Social factors such as housing affordability and demographic data have never been more relevant in the mortgage markets.

Investing 52

Investing Investments Portfolio Clients 52

Good Financial Cents

JUNE 25, 2023

A blockchain is a large database publicly held and stored by all participating miner computers and anyone else who wants to download a copy of the data themselves. Cryptocurrencies, including Bitcoin, rely on a technology called blockchain. Every single Bitcoin transaction that has taken place is tracked in this public database.

Investing 76

Investing Investments Accounting Commission 76

Good Financial Cents

FEBRUARY 8, 2023

Tutoring If you’re a whiz at math, science, or English, you can tutor students in your community who need to improve their grades. Almost any subject qualifies, but math, science, and English are usually the most in demand. It could be as simple as helping people to manage their computers or downloading apps.

Advertising 105

Advertising Sales Media Math 105

The Big Picture

SEPTEMBER 19, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. So people really ask you, you take French and can you do math. Two reasons.

Assets 146

Assets Management Portfolio Investing 146

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. So I was at Harvard.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

AUGUST 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. 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.

Banking 203

Banking Government Insurance Taxes 203

Clever Girl Finance

FEBRUARY 12, 2023

You can provide bookkeeping services online or offline, and it can be the best side hustle for women who are great at math and business. You can make and sell digital products and printables such as graphics that customers can download. Your clients can range from local businesses in your area to hundreds of business owners online.

Advertising 73

Advertising Clients Media Electronics 73

Clever Girl Finance

JULY 8, 2024

You can provide bookkeeping services online or offline, and it can be one of the best side jobs for women who are great at math and business management. You can make and sell digital products and printables on Etsy , such as graphics that customers can download. Make money from your hobby!

Clients 78

Clients Advertising Media Planning 78

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.  The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. I didn’t know what any of these terms meant.

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Assets Clients Investing Investments 296

The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right?

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Retail Banking Math Management 130

The Big Picture

JUNE 18, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. Last night I downloaded Max, I looked up Hulu, I was on Paramount, I was on Netflix, I was on Amazon.

Media 146

Media Food Advertising Investing 146

The Big Picture

SEPTEMBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And you know, the only thing math works on recognition by peers, and there’s some prizes. ? ?. The transcript from this week’s, MiB: Albert Wenger, Union Square Ventures , is below.

Valuation 302

Valuation Investing Investments Food 302

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

MAY 30, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. RITHOLTZ: Right.

Banking 146

Banking Economics Business Planning Economy 146

The Big Picture

NOVEMBER 19, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. The math doesn’t math. That was too abstract. That’s 125%.

Economics 146

Economics Math Numbers Marketing 146

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They want to be able to connect with their friends, they want to be able to do math, they wanna be able to get their email, they wanna be able to do their work away from the office, et cetera.

Assets 170

Assets Management Portfolio Taxes 170

The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so I think, you know, not to say you couldn’t do it when there’s zero, but I just think it’s a lot harder to make the math work.

Investing 146

Investing Investments Management Valuation 146

The Big Picture

JANUARY 16, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. 00:00:09 [Barry Ritholtz] This week on the podcast I have an extra special guest.

Assets 263

Assets Investing Investments Management 263

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So that’s the math.  The transcript from this week’s, MiB: Mike Wilson, Morgan Stanley , is below. We have like 8% growth built in for next year’s earnings growth.

Valuation 159

Valuation Clients Investing Investments 159

Clever Girl Finance

OCTOBER 30, 2023

Or make and sell things from home such as digital products and printables that your customers can download using your store. But if you don’t mind the work, it’s one of the best work from home jobs for people who love math. It’s one of the best work from home jobs if you are entrepreneurial.

Recruitment 52

Recruitment Engineering Certification Communication 52

Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. As noted in our 2024 Outlook, which you can download here , productivity growth is a potential game changer, if it continues. By my math, there have been 57 Super Bowls and 22 different winners.

Marketing 96

Marketing Marketing Economy Manufacturing 96

The Big Picture

SEPTEMBER 7, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. I understood then that, effectively, fair value was determined by a variety of mathematical — a bunch of math, for lack of a better description. RITHOLTZ: That’s interesting.

Communication 304

Communication Engineering Marketing Marketing 304

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So what was challenging for me was like, actually, when we moved to the US when I was seven years old, I was always good with math, but my English was below average.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.  . Transcript: MiB: Luis Berruga, Global X ETFs. The transcript from this week’s, MiB: Luis Berruga, CEO, Global X ETFs , is below. You have the liquidity, the tax efficiency, the transparency.

Clients 159

Clients Investing Investments Management 159

The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. It’s much deeper than math.  The transcript from this week’s, Ramit Sethi on Living Richly , is below. Non-judgmentally, but let’s talk about what’s going on.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

NOVEMBER 22, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? The transcript from this week’s, MiB: Marcus Shaw, CEO of AltFinance , is below. RITHOLTZ: Right.

Recruitment 146

Recruitment Engineering Banking Investing 146

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … was — no, no.

Clients 296

Clients Wealth Management Banking Investing 296

The Big Picture

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube.  The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. So I’m not sure that that’s so generous on behalf of the founder.

Management 146

Management Recruitment Numbers Banking 146

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So it’s different math then I need 100x winner versus 99? All you got to do is download them like you would a Netflix movie. KLINSKY: Yeah.

Investing 262

Investing Investments Numbers Banking 262

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. How are we doing in literacy versus math versus science?  The transcript from this week’s, MiB: Rick Rieder, BlackRock’s CIO of Global Fixed Income , is below. Where are we?

Economy 146

Economy Numbers Marketing Marketing 146

The Big Picture

JUNE 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BORISH: But, well, you couldn’t download it and you had to check it. And so it’s one of these things that math works. RITHOLTZ: Right. It was very complicated.

Math 146

Math Risk Management Marketing Marketing 146

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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. How would you have done?

Management 130

Management Investing Investments Government 130

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.  The transcript from this week’s, MiB: Dominique Mielle, Damsel in Distressed , is below.

Assets 283

Assets Investing Investments Management 283

The Big Picture

DECEMBER 12, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I was a math nerd as a kid. The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. And the value line has all these statistical patterns.

Management 262

Management Investing Investments Retail 262