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. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. BERRUGA: Yeah.

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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.

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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m gonna hold it in my portfolio. Very few people want to quote unquote, get onto a smartphone.

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Assets Management Portfolio Marketing 173

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.

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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.

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Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 12, 2023

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. 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. 00:55:47 [Speaker Changed] Huh, really interesting.

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Management Investing Investments Retail 264

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. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion.

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The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. You began as a central bank portfolio manager in Finland. ILMANEN: Yes.

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Investing Investments Valuation Portfolio 130

The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management.

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Valuation Investments Investing Numbers 173

The Big Picture

MAY 21, 2024

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

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Numbers Management Banking Marketing 147

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations.

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The Big Picture

JULY 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Bloomberg , Google , and YouTube. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math.

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Retail Government Economy Economics 130

The Big Picture

JULY 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify , YouTube , and Bloomberg. Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. I started out math and, and physics, and in high school I was a rock star in math and physics.

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Portfolio Banking Management Portfolio Management 147

The Big Picture

JUNE 3, 2024

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

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The Big Picture

FEBRUARY 17, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. And I just learned a tremendous amount.

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Investments Investing Economics Management 147

The Big Picture

APRIL 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’d been ranked i i back in the seventies, if you can do the math. He helps portfolio managers make sense of the world. So at that point, I had a pretty big career.

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Economy Clients Banking Economics 147

The Better Letter

JANUARY 2, 2025

We can imagine getting to artificial life, downloading and uploading a human mind. William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. He calls her up from a graffiti-marred payphone.

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