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.

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Clients Wealth Management Banking Investing 299

The Big Picture

JULY 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And I think that story still has some legs but sort of the key culprit then became demographics and retirement savers and the latest story now is in the sort of the one percent.

Investing 130

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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. It has to be such a different set, the retirement planning is different, the safety net is different.  . Transcript: MiB: Luis Berruga, Global X ETFs. What’s it like in Spain?

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Clients Investing Investments Management 162

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

JANUARY 21, 2025

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

Investing 147

Investing Investments Management Retirement 147

The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. I read all those academic papers, I understand where the math comes from. NADIG: Yeah.

Management 278

Management Assets Portfolio Investing 278

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. So you retire in 2018.  The transcript from this week’s, MiB: Dominique Mielle, Damsel in Distressed , is below. But it was not a liquidity issue. ’08 RITHOLTZ: Really interesting.

Assets 285

Assets Investing Investments Management 285

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. RITHOLTZ: what we’re really talking about is, hey, we have a bunch of people retiring in 10 years and we expect to have to pay out X dollars. SALISBURY: Sure. SALISBURY: Yes.

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Assets Clients Investing Investments 299

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 173

Assets Management Portfolio Marketing 173

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. My dad was a naval officer who retired shortly before I was born. What did your dad retire from doing? He retired and went to work at the Library of Congress as personnel.

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Recruitment Engineering Banking Investing 147

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 204

Banking Government Insurance Taxes 204

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. And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it. RITHOLTZ: Right.

Portfolio 130

Portfolio Investing Investments Numbers 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.

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Media Food Advertising Investing 147

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. I’ll have to be when I retire and publish under Anonymous.  The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below.

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Management Recruitment Numbers Banking 147

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. I don’t even know what it’s going to be yet, but I mean, I’m not retiring. So that’s the math. 00:12:37 [Speaker Changed] Really interesting.

Valuation 162

Valuation Clients Investing Investments 162

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. I will say when there were fewer firms, I was effectively — there had Ted and Nick Forstmann, Brian little had retired from the firm. I was the next senior. KLINSKY: Yeah.

Investing 263

Investing Investments Numbers Banking 263

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. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000.

Management 264

Management Investing Investments Retail 264

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 147

Numbers Banking Investing Investments 147

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. The transcript from this week’s, MiB: Natalie Wolfson, Orion CEO , is below.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

APRIL 8, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. In a very short period of time.

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Asset Allocation Wealth Management Clients Assets 147

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. I started out math and, and physics, and in high school I was a rock star in math and physics. He went through the math and I’m like, wow, that’s a great return.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

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. If you’re anywhere from an individual to a pension fund, saying how much do I have to save to retire? My mom was a math teacher so — RITHOLTZ: Okay.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

AUGUST 23, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. How many do you have in your fleet?

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Government Banking Numbers Investing 321

The Big Picture

JANUARY 7, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But within a year and a half I retired all our hedge fund business because I could see the capital inflows going into the private markets opportunity. That was the right call to make.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

MARCH 17, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Wasn’t the Excel spreadsheet error, which changed their math. Problem is, the math doesn’t work 01:20:33 [Speaker Changed] Well, you know, math, who really believes numbers should add up.

Taxes 147

Taxes Economy Government Budgeting 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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Portfolio Management Marketing Marketing 147

The Big Picture

MAY 2, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? He gave me his Omega Speedmaster, which is a really nice watch.

Retail 173

Retail Insurance Advertising Numbers 173

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. 00:19:54 [Speaker Changed] So you retired if it’s not working and you move on to the next that.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So corporate pensions that gave a worker a reasonable shot at a prosperous retirement.  The transcript from this week’s, MiB: Gretchen Morgenson on Private Equity , is below.

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Insurance Healthcare Retail Medicine 147

The Big Picture

OCTOBER 31, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. My first four years of teaching was his last four years before he retired. I saw him a lot after he retired — he lived in San Francisco — whenever my wife and I went there.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

AUGUST 22, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I went there because I was fearful that being a professor would be like retiring in your 20s.  The transcript from this week’s MiB Cass Sunstein on Decision Making , is below.

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Economics Media Government Numbers 245

The Better Letter

JANUARY 2, 2025

We can imagine getting to artificial life, downloading and uploading a human mind. For example, Michael Moore, famous for being one of the few people who predicted Donald Trump’s election win in 2016, confidently declared that Mr. Trump would not win again in 2024 ( Do The Math: Trump Is Toast ). Happy Retirement, Paul!

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