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. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. It’s part of the system.

Investing 130

Investing Investments Clients Numbers 130

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. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And I realized I have his home number.

Management 147

Management Recruitment Numbers Banking 147

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 wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management. I was econ and kind of geeky.

Clients 299

Clients Wealth Management Banking Investing 299

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 it worked out and had multiple job offers coming out of school from a number of different insurance companies. RITHOLTZ: How’d you end up at Merrill Lynch in the 1990s?

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. What do they say?

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. RITHOLTZ: Right, that’s pretty much it. And technology on.

Clients 162

Clients Management Engineering Investing 162

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis. To download a copy of the checklist, please click here. . . . . . Continually assess where you stand today against your current financial and generational plans.

Planning 52

Planning Taxes Clients Strategic Planning 52

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. Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number.

Management 130

Management Investing Investments Government 130

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. It was derivatives math, it was like working with the traders on like risk management. Like that solves like a number of issues.

Retail 130

Retail Banking Math Management 130

The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

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. Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. The numbers are correct.

Assets 285

Assets Investing Investments Management 285

The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. Crazy number. So I, I think that’s, that’s advice number one.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here.

Management 305

Management Assets Risk Management Marketing 305

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. RITHOLTZ: So literally number two at the firm? The transcript from this week’s, MiB: Peter Borish, Tudor Investments & Robin Hood , is below. BORISH: Paul started in September of ‘84.

Math 147

Math Risk Management Marketing Marketing 147

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. This is really a fascinating story. So we started the high yield business there in the early ‘90s.

Banking 147

Banking Management Investing Investments 147

The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. RITHOLTZ: Really quite interesting.

Assets 162

Assets Investing Investments Valuation 162

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. We’ve come from the lows but we are still like, let’s say, 60 to 40, two percent real yield is roughly the number as opposed to the four plus long run. I speak in many conferences.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It’s affecting today’s CPI numbers that the market doesn’t do a great job of adjusting the real time for information that they already have. And this is proprietary data.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So you have large numbers of people that have been very unhappy. RITHOLTZ: Right.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

JANUARY 14, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. That’s a giant number. Half is a giant number.

Management 147

Management Investing Investments Assets 147

The Big Picture

NOVEMBER 7, 2023

 The transcript from this week’s, MiB: Zeke Faux, Number Go Up , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Zeke Fox’s book number go up inside crypto’s Wild Rise and staggering. And he is like number go up.

Numbers 162

Numbers Banking Accounting Taxes 162

The Big Picture

NOVEMBER 4, 2024

 The transcript from this week’s, MiB: Annie Lamont, Managing Partner of Oak HC/FT , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They’re a number of technologists that are now interested in healthcare.

Healthcare 130

Healthcare Medical Investing Investments 130

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. And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And that number was $160 million.

Government 321

Government Banking Numbers Investing 321

The Big Picture

OCTOBER 3, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. That’s unbelievable. It just tells you. And it was hard to deny that.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

NOVEMBER 28, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And, and if we’re gonna be objective and put some numbers on it, as much as we all would prefer lower rates, we’ve had 18, 19 months of rising rates. trillion a crazy number.

Banking 258

Banking Media Economics Food 258