The Big Picture

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value.

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Clever Girl Finance

OCTOBER 30, 2023

But if you don’t mind the work, it’s one of the best work from home jobs for people who love math. Software engineer Working remotely as a software engineer is an appealing career choice for lots of people. Recommended places to start: Freelancing is a great way to get software engineer roles.

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The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. And so, I write about it both — I do know, the simple maths about it how you can double shop ratios for uncorrelated strategies and then remind that it’s really difficult to find for uncorrelated strategies in long-only world. ILMANEN: Yes.

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Mr. Money Mustache

JANUARY 27, 2022

And since 2022 is becoming a year of interesting financial changes, it’s time to spark things up again, go back to our roots, and start covering some of the many subjects that are cropping up in this latest incarnation of our economic world. So I did the math on that too**. What would you do in the following situation?

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The Big Picture

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. 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. I got an engineer, I got all the latest equipment. So, it cost the firm $320,000, well worth every penny?

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The Big Picture

JUNE 6, 2023

It’s much deeper than math. My podcast where I speak to couples from all over the economic spectrum is “I Will Teach You to Be Rich” and my book is also called “I Will Teach You to Be Rich.” Samantha Danziger is my audio engineer. Non-judgmentally, but let’s talk about what’s going on. This was a blast.

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The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. What Shift EV does is it takes existing delivery vans and retrofits them in a space of a couple of hours, from internal combustion engine to electric. RITHOLTZ: Wow.

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The Big Picture

NOVEMBER 22, 2022

He really began as a traditional engineer/finance person working at IBM as a network engineer before he got his MBA at Duke. The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: Right.

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The Big Picture

JUNE 27, 2023

We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. And so it’s one of these things that math works. So as I said earlier, we really thought that there could be some economic struggles following ’87. We don’t want to participate.

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The Big Picture

AUGUST 8, 2022

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. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

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The Big Picture

NOVEMBER 15, 2022

So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from. It’s how math works. There’s no economic incentive for anybody to change any of that.

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The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

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The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

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The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. So a variety of risk meetings, a variety of economic meetings. What led to an interest in insurance?

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The Big Picture

MARCH 27, 2023

since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. Tell us about how you saw this lack of diversity and the lack of economic mobility. Justin Milner is my audio engineer. Atika Valbrun is our project manager.

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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. Things like leading economic indicators, et cetera, are all consistent with historical recessions.

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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. And I think it partly depends on the economic comfort in which you grew up. My audio engineer is John Wasserman. I’m Barry Ritholtz.

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The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. Samantha Danziger is my audio engineer.

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The Big Picture

JANUARY 24, 2023

They believed in building businesses and far less focused on financial engineering. STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. KLINSKY: Well, thank you. KLINSKY: Yeah.

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The Big Picture

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. 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. My audio engineer is Rich Ani.

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The Big Picture

SEPTEMBER 26, 2022

What’s similar is what’s happened is in the last particularly decade, more attention got focused on startups and even the government leaders, mayors and governors for decades, economic development was basically getting a big company to move their headquarters, or big company to open a factory. The math never seems to work out.

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The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. I’m going to be skeptical about analyst adjusted earnings and look to free cash flow is a confirming, but, but I also wanna see, is it one of those cases where the analyst adjustments are economically realistic or are they excuses? My audio engineer is Kaylee Lapper. I’m Barry Alz.

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The Big Picture

JULY 29, 2024

Also the, the underlying philosophy of that just seems fundamentally wrong from an an economic standpoint. And if you can engineer around a person, you can penetrate almost anything. You know, don’t be overwhelmed by the, the vocabulary or the math or things that frighten people away from the industry. I am Barry Ritholtz.

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The Big Picture

FEBRUARY 13, 2023

RIEDER: And all of a sudden, you change the economic paradigm so darn fast. How are we doing in literacy versus math versus science? Justin Milner is my audio engineer. RIEDER: Yeah. But I think the reason why they were too late is because, I mean, think about vaccine happened. RITHOLTZ: Right. Where are we? I’m Barry Ritholtz.

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The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

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Abnormal Returns

MARCH 5, 2025

(readthejointaccount.com) Some signs that economic uncertainty is bleeding through into consumer intentions. abnormalreturns.com) Research links: more than math. lefsetz.com) Despite the hype, California is still an engine of growth for the U.S. abnormalreturns.com) What you missed in our Tuesday linkfest. bloomberg.com)

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The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. 00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. Is this true?

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The Big Picture

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We’ll, we’ll get into that in a little bit. 00:01:58 [Speaker Changed] I’m just old.

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The Big Picture

JULY 15, 2024

I started Northeastern as an electrical engineering. And the good thing about Northeastern University, they have tremendously great cooperative education program that saved my life because it made me understand I did not want to be a double E or an engineering prof in my profession. 00:01:49 [Matt Eagan] It was not. That’s right.

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Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge.

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The Big Picture

MARCH 21, 2023

I was an undergrad studying business and engineering. My mom was a math teacher so — RITHOLTZ: Okay. It’s probably the most important part of what we do in the macro side, with economic trends, not just price trends, being a relatively recent innovation and super important. He’s the genius in math.

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The Big Picture

MARCH 17, 2025

Professor Stephanie Kelton teaches Public Policy and Economics at SUNY Stony Brook. You get a bachelor’s, a BA and a BS in Economics and Business at California Sacramento, then University of Cambridge, master’s in Philosophy and Economics, then a PhD in economics at the New School. I happened to pick that one.

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The Big Picture

JANUARY 7, 2025

So I was delving through your background and I had to first ask BS in management science and a master’s in engineering and in chemical engineering from Stanford, where you were a Mayfield fellow and then an MBA from Harvard. Barry Ritholtz : Well, thank you so much for coming. What was the original career plan?

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The Big Picture

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. 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. Even if you read both of Browder’s books, you will find something to be amazed at. With no further ado, my conversation with Bill Browder.

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The Big Picture

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. And I did a lot of options math, which I thought was interesting.

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The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. You, you get your BS in engineering from University of Texas. 00:04:22 [Speaker Changed] Think of that, 00:04:23 [Speaker Changed] So engineers tend to be pragmatic problem solvers. That’s just unprecedented.

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The Big Picture

MAY 2, 2023

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? ANNOUNCER: Geopolitical risk, changing regulation, economic uncertainty, EY can help you identify the risks that matter. ANNOUNCER: Geopolitical risk, changing regulation, economic uncertainty. CLYMER: Yes.

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