The Better Letter

OCTOBER 5, 2023

This math explains why we shouldn’t be surprised when the market remains “irrational” far longer than seems possible. Even worse, our economic and market models typically assume a “mild randomness” of market fluctuations. In fact, much of what happens is highly improbable. But we are.

Insurance 111

Insurance Food Asset Allocation Math 111

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. They consume restaurant food, on average, 7 days a week. So I did the math on that too**.

Food 52

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The Big Picture

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. Colin Camerer : And then economics, which I really only took a little bit of, a lot fewer than my peers I later competed with in grad school, was kind of in between like the three little bears, you know, it was, there was, I love that.

Economics 144

Economics Math Numbers Marketing 144

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. And also we invest in pretty much all the major food groups and even some of the alternative food groups in real estate. And I, I think that I kind of triangulated on it. I have no family history.

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Assets Investing Investments Management 261

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

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Clients Wealth Management Banking Investing 293

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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Assets Management Portfolio Taxes 167

The Big Picture

JUNE 6, 2023

It’s not food. People smile because they go, wow, they never thought of it, most people when it comes to food. 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.”

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Clever Girl Finance

OCTOBER 30, 2023

You save more money with a work from home job Work from home arrangements come with cost savings benefits in categories such as transport and even food. But if you don’t mind the work, it’s one of the best work from home jobs for people who love math. Pretty much wherever you like! How much does Amazon pay for work from home?

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The Big Picture

FEBRUARY 13, 2023

You know, if net disposable income for lower income, lower wage earners stays higher, with a consumption basket as food, energy, rent, it’s not a bad thing that that inflation is a bit higher as long as wages for lower income are higher. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RIEDER: Yeah.

Economy 144

Economy Numbers Marketing Marketing 144

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. RITHOLTZ: Is it just inertia?

Management 144

Management Recruitment Numbers Banking 144

The Big Picture

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. SEIDES: Yeah, well, it’s a huge problem and it’s an intractable problem because of the way incentive systems work in the asset management industry, everyone across the food chain of capital is reporting to somebody else. How would you have done?

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Management Investing Investments Government 130

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.

Math 144

Math Risk Management Marketing Marketing 144

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? And the value line has all these statistical patterns.

Management 261

Management Investing Investments Retail 261

The Irrelevant Investor

AUGUST 9, 2018

There are a lot of economic problems that we'll face in the coming years. The erosion of that bargaining power is one of the biggest economic stories of the past four decades, yet it’s less about supply and demand than about institutions and politics." Unfortunately, there are no easy solutions. Which leads us to share repurchases.

Economics 52

Economics Investing Investments Distribution 52

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.

Banking 144

Banking Marketing Marketing Investing 144

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is your nest egg. We’ll come back to this. It could save you thousands in the long run!

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 2, 2024

He is so knowledgeable about so many unusual areas in economics. You’re the author of 200 plus papers, six books, deaths of Despair, which you wrote with Anne Case who happens to be your wife, was a New York Times bestseller and your latest book, economics in America, an Immigrant Economist, explores the Land of inequality.

Healthcare 144

Healthcare Medicine Economics Numbers 144

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.

Management 273

Management Assets Portfolio Investing 273

The Big Picture

NOVEMBER 21, 2023

So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up. Do the dogs want to eat the dog food?

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 30, 2024

They sent a video from a woman, Wendy Bell, who is incensed at America’s apparent economic collapse. Old & Tired : For the most part, the list is filled with mediocre chains and junk food joints, commonly found in malls and shopping centers, which all have their own retail issues. That was news to me. 2 Reddit also stepped up.

Math 307

Math Economy Food Education 307

The Big Picture

SEPTEMBER 26, 2022

And health tech, sports tech, food and again, these are sectors where there’s some regulations, and entrepreneurs need to understand that, investors need to understand that. The math never seems to work out. We see it every time, some billionaires’ stadium gets paid for by taxpayers. Is that way fair way to start? RITHOLTZ: Sure.

Startup 167

Startup Investing Investments Numbers 167

The Big Picture

NOVEMBER 12, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Peter Goodman, is the award-winning investigative reporter and economics correspondent for the New York Times, his latest book, how the World Ran Out Of Everything Inside The Global Supply Chain. And I was ostensibly the economic writer.

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Manufacturing Consulting Economics Engineering 245