Abnormal Returns

DECEMBER 8, 2024

on.ft.com) What it took to rebuild Notre Dame (nytimes.com) Budgeting The math on any additional tax cuts is tough. donmoynihan.substack.com) Climate policy IS economic policy. slowboring.com) Defense IS manufacturing. nytimes.com) The economic schedule for the coming week. (press.airstreet.com) Will AI eat the browser?

Marketing 147

Marketing Marketing Budgeting Math 147

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.

Banking 205

Banking Government Insurance Taxes 205

The Big Picture

NOVEMBER 22, 2022

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: What’s some of the economic sectors within that area? Number one, manufacturing has been strong in the Southeast for a number of years.

Recruitment 148

Recruitment Engineering Banking Investing 148

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.

Startup 174

Startup Investments Investing Numbers 174

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 148

Banking Marketing Marketing Investing 148

The Big Picture

MAY 21, 2024

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. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera. What was the career plan? It’s a changing animal.

Numbers 148

Numbers Management Banking Marketing 148

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.

Taxes 148

Taxes Economy Government Budgeting 148

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.

Investing 148

Investing Investments Economics Management 148

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.

Retail 174

Retail Insurance Advertising Numbers 174

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

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. When you look at the history of the ’80s and even ’90s era LBOs, they seem to be a lot of lesser-known, not necessarily consumer-facing companies, transport and logistics and manufacturing. RITHOLTZ: I can imagine.

Insurance 148

Insurance Healthcare Retail Medicine 148

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 148

Healthcare Medicine Economics Numbers 148

The Big Picture

JUNE 3, 2024

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. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 148

Math Marketing Marketing Engineering 148

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: Did you see the Liberty Street Economics research paper? This recent paper at Liberty Street Economics blog, which is the New York Fed Research blog, said, “Oh, it turns out that people have adjusted to work from home. Our industry not manufacturing? They were working longer hours. SIEGEL: Yeah. RITHOLTZ: Sure.

Numbers 148

Numbers Investments Investing Marketing 148

The Better Letter

JANUARY 11, 2024

That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. These experts made a living “analyzing” and pontificating on political and economic developments. And lots of surprises.

Economy 97

Economy Economics Math Banking 97

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. Wall Street’s happy.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261