The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. GMO has released last quarter their first retail product an ETFI love the symbol QLTY.

Valuation 130

Valuation Investments Investing Assets 130

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Are, are the clients primarily retail?

Assets 147

Assets Management Investments Investing 147

David Nelson

NOVEMBER 20, 2023

Big Tech’s Market Influence Walmart’s Earnings Report as an economic indicator Small Cap Stocks – Is this the beginning of a sustained rally? Do the math. In retail you’re talking about single digit margins with little room for error. Bleeding to Death For the rest of that day, retail was under siege.

Economy 52

Economy Retail Sales Math 52

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. And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk.

Clients 299

Clients Wealth Management Banking Investing 299

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. And so it actually turns out that away from the retail space, passive is even larger in the institutional space.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. So a variety of risk meetings, a variety of economic meetings. And Greg Davis just does an amazing job. I thought this was a really fascinating conversation. I think you will also.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

FEBRUARY 13, 2023

RIEDER: And all of a sudden, you change the economic paradigm so darn fast. You know, part of why I read inventory numbers at retailers, you know, you talked about semis earlier, I think you have to think about the whole construct of what’s driving topline revenue for companies. RIEDER: Yeah. RITHOLTZ: Right. RIEDER: Huge.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. If you’ve got a undifferentiated, crappy retailer and you’re saying it’s going to have $5 of free cash flow in five years, and you’ve got Visa, MasterCard, most of the magnificent seven, and you say that’s $5, they’re not the same. You have so much more certainty.

Management 264

Management Investing Investments Retail 264

The Big Picture

JANUARY 24, 2023

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. RITHOLTZ: So it’s different math then I need 100x winner versus 99? KLINSKY: Well, thank you. KLINSKY: Yeah.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

MARCH 27, 2023

By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. 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.

Assets 285

Assets Investing Investments Management 285

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. The minimum investment is $5,000.

Accounting 105

Accounting Investing Investments Media 105

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 147

Banking Marketing Marketing Investments 147

Abnormal Returns

FEBRUARY 6, 2025

bloomberg.com) Retail Retail investors aren't slowing down their stock purchases. bonddad.blogspot.com) Brian Albrecht, "Economic prosperity doesnt require perfect policies, but it does require stable ones." (novelinvestor.com) Finance Honeywell ($HON) is planning to split into three independent companies.

Math 147

Math Retail Media Planning 147

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

Abnormal Returns

MARCH 4, 2025

Retail Are retail investors going to aggressively buy the dip? apricitas.io) Retailers are warning that higher prices are imminent. econbrowser.com) Economic growth was set to slow in 2025, even before DOGE-related uncertainty. stayathomemacro.substack.com) Of course economic policy uncertainty has spiked.

Retail 147

Retail Math Economics Media 147

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. I’d been ranked i i back in the seventies, if you can do the math.

Economy 147

Economy Clients Banking Economics 147

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 147

Healthcare Medicine Economics Numbers 147

The Big Picture

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. There’s definitely demand from retail and there’s plenty of supply in the asset management business side.

Management 278

Management Assets Portfolio Investments 278

The Big Picture

NOVEMBER 25, 2024

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. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. And I just caught the bug.

Portfolio 147

Portfolio Management Marketing Marketing 147

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 Investments Investing Distribution 52

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. It’s only later, or at least in the book you described it that way, it’s only later that it’s household brands and retailers and names we know. It’s really attracting a lot of retail dollars.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

JULY 15, 2024

I don’t, I don’t know what else to say other than there are a few people in the world that understand running a fixed income portfolio on behalf of institutional or retail clients, a as well as Matt Egan does. I started out math and, and physics, and in high school I was a rock star in math and physics. Matt Eagan.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

SEPTEMBER 26, 2022

But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products. The math never seems to work out. And so I thought this was a great way to kind of enter that world that I’ve been reading about and wanting to get into. Is that way fair way to start?

Startup 173

Startup Investing Investments Numbers 173

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? I was heading up retail for Tag Heuer for North America, so I was sort of traveling around from market to market, store to store. He gave me his Omega Speedmaster, which is a really nice watch. Here’s why.”

Retail 173

Retail Insurance Advertising Numbers 173

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 312

Math Economy Food Education 312

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Your chief economic advisor to the president.

Taxes 280

Taxes Banking Clients Management 280

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.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261