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. When I look at Europe, I see a, not only a very mature area, but I also see an economy that hasn’t really recovered fully from the pandemic or arguably from the great financial crisis. I have no family history.

Assets 264

Assets Investing Investments Management 264

Clever Girl Finance

JULY 6, 2023

They help keep the economy running while improving their own lives and innovating new ways to make the world better. Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. SEO (search engine optimization) is like a ticket to the front of the line.

Clients 105

Clients Media License Advertising 105

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. Sam Danziger is my audio engineer.

Assets 147

Assets Management Investing Investments 147

Clever Girl Finance

OCTOBER 30, 2023

Benefits of work from home jobs The gig economy is booming. In fact, more than one-third of the US workforce participates in the gig economy (that is 36% to be precise). Shared economies such as Uber and Etsy are dominating their markets presenting more and more opportunities for everyone to get a share.

Recruitment 52

Recruitment Engineering Certification Communication 52

The Big Picture

JULY 19, 2022

Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. Justin Milner is my audio engineer. There’s old and there’s old but there’s not both.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

SEPTEMBER 19, 2022

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. What do they do with the internal combustion engine and — WENGER: That’s a great question. RITHOLTZ: What are the other engines? RITHOLTZ: A couple of hours?

Valuation 305

Valuation Investing Investments Engineering 305

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. RITHOLTZ: So you go from there to get a mathematics degree from Morehouse College, then onto Georgia Tech for an electrical engineering degree, with little football mixed in. His name is Marcus Shaw.

Recruitment 147

Recruitment Engineering Banking Investing 147

The Big Picture

JUNE 27, 2023

The economy wasn’t as dependent on the equity markets as necessarily as it is today, as we saw post ’08. And so it’s one of these things that math works. Tell us about Math for America that seeks to improve math education in US public schools. So we’ve done two things at Math for America.

Math 147

Math Risk Management Marketing Marketing 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 204

Banking Government Insurance Taxes 204

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. There’s a continual, the economy continues to grow. It goes so far. Did you give me cash?

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

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. Yes, the economy can clearly keep roaring along, which we’ve seen. What led to an interest in insurance?

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

NOVEMBER 15, 2022

NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. 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. It’s how math works.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

SEPTEMBER 10, 2024

I mean, if you take out the government spending, you probably are on a recession in a private economy. And that’s your focus on government, both fiscal and monetary support for the economy. You’re looking at all these different aspects of the market, of the economy, of, of various government policies.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JUNE 18, 2024

And at the time when I graduated the economy, it was very good. Barry Ritholtz : Oh, so booming economy, 50 grand in the nineties for right outta college. But it just, he just, so we hired him and then we hired more engineers and we hired product people and you know, we made the app functional. Barry Ritholtz : Big money.

Media 147

Media Food Advertising Investing 147

The Big Picture

OCTOBER 17, 2023

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. It’s just math stick to it over long periods of time. So this is more like the real economy, slower growth businesses. Something like that?

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JANUARY 24, 2023

They believed in building businesses and far less focused on financial engineering. The key is to build — think of private equity as a business that builds businesses, and make that business engine stronger and stronger. So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

OCTOBER 21, 2024

00:02:13 [Speaker Changed] Well, actually I started out electrical engineering. First, 00:02:18 [Speaker Changed] First two years, electrical engineering. I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation.

Numbers 147

Numbers Banking Investing Investments 147

The Big Picture

SEPTEMBER 26, 2022

I think if you fast forward 10 or 20 years, it’s more — as I said earlier, more optimistic view of America that will have a more inclusive innovation economy, won’t just be a few people in a few places. The math never seems to work out. Justin Milner is my audio engineer. How long does each entrepreneur get?

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 147

Economy Numbers Marketing Marketing 147

Abnormal Returns

MARCH 5, 2025

theatlantic.com) Economy Interest rates can fall for good (and bad) reasons. downtownjoshbrown.com) The many ways tariffs could impact the economy. abnormalreturns.com) Research links: more than math. lefsetz.com) Despite the hype, California is still an engine of growth for the U.S. bloomberg.com)

Math 146

Math Government Engineering Economy 146

The Big Picture

MARCH 12, 2024

They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy. And I was always good at math and, and I had been writing code since I was in the sixth grade. Kayleigh Lepar is my audio engineer. So I had real support around Wall Street.

Banking 147

Banking Marketing Marketing Investing 147

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?

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We have a very robust economy. We’ve re levered the economy, if you will, where the leverage of the private sector, the household sector, the corporate sector that got us into the great financial crisis that’s been healed.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

Aleph

JANUARY 14, 2023

There is more opportunity in London than much of Italy Jan 10, 2023 Xi Jinping’s plan to reset China’s economy and win back friends [link] It’s rare to see someone have severe opinions “spin on a dime.” Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls.

Math 59

Math Assets Banking Government 59

The Big Picture

JULY 15, 2024

If you are at all interested in fixed income, how you assess bonds, how you evaluate the economy, the market, what the fed’s gonna do, what clients want, how to assess risk in credit markets, well then you are gonna really enjoy this conversation. I started Northeastern as an electrical engineering. Oh, that’s interesting.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

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.

Banking 59

Banking Healthcare Government Budgeting 59

The Big Picture

MARCH 17, 2025

It’ll reduce new company formation, it’ll make us borrowing costs skyrocket, it’ll devalue the US dollar, it’s gonna cause rampant inflation and it will act as a drag on the overall economy. Wasn’t the Excel spreadsheet error, which changed their math. And their economy seems to be doing just fine.

Taxes 147

Taxes Economy Government Budgeting 147

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? Fascinating.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

APRIL 8, 2024

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. I’d been ranked i i back in the seventies, if you can do the math. So, so let’s talk a little bit about the state of the economy today.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

AUGUST 23, 2022

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. he — Putin is trying to distract the Russian populace from the state of their economy and all the corruption that’s taking place. John Wasserman is my audio engineer.

Government 321

Government Banking Numbers Investing 321

The Big Picture

JULY 31, 2023

And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy. It’s kind of apparent some of these industries are going to be the first to really succumb to an economy shutting down. Did they self-selected?

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. 00:16:33 [Speaker Changed] So I’m, I’m hinting at a question that’s gonna come a little later, but my general sense is, you know, developed mature economies have fairly efficient markets, very hard to generate alpha because markets are so efficient.

Investing 147

Investing Investments Economics Management 147

The Big Picture

MAY 16, 2023

” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. So I was very heavy in financial services stock, which was a great lead gen engine. So this is the math that I applied. So think about this, do the math. You should start a company.

Media 290

Media Investing Investments Valuation 290

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. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. 00:09:43 [Speaker Changed] And, and tell us about your patent on active learning decision engines.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

OCTOBER 3, 2023

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. And you think it had a positive impact on the economy? 01:18:26 [Speaker Changed] I think it’s had a positive impact on the economy. Well slow the economy.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

JUNE 20, 2023

An economy does better if the most people are prosperous, right? So, it’s not one of these fuzzy math situations where you don’t really know what the value of the fund is because it’s got private companies in it that are being marked by individuals who have an ax to grind in the mark. And so, you know where you stand.

Insurance 147

Insurance Healthcare Retail Medicine 147