The Big Picture

NOVEMBER 22, 2022

Number one, manufacturing has been strong in the Southeast for a number of years. And so you see a lot of car manufacturers operating down there. And so when you think about, you know, the south and you think about industries that are moving, it continues to be manufacturing and logistics. SHAW: A lot of car companies.

Recruitment 147

Recruitment Engineering Banking Investments 147

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. slowboring.com) Defense IS manufacturing. noahpinion.blog) Economy How CPI works. (press.airstreet.com) Will AI eat the browser? crazystupidtech.com) Notre Dame How France came together to rebuild Notre Dame.

Marketing 147

Marketing Marketing Budgeting Math 147

Carson Wealth

FEBRUARY 5, 2024

The economy created 353,000 jobs in January, surprising to the upside. Job gains continue to support income growth, which in turn supports consumer spending and the overall economy. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Good Financial Cents

APRIL 19, 2023

Thanks to the likes of Airbnb and others, these sharing economy services have shown us it’s not so scary! The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money! So let me ask – how do you feel about renting out your car?

Accounting 105

Accounting Investments Investing Media 105

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. They didn’t care what their return on the mortgages were.

Banking 147

Banking Marketing Marketing Investments 147

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

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 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 2, 2024

So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things. Am I getting right?

Healthcare 147

Healthcare Medicine Economics Numbers 147

The Big Picture

NOVEMBER 21, 2023

My dad was first generation college, became an entrepreneur, started an auto parts manufacturing business. I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. So here’s the math, Barry. You know, all of these things.

Investments 246

Investments Investing Startup Accounting 246

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 147

Math Marketing Marketing Engineering 147

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.

Investments 147

Investments Investing Economics Management 147

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. 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. ” Nobody does. And lots of surprises.

Economy 97

Economy Economics Math Banking 97

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.

Insurance 147

Insurance Healthcare Retail Medicine 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. We see it every time, some billionaires’ stadium gets paid for by taxpayers.

Startup 173

Startup Investments Investing Numbers 173

Brown Advisory

AUGUST 1, 2018

Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. Of course, a country like China, mired in poverty, that adopts the technology of the world and has a high savings rate is going to advance faster than a far more developed economy.

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. Of course, a country like China, mired in poverty, that adopts the technology of the world and has a high savings rate is going to advance faster than a far more developed economy.

Assets 52

Assets Investments Investing Insurance 52

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So 5% funds rate, what does that do to the economy? Our industry not manufacturing? I’ve just been a little bit surprised that the Fed, etcetera, has not been trying to address this because how has it become so vigorous on pressing monetary policy when it — well, what is really happening in the real economy?

Numbers 147

Numbers Investments Investing Marketing 147

The Big Picture

OCTOBER 4, 2022

A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. Like you’re running a race and you pass the person on second place, what place you’re in. Perfectly rational. is a laggard.

Numbers 303

Numbers Medicine Food Math 303

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 Budgeting Government 147

The Big Picture

NOVEMBER 12, 2024

You know, anything you dug into was a story that would tell you something about power and the trajectory of, of the Chinese economy. I love the Washington Post, but I thought, well, I better do this sleepy story, the national economy. I keep reading that, you know, consumer spending is more than two thirds of, of the American economy.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261