Dear Mr. Market

MARCH 11, 2023

In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. MSFT’s search engine Bing just reached 100 million daily active users after its ChatGPT adoption.

Investing 93

Investing Investments Portfolio Assets 93

The Big Picture

JUNE 11, 2024

And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. And we were number one on that list. They are Fidelity, they’ve still got the same account number.

Planning 157

Planning Clients Investing Investments 157

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 157

Clients Investing Investments Management 157

The Big Picture

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. WEINSTEIN: And there is also something too, as much as there has to be a respectful — number one, there has to be a respectful environment for everybody. And I realized I have his home number.

Management 144

Management Recruitment Numbers Banking 144

The Big Picture

JANUARY 9, 2024

But no, it was a, it was a scary time and it was, you know, there were, there were like a number of layoffs, you know, there were a couple rounds of layoffs in, you know, within my first two years at Goldman and I didn’t get laid off and I was like, oh, okay, I’m probably safe for a while. Like that solves like a number of issues.

Retail 130

Retail Banking Math Management 130

Brown Advisory

APRIL 16, 2018

The “other 95%” of the portfolio existed solely as a financial engine. The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. That began to change when nonprofit boards started asking a seemingly radical question: "How can we advance our mission with the other 95%?"

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The “other 95%” of the portfolio existed solely as a financial engine. The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. That began to change when nonprofit boards started asking a seemingly radical question: "How can we advance our mission with the other 95%?".

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

The Big Picture

NOVEMBER 19, 2024

Behavioral finance has a number of fathers, including Dick Thor and, and Danny Kahneman. And number theory was just too mind blowing, you know, for me. 00:09:43 [Speaker Changed] And, and tell us about your patent on active learning decision engines. For number one, it’s not that big of a tell. Exactly what?

Economics 144

Economics Math Numbers Marketing 144

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. BALCHUNAS: … that’s all they do in Princeton is data and engineering. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 167

Assets Management Marketing Marketing 167

The Big Picture

JULY 19, 2022

We’ve come from the lows but we are still like, let’s say, 60 to 40, two percent real yield is roughly the number as opposed to the four plus long run. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has. Don’t sacrifice your ethics, that integrity matters.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economy 144

Economy Clients Banking Economics 144

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? Justin Milner is my audio engineer. MCCARTHY: Yeah, absolutely.

Assets 157

Assets Investing Investments Portfolio 157

The Big Picture

FEBRUARY 28, 2023

You sit on the board of directors on a number of portfolio companies. My dad was a business person and had a tremendous work ethic. Justin Milner is my audio engineer. And we looked more like an industrial conglomerate than — RITHOLTZ: That’s where I was going to go. LAYTON: — like a private equity firm.

Clients 144

Clients Investing Investments Assets 144

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. for the S&P® 500.

Insurance 52

Insurance Banking Investing Investments 52

The Big Picture

NOVEMBER 15, 2022

I have lots of different ways I can get that number to go up. It’s still a fairly small number. You can make smaller bets that are lower Kelly number. Sarah Livesey is my audio engineer. NADIG: Well, so you know, if you think about right now, I have a million dollars, I want to put the work. The assets are inactive.

Management 273

Management Assets Portfolio Investing 273

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. The number one response every single time to this day is for Hodinkee to sell things because they trust us. FOWLER: Yes.

Retail 167

Retail Insurance Advertising Numbers 167

Aleph

FEBRUARY 11, 2023

JoannaStern checks out a new version of Microsoft’s search engine with impressive ChatGPT-style artificial intelligence. ” Feb 09, 2023 Bing-O! ” Feb 09, 2023 Bing-O! link] As for me, Bing got my first question wrong and Google & You.com got it right.

Banking 59

Banking Government Economics Taxes 59

The Big Picture

SEPTEMBER 17, 2024

So you’ve written a number of really interesting books based on conversations with various leaders, the highest calling. And then talk about from presidents directly that I’ve interviewed, and I have a number of interviews in there with presidents of the United States that I did the, the interviews myself.

Government 157

Government Recruitment Education Investing 157