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Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? What does the endless stream of news, social media, TikToks, Tweets, magazines, and television do to our ability to make good decisions? How can we re-engineer our media consumption to make it more useful to our needs?
October 22, 2012) Investing via Media Market Timing (February 8, 2009) Forecasting & Prediction Discussions Sources : We Found 30 Timing Strategies that “Worked”—and 690 that Didn’t By Wei Dai, PhD, Audrey Dong, DFA, Oct 31, 2023 In the Stock Market, Don’t Buy and Sell. By Jeff Sommer New York Times, Nov. More on this later.
barrons.com) Bond math looks a lot different from a year ago, let alone six months. morningstar.com) Just how bad is the drawdown in the 60/40 portfolio this year? newsletter.abnormalreturns.com) Mixed media Jomboy Media is building things differently. Markets T-bill yields are approaching 4%.
Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. We’re going to discuss how to make sure your behavior is not getting in the way of your portfolio. How you behave with money matters more than what you know about money. He is the author of “The Psychology of Money.”
This blog has pretty much evolved into 100 ways to build a portfolio without bonds. The article devoted a good amount of space to bond market math, focusing on the pain of owning the iShares 20+ Year Treasury ETF (TLT) and bond funds in general. Ok, well just about every pundit on TV and news print was saying to add duration.
Something like 20-25% is what is thrown around in the media. If you will pull an income from an investment portfolio, what could go wrong? If that money is in an IRA, that is going to change your math considerably due to having to withdraw all of that inherited IRA within 10 years.
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Work as a grocery store cashier You could be a grocery store cashier if you're good with math and don't mind scanning coupons and small talk. There are a million opportunities for vlogging with a YouTube channel, so get started earning from your talents and market them on your social media account. Then sell them for quick cash.
I can’t really comment on any of their decisions, but it’s been interesting to watch how social media has really emboldened a new class of trader. MARTIN: I tend to take the view that having a very balanced portfolio and knowing what you invest in, and investing for the long term is probably 9 times out of 10 the — maybe 9.5
Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolioPortfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? Become A Social Media Influencer Semi-Passive Side Hustles 15. Start A Blog 9. Build An Online Course or Guide 10. Sell An E-book 11.
You can even create a portfolio of videos, each earning you a little bit of revenue every month. These are small jobs, like graphic design, voiceovers, and social media work, that pay a few dollars per gig. They do advertise, but you can also promote your work on the site through social media. Hear me out.
It is important to note that this would only be a low cost option for larger portfolios. But, let’s say you had a much smaller portfolio. Retirement Portfolio Partners. It is important to note that this would only be a low cost option for larger portfolios. But, let’s say you had a much smaller portfolio.
And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So we repositioned our portfolio at the end of 22, recognizing that there had been too many dollars that went into safety trades. And so I would say I had an appetite for the public markets.
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00:01:53 [Matt Levine] That’s, you’re quoting my LinkedIn, which probably my proudest social media presence is my LinkedIn is. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? 00:36:44 Still around.
To put it another way, what if instead of looking at our investments as the financial media likes to portray them, which is like this: Financial media: “Aaack, scary red line just dropped to ZERO!!!” In today’s market, you are getting about 25% more shares for each dollar that you invest.
That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.
Jonathan kind of famously announced that he was diagnosed with terminal cancer on his website as well as social media. You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. He also worked as director of financial Education at, at Citigroup.
Erika Ayers Badan : You know, the marketing and media group was interesting. I was a media buyer, so I could buy what someone else proposed to me. And then I went to a company with Joanne pre IPO called Demand Media. You know, people would say, I think people said it in conversation and then it was said in the media quite a bit.
So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. It’s client related, it’s media like we’re doing today. And me and him had an instant connection.
To help us unpack all of this and what it means for your portfolio, let’s bring in Professor David Dunning of the University of Michigan. Barry Ritholtz : So we live in an era of social media. What’s the impact of social media on our self awareness of who we are, has it had a negative impact?
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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. ADMATI: Yes.
So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. So that’s the math. Annually, okay.
BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. That caught the attention of the media. RITHOLTZ: Right.
I look for people that have done extracurricular work, or you know, manage their own little portfolio, or have stock ideas or businesses ideas that they want to pitch. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? But really, even that experience was about building great friends that I played football with.
Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. newsletter.abnormalreturns.com) Mixed media What happens when your beach town loses its beach. awealthofcommonsense.com) There is a difference between picking and choosing. drorpoleg.com) How Amazon's ($AMZN) advertising business got so big.
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. And then I was looking for something more applied. The second is excess returns.
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But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different. But, you know, it’s been in a portfolio for a long time. Last year, it’s in our tactical portfolios.
Math is powerful. Winning as a gambler is tough generally , but there are typically several Super Bowl bets where simple math demonstrates that the line is off (in terms of reality if not in terms of equalizing the total bets). If you know and can apply it, math is a major edge in gambling about football and elsewhere.
sherwood.news) Fund management How a portfolio manager allocates trades matters. sherwood.news) Microstrategy ($MSTR) math doesn't math. theovershoot.co) Earlier on Abnormal Returns Personal finance links: a boring portfolio. abnormalreturns.com) Mixed media Jonathan Guthrie, "Art is not just a prestige consumer good.
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. 00:01:29 [Barry Ritholtz] I I, I try not to butcher people’s names, but let’s talk a little bit about your, your background.
Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls.
You’re accidentally waiting into yet another quant controversy, whether you need both these characteristics in every stock, or whether you can have some stocks that are great on one and simply average on the other and the portfolio comes out. I was a fixed income portfolio manager and trader, which is a ton of fun.
New York Times Magazine ) • Wall Street Math Wizards Are Decoding Private-Market Returns : A small band of quants is shining a light into the shadowy world of unlisted assets. He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. But It Is Fighting Back.
Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. And I, and I really like the application of math and statistics and computer science to markets. People have described that in the past as portable alpha.
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. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. Btu the one thing I could do is go to the media. It is $2 billion on the ship.
Talked about the process of writing the book, what it’s like to go on 60 Minutes and know that social media is gonna come at you. Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. But in math camp, he’s not the best.
I know him from Lindzonpalooza from his early media work. So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up. How did that come about?
The first job I had was at a family-owned media company outside of Chicago, in the west suburbs of Chicago. RITHOLTZ: Well, “The Wall Street Journal” is part of a family-owned media company. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks.
RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. You go even further than that and say, “Most portfolios could be fine if they’re equity only.”. SIEGEL: Yeah. It was a pretty shocking book.
RITHOLTZ: So let’s take that basic concept and apply it to online, where you have social media and all sorts of trolling activities and you end up with conspiracy theories like QAnon. RITHOLTZ: “Hashtag Republic Divided Democracy In The Age Of Social Media”, that one? So that’s the logic. It was first called “Republic.com.”
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