The Big Picture

JANUARY 21, 2025

Jonathan kind of famously announced that he was diagnosed with terminal cancer on his website as well as social media. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. I just dunno when.

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Investing Investments Management Retirement 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. Those have compounded over the centuries and have managed to amass a huge amount of, of capital. Which is now getting into the media a bit more.

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Investing Investments Clients Numbers 130

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. It’s client related, it’s media like we’re doing today.

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Portfolio Investing Investments Numbers 130

Aleph

JANUARY 14, 2023

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.

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Math Assets Banking Government 59

Abnormal Returns

NOVEMBER 27, 2024

sherwood.news) Fund management How a portfolio manager allocates trades matters. sherwood.news) Microstrategy ($MSTR) math doesn't math. abnormalreturns.com) Mixed media Jonathan Guthrie, "Art is not just a prestige consumer good. (axios.com) Markets are, for now, shrugging off tariff threats. governments.

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Math Portfolio Management Portfolio Media 147

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. My mom was a math teacher so — RITHOLTZ: Okay. But it wasn’t like whatever skills they taught me in the PhD. RITHOLTZ: Meaning what?

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Valuation Investing Investments Numbers 173

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. Is that a modern thing with social media or is that always throughout your career? What was the career plan?

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Numbers Management Banking Marketing 147