The Big Picture

MARCH 20, 2024

Portfolio management was a lot less evidence-based than it is today. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. For most of the last century, investing was a lot more art than science. People did whatever was working based more on gut feelings than data.

Investing 162

Investing Investments Portfolio Valuation 162

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. Because the idea of syndication is that you make a giant purchase and then you sell it off in smaller units to really more of a retail investor. Even retail assets are doing pretty well right now.

Assets 264

Assets Investments Investing Management 264

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. Jeremy’s never really been a portfolio manager. So I was at Harvard.

Valuation 130

Valuation Investments Investing Assets 130

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. 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.

Clients 162

Clients Investing Investments Management 162

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, my extra special guest is Dominique Mielle.

Assets 285

Assets Investments Investing Management 285

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. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. So what was challenging for me was like, actually, when we moved to the US when I was seven years old, I was always good with math, but my English was below average.

Portfolio 130

Portfolio Investing Investments Numbers 130