The Big Picture

JANUARY 9, 2024

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? It was derivatives math, it was like working with the traders on like risk management. Like, like the, you know, like the accounting standards. Like I was, I was not expecting that.

Retail 130

Retail Banking Math Management 130

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. And Greg Davis just does an amazing job. I thought this was a really fascinating conversation. I think you will also. With no further ado, my interview with Vanguard CIO, Greg Davis.

Portfolio 130

Portfolio Investing Investments Numbers 130

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. And I, I think that I kind of triangulated on it.

Assets 261

Assets Investing Investments Management 261

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 157

Clients Investing Investments Management 157

Good Financial Cents

FEBRUARY 8, 2023

Sign Up mypoints Earn points for surveys, redeem for amazon or retail gift cards Sign Up 2. They partner with thousands of popular retail stores, including Target, Lululemon, Old Navy, Kohl’s, Nike, and more. You can even create a portfolio of videos, each earning you a little bit of revenue every month. Influence brands.

Advertising 105

Advertising Sales Media Math 105

The Big Picture

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. And so the last six and a half years, that portfolio has outperformed the s and p by almost 800 basis points annually. So in 22, that portfolio was actually up, and it’s, and it’s long only. Annually, okay.

Valuation 157

Valuation Clients Investing Investments 157

The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 293

Clients Wealth Management Banking Investing 293

The Big Picture

FEBRUARY 13, 2023

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.

Economy 144

Economy Numbers Marketing Marketing 144

The Big Picture

MAY 30, 2023

Because then I knew what the wholesale rate was and the retail rate. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. BRYANT: So money, unlike math, money is highly emotional. “Yes, I want to do the stocking.” He says “it’s the worst job I got.” RITHOLTZ: Right.

Banking 144

Banking Economics Business Planning Economy 144

Good Financial Cents

APRIL 14, 2023

Earning potential: Depending on how quickly you’re able to find new clients and develop a working portfolio, your potential earnings could easily top the $1,000 mark designated on this post. If you are to divide your portfolio with equal allocations to each of the 10 companies, you have an average annual dividend yield of 4.3%.

Communication 91

Communication Accounting Investing Investments 91

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. If you’ve got a undifferentiated, crappy retailer and you’re saying it’s going to have $5 of free cash flow in five years, and you’ve got Visa, MasterCard, most of the magnificent seven, and you say that’s $5, they’re not the same. You have so much more certainty.

Management 261

Management Investing Investments Retail 261

The Big Picture

SEPTEMBER 7, 2022

MARTIN: I mean, it was incredibly interesting to watch the new retail interest in certain stocks and why they had picked certain stocks. 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

Communication 301

Communication Marketing Marketing Engineering 301

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. MIELLE: Exactly.

Assets 280

Assets Investing Investments Management 280

The Big Picture

JANUARY 24, 2023

Oil prices go up or down, you know, fashion retail goes in and out, unlike for example, selling an ingredient for pharmaceuticals, where they need the ingredient and you’re inspected by the FDA. RITHOLTZ: So it’s different math then I need 100x winner versus 99? And the question is, you know, how high we can build?

Investing 260

Investing Investments Numbers Banking 260

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.

Math 59

Math Assets Banking Government 59

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? They make it super easy to passively invest in ETFs, and are rounding out their portfolio of services to get you access to your money seamlessly.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

OCTOBER 10, 2023

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. So brilliant enough so that sure, he goes to math camp in the summer and find, kind of finds his tribe. But in math camp, he’s not the best. And the Undoing project.

Math 157

Math Numbers Marketing Marketing 157

The Big Picture

JULY 31, 2023

RITHOLTZ: Retail just is nothing at all. hey, there’s no retail, order online. 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. Wait, you’re selling video games in retail shops in malls? And we threw one or two overboard.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. It’s only later, or at least in the book you described it that way, it’s only later that it’s household brands and retailers and names we know. It’s really attracting a lot of retail dollars.

Insurance 144

Insurance Healthcare Retail Medicine 144

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Don’t write it down, but they surveyed retailers. Like re like retail for example, or autos, trucking companies, you name it. How do you measure GDP two weeks or three weeks after the quarter ends or retail sales eight days after the month ends.

Economy 144

Economy Clients Banking Economics 144

The Big Picture

MARCH 12, 2024

I’m assuming it’s primarily institutional and not retail. So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. That grocery store, that grocery store anchored retail. Huh, 00:20:35 [Speaker Changed] Absolutely.

Banking 144

Banking Marketing Marketing Investing 144

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. I don’t, I don’t know what else to say other than there are a few people in the world that understand running a fixed income portfolio on behalf of institutional or retail clients, a as well as Matt Egan does. Matt Eagan.

Portfolio 144

Portfolio Banking Management Portfolio Management 144

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

Management 273

Management Assets Portfolio Investing 273

The Big Picture

MAY 16, 2023

LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. You know, I’m just a retail Yahoo finance kind of guy. So this is the math that I applied. So think about this, do the math. RITHOLTZ: Right. RITHOLTZ: 2004, 2005. LINDZON: I hate CNBC.

Media 284

Media Investing Investments Valuation 284

The Big Picture

NOVEMBER 12, 2024

It’s sort of funny to see a bunch of Ivy League suits who’ve never run a factory or who’ve never run a railroad or who’ve never run a, a retail shop, come in and say, no, no, you’re doing this all wrong. Retailers get a crack at this giant market for a time. I do the math. That’s right.

Manufacturing 245

Manufacturing Consulting Economics Engineering 245