Brown Advisory

MAY 31, 2018

Notably, between 2000 and 2016, U.S.-based But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation. has commanded the majority of AI activity over the past two decades.

Startup 52

Startup Clients Math Assets 52

Brown Advisory

MAY 31, 2018

Notably, between 2000 and 2016, U.S.-based But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation. has commanded the majority of AI activity over the past two decades.

Startup 52

Startup Clients Math Assets 52

The Big Picture

JUNE 6, 2023

SETHI: Well, everybody thought they were a genius including me in 1999, 2000. And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. RITHOLTZ: Sure.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Better Letter

DECEMBER 15, 2022

As I write this TBL, the S&P 500 is getting crushed and (using very rough numbers) is down 18 percent year-to-date. The Russell 2000 is off 21 percent. Based upon last week’s TBL , those hedge fund numbers sound high. Using very rough long-term return numbers (9.5% The Dow is down 8.5 I’ve had a few.

Investments 80

Investments Investing Portfolio Numbers 80

The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investing 147

Investing Investments Management Valuation 147

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. You had the run up in the dot coms to 2000. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%? And what was his response? SEIDES: Yeah.

Management 130

Management Investments Investing Government 130

Clever Girl Finance

AUGUST 2, 2022

Some quick math for the value of your $10,000 after a certain number of years: 10 years: $20,000. Whatever fund you select will aim to mimic the returns of a specific market index, like the S&P 500 or Russell 2000 Index. Index funds are appealing to many investors because they expose you to a large number of stocks.

Education 59

Education Retirement Investments Investing 59

Mr. Money Mustache

MAY 20, 2022

It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.). It’d be like retiring at the bottom of 2009 with still-decent numbers. Which translates to a full 25% more wealth from those shares in your future. . (It’s

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

MARCH 27, 2023

RITHOLTZ: There’s safety in numbers. For a lot of funds, the early 2000 saw a lot of opportunity in the distressed market and in other spaces. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore. The numbers are correct. MIELLE: Correct.

Assets 285

Assets Investing Investments Management 285

David Nelson

JUNE 20, 2023

Even with that as a continued threat, evidence continues to mount that an ever-rising number of companies are starting to participate in the most hated bull market of my career. Do the Math Let’s do the math. Okay, let’s go there. How many companies in the Russell 3000 are up YTD? Let’s take a look.

Math 52

Math Marketing Marketing Banking 52

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in. I did it in 2000, 2002.

Investing 147

Investing Investments Management Retirement 147

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. The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

NOVEMBER 15, 2022

NADIG: And trying to help people understand what that means for next week, and the next year, and the next decade, to position products underneath it, like ETFs in 1992, or model portfolios in 2000, or direct indexing in 2010. I have lots of different ways I can get that number to go up. It’s still a fairly small number.

Management 278

Management Assets Portfolio Investments 278

The Big Picture

AUGUST 8, 2022

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.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. BRYANT: So money, unlike math, money is highly emotional. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

Random Roger's Retirement Planning

DECEMBER 10, 2023

As a matter of math, it cannot repeat the run from 8.5% It's not that 60/40, or some other combination of numbers is bad or dead, more like how we build the 40 or other number maybe needs to be different. In the 2000's, foreign outperformed and a large allocation to foreign was very important during that time.

Portfolio 74

Portfolio Math Assets Retirement 74

The Better Letter

FEBRUARY 8, 2024

Subscribe now Share The Better Letter Get more from Bob Seawright in the Substack app Available for iOS and Android Get the app TRIGGER WARNING: I’m going to do some sports math nerding-out this week. Accordingly, the last 11 NFL MVPs have all been QBs (16 of the last 17; and 21 of 24 since 2000). After all, they had Mike Phipps.

Numbers 92

Numbers Education Management Math 92

Random Roger's Retirement Planning

APRIL 12, 2023

Yields were kind of low in the mid 2000's before the financial crisis which was part of the story for why I started to use liquid alternatives (that term didn't exist yet), bond substitutes and bond proxies. I'm not sure how much fixed income that has equity beta should be in a portfolio but I don't think it's a high number.

Portfolio 75

Portfolio Math Clients Retirement 75

The Big Picture

SEPTEMBER 10, 2024

And then I developed this macro affinity starting in 2000, really? So that’s, that’s number one. Because the claims numbers were better. So that’s the math. I mean, 19 times, you know, next year’s numbers is, you know, which would be the end of the year is lower than what we’re trading today.

Valuation 162

Valuation Clients Investing Investments 162

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. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. KLINSKY: That was a super hot theme in the year 1999 and 2000. RITHOLTZ: Right. KLINSKY: Right.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. The math never seems to work out. And that worked for a number of companies. So with no further ado, my conversation with Steve Case.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

DECEMBER 12, 2023

He’s crushed the Russell 2000, whatever benchmark you want to talk about. And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number.

Management 264

Management Investing Investments Retail 264

The Big Picture

MARCH 12, 2024

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Anything else?

Banking 147

Banking Marketing Marketing Investments 147

Random Roger's Retirement Planning

MAY 10, 2025

That is inline with one way we've expressed inflation math before, that with average 3% price inflation, expenses would increase by 50% in 15 years. I suspect the real number is in the middle. Unusual Whales Tweeted out the following. Do you think your expenses have gone up by 60% in 20 years?

Medical 52

Medical Food Math Insurance 52

Mish Talk

NOVEMBER 27, 2022

Yet debt only fell once, in the year 2000, by 113.875 billion vs a purported budget surplus of $236.241 billion. That was in 2000. Those numbers are through 2021. 2022 Math The 2021 year end debt was $29.621 trillion. This is not a fiscal vs. calendar year distortion, but an ongoing deficit lie.

Budgeting 200

Budgeting Math Economics Accounting 200

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

JULY 13, 2024

It’s not because they’re not good enough at math. To narrow down the options, we systematically crunched the numbers to rank them all, and we bet the top spot will surprise you. To narrow down the options, we systematically crunched the numbers to rank them all, and we bet the top spot will surprise you.

Math 189

Math Numbers Economics Assets 189

The Big Picture

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. That is incredibly painful period for our process that both this time, which I think we’re still in the midst of end ’99, 2000, we’ve more than recovered from the roundtrip. But it’s not necessarily timing actionable number.

Valuation 173

Valuation Investments Investing Numbers 173

The Big Picture

JULY 15, 2024

I wasn’t really that interested, but I gutted through it and I started interviewing for the first internships, and I started, you know, I had a number of them. I started out math and, and physics, and in high school I was a rock star in math and physics. I had a number of other things as well.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. So, I did the math, 20 million times a hundred.

Government 321

Government Banking Numbers Investments 321

The Big Picture

MARCH 17, 2025

So number one on the New York Times list? 00:22:23 [Speaker Changed] Not number one, but it was in the top f whatever it made the list. Wasn’t the Excel spreadsheet error, which changed their math. Time, it, it seemed like a big number at the time, 787 billion. And he said, I wanna be the first to congratulate you.

Taxes 147

Taxes Economy Government Budgeting 147

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. When it comes to the complexities you are facing, it isn’t just about the numbers. FOWLER: Yes.

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not.

Portfolio 147

Portfolio Management Marketing Marketing 147

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 147

Economy Clients Banking Economics 147

The Big Picture

MAY 16, 2023

In 2000, I mean, sorry, in 1980, I was 15 years old, I’m sneaking into comedy clubs watching, you know, Jim Carrey and Dave Thomas and, you know, like everybody could show up on a night. I mean, a lot of the best trades that Cramer did as a hedge fund manager, you know, tapping out before everything went to hell in 2000.

Media 290

Media Investments Investing Valuation 290