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. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. MIELLE: So there you go. MIELLE: Exactly.

Assets 277

Assets Investing Investments Management 277

The Better Letter

JANUARY 11, 2024

That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. Stop with the math.` Beyond the present lies imagination. And lots of surprises. This is the best thing I read in the last week.

Economy 95

Economy Economics Math Banking 95

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. 00:49:30 [Speaker Changed] I bought it around 2000 and it crashed around 2002. So, so let’s talk a little bit about picking international stocks as an asset class has done fairly poorly, but it’s nearly a third of your portfolio and, and you continue to outperform.

Management 259

Management Investing Investments Retail 259

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. 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.

Numbers 143

Numbers Management Banking Marketing 143