The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. RITHOLTZ: Right.

Banking 141

Banking Economics Economy Business Planning 141

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. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

Investing 130

Investing Investments Clients Management 130

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So here’s the math, Barry. You all have phones.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem.

Media 278

Media Investing Investments Valuation 278

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: So 5% funds rate, what does that do to the economy? You go even further than that and say, “Most portfolios could be fine if they’re equity only.”. I mean, it’s used to be called FANG. SIEGEL: — or 2006, ’07, ‘08.

Numbers 141

Numbers Investing Investments Marketing 141

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. And this had an unbelievably positive affect on the value of my portfolio.

Government 312

Government Banking Numbers Investing 312