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

MARCH 12, 2024

It was a wild ride because by the time you got, well, so in 2005, we went on a road show trying to tell people what we had learned, and there wasn’t a lot of reception. And in the 2000 at the 2005 conference, it’s kind of wild. So that’s an active part of portfolio trimming and opt and optimization.

Banking 140

Banking Investing Investments Marketing 140

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. They kept the reputation intact by communicating with their investors. So this is the math that I applied. LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet. And So now flash forward to, you know, I’m a hedge fund guy. RITHOLTZ: Right.

Media 275

Media Investing Investments Valuation 275

The Big Picture

OCTOBER 31, 2022

When I look back at 2005, ’06, ’07, yeah, those growth stocks that collapsed from way too high, probably were too low. RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. SIEGEL: Yes. SIEGEL: Yeah.

Numbers 140

Numbers Investing Investments Marketing 140

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 asked them, how much does one of these things cost, and they said, $20 million new.

Government 309

Government Banking Numbers Investing 309