The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. I — I couldn’t believe the numbers. Not really.

Assets 173

Assets Management Marketing Marketing 173

Brown Advisory

OCTOBER 26, 2021

Concurrently, the weight of biotech in the index has ballooned from 9% at beginning of 2005 to close to 16% as of the end of the third quarter of 2021. The R2G and RMG experienced a decrease in the size of cyclical sectors (consumer discretionary, energy, financials, industrials and materials) since 2005. Exhibit 3: Sector Composition.

Manufacturing 52

Manufacturing Communication Investing Investments 52

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. Initially, it was started in 2005 and it was called Revolution, but it was just my capital. So with no further ado, my conversation with Steve Case.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Yeah, absolutely.

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. And in the 2000 at the 2005 conference, it’s kind of wild. You’re actually crunching a lot of numbers.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. You had a number of bankruptcies going on. And, and I’ve been proven that’s been proven to me a number of times through some mistakes, but I’ve have the scars to, to show it.

Assets 147

Assets Insurance Investing Investments 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. I said, no, that couldn’t be right.

Government 321

Government Banking Numbers Investing 321

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. 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. 12, 14 even that not a lot of numbers. So that’s number one. Absolutely.

Portfolio 147

Portfolio Management Assets Marketing 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. LINDZON: Yes. And So now flash forward to, you know, I’m a hedge fund guy.

Media 290

Media Investing Investments Valuation 290

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. And this was in 2005. So we moved our family over here from Paris in 2005. Hey, I never put a 0% chance on anything.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. He was fine.

Engineering 259

Engineering Banking Numbers Management 259