The Big Picture

JULY 19, 2022

And he was highlighting that there probably is more coming from the saving side and then he was emphasizing that this is China and often emerging market foreign reserves. Those types of excess savings were sort of the culprit for the conundrum in 2005 or whatever it was. RITHOLTZ: Right. That makes a lot of sense. RITHOLTZ: Right.

Investments 130

Investments Investing Valuation Portfolio 130

The Big Picture

JANUARY 9, 2024

But there’s also a lot of, like at Wittel, you know, I was at Wachtel in 2005 to 2007, so really near the peak of a big merger’s boom. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? And I love that.

Banking 130

Banking Retail Math Management 130

The Big Picture

NOVEMBER 15, 2022

So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from. It’s how math works. NADIG: — in 2005 is probably wrong. RITHOLTZ: Right.

Management 278

Management Assets Portfolio Marketing 278