2005 Math Portfolio Taxes 
The Big Picture
JANUARY 9, 2024
I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. So like a component of it was like the standard derivatives math, right? Matt Levine : 00:03:44 You know, I did. And he lost.
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. You don’t have to pay any tax and just let the rest ride. It’s just math stick to it over long periods of time. You give out 5%.
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The Big Picture
JUNE 20, 2023
And this was back in 2005 or 2006. Now, they do have to disclose in their statutory filings with the insurance regulators how much of their investment portfolio in the insurance company is related transactions or related stocks or bonds or mortgages or whatever. MORGENSON: And so, he buys this portfolio of junk bonds.
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.
The Big Picture
NOVEMBER 21, 2023
And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. We, we made in 2005, I believe. That 00:15:42 [Speaker Changed] Was first AI investment, 2005. So here’s the math, Barry. And so I would say I had an appetite for the public markets. We back it.
The Big Picture
NOVEMBER 15, 2022
The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”
The Big Picture
MAY 16, 2023
RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. So this is the math that I applied. So think about this, do the math. 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. LINDZON: I hate CNBC. RITHOLTZ: Right. RITHOLTZ: Right.
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