The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. His clients adore him. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. That’s just unprecedented.

Economy 143

Economy Clients Economics Banking 143

Brown Advisory

JUNE 16, 2022

Specifically, economics has a half-life of 9.4 For now, we remain very careful before making any changes, just as we were when rates were falling, but we are cognizant that there is a half-life to our DCF assumptions and we remain open minded to updating them given changing economic circumstances. GAAP in 2002 7.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? We were able to open doors and keep open doors with clients.

Assets 154

Assets Investing Investments Portfolio 154

The Big Picture

AUGUST 29, 2022

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. And in 2006, I got a hand at ETFs. RITHOLTZ: Interesting.

Assets 164

Assets Management Marketing Marketing 164