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Chart of the Week: House Prices vs Rents

Discipline Funds

But this chart is interesting because the discrepancy has a fundamental impact on the future of home prices and the economy. In fact, we’ve been vocal that this isn’t a repeat of 2008. And that’s where the math on renting comes into play. People have to live somewhere. And they can either rent or buy.

Math 137
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Transcript: Brad Gerstner

The Big Picture

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. I had my first child in June of 2008. Now, the first half of 2008, I was doing pretty well in the fund. I bought Priceline on November 1st, 2008. Oh, really?

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Bracketology (2025 Edition)

The Better Letter

Top seeds have only lost to 16 seeds twice in the seeded era – since 1979 – and both occurrences are recent (that said, 2008 was the only year all four top seeds made the Final Four). Motoyuki Mabuchi went all-in with four aces in the main event hand of the 2008 World Series of Poker but lost to Justin Phillips’ royal flush.

Numbers 74
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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. BERRUGA: Exactly.

Clients 162
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons.

Assets 147
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Bracketology (2024 Edition)

The Better Letter

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 Motoyuki Mabuchi went all-in with four aces in the main event game of the 2008 World Series of Poker but lost to Justin Phillips’ royal flush. quintillion.

Numbers 83
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Transcript: Tom Hancock, GMO

The Big Picture

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular.

Valuation 130