The Irrelevant Investor

AUGUST 9, 2018

There are a lot of economic problems that we'll face in the coming years. Unfortunately for these people, the minimum wage has not increased since 2009, nor, to state the obvious, has it kept up with inflation. Unfortunately, there are no easy solutions. While this represents just a small slice of the working population, another 20.6

Economics 52

Economics Distribution Investing Investments 52

The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market. Sometimes five years.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. RITHOLTZ: Is it just inertia?

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

The Big Picture

MARCH 21, 2023

My mom was a math teacher so — RITHOLTZ: Okay. Some famous periods of reversals in market, the most famous spring of 2009 when we came off the GFC. It’s probably the most important part of what we do in the macro side, with economic trends, not just price trends, being a relatively recent innovation and super important.

Valuation 164

Valuation Investing Investments Numbers 164

The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. Bonds are the most expensive.

Investing 130

Investing Investments Valuation Portfolio 130

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. Since Kickstarter’s launch in 2009, 18 million people have backed projects.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? Squarespace, and I love those guys, they were really instrumental to the growth of Hodinkee, allowed me to design my own website in 2009 until probably 2012 or 2013, when we got a professional upgrade.

Retail 164

Retail Insurance Advertising Numbers 164

The Big Picture

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. Even if you read both of Browder’s books, you will find something to be amazed at. With no further ado, my conversation with Bill Browder.

Government 315

Government Banking Numbers Investing 315