Sara Grillo

MAY 8, 2023

KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. He is also the Executive Editor of The Life Product Review since 2012.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Irrelevant Investor

AUGUST 9, 2018

These numbers are so incomprehensibly large that they lack any meaning. In a recent Axios article, Being 30 then and now , the author wrote "In 1975, only a quarter of 25 to 34-year-old men made less than $30K per year, but that number rose to 41% in 2016." It's like saying that Pluto is 4.67 billion miles away from the earth.

Economics 52

Economics Investments Investing Distribution 52

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. So, I did the math, 20 million times a hundred.

Government 321

Government Banking Numbers Investments 321

The Big Picture

OCTOBER 10, 2023

and I don’t know if this is from the book or or my research, Forbes settled on that number. Michael Lewis ] 00:06:54 [Speaker Changed] So going back to about, I dunno, maybe 2012, I’d had made several runs at writing about crypto, mainly at the behest of crypto people because they wanted attention. I thought so. Oh, really?

Math 162

Math Numbers Marketing Marketing 162

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? FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. This is 2012, 2013, was enormous in the industry. CLYMER: Probably 2012. Your content is unreal.

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

JANUARY 7, 2025

She works as an advisor for a number of LPs and gps and pretty much everybody in between. I flew back again to do interviews and I was blessed enough to get into a number of, of great US Ivy Leagues, but ended up choosing Stanford because even then Barry, I knew I was an entrepreneur at heart. How do you come at them?

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So during my time there, I was probably employee number four or five. 00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. So we were strategy number four at aerial. What’s that like?

Investing 147

Investing Investments Economics Management 147

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? That’s unbelievable.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Numbers 147

Numbers Investments Investing Marketing 147

The Better Letter

JANUARY 11, 2024

That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. To find the answer, CXO collected and investigated 6,584 forecasts from 2005-2012 for the U.S. Stop with the math.`

Economy 96

Economy Economics Math Banking 96

The Big Picture

OCTOBER 4, 2022

I sent email to Marc Maron because he had the number one podcast. A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. It was recently number one in Vietnam. RITHOLTZ: Wow.

Numbers 303

Numbers Medicine Food Math 303

The Big Picture

NOVEMBER 12, 2024

Which on the books, if all you’re thinking about is you’re in a cubicle and you’re analyzing numbers for some publicly traded company, you slash inventory, you’ve lowered, or I’m sorry, you’ve increased return on asset because inventory is asset, right? That seems like a giant number. I do the math.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261