The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. And you know, the only thing math works on recognition by peers, and there’s some prizes. So it’s been a central to what I do and who I am. There you go.

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The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

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The Big Picture

NOVEMBER 22, 2022

I think what’s important, though, and what’s key is that we found ourselves at a very interesting point in time, in 2020, in the wake of George Floyd, in the middle of COVID. RITHOLTZ: What’s some of the economic sectors within that area? RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker?

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The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

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The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

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Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. Specifically, economics has a half-life of 9.4

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The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. I’m curious if that’s kind of repeating now and the 2020 pandemic fiscal stimulus, which was massive under two presidents. Yes, the economy can clearly keep roaring along, which we’ve seen. What does that do in terms of resetting the cycle?

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The Big Picture

JUNE 27, 2023

The economy wasn’t as dependent on the equity markets as necessarily as it is today, as we saw post ’08. We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. And so it’s one of these things that math works. But the Fed stepped in.

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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.

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The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. 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. I’d been ranked i i back in the seventies, if you can do the math.

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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. What, what was your experience during the first quarter of 2020 during the pandemic s and p down 34%. What was the career plan?

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The Big Picture

JUNE 20, 2023

But all those years leading up to 2020, when the whole world collapsed in March, all those years leading up to it, we had kind of a draining of healthcare, a bleeding of healthcare companies because of getting the fat out, cutting the costs down. An economy does better if the most people are prosperous, right? MORGENSON: Right.

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The Big Picture

NOVEMBER 15, 2022

NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. Since 2020, their performance has been awful. RITHOLTZ: In 2020, no one even came in second. RITHOLTZ: I think she was plus 160% in 2020, when the market from the lows, the market was up 68%.

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The Big Picture

NOVEMBER 21, 2023

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. So here’s the math, Barry. It’s gonna take a while to integrate, integrate those folks back into other parts of the economy. You know, all of these things.

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The Big Picture

OCTOBER 31, 2022

Then we have, you know, 2020, 2021, another — oh, not quite 25 years, but 22 years. SCHWARTZ: May of 2020. You were saying this in early 2020. And as you know, I said the increase of the money supply in 2020 was the greatest in history. RITHOLTZ: So 5% funds rate, what does that do to the economy?

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The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. 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. Your chief economic advisor to the president.

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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.

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