The Big Picture

SEPTEMBER 19, 2023

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 141

Assets Management Portfolio Investing 141

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. RITHOLTZ: Right.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

SEPTEMBER 19, 2022

And you know, the only thing math works on recognition by peers, and there’s some prizes. And yet, the amount of math that’s been produced over the last, you know, few decades is just mind-blowing extraordinary. And I believe we need to bring that type of model to many, many more parts of the economy and parts of activity.

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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.

Banking 195

Banking Government Insurance Taxes 195

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.

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … obviously, the United States, the global economy. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. RITHOLTZ: Right.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

DECEMBER 6, 2022

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. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 152

Clients Investing Investments Management 152

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: Why is it not surprising that a math nerd is also a placekicker? And many of those gentlemen have gone on to do incredible things as well.

Recruitment 141

Recruitment Engineering Investing Investments 141

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. The last time U.S. and appeared to be going higher.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

AUGUST 29, 2023

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. They’re definitely trying to slow the economy down. What does that do in terms of resetting the cycle?

Portfolio 130

Portfolio Investing Investments Numbers 130

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. I mean, obviously, 2020 and 2021 and 2022, we’re still in the midst of, but is there still an echo of ’08-’09 today? And so it’s one of these things that math works. But the Fed stepped in.

Math 141

Math Risk Management Management Marketing 141

The Big Picture

JULY 31, 2023

HOFFMAN: You know, go back to early 2020, I mean, every beat was a COVID beat pretty quickly too, right? HOFFMAN: You know, I start the book kind of in earnest at Davos 2020, which will to me just go down as like the most absurd gathering of human beings in history. ” This is the end of January of 2020.

Retail 130

Retail Government Economy Economics 130

The Big Picture

APRIL 29, 2024

The above shows changes in the BLS Average Hourly Earnings and Consumer Price Index since the Pandemic blew up in February 2020. These dumped a ton of cash into the economy all at once in 2020 and 2021. The basic maths is a shortage of qualified workers (or even bodies to put to work) equals rising wages.

Math 362

Math Economy Clients 362

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Your real business is having the best perspective of what is happening this moment in the economy. So, so let’s talk a little bit about the state of the economy today. So at that point, I had a pretty big career. Your side hustle. Really interesting.

Economy 141

Economy Clients Economics Banking 141

David Nelson

MARCH 6, 2023

I think most of us want to see the sustainable platform succeed, but the rational among us know that we aren’t going to get there by trashing the global economy along the way. Do the Math! Part of its mission was to focus on issues in the workplace that dealt with worker rights, diversity, equal pay and many more.

Fiduciary Duty 52

Fiduciary Duty Investing Investments Math 52

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.

Insurance 141

Insurance Healthcare Retail Medicine 141

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.

Investing 246

Investing Investments Startup Accounting 246

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%.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

MAY 16, 2023

” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. I started my own podcast in March 10th of 2020. So this is the math that I applied. So think about this, do the math. We’re up from the lows at the end of March 2020.

Media 278

Media Investing Investments Valuation 278

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?

Numbers 141

Numbers Investing Investments Marketing 141

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. We had that little snafu in in 2020 that, yeah, 01:16:04 [Speaker Changed] We have some screwy data, we have some 01:16:05 [Speaker Changed] Screwy data. So far we have not seen that.

Taxes 268

Taxes Banking Clients Management 268

The Big Picture

AUGUST 23, 2022

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. in 2018, in the European Union in 2020, in Australian in 2021. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. How many do you have in your fleet?

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Government Banking Numbers Investing 312