The Big Picture

JANUARY 21, 2025

But yes, I was given my own column and by that point, having seen all these star managers come and go, you know, I had become an index fund devotee, and in column after column I banged the drum for index funds to the point where my editors were asking me, Hey, could you write about something else? It’s, it’s a temporary move.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. What does that do in terms of resetting the cycle? Just buy stocks that are going up.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. ’cause and, and this isn’t a, a beat obsession on arc, but since in inception she’s underperformed the s and p 500, including one year, I think it was 2020 where she was up something like 168%. So, so you set to retire as portfolio manager this year, you mentioned your two successors.

Management 264

Management Investing Investments Retail 264

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. You thrived in oh 7, 0 8 and nine, you were notably up in years where most people were down again, in Q1 of 2020, you guys did really well.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

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?

Numbers 147

Numbers Banking Management Marketing 147

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. I started out math and, and physics, and in high school I was a rock star in math and physics.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. I think, you know, kind of near the end of 2020, maybe people were being quiet about that affiliation for a while. I then got just very lucky.

Valuation 173

Valuation Investing Investments Numbers 173

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. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. And are you saying the recession in 2020 is similar to recession in the 1950s?

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. He helps portfolio managers make sense of the world. And so you have, hindsight is great, but always, 00:48:21 [Speaker Changed] But 2020. So at that point, I had a pretty big career. Not, not useful. And they have problems, you know, themselves.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 147

Math Marketing Marketing Engineering 147

The Better Letter

JANUARY 2, 2025

He was elected to the Institutional Investor Hall of Fame in 2020. William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. His 2024 year-end target was 4,200, down almost 9 percent.

Management 103

Management Marketing Marketing Economics 103