2021, Communication and Math - Financial Advisor Source

Transcript: Lynn Martin

The Big Picture

SEPTEMBER 7, 2022

So I tend to view computer coding not that dissimilar to communicating in a foreign language. A lot of times you’re learning your French, Spanish to communicate with someone in a different country. When you’re learning computer coding, you’re just learning how to communicate with a machine. MARTIN: Yeah.

Communication

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MARCH 15, 2023

Top skills: leadership, communication, problem-solving Customer care directors must possess strong leadership, communication, and problem-solving skills. These professionals possess excellent communication skills and are able to understand and address a wide range of technical issues effectively.

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Transcript: Kristen Bitterly Michell

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: And so, one of the things that we did was we started communicating more frequently with our clients. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah.

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FMG

DECEMBER 22, 2022

When LPL bought Waddell & Reed in 2021, it opened some doors as the pay structure was more conducive for small practices and they offer a lot of optional add-on services, like virtual assistants. As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients?

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

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. We need writers.

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Transcript: Ted Seides

The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. Both people are kicking money in.

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Transcript: Mike Wilson, Morgan Stanley

The Big Picture

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. So we were very aggressive in 2020 and 2021. And that’s why in 2021 into 21, we said, okay, this is the peak of the cycle rate of change. So that, that’s the challenge. We caught all of that upside.

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Transcript: Greg Davis, CIO Vanguard

The Big Picture

AUGUST 29, 2023

But if you go back to the period before 2022, from 2019 to 2021, a 60/40 portfolio actually produced 14% returns over that time horizon, which is above the long-term average. And until they decide to communicate a different message, that’s what the market is going to continue to follow. That is what the Fed is operating off of.

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Transcript: Graeme Forster, Orbis Investments

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. So in 2021 was the equivalent of March, 2000, right? The second is excess returns.

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. If the s and p moves by 10 basis points, it doesn’t communicate to you how the s and p affects other things. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue. What was the career plan? Absolutely.

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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

MARCH 12, 2024

So that we’re still on their network, we’re still, so that technology for us to go at it stronger, we would like for those devices to communicate back to us directly. The, the ironic thing is the, I I love people discovered like screen sharing in 2021, right? Sometimes five years. And it’s not great.

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Transcript: Bill Browder

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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Transcript: Liz Hoffman

The Big Picture

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. HOFFMAN: And at some point, I don’t know, late, just from 2021, talking to my publisher, I was like, “You know, Paul, not a lot of failure at the end of the day.” He was right on the thesis.

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Transcript: Howard Lindzon

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. They kept the reputation intact by communicating with their investors. I wrote a, a column in 2021 for Bloomberg, “What My Worst Trades Taught Me About Investing.: So this is the math that I applied. LINDZON: Yes.

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Transcript: Jeremy Siegel + Jeremy Schwartz

The Big Picture

OCTOBER 31, 2022

I actually left active professor in July of 2021, after 45 years of teaching at Wharton. And it’s been virtually impossible for any value strategy to have overcome the great bull market of the big tech companies of the last 15 years which probably ended in, you know, early ‘20 or late 2021 or ’20, early ’21. RITHOLTZ: Yup.

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