Remove Advertising Remove Compliance Remove Economics Remove Math
article thumbnail

Transcript: Albert Wenger

The Big Picture

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. The advertising model, as we have learned is not aligned with customers’ interests, right? And I’ve been investing in a lot of computer companies over the years.

Valuation 293
article thumbnail

Transcript: Ted Seides

The Big Picture

Let me say what your compliance wouldn’t allow you to say. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. 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. We were short subprime mortgages with John Paulson.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Rick Rieder

The Big Picture

ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. RIEDER: Thanks.

Economy 141
article thumbnail

Transcript: Peter Borish

The Big Picture

ADVERTISEMENT) RITHOLTZ: So for those people who may not have seen it, there is a famous documentary, I believe it’s called “The Trader” that follows Paul Tudor Jones around. We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. They provided liquidity.

Math 141
article thumbnail

Transcript: Cliff Asness

The Big Picture

ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. My mom was a math teacher so — RITHOLTZ: Okay. ASNESS: Yes.

Valuation 161