The Big Picture

SEPTEMBER 19, 2022

The advertising model, as we have learned is not aligned with customers’ interests, right? And from a public market, that sounds like it’s a compliance and conflict nightmare. And you know, the only thing math works on recognition by peers, and there’s some prizes. You guys approach it differently.

Valuation 289

Valuation Investing Investments Engineering 289

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. We didn’t really have to worry about marketing or advertising, didn’t spend time on podcasts or TV.

Assets 283

Assets Clients Investing Investments 283

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. 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. I’m sorry, I’ve never advertised for the podcast other than a couple little experiments. How would you have done?

Management 130

Management Investing Investments Government 130

The Big Picture

FEBRUARY 13, 2023

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 140

Economy Numbers Portfolio Marketing 140

The Big Picture

JUNE 27, 2023

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. And so it’s one of these things that math works. ADVERTISEMENT) RITHOLTZ: Let’s talk about betting on natural gas. RITHOLTZ: Right.

Math 140

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The Big Picture

MARCH 21, 2023

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 158

Valuation Investing Investments Numbers 158

The Big Picture

MAY 16, 2023

Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. Whereas eTrade they were spending billions on advertising. RITHOLTZ: So great advertising, but expensive advertising. So this is the math that I applied. So think about this, do the math.

Media 275

Media Investing Investments Valuation 275