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. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit.

Valuation 293

Valuation Investing Investments Engineering 293

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 286

Assets Clients Investing Investments 286

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. What’s the valuation? We’ve done a few little experiments, promoting and advertising, none of it’s worked.

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. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. How are we doing in literacy versus math versus science? RIEDER: Thanks. RIEDER: It is real time.

Economy 141

Economy Numbers Portfolio Marketing 141

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. I just want to put in — RITHOLTZ: That’s correlated? ASNESS: Yes.

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 278

Media Investing Investments Valuation 278