The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And big consumer and healthcare. And actually Ben Inker is the head of our asset allocation group. We, we call asset allocation at GMO.

Valuation 130

Valuation Investing Investments Assets 130

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. It depends on your asset allocation.

Assets 140

Assets Management Portfolio Investing 140

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: … obviously, the United States, the global economy. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. RITHOLTZ: Right.

Clients 283

Clients Wealth Management Investing Investments 283

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? Now, They have seized on healthcare as a huge industry to really dive into, to invest in. And the difficulty with healthcare is that you are not supposed to put profits ahead of patients. MORGENSON: Well, as you know, healthcare was a disaster.

Insurance 140

Insurance Healthcare Retail Medicine 140

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. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech.

Numbers 140

Numbers Management Banking Marketing 140