Brown Advisory

JUNE 16, 2022

Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. Specifically, economics has a half-life of 9.4 Maths has a long half-life and a DCF correctly done accounts for inflation.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

JUNE 6, 2023

I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. Have I managed my asset allocation and my investment fees? You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. My really first stroke of luck, I think, was getting that job. RITHOLTZ: Really quite interesting. Explain that.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. I’d been ranked i i back in the seventies, if you can do the math.

Economy 141

Economy Clients Economics Banking 141

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. Look for freelancers with a strong work ethic who provide quality results. This is your nest egg.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

NOVEMBER 15, 2022

You can go get some turnkey asset management program. We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. That is a mug’s game, right?

Management 268

Management Assets Portfolio Investing 268

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? But there were a lot of other purveyors of watches that really were not super, super ethical folks. Cars are so much more expensive to maintain as a collectible asset, it’s remarkable.

Retail 161

Retail Insurance Advertising Numbers 161