The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so it’s, it’s sort of managing that, all of those different constituents with communication. Second part of our framework is valuation fundamental work.

Valuation 157

Valuation Clients Investing Investments 157

The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. 00:02:16 [Speaker Changed] Me too.

Numbers 144

Numbers Banking Investments Investing 144

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse.

Investments 130

Investments Investing Clients Numbers 130

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%.   The transcript from this week’s, MiB: Greg Davis, CIO Vanguard , is below. RITHOLTZ: Right.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. SEIDES: Correct.

Management 130

Management Investments Investing Government 130

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Think about the incredible growth of U.S.

Economy 144

Economy Numbers Marketing Marketing 144

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So that we’re still on their network, we’re still, so that technology for us to go at it stronger, we would like for those devices to communicate back to us directly.

Banking 144

Banking Investing Investments Marketing 144