Remove Communication Remove Economics Remove Math Remove Risk Management
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

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. Two reasons. Absolutely.

Assets 141
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Transcript: Graeme Forster, Orbis Investments

The Big Picture

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. 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. Risk management. What is that?

Investing 130
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Transcript: Kristen Bitterly Michell

The Big Picture

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

Clients 286
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Transcript: Greg Davis, CIO Vanguard

The Big Picture

So a variety of risk meetings, a variety of economic meetings. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. And until they decide to communicate a different message, that’s what the market is going to continue to follow.

Portfolio 130
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Transcript: Ted Seides

The Big Picture

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. ” It wasn’t that they didn’t communicate that. Both people are kicking money in. So Warren wanted to announce this at his annual meeting every year.

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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Banking 141
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Transcript: Gary Cohn

The Big Picture

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Taxes 268