The Big Picture

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. I try to analyze the economy from the top. the economy is stabilizing, China is growing. and maybe the economy is coming off, the central bank, not in ‘23, but will start to ease. The economy slows and you come down the other side.

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. And I knew I wanted to do trading.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MARCH 12, 2024

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. They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy.

Banking 143

Banking Investing Investments Marketing 143

Aleph

FEBRUARY 18, 2023

Feb 15, 2023 One of the world’s richest families was thrust into the spotlight by a surprising share sale from one of its own members [link] You need a liquidity plan, akin to what a private real estate fund does. I would rather read than listen, unless I am driving or cutting the yard.

Banking 59

Banking Healthcare Government Budgeting 59

The Big Picture

MAY 16, 2023

I don’t know I was for sale. The sale of Wallstrip. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. They kept the reputation intact by communicating with their investors. So this is the math that I applied. LINDZON: Yes.

Media 281

Media Investing Investments Valuation 281

The Big Picture

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. You’re doing a lot of math in your head on the Fly. She also knew Washington in and out.

Taxes 271

Taxes Banking Clients Management 271

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: But in reality, any day you want to put your house up for sale, you might get a different price then — SIEGEL: If you — I mean, you know, if times are bad and then you say, “I got to sell it the next five minutes,” you don’t want to look at that price. RITHOLTZ: So 5% funds rate, what does that do to the economy?

Numbers 143

Numbers Investing Investments Marketing 143

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And all that information about everything in the country was effectively for sale. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive.

Government 315

Government Banking Numbers Investing 315