The Big Picture

JUNE 6, 2023

It’s much deeper than math. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? Samantha Danziger is my audio engineer. Non-judgmentally, but let’s talk about what’s going on.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 13, 2025

Barry Ritholtz : you were head of strategy, product marketing, communications, like is that one job, is that four jobs? The corporate communications function at Vanguard today, you know, has evolved considerably from back in the early days. John Wasserman is my audio engineer. But by and large, your characterization is, is fair.

Clients 130

Clients Investing Investments Management 130

Walkner Condon Financial Advisors

JUNE 2, 2023

The paper found that “Women who are outsiders to the profession do not see financial planning as primarily about: Communication Relationships Holistic Advice Instead they see it as about investment and mathematical expertise.” This finding, in addition to many more included in the paper, mirrors my own experience.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. And until they decide to communicate a different message, that’s what the market is going to continue to follow.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. How do you take that massive information and communicate it to both the Morgan Stanley staff, the sales team, the brokers, the asset managers, and the investing public? So that’s the math.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JANUARY 24, 2023

They believed in building businesses and far less focused on financial engineering. The key is to build — think of private equity as a business that builds businesses, and make that business engine stronger and stronger. There was XO Communication and McLeod. They grew a business where they issued junk debt.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

OCTOBER 21, 2024

00:02:13 [Speaker Changed] Well, actually I started out electrical engineering. First, 00:02:18 [Speaker Changed] First two years, electrical engineering. 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.

Numbers 147

Numbers Banking Investing Investments 147

The Big Picture

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:36:07 [Speaker Changed] The, the SEC is incredibly concerned that financial performance is the primary measure by which the advisor communicates to the investor their success. 00:41:16 [Speaker Changed] Yeah.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

OCTOBER 17, 2023

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. It’s just math stick to it over long periods of time. My audio engineer is Rich Ani. And then I was looking for something more applied.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

FEBRUARY 13, 2023

RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. B, I think when they get to this place or where they are today, I don’t think they have to communicate every single step of the way. Justin Milner is my audio engineer.

Economy 147

Economy Numbers Marketing Marketing 147

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. And I was always good at math and, and I had been writing code since I was in the sixth grade. Kayleigh Lepar is my audio engineer. I’m Barry.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JULY 15, 2024

I started Northeastern as an electrical engineering. And the good thing about Northeastern University, they have tremendously great cooperative education program that saved my life because it made me understand I did not want to be a double E or an engineering prof in my profession. 00:01:49 [Matt Eagan] It was not. That’s right.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge.

Banking 59

Banking Healthcare Government Budgeting 59

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. John Wasserman is my audio engineer. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. How many do you have in your fleet? They said, seven years.

Government 321

Government Banking Numbers Investing 321

The Big Picture

NOVEMBER 25, 2024

And I taught myself to program when I was 12 and all throughout late middle school and high school, I was programming games for my Game boy and developing game engines for the computer. And I, and I really like the application of math and statistics and computer science to markets. It’s just not smart on a math basis to do that.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. RITHOLTZ: The communication was bad also. And that’s sort of the math. My audio engineer is Sarah Livesey. He was right on the thesis. He found a place to express it efficiently.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 2, 2025

And when I went there I was gonna be a lawyer and I was gonna major in mathematics and I took my freshman year math and that all went great. And it turned out that half of that class had been the US National Math team and they had all competed internationally and they knew stuff I didn’t. My audio engineer is Steve Gonzalez.

Economy 130

Economy Economics Numbers Banking 130

The Big Picture

MAY 16, 2023

They kept the reputation intact by communicating with their investors. So I was very heavy in financial services stock, which was a great lead gen engine. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem.

Media 290

Media Investing Investments Valuation 290

The Big Picture

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. 00:09:43 [Speaker Changed] And, and tell us about your patent on active learning decision engines.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing. She left there, she became a crisis communications expert.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. If the s and p moves by 10 basis points, it doesn’t communicate to you how the s and p affects other things. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue. John Wasserman is my audio engineer.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: The research department in the FOMC don’t seem to communicate. And I’m like, “Well, if Bob Shiller is putting on the seatbelts, maybe he’s done the math, maybe I should be wearing a seatbelt in the back of the car.” Robert Bragg is my audio engineer. SIEGEL: Yeah. SIEGEL: Yeah. I mean, I hope so.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

OCTOBER 4, 2022

A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. Justin Milner was my audio engineer, Atika Valbrun is my project manager, Paris Wald is my producer, Sean Russo is my head of research.

Numbers 303

Numbers Medicine Food Math 303

The Big Picture

APRIL 1, 2025

Robert Mark was a civil engineer who took technology. Issues like a set of guidelines to coal companies and every engineer and every safety person and every coal mine that now becomes the standard. He, like, he stopped doing math and science when he was like seven years old. Sarah Lipsey is my audio engineer. Oh, really?

Government 258

Government Engineering Media Investing 258