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. Then the volatility and, and the valuation makes an enormous difference.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 29, 2023

It’s client related, it’s media like we’re doing today. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. DAVIS: Well, it’s a lot. RITHOLTZ: Right.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. The other is, it was a fascinating exercise to see how the media works. And then massive amounts of media attached to it. ” It wasn’t that they didn’t communicate that. What’s the valuation?

Management 130

Management Investing Investments Government 130

The Big Picture

FEBRUARY 13, 2023

RIEDER: So, you know, think about last year, I mean, every media event or any anything we did externally, and it’s always what people said, how much cash you’re running? Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. It is too much.

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. I know him from Lindzonpalooza from his early media work. I’ve known you for forever and over the course of most of that time, your work has really operated at the intersection of finance and media. RITHOLTZ: Right.

Media 281

Media Investing Investments Valuation 281

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. So they can see firsthand what’s happening as well as obviously inviting media, but local media and national media. The math never seems to work out.

Startup 164

Startup Investing Investments Numbers 164

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. SIEGEL: Right. SIEGEL: Yeah.

Numbers 143

Numbers Investing Investments Marketing 143