Brown Advisory
JANUARY 17, 2024
Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.
The Big Picture
FEBRUARY 6, 2024
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. So I was at Harvard.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
NOVEMBER 14, 2023
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. What happened?
The Big Picture
JANUARY 24, 2023
You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So it’s different math then I need 100x winner versus 99? All you got to do is download them like you would a Netflix movie. KLINSKY: Yeah.
The Big Picture
SEPTEMBER 19, 2022
You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And from a public market, that sounds like it’s a compliance and conflict nightmare. And you know, the only thing math works on recognition by peers, and there’s some prizes.
Carson Wealth
FEBRUARY 5, 2024
For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. As noted in our 2024 Outlook, which you can download here , productivity growth is a potential game changer, if it continues. By my math, there have been 57 Super Bowls and 22 different winners.
The Big Picture
MAY 9, 2023
You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. I didn’t know what any of these terms meant. Capital rules were changing. Risk appetite was changing.
Expert insights. Personalized for you.
52 
Let's personalize your content