The Big Picture

FEBRUARY 6, 2024

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. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years.

Valuation 130

Valuation Investing Investments Assets 130

Random Roger's Retirement Planning

OCTOBER 29, 2023

Here I am talking not just portfolio management but overall lifestyle, habits and choices and yes this does filter into my day job managing investment portfolios. Here’s Barron’s and Barron’s telling us definitively to buy bonds and Bloomberg telling us with a little less conviction. “The

Insurance 77

Insurance Clients Math Portfolio 77

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. But I think it’s definitely changing, Barry, because, you know, you see more and more fintech platforms and robo-advisors that in a way, are making accessing financial markets easier for more and more investors in in Spain.

Clients 154

Clients Investing Investments Management 154

The Big Picture

NOVEMBER 14, 2023

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. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Managing them. What happened?

Math 130

Math Management Insurance Assets 130

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. And my mom’s a speech pathologist, so our dinner table conversation definitely had a business orientation, especially a small business owner. And so I definitely learned a lot there. Definitely.

Assets 259

Assets Investing Investments Management 259

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. DAVIS: We definitely saw a number of clients who started embracing money markets.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. The bonds aren’t worthless, but they’re definitely not trading at par. MIELLE: And it’s all a matter of how wide your definition of luck is. MIELLE: Huge. RITHOLTZ: Huge. MIELLE: Huge. 80 percent.

Assets 277

Assets Investing Investments Management 277