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Transcript: Steven Klinsky

The Big Picture

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. RITHOLTZ: Right. And what I — RITHOLTZ: Defensive growth.

Investing 259
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. So people really ask you, you take French and can you do math. New York is number one.

Assets 143
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Global Leaders Strategy Investment Letter: January 2024

Brown Advisory

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.

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Transcript: Albert Wenger

The Big Picture

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go. In the later stage markets, you know, there’s a headline number.

Valuation 296
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Transcript: Marcus Shaw

The Big Picture

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Number one, and I think they both reflect strong leadership at the firms. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

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?

Math 130
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Transcript: Matt Levine

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? Like that solves like a number of issues.

Retail 130