The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation?

Management 130

Management Investments Investing Government 130

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. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. How do you fall in that spectrum?

Valuation 305

Valuation Investments Investing Engineering 305

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. 00:04:02 That’s what value add software was originally.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Second part of our framework is valuation fundamental work. You know, earnings analysis, predicting earnings, whereas a valuation based on kind of where we are in the cycle.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%.   The transcript from this week’s, MiB: Greg Davis, CIO Vanguard , is below. RITHOLTZ: Right.

Portfolio 130

Portfolio Investing Investments Numbers 130

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. One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

JANUARY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

JUNE 18, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. That, that gives Barstool a half a billion dollar valuation. And that was really the end of that.

Media 147

Media Food Advertising Investing 147

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

SEPTEMBER 26, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. The math never seems to work out.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investing Investments 147

The Big Picture

DECEMBER 12, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I was a math nerd as a kid. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. That’s the value that I am looking for.

Management 264

Management Investing Investments Retail 264

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Think about the incredible growth of U.S.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I was always good at math and, and I had been writing code since I was in the sixth grade. The transcript from this week’s, MiB: Sean Dobson, Amherst Holdings , is below.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 8, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? But we think that that valuations are there. In a very short period of time. Remember that.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But plenty of valuation measures, it has no applicability for price-to-sales. My mom was a math teacher so — RITHOLTZ: Okay. It can apply to earnings. RITHOLTZ: Right.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

JANUARY 7, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:24:49 [Speaker Changed] So let’s talk a little bit about valuation in the public markets. Does that valuation difference in the public markets extend to private markets as well?

Valuation 130

Valuation Engineering Marketing Numbers 130

The Big Picture

FEBRUARY 17, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I did a lot of options math, which I thought was interesting. That is not being reflected in valuations from a top down standpoint. You can get growth at extremely compelling valuations.

Investing 147

Investing Investments Economics Management 147

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation.

Media 290

Media Investing Investments Valuation 290

The Big Picture

JUNE 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. The, the math came easier.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

OCTOBER 31, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. ? ? ?. The transcript from this week’s, MiB: The Jeremies! Schwartz and Siegel on SFTLR! ,

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

MAY 6, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Sander Gerber : Well, actually I was good at math. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue. What was the career plan?

Risk Management 147

Risk Management Banking Portfolio Distribution 147