The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. What, why do we think that is?

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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. And big consumer and healthcare. I, I love Econ Talk, which is sort of theoretical economics debate podcast for fun. Learn math, learn history.

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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. I was genuinely shocked it even happened ’cause it was so obvious, the negative economic ramifications that would lead from it. And I, I think that I kind of triangulated on it. I have no family history.

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Brown Advisory

NOVEMBER 13, 2023

The New Normal It is difficult for investors and individuals alike not to have been directly impacted by the rapid rise in inflation in 2021 and 2022, the succeeding interest rate hikes by global central banks and the ensuing effects these economic events have had on financial markets, including the mortgage market. will require 4.3

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Harness Wealth

MAY 14, 2025

Unlike federal forms, Hawaii tax forms often include state-specific adjustments and considerations that reflect the unique economic and social environment of the islands. This reduces errors and helps the state collect the appropriate amount of revenue to fund public services such as education, healthcare, and infrastructure.

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Taxes Tax Planning Medical Consulting 52

The Big Picture

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. 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. SEIDES: So it’s Hartford HealthCare. So, it cost the firm $320,000, well worth every penny? What happened there?

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The Big Picture

NOVEMBER 22, 2022

The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: What’s some of the economic sectors within that area? Also, healthcare is really popping up. I know nothing about healthcare.

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The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

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The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

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Banking Government Insurance Taxes 203

Carson Wealth

MARCH 2, 2023

Most economic research recommends a safe withdrawal rate to be no more than 2% to 4% — which could be less than you are imagining. After you’ve done this math, you might be wondering if you have “enough,” and certainly that’s hard to assess when there are so many unknowns. Contact us today.

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The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

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Banking Economics Economy Business Planning 146

The Big Picture

SEPTEMBER 26, 2022

What’s similar is what’s happened is in the last particularly decade, more attention got focused on startups and even the government leaders, mayors and governors for decades, economic development was basically getting a big company to move their headquarters, or big company to open a factory. The math never seems to work out.

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The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. So life science supplies, healthcare, IT, managing wind and solar farms, niche software, and consumer, different things like that.

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Investments Investing Numbers Banking 262

The Big Picture

FEBRUARY 13, 2023

Healthcare, education, not hugely cyclical, not interest rate sensitive. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. How are we doing in literacy versus math versus science? You know, think about the jobs market today, all the jobs are being created. RIEDER: Yeah. RITHOLTZ: Right. Where are we?

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The Big Picture

MAY 21, 2024

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. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. What was the career plan?

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Numbers Banking Management Marketing 146

Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge.

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Banking Healthcare Government Budgeting 59

The Big Picture

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. Even if you read both of Browder’s books, you will find something to be amazed at. With no further ado, my conversation with Bill Browder.

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The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

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The Big Picture

JUNE 20, 2023

Now, They have seized on healthcare as a huge industry to really dive into, to invest in. And the difficulty with healthcare is that you are not supposed to put profits ahead of patients. RITHOLTZ: How did private equity healthcare, senior living, nursing homes, ERs, hospitals, do during the COVID pandemic? MORGENSON: Right.

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Insurance Healthcare Retail Medicine 146

The Big Picture

APRIL 2, 2024

He is so knowledgeable about so many unusual areas in economics. Healthcare minimum wage. So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. And as soon as I started studying economics, I was sort of hooked.

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Healthcare Medicine Economics Numbers 146

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Your chief economic advisor to the president.

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The Big Picture

AUGUST 22, 2023

CASS SUNSTEIN, FOUNDER, HARVARD LAW SCHOOL’S PROGRAM ON BEHAVIORAL ECONOMICS AND PUBLIC POLICY: Thank you, a great pleasure to be here. RITHOLTZ: There’s nobody in the world of economics or behavioral finance like Dick Thaler. I thought law and economics was extremely important and kind of on the right track.

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The Big Picture

JANUARY 7, 2025

But it allowed me to go into the healthcare vertical straight out of Stanford. 00:13:05 [Speaker Changed] But you are also on the advisory board for the Stanford Institute of Economic Policy and Research. Now we’re starting to come out of that now, but that math is still nowhere near where it needs to be.

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The Big Picture

NOVEMBER 12, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Peter Goodman, is the award-winning investigative reporter and economics correspondent for the New York Times, his latest book, how the World Ran Out Of Everything Inside The Global Supply Chain. And I was ostensibly the economic writer.

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