The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. It’s client related, it’s media like we’re doing today. And me and him had an instant connection.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

OCTOBER 17, 2023

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. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

Investing 130

Investing Investments Clients Management 130

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 144

Economy Numbers Portfolio Marketing 144

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls.

Math 59

Math Assets Government Engineering 59

The Big Picture

NOVEMBER 22, 2022

I look for people that have done extracurricular work, or you know, manage their own little portfolio, or have stock ideas or businesses ideas that they want to pitch. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? But really, even that experience was about building great friends that I played football with.

Recruitment 144

Recruitment Engineering Investing Investments 144

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. ” Nobody does. And lots of surprises.

Economy 96

Economy Economics Math Banking 96

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? Become A Social Media Influencer Semi-Passive Side Hustles 15. Start A Blog 9. Build An Online Course or Guide 10. Sell An E-book 11.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

JULY 31, 2023

The first job I had was at a family-owned media company outside of Chicago, in the west suburbs of Chicago. RITHOLTZ: Well, “The Wall Street Journal” is part of a family-owned media company. And it was day by day from the seat of, it was the month that the economy shut down. I graduated in ’09. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

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. 00:01:29 [Barry Ritholtz] I I, I try not to butcher people’s names, but let’s talk a little bit about your, your background.

Numbers 144

Numbers Management Banking Marketing 144

The Big Picture

MAY 16, 2023

I know him from Lindzonpalooza from his early media work. So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up. How did that come about?

Media 284

Media Investing Investments Valuation 284

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. You know, all of these things.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So 5% funds rate, what does that do to the economy? I’ve just been a little bit surprised that the Fed, etcetera, has not been trying to address this because how has it become so vigorous on pressing monetary policy when it — well, what is really happening in the real economy? SIEGEL: Yeah. So two questions.

Numbers 144

Numbers Investing Investments Marketing 144

The Big Picture

AUGUST 23, 2022

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. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. Btu the one thing I could do is go to the media. It is $2 billion on the ship.

Government 318

Government Banking Numbers Investing 318

The Big Picture

AUGUST 22, 2023

RITHOLTZ: So let’s take that basic concept and apply it to online, where you have social media and all sorts of trolling activities and you end up with conspiracy theories like QAnon. RITHOLTZ: “Hashtag Republic Divided Democracy In The Age Of Social Media”, that one? So that’s the logic. It was first called “Republic.com.”

Economics 245

Economics Media Government Numbers 245