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. Those have compounded over the centuries and have managed to amass a huge amount of, of capital. We meet with management twice a year.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. 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

Abnormal Returns

NOVEMBER 27, 2024

sherwood.news) Fund management How a portfolio manager allocates trades matters. sherwood.news) Microstrategy ($MSTR) math doesn't math. on.ft.com) Economy Corporate profits stalled out in Q3 2024. (axios.com) Markets are, for now, shrugging off tariff threats. governments.

Math 147

Math Portfolio Management Portfolio Media 147

The Big Picture

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We have a very robust economy. We’ve re levered the economy, if you will, where the leverage of the private sector, the household sector, the corporate sector that got us into the great financial crisis that’s been healed.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

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. I think it’s not just new economy chip purveyors, but it’s also the companies that buy the chips and become better.

Numbers 147

Numbers Banking Management Marketing 147

The Big Picture

JULY 15, 2024

If you are at all interested in fixed income, how you assess bonds, how you evaluate the economy, the market, what the fed’s gonna do, what clients want, how to assess risk in credit markets, well then you are gonna really enjoy this conversation. That’s where the economy was at that point. But those guys are great, right?

Portfolio 147

Portfolio Banking Management Portfolio Management 147

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 Banking Government 59

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Hustle was managing institutional right assets. Your real business is having the best perspective of what is happening this moment in the economy. He helps portfolio managers make sense of the world. Your side hustle. Not, not useful.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JULY 31, 2023

And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy. It’s kind of apparent some of these industries are going to be the first to really succumb to an economy shutting down. Did they self-selected?

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 3, 2024

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. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 147

Math Marketing Marketing Engineering 147

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 97

Economy Economics Math Banking 97

The Better Letter

JANUARY 2, 2025

As always, I lead with Wall Street, the markets, and the economy, the objects of my day job. William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. 2024 wasn’t any different.

Management 103

Management Marketing Marketing Economics 103