The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. 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.

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Assets Management Portfolio Investing 143

Carson Wealth

MARCH 2, 2023

When a portfolio is down significantly, you’ll need to cash out more shares to arrive at the same amount of income, and it can be tough to recover from the loss of those assets. Cleaning up your balance sheet and erasing high-interest debt is essential to avoid putting excess strain on your portfolio. Contact us today.

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Retirement Taxes Financial Advisor Accounting 98

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. So I was at Harvard.

Valuation 130

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David Nelson

NOVEMBER 27, 2023

Do the math S&P 500 Top Performers Bloomberg Data 25% of the S&P 500 is up more than the index this year. Constructing a portfolio that keeps you in the game is better than not playing the game at all. There are always exceptions and of course some did outperform. 60% of the index is positive year to date.

Investing 52

Investing Investments Math Management 52

Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon.

Marketing 57

Marketing Marketing Retirement Investing 57

The Big Picture

SEPTEMBER 19, 2022

WENGER: Well, we reserve a lot of funds for follow-on, and we have a very sort of, I think, sophisticated reserves methodology that we’ve honed over many funds cycles now, where we actually built kind of a Monte Carlo analysis of the portfolio to see how much money we think we need to keep in reserve. RITHOLTZ: Fair. RITHOLTZ: Sure.

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Valuation Investing Investments Engineering 296

Carson Wealth

FEBRUARY 5, 2024

The economy created 353,000 jobs in January, surprising to the upside. Job gains continue to support income growth, which in turn supports consumer spending and the overall economy. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook.

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Marketing Marketing Economy Manufacturing 97

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. RITHOLTZ: Right.

Banking 143

Banking Economics Economy Business Planning 143

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

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. And she was like, “You should come down and talk to some people at Vanguard.”

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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 143

Economy Numbers Portfolio Marketing 143

David Nelson

NOVEMBER 20, 2023

God forbid the economy, or the consumer were strong. Outside of energy that mindset rained on just about every sector of the economy last year. Unfortunately, small companies are generally more tied to the economy. They need an economy that is picking up steam, not one that may finally be rolling over. Do the math.

Economy 52

Economy Retail Sales Math 52

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. ADMATI: Yes.

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Banking Government Insurance Taxes 198

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … obviously, the United States, the global economy. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. RITHOLTZ: Right.

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Clients Wealth Management Investing Investments 290

The Big Picture

JANUARY 24, 2023

So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down. RITHOLTZ: So it’s different math then I need 100x winner versus 99? I don’t have — coming from a family business, we say we don’t have portfolio theory. KLINSKY: Well, I mean, they can get out of hand.

Investing 259

Investing Investments Numbers Banking 259

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios.

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Clients Investing Investments Management 154

Good Financial Cents

FEBRUARY 10, 2023

You can become a tutor in almost any subject, but science and math are two of the most profitable niches. Food or Package Delivery The gig economy has revolutionized everything from how we order food to the way we get around. You can invest in residential and commercial property portfolios, even if you are new to real estate investing.

Advertising 101

Advertising Media Food Management 101

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

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

Investing 52

Investing Investments Valuation Accounting 52

Good Financial Cents

JUNE 25, 2023

Ad Diversify your portfolio with Cryptocurrency Investments. Anyone with an Internet connection can participate in the cryptocurrency economy. Ad Create your cryptocurrency portfolio today Public has a variety of features that make it the best place to start trading. Ads by Money. We may be compensated if you click this ad.

Investing 75

Investing Investments Accounting Commission 75

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 worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period.

Assets 259

Assets Investing Investments Management 259

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.

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Recruitment Engineering Investing Investments 143

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 95

Economy Economics Math Banking 95

The Big Picture

JUNE 27, 2023

By the time you got to ’87, right, the futures were five years old, people thought there was going to be portfolio insurance, that there was going to be this massive, always liquidity that you could stay longer stocks and that you could sell futures against it. And so it’s one of these things that math works.

Math 143

Math Risk Management Management Marketing 143

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. 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. So, so let’s talk a little bit about the state of the economy today. Your side hustle.

Economy 143

Economy Clients Economics Banking 143

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

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? They make it super easy to passively invest in ETFs, and are rounding out their portfolio of services to get you access to your money seamlessly.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

JUNE 20, 2023

Now, they do have to disclose in their statutory filings with the insurance regulators how much of their investment portfolio in the insurance company is related transactions or related stocks or bonds or mortgages or whatever. MORGENSON: And so, he buys this portfolio of junk bonds. Or does that happen? MORGENSON: That does happen.

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Insurance Healthcare Retail Medicine 143

The Big Picture

MARCH 12, 2024

So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

Management 270

Management Assets Portfolio Investing 270

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. So here’s the math, Barry. You all have phones.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. ” RITHOLTZ: Right.

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Media Investing Investments Valuation 281

Brown Advisory

AUGUST 1, 2018

Though insurance produced an unusual underwriting loss in 2017, it provided $114 billion in investable float, which partially funds Berkshire’s $314 billion investment portfolio. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Though insurance produced an unusual underwriting loss in 2017, it provided $114 billion in investable float, which partially funds Berkshire’s $314 billion investment portfolio. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets 52

Assets Investing Investments Insurance 52

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 143

Numbers Investing Investments Marketing 143

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. And this had an unbelievably positive affect on the value of my portfolio.

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Government Banking Numbers Investing 315