The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people.

Retail 130

Retail Banking Math Management 130

Sara Grillo

JUNE 12, 2023

If it says “variable” in the name of the product, they are required by law to produce this cost information. If it is indexed or universal, they are not required but they should be able to produce this information. Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Better Letter

MAY 23, 2024

” As ever, information is cheap while meaning is expensive. Despite what some academic types may claim , the idea that math is subjective is more than a little bit nuts. Truth about what matters most – love, morality, ethics – seems either elusive or nonexistent. Our understanding is full of gaps. The most fun.

Ethics 90

Ethics Math Accounting Numbers 90

The Big Picture

JUNE 6, 2023

Stanford BA Information and Society with a minor in psychology, a master’s in social psychology and interpersonal processes. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. I go, good information has nothing to do with time.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. Maths has a long half-life and a DCF correctly done accounts for inflation. We inherently prefer actual cash flow.

Investing 52

Investing Investments Valuation Accounting 52

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. I was employee number 10. RITHOLTZ: Which is really a pretty big number.

Clients 150

Clients Investing Investments Management 150

The Big Picture

JULY 4, 2023

It’s really giving them information and perspective they don’t already have. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. These are not people who are typically looking. How big of an advantage is that going in? RITHOLTZ: Wow.

Management 140

Management Recruitment Numbers Banking 140