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

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 So ethically, I think it applies everywhere. Here’s another example.

Insurance 59

Insurance Clients Financial Advisor Math 59

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 remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Clients 154

Clients Investing Investments Management 154

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. WEINSTEIN: In terms of many things.

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

JULY 19, 2022

And so, I write about it both — I do know, the simple maths about it how you can double shop ratios for uncorrelated strategies and then remind that it’s really difficult to find for uncorrelated strategies in long-only world. I refer to the savings glut. Don’t sacrifice your ethics, that integrity matters.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? But there were a lot of other purveyors of watches that really were not super, super ethical folks. But I think what Jeff is referring to is really a decade later, when quartz really kind of came in.

Retail 164

Retail Insurance Advertising Numbers 164

The Big Picture

NOVEMBER 15, 2022

RITHOLTZ: You know, it’s funny because financial conferences, and maybe conferences in general, everything is based on an academic model, and people took the big lecture halls out as their frame of reference. I read all those academic papers, I understand where the math comes from. It’s how math works. NADIG: Right.

Management 270

Management Assets Portfolio Investing 270