The Big Picture

DECEMBER 6, 2022

People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities.

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The Big Picture

SEPTEMBER 19, 2022

So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant? How do you fall in that spectrum?

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The Big Picture

JULY 1, 2025

I took a lot of math classes. I couldn’t give up math in computer science. 00:32:16 [Speaker Changed] Of which half is government bonds. And we use government bonds to match liabilities. So of course, what the Fed will do impacts markets, impacts valuations, impacts interest rates. at Wellesley.

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The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. What is the government looking to achieve? That is not being reflected in valuations from a top down standpoint. How much of a risk is there when you’re investing in China that you don’t know what the Chinese government is gonna do?

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The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

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The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

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The Big Picture

AUGUST 29, 2023

DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. How durable is that shift, given how large that gap has gotten in valuation between US stocks and the rest of the developed world?

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Brown Advisory

AUGUST 1, 2019

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

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Brown Advisory

AUGUST 1, 2019

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

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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. Then the volatility and, and the valuation makes an enormous difference.

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The Big Picture

SEPTEMBER 26, 2022

CASE: Well, actually when we started in 1985, it was — the Internet was restricted to government agencies and educational institutions. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. The math never seems to work out.

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The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

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The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. They had a dispute with the government where the government claimed that they were overbilling on some cases. And the value line has all these statistical patterns.

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The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue. And that’s because the government has effectively guaranteed our banking system, which creates moral hazard. What was the career plan?

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The Big Picture

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. We’ve gathered up all the information you would need to do an appraisal.

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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. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter.

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Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. envy Jan 13, 2023 The new conservative Israeli government means Jewish activists have more support for praying at the Temple Mount. In the End, the Answer Was in the Textbook. Jan 11, 2023 Barbarians Are at Grayscale’s Gates.

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The Big Picture

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? And what’s become re levered is the federal balance sheet and the government balance sheet. But we think that that valuations are there. In a very short period of time. Which may take us twice to three times as long.

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The Big Picture

DECEMBER 1, 2024

My Sunday morning look at incompetency, corruption and policy failures: • There’s a real math problem with MicroStrategy’s obscene valuation premium : MicroStrategy is worth around 3x as much as its bitcoin holdings. The company is facing pressure on two fronts—the government and a host of new AI-powered search rivals.

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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.

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The Big Picture

OCTOBER 31, 2022

It’s a government requirement. RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system.

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