The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. 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.

Clients 162

Clients Investing Investments Management 162

The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

MAY 13, 2025

He ran our retail division and I was working for him at that time. And then I spent probably a dozen years in our retail division, whereas you mentioned I ran the, ultimately I ran the division, but I started in different roles in the division, particularly leading the advisory group before taking over. Tell us about this evolution.

Clients 130

Clients Investing Investments Management 130

The Big Picture

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. Or we do, we, we do these regular touch points and that regular communication, whether it’s to the institutional community, to the retail community, to our endowment community, whatever that might be.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

MAY 30, 2023

Because then I knew what the wholesale rate was and the retail rate. Poverty, sustenance poverty is a roof over your head, food on your table, reasonable healthcare, it’s a sustenance, the ability to sustain yourself. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics.

Banking 147

Banking Economics Economy Business Planning 147

The Big Picture

SEPTEMBER 26, 2022

But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products. Take healthcare, the healthcare really is going to require systems level change to really revolutionize how we think about our health. The math never seems to work out.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

JANUARY 24, 2023

Oil prices go up or down, you know, fashion retail goes in and out, unlike for example, selling an ingredient for pharmaceuticals, where they need the ingredient and you’re inspected by the FDA. You executed a $4 billion IPO for your Avantor life sciences company, the largest healthcare-related IPO I think in history, is that true?

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

FEBRUARY 13, 2023

Healthcare, education, not hugely cyclical, not interest rate sensitive. You know, part of why I read inventory numbers at retailers, you know, you talked about semis earlier, I think you have to think about the whole construct of what’s driving topline revenue for companies. Inflation is a hard one to think about the constants.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

JULY 31, 2023

RITHOLTZ: Retail just is nothing at all. hey, there’s no retail, order online. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. Wait, you’re selling video games in retail shops in malls? And we threw one or two overboard.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. It’s only later, or at least in the book you described it that way, it’s only later that it’s household brands and retailers and names we know. It’s really attracting a lot of retail dollars.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

MAY 16, 2023

LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. You know, I’m just a retail Yahoo finance kind of guy. And then we brought on our third partner, Gary Bennett, who had sold his company to SalesForce and we were doing a lot of enterprise and healthcare.

Media 290

Media Investing Investments Valuation 290

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. It had gone from a fairly, fairly heavy retail business to a very institutional business. No, no individual was really trading commodity features. Like Shahir is your person. Yeah, exactly.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

APRIL 2, 2024

Healthcare minimum wage. So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things.

Healthcare 147

Healthcare Medicine Economics Numbers 147

The Big Picture

NOVEMBER 12, 2024

It’s sort of funny to see a bunch of Ivy League suits who’ve never run a factory or who’ve never run a railroad or who’ve never run a, a retail shop, come in and say, no, no, you’re doing this all wrong. We Right, we don’t have national healthcare. I do the math. That’s right.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261