Remove Math Remove Medicine Remove Valuation
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Transcript: Steve Case

The Big Picture

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. Recently, more recently, a company in Chicago called Tempus, it got a big data precision medicine to help people who are diagnosed with cancer. The math never seems to work out.

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? I, you know, I, I do do the math when I, when I do some of my, my chats with the younger folks on the, on the team and I say, okay, real growth inflation term premium, you see this thing, it’s been zero or negative for the last 15 years.

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Transcript: Jeremy Siegel + Jeremy Schwartz

The Big Picture

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. SIEGEL: Right. RITHOLTZ: Right.

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