The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. And it worked out and had multiple job offers coming out of school from a number of different insurance companies. Also being cognizant of the tax implications of trading activity.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. But in those days, there were very tax driven investment.

Assets 259

Assets Investing Investments Management 259

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. You have the liquidity, the tax efficiency, the transparency. I was employee number 10. We have retail clients. I think, obviously, the ticker is very important, particularly for the self-directed retail client base.

Clients 154

Clients Investing Investments Management 154

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 wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … was — no, no.

Clients 290

Clients Wealth Management Investing Investments 290

Clever Girl Finance

JULY 13, 2022

If you liked math in school and have a knack for numbers, you might make a great bookkeeper. You can get your products out into the world without renting a physical retail storefront. It's a great business for women who are highly organized and can explain their organization processes easily to others.

Food 119

Food Advertising Media Clients 119

The Big Picture

MARCH 27, 2023

By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. RITHOLTZ: There’s safety in numbers. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore. The numbers are correct. MIELLE: Exactly. MIELLE: Correct.

Assets 277

Assets Investing Investments Management 277

The Big Picture

OCTOBER 10, 2023

and I don’t know if this is from the book or or my research, Forbes settled on that number. Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. But in math camp, he’s not the best. And the Undoing project.

Math 154

Math Numbers Marketing Marketing 154

Clever Girl Finance

JULY 6, 2023

Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Get your products out into the world without renting a physical retail storefront. With your own online store, you can leverage the power of the internet.

Clients 84

Clients Media License Advertising 84

The Big Picture

JUNE 20, 2023

That’s a shocking number. We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. It’s really attracting a lot of retail dollars.

Insurance 143

Insurance Healthcare Retail Medicine 143

The Irrelevant Investor

AUGUST 9, 2018

These numbers are so incomprehensibly large that they lack any meaning. In a recent Axios article, Being 30 then and now , the author wrote "In 1975, only a quarter of 25 to 34-year-old men made less than $30K per year, but that number rose to 41% in 2016." It's like saying that Pluto is 4.67 billion miles away from the earth.

Economics 52

Economics Distribution Investing Investments 52

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Retail 130

Retail Government Economy Economics 130

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. I’m assuming it’s primarily institutional and not retail. You’re actually crunching a lot of numbers.

Banking 143

Banking Investing Investments Marketing 143

Good Financial Cents

APRIL 19, 2023

The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Realty Mogul is a real estate crowdfunding platform that pools investors’ money to purchase large ticket properties (office buildings, retail space, etc.). The minimum investment is $5,000.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 2, 2024

Really, the work he’s done on inequality came after the Nobel Prize based on a book him and his wife put out, and a number of papers. 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. Am I getting right?

Healthcare 143

Healthcare Medicine Economics Numbers 143

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. 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.

Taxes 271

Taxes Banking Clients Management 271

The Big Picture

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. I have lots of different ways I can get that number to go up. It’s still a fairly small number.

Management 270

Management Assets Portfolio Investing 270

The Big Picture

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products.

Startup 164

Startup Investing Investments Numbers 164

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. Uh, Fred said to give me your number.” LINDZON: Lesson number two. And they go, what’s street.com’s number.

Media 281

Media Investing Investments Valuation 281