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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. An instructive war story : During the mid-1990s, a grad school buddy took a senior job at a tech startup that came with lots of stock.

Investing 264
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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

Perhaps they have some founder stock from a startup. But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. To help us unpack all of this and what it means for your portfolio Let’s bring in Meb Faber He’s the founder and chief investment officer of Cambria.

Taxes 130
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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

I took a lot of math classes. I couldn’t give up math in computer science. So it felt like going from a well-established company to a startup. So the mandate that I had to set up was selecting private equity funds, co-investments, secondaries to put into Swiss three’s portfolio. at Wellesley.

Investing 144
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15 Recession-Proof Businesses That Thrive in Any Economy

Clever Girl Finance

If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! You dont have to be managing million-dollar portfolios either. They aren’t likely to get rid of the person who knows the numbers.

Economy 69
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Transcript: Jonathan Clements

The Big Picture

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. That’s exactly right.

Investing 144
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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? You’re starting a firm, you hem you know, like any, any startup you have, you have pluses and minuses and you, you hem and haw and you do different things. Absolutely. So that, that’s kind of how it began.

Numbers 144
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Transcript: Brad Gerstner

The Big Picture

Brad Gerstner is a founder and investor in technology startups. And he had a little startup RV company called Forest River. But one of the things I learned in that first startup, I had two guys on the two investors who were not traditional venture capitalists. What can I say? Once again? I have an extra special guest.

Investing 246