The Big Picture

MAY 7, 2024

Joanne Bradford has had a fascinating career in technology, marketing and finance. It was either go drive a Frito-Lay truck or a Macy’s management program. And I sold ads to people like Hewlett Packard and Cisco when they had a hundred employees. It’s hard to navigate as an employee. I did that for two years.

Startup 141

Startup Advertising Engineering Numbers 141

The Big Picture

JANUARY 30, 2024

 The transcript from this week’s, MiB: Sarah Kirshbaum Levy, CEO Betterment , is below. 00:00:07 [BARRY RITHOLTZ] This week on the podcast, I have an extra special guest, Sarah Kirschbaum Levy, CEO of Betterment has a fascinating background in media, brand building, marketing, as well as finance. They’re now over $40 billion.

Media 141

Media Wealth Management Investing Investments 141

Brown Advisory

JANUARY 1, 2023

We think the first half of 2022 was better than any CFA programme or MBA course on valuation. We believe the best businesses solve a problem for their customer in a unique way and create enormous societal value that rewards customers, employees, suppliers and ultimately shareholders.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

AUGUST 29, 2022

This is before technology was really that great. BALCHUNAS: The employees. RITHOLTZ: … Vanguard employees. Bogle’s in Valley Forge giving the Christmas, you know, speech to all the employees. It was a thesis about, you know, how the asset management industry should be better stewards. And they …. RITHOLTZ: Right.

Assets 161

Assets Management Marketing Marketing 161

The Big Picture

OCTOBER 10, 2023

He just lays it out as he saw it, as a fly in the wall and lets you, the reader, figure it out. Michael Lewis ] 00:04:28 [Speaker Changed] There. Michael Lewis ] 00:06:28 [Speaker Changed] Do you value piles of serum and Solana and F T T and then what and who knows what the hell is inside of Alameda research.

Math 152

Math Numbers Marketing Marketing 152

The Big Picture

APRIL 2, 2024

One of the things I found fascinating in your Nobel Prize acceptance speech, for lack of a better word, you said you became an economist by accident. Now a lot of my 00:17:39 [Speaker Changed] D define genie coefficients for the, for the lay people. Well then 00:19:28 [Speaker Changed] You’re in trouble.

Healthcare 141

Healthcare Medicine Economics Numbers 141

The Big Picture

APRIL 11, 2023

DAMODARAN: Capital gains then were taxed with 28 percent. In fact, if you look at FAS 157, which lays out the principles of fair value accounting, you’re supposed to come up with the number that you can get if you sold in the market — RITHOLTZ: In the market. DAMODARAN: — when I started, you got dividends.

Valuation 286

Valuation Education Government Numbers 286