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As retailers, payments providers and consumers prepare for the coming 5G world, there remain concerns about how well that mobile network technology will protect consumer privacy and security. 5G Security Holes? As well, the 21-page report found that 5G “security goals are underspecified,” among other problems. Government Role?
Or sometimes they don’t and, so, your healthcare worker may have different types of plans versus your tech-company worker. I literally have clients that have 6, 7, 8 retirement plans that we have to work through. So, that’s a different type of level of service. And then they may also have stock options. ” Right?
SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s much more about security selection and a relatively static portfolio construction. SEIDES: So it’s Hartford HealthCare. RITHOLTZ: Sure.
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. And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product.
So that’s the math. For example, in healthcare, which we were talking about earlier, right? Like a lot of eff in efficiencies in healthcare, well, you know, somebody’s gonna come up with a solution to kind wr out that inefficiency, okay? It’s not secure. You know what I’m saying?
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. BRYANT: So money, unlike math, money is highly emotional.
Take healthcare, the healthcare really is going to require systems level change to really revolutionize how we think about our health. Some of the key partners you need in the healthcare space are big hospitals like Mayo Clinic in Minnesota, or Cleveland Clinic in Ohio, or Johns Hopkins in Maryland, or MD Anderson in Texas.
So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. And so whenever we build a portfolio, we think about every security has a tail to it. Was that the basis?
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.
I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. What was the career plan?
So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. RITHOLTZ: So, you and Putin’s interests appear to be aligned at least in the beginning in the ’90s then a few years go by and suddenly, you’re declared a national security threat.
But it allowed me to go into the healthcare vertical straight out of Stanford. It could be from looking at how social security reform or looking at homelessness in California, or thinking about the age issue in Japan. Now we’re starting to come out of that now, but that math is still nowhere near where it needs to be.
Deficits can be used to accomplish big things like, you know, repairing crumbling infrastructure, improving our healthcare education systems and, and so on and so forth. Wasn’t the Excel spreadsheet error, which changed their math. I’m buying mortgage backed securities and treasuries and I’m hoping it does something.
Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. So you mentioned half math, half Shakespeare. Let’s talk about the math side. Ivanka said, oh no, you don’t have to be able to do math to do real estate 00:20:13 [Speaker Changed] Or investing for that math.
I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. 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. And that’s sort of the math. RITHOLTZ: Sounds dry and tedious, but.
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. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem.
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. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division.
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.
And whether they were producing new ideas about the economic analysis of law or new ideas about what freedom means or new ideas about the securities law, it was like, it was electric. SUNSTEIN: In Chicago, and it was about social security law and anti-poverty law. It was like Paris. And that was one of my courses. RITHOLTZ: In Chicago.
California attorney Harmeet Dhillon has emerged as the MAGA favorite to challenge McDaniel, who secured commitments from more than 100 of the RNC’s 168 voting members earlier this month. Job cuts at hospitals may seem counterintuitive given the nation’s widely known shortages of healthcare workers.
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