Barry Ritholtz

AUGUST 15, 2023

So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury. So you say, “Well, we need to invest. How would you have done?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. I only took, you know, three accounting classes and I’m, you know, I, I don’t think I’m your person.

Investments 103

Investments Marketing Transportation Finance 103

Barry Ritholtz

FEBRUARY 13, 2023

But since you mentioned getting return on the risk you take, how do you think about duration when the three-month Treasury is more or less the same or better than the 10-year? Russia and Ukraine account for 12 percent of the calories in the world. RITHOLTZ: We’ll talk a little bit about the inverted yield curve later.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

JUNE 27, 2023

Not only did he serve on the Brady Commission looking at the ’87 crash, but his history of investing and trading and public service, both at the Fed and the Chicago Board of Trade and Treasury Department, really unparalleled, as well as just a pretty amazing track record as an investor and trader. What did you find? RITHOLTZ: Right.

Math 56

Math Risk Management Profit and Loss Marketing 56

Barry Ritholtz

JULY 31, 2023

They don’t let the reporters into the fun stuff, but it’s a bunch of CEOs with Steven Mnuchin, the Treasury Secretary, and they’re all yakking about this, the big theme that year, as it often has been since then, was environment, ESG, and they’re all talking about the kind of corporate babble that you hear at these things.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

DECEMBER 12, 2023

Joel Tillinghast : Well, okay, G, when he was six, my grandfather, who was a bookkeeper accountant at a textile mill died and my grandmother was a second string violin at the Providence Symphony Orchestra, which didn’t pay well then, and I suspect didn’t pay well now. And I was a math nerd as a kid. Tell us about that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

MARCH 12, 2024

We participated in that with treasury and FHFA and the regulators, the White House. Really, the professional is the one got a hold accountable 00:59:38 [Speaker Changed] At this point. And I was always good at math and, and I had been writing code since I was in the sixth grade. So in fixed income terms, that’s a lot.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

JUNE 20, 2023

In fact, I think Secretary of the Treasury at the time said the market will work out these things and they will not become a problem. MORGENSON: Flat tax, he was also for medical savings accounts and health savings accounts. Let’s just let the market take its course. And so, you know where you stand.

Healthcare 56

Healthcare Finance Marketing Retail 56

Barry Ritholtz

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. 00:14:23 [Speaker Changed] Well, if I get 5% in the money market, why am I’m gonna leave cash in a savings or a checking account? Plus, you know, take everything into account. So at that point, I had a pretty big career.

Economics 56

Economics Marketing Forecasting Numbers 56

Barry Ritholtz

NOVEMBER 15, 2022

If you’re in Europe right now, for instance, and you open up an account it Ftx.De, which is you know FTX is European business in Germany. NADIG: Well, I mean, there’s like TLT, with the big Treasury funds, LQD and HYG. They’re not even owning the long Treasuries or any of that stuff. RITHOLTZ: Beat the 10-year.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

MAY 16, 2023

RITHOLTZ: That’s called single entry accounting. There was not much accounting to do except how many months we have left before we have to call Fred for more money. So this is the math that I applied. So think about this, do the math. The books are pretty easy to do Quicken. Oh, we burned 30 grand. Do you sell it?

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 107

Marketing Treasury Banking Profit and Loss 107

PYMNTS

MAY 31, 2020

New Treasury Department Interim Final Rules for the program, issued shortly before Memorial Day, are also much more technical and complex than initially anticipated. Critics say that means the average SMB owner will need a lawyer, an accountant or an advanced math degree to figure out what portion of a loan to submit for forgiveness.

Math 52

Math Auditing Treasury Accounting Firms 52