Barry Ritholtz

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Economics 56

Economics Education Profit and Loss Banking 56

Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. Very different fields.

Investments 114

Investments Banking Advertising Finance 114

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. SEIDES: I was independent.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. How are we doing in literacy versus math versus science? RITHOLTZ: So let’s talk a little bit about BlackRock. You said BlackRock absorbed R3. I don’t think so.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

JULY 4, 2023

What were your early career plans? ” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. And the division that I was in was below plan. 00:31:27 [Speaker Changed] So, so it sounds like you start out planning on holding to these stocks for a long time. Real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

PYMNTS

JULY 14, 2017

The merger was also an opportunity for both firms to get a major cost center under control — the money they spend advertising against each other. According to reports, both firms have spent hundreds of millions during football season advertising their sight against the other’s. This is déjà vu all over again.

Advertising 40

Advertising Math Startups Forecasting 40

PYMNTS

MAY 11, 2016

The Knot used math to determine its most recent average cost of a wedding in the U.S. Many companies are finding that the best way to reach millennials that are planning to head down the aisle is, by no coincidence, through their hearts — specifically, their love of technological convenience. What’s the “Real” Average Wedding Cost?

Math 40

Math Retail Advertising Planning 40

Barry Ritholtz

NOVEMBER 21, 2023

I think, you know, what we’ve, what we’ve learned about Twitter was they may have had a lot of advertisers, but I’m not sure how well it was actually working for users. I like these big advertisers, but they don’t wanna be associated with that. So here’s the math, Barry. You all have phones.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. LINDZON: No, so obviously, I did the business plan, I’m kidding.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

SEPTEMBER 26, 2022

The math never seems to work out. CASE: Well, when we decided to do a road trip, we planned this for more than six months in advance. RITHOLTZ: So let’s talk a little bit about the metrics of giving, go back 20, 30 years, and the question was sort of like advertising. How long does each entrepreneur get?

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64