Barry Ritholtz

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. Within the investment bank. And I did a lot of options math, which I thought was interesting.

Investments 59

Investments Economics Marketing Benchmarking 59

The Big Picture

JULY 1, 2025

I took a lot of math classes. I couldn’t give up math in computer science. Velina Peneva : So when I was a junior in college, I tried to get an internship and I was looking at the typical paths of consulting or banking. It was the best from the investment banking teams. But for me, this was not an option.

Investments 59

Investments Economics Valuation Marketing 59

Barry Ritholtz

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. So I got to know banks a little bit. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998.

Investments 119

Investments Banking Numbers Advertising 119

CFO News Room

DECEMBER 17, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. And while Buffett was naturally gifted in math, he was initially scared of public speaking. Team Kitces. Adam is an Associate Financial Planning Nerd at Kitces.com.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

AUGUST 29, 2023

They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? And 87% of our active fixed income funds have outperformed their benchmarks on a three year basis against their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And I was a math nerd as a kid. And Bank of America called me and said, would you like to be director of research and strategy? The s and p 500 has underperformed his fund by 3.7%

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. So I, I did a math degree at Oxford, which is more pure math. It’s just math stick to it over long periods of time. The second is excess returns.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. 00:03:11 [Speaker Changed] Yeah, we started out, I started on banking, the two year banking program, which merchant banking was the group I was in.

Numbers 59

Numbers Investments Marketing Leverage 59

Barry Ritholtz

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. And at the time, you know, we used the deal code system and on Wall Street the banks were telling me, this is nonsense, we don’t even talk about it with investors. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. There is alpha. RIEDER: Right.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

Barry Ritholtz

MAY 21, 2024

The transcript from this week’s, MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America , is below. They got bought by Bank America. And I think you will also, with no further ado, my discussion with Bank of America’s Savita. I’m kind of in intrigued by the idea of philosophy and math.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. So, so you, you start out credit analyst at Century back in Bank and Trust prior to getting an MBA, what was it like being a credit analyst in the 1980s? He, he was a president of a small bank enterprise bank up in Lowell.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. And I, and I really like the application of math and statistics and computer science to markets. And so we, we get this contract written and I go off to grad school assuming I would go work at a big bank doing sales and trading in some quant role.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

OCTOBER 3, 2023

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, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. We did not have the strongest West Coast banking presence. They run outta liquidity.

Marketing 112

Marketing Banking Treasury Profit and Loss 112