Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. They create the benchmark.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. I’m from a — a very small town in the middle of Pennsylvania. I was econ and kind of geeky.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. 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. And you know, I love markets. There is alpha.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

MARCH 21, 2023

RITHOLTZ: So it can be price-to-sales — RITHOLTZ: Yeah. But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. They grew more in terms of earnings, sales, cash flows.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

MAY 21, 2024

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. When all the experts and forecasts agree, something else is gonna happen. What was the career plan? That’s right.

Finance 56

Finance Marketing Numbers Investments 56

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. You’re doing a lot of math in your head on the Fly. 00:16:40 So there was a way to judge yourself.

Marketing 107

Marketing Treasury Banking Profit and Loss 107