Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. For various reasons.

Investments 56

Investments Math Risk Management Benchmarking 56

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. But while benchmarking surveys can be helpful to see what tactics the ‘average’ firm is using, some firms might not be optimizing the use of their own internal firm data to discover ways to generate more referrals.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. But I would say generally, there’s less leverage in the system.

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. 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. You know, the leverage in the system builds. There is alpha. Where are we?

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I love statistics.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

MARCH 21, 2023

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. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

NOVEMBER 15, 2022

It seems like an easy one, but there’s a lot of missed benchmarking that goes on. We’re going to make a benchmark much easier. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. It’s how math works.

Finance 107

Finance Investments Math Marketing 107