CFO News Room

DECEMBER 15, 2022

accurately comparable) industry benchmarks to compare themselves with, so that the fees they charge for the services they provide are in alignment with what they are actually worth. Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy.

Math

Barry Ritholtz

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. For example, you can see what’s the biggest drawdown, how long did it last, how long and how often did a strategy beat its benchmark, and by what magnitude. market volatility.

Investments

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments

Barry Ritholtz

NOVEMBER 21, 2023

That companies were gonna scale faster, that there was gonna be a lot of information flow that you could extract out of venture into the public markets and vice versa. I had an appetite for both the public markets and the venture markets. I started thinking about public market investing. That’s exactly right.

Investments

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. Everything associated there too.

Investments

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Investments

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And we like the fact that as you point out, they tend to work at different parts of the market cycle. a year, way over both.

Valuation

Barry Ritholtz

SEPTEMBER 3, 2024

And it was a very rigorous program and I learned so much from classes that I never thought I would find exciting, like marketing. Maybe there’s a substantial marketing efficiency there. I’d say it also depends on how low you go in terms of market cap, right? So what do you use as a benchmark for the large cap fund?

Investments

Barry Ritholtz

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: Yeah.

Investments

Barry Ritholtz

AUGUST 29, 2023

So from a client strategy, marketing standpoint, and then overseeing the investment team. And the reality is that, we know that’s very difficult to do and outperform the broader market. Let’s talk a little bit about the Vanguard Total Market Index. So a variety of risk meetings, a variety of economic meetings.

Investments

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. How firms can best leverage their internal data to improve the number of client referrals they receive.

Planning

Barry Ritholtz

AUGUST 20, 2024

Why don’t we just have a conversation in the studio about his beef with passive, why he thinks it’s a structural threat to the market? And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years.

Concentration

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. And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting.

Investments

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 a function of log normal returns that we see in, in stock markets. Sounds easy.

Investments

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. So again, so it came back out to the market and it held on to all the pieces except Danaher. They’d say it’s a crap market.

Benchmarking

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. And I was intrigued by the markets at the time, in the mid eighties, you had a lot of stuff going on in terms of the merger boom.

Numbers

Barry Ritholtz

JULY 29, 2024

Ah, I was just a BA and I was fortunate enough to have a marketing internship at Caesar’s World, which is what I did to work myself through College 00:03:17 [Barry Ritholtz] Caesars World is what? And so I started in marketing, active trader marketing, and then I fell in love with the active trader segment of the market.

Investments

Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets. RIEDER: Yeah.

Mergers and Acquisitions (M&A)

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. I 00:13:35 [Speaker Changed] Met him at a, a, a Market Technician’s Association. What was the career plan? Oh, nice event.

Finance

Barry Ritholtz

JULY 15, 2024

If you are at all interested in fixed income, how you assess bonds, how you evaluate the economy, the market, what the fed’s gonna do, what clients want, how to assess risk in credit markets, well then you are gonna really enjoy this conversation. The young constraint typically does not have a benchmark.

Investments

Barry Ritholtz

MARCH 21, 2023

So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum. Because, you know, there’s this constant fight in academia, if you believe something works, does it work because markets are efficient in its compensation for risk, or for behavioral reasons?

Profit and Loss

Barry Ritholtz

JUNE 30, 2024

By virtually every benchmark, in fact, we’re exceeding growth expectations. Washington Post ) • Wall Street’s Hottest Lottery Ticket: Zero-Dated Options : Bets on market moves have taken off with these options. In reality, the U.S. economy has been growing consistently for 2 years, even after accounting for inflation.

Math

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing

Barry Ritholtz

NOVEMBER 25, 2024

He, he does some really, really interesting research and gets deep into the weeds on things like market structure, liquidity cascades, what really drives returns, how much should you be focused on alpha versus beta. And I, and I really like the application of math and statistics and computer science to markets.

Leverage