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 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. Some don’t.

Investments

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. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I love statistics.

Investments

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. What, what was the career plan? 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. Learn math, learn history. a year, way over both. Morningstar five star gold rated.

Valuation

Barry Ritholtz

NOVEMBER 21, 2023

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. So here’s the math, Barry. It’s 00:52:47 [Speaker Changed] A tough benchmark to beat. There are world class partners of ours in Silicon Valley. You all have phones.

Investments

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. So it generally is something that we plan as we see it coming and really try to collaborate with our clients so that we can appreciate where it may create a challenge for no reason. How far out do you plan it?

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. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Planning

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. A great example, you know, some of these things you can plan for and some you can’t. You begin in audit practice at KPMG.

Investments

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

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.

Investments

Barry Ritholtz

AUGUST 20, 2024

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. What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California.

Concentration

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 the division that I was in was below plan. The s and p 500 has underperformed his fund by 3.7% a year since 1989. That was real money. Real money.

Benchmarking

Barry Ritholtz

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. Full disclosure, my firm uses Orion as part of our tech stack and managing the four and a half or so billion dollars we have. When would you do it?

Investments

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. What was investing always the career plan? 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. They were down 3.8%. You know, fixed income was 15%, equities was 20 something percent.

Numbers

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. 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. How are we doing in literacy versus math versus science?

Mergers and Acquisitions (M&A)

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. What was the career plan? Well, there was no career plan really. 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. 00:01:48 [Savita Subramanian] Yeah.

Finance

Barry Ritholtz

JULY 15, 2024

Was finance always the career plan? I started out math and, and physics, and in high school I was a rock star in math and physics. They take a benchmark in that case, the aggregate index is by bar the, the most common one used. The young constraint typically does not have a benchmark. Matt Eagan.

Investments

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 started on that plan in December of 16. 00:16:40 So there was a way to judge yourself.

Marketing

Barry Ritholtz

NOVEMBER 25, 2024

Quantitative investing was, was that the plan from the beginning? And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. It was not.

Leverage