CFO Leadership

AUGUST 12, 2021

She also led the Treasury Tax initiative at Google. She has extensive public speaking, general finance, capital markets, treasury, and tax experience. Kim Ngyuen came to the US from Vietnam to further her education and obtained her MBA with a concentration in Accounting at Albertus Magnus College.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

Barry Ritholtz

DECEMBER 12, 2023

He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. Low price stock has historically had some very large concentrated positions. You really only want to concentrate in the very high conviction companies of really superior and clearly health South was not clear.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

FEBRUARY 20, 2024

So, for example, the treasury was thinking about moving to direct deposit, but they wanted to know how much it was gonna cost them because direct deposit, they, they, they, they, the money clears, you know, sorry, almost instantly, right? So they wanna know how many days does it take a, a treasury check to get back to us.

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

JULY 31, 2023

They don’t let the reporters into the fun stuff, but it’s a bunch of CEOs with Steven Mnuchin, the Treasury Secretary, and they’re all yakking about this, the big theme that year, as it often has been since then, was environment, ESG, and they’re all talking about the kind of corporate babble that you hear at these things.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

MARCH 26, 2024

You still get these, you know, cap driven concentration problems in the market like last year. Now we have an environment wherein essentially hold to maturity risk-free treasuries and things like, you know, money market funds, a lot of money has, has gone back in that direction. Not every day, not every week.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

AUGUST 15, 2023

So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury. It’s just entertainment. We are deposits cost less than that.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 12, 2024

You’re outperforming, you’re, you’re putting up good numbers that’s on a concentrated portfolio and it’s 10, 15, 20 stocks are the drivers. What, what’s been keeping you entertained, 01:03:27 [Speaker Changed] Entertained? Real really interesting.

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Investments Marketing Numbers Entertainment 114