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At the Money: Meb Faber on Tax Aware ETFs

Barry Ritholtz

(December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Tell us what a concentrated position is.

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Best Financial Innovation Labs 2025

Global Finance

Financial Services Company Labs (Working With External Startups and Scaleups) Many FIs host labs nurturing outside startups. Since its inception, the lab has worked with more than 100 startups, helping them integrate their products into banking use cases. Wenov’s WeLab experiments with emerging technologies.

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Cash Flow Management Tips Every Entrepreneur Needs to Ensure Financial Stability and Growth

KG Virtual CFO

Cash flow represents the net movement of money into and out of a business, reflecting its ability to fund operations, invest in growth, and meet obligations. Accurate cash flow measurement helps entrepreneurs avoid shortfalls, seize investment opportunities, and maintain working capital. Delayed receivables during slow seasons.

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Transcript: Bryon Lake, Goldman Sachs Asset Management’s Chief Transformation Officer

The Big Picture

00:02:12 [Speaker Changed] Yeah, no, you, you know, I think I had read a Warren Buffett book early on, so I loved investing, I liked watching stocks and, you know, I’d read the Wall Street Journal that was always around in the home, and so I was able to, to, to really look into that. What you put inside of it is the investment engine.

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Navigating Financial Decisions in a Fast-Paced Business World

CFO Plans

For instance, a tech startup used client revenue segmentation to identify their most profitable customer segments. A manufacturing firm, faced with multiple investment opportunities, conducted a thorough cost-benefit analysis and prioritized upgrading their production line, which offered the highest potential ROI.

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Stars Of China 2024: Innovation Nation

Global Finance

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector. Has China’s banking sector reached an innovation peak?

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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

Barry Ritholtz

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.

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