Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like the idea of kind of urban planning. Urban, urban planning.

Investments 105

Investments Marketing Transportation Finance 105

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. RITHOLTZ: Did he, was he going to have you at the annual meeting?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

MAY 13, 2025

I want to talk about your time at Vanguard, but before I do that, bachelor’s in finance, MBA from Villanova Finance always was the career plan. It’s part of our whole, you know, portfolio construction methodology. Really thinking about is first is there a role for privates in their portfolio construction?

Investments 52

Investments Leadership Communication Construction 52

Barry Ritholtz

AUGUST 20, 2024

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. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Marketing Valuation Investments 69

Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark. DAVIS: That’s exactly it.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

NOVEMBER 15, 2022

You need to be more constructive because Dow 57% is a fantastic reset.” 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. I read all those academic papers, I understand where the math comes from. It’s how math works.

Investments 111

Investments Finance Marketing Math 111

Barry Ritholtz

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Economics 59

Economics Education Profit and Loss Banking 59

Barry Ritholtz

JULY 4, 2023

What were your early career plans? ” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

JUNE 18, 2024

She has a, a fascinating career, and the new book is really interesting that basically teaches people to, you know, take control of their own careers, develop a vision and a plan, and then execute it. Was there any sort of career plan there? I didn’t really have a career plan. I could buy the plan.

Entertainment 59

Entertainment Investments Math Advertising 59

Barry Ritholtz

OCTOBER 21, 2024

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. So there’s a, there’s a, a whole planning that goes on in terms of when you launch different funds.

Numbers 59

Numbers Investments Marketing Leverage 59

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 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

MAY 6, 2025

What was the career plan? Sander Gerber : Well, actually I was good at math. Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. They were so poorly constructed, they were destined to fail.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. Because the more that you create the news, if you think about it, if you’re a big CEO, CFO and think about CapEx spend, long-term hiring plans, do I need to have the Fed as one of the risk factors in? How are we doing in literacy versus math versus science?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

Barry Ritholtz

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. Do you, do you still have any? Sean Dobson : I have one in my office now. That’s awesome.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

APRIL 8, 2025

Tell us what, what the career plans were. And so that opened a whole new world for me in thinking about asset allocation and thinking about advice and thinking about active and passive constructions together, thinking about alternatives. Let’s assume that we are administering a stock plan for a large corporate client.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

MAY 16, 2023

But anyway, it was a beautifully constructed stress ball called the Grip. And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine.

Leverage 116

Leverage Investments Valuation Marketing 116

The Big Picture

JUNE 2, 2025

What was the original career plan? And when I went there I was gonna be a lawyer and I was gonna major in mathematics and I took my freshman year math and that all went great. And it turned out that half of that class had been the US National Math team and they had all competed internationally and they knew stuff I didn’t.

Forecasting 52

Forecasting Economics Marketing Math 52

Barry Ritholtz

AUGUST 22, 2023

So I thought, you know, I was in the Justice Department, I clerked for the Supreme Court, I had career plans, and the idea of just sitting in an office and thinking, what ideas do I have, that didn’t feel really like living. And it was a bonfire of thinking, in a constructive, bonfires destroy, Tribe didn’t destroy anything.

Economics 98

Economics Finance Investments Numbers 98

Barry Ritholtz

NOVEMBER 12, 2024

And within five minutes of getting off the planet, I had no real reporting plan. I do the math. We do see a real construction boom. They want to hear, well, what’s your backup plan? I pulled off the road from the airport headed to where I was staying, and there was a tile shop. So are you making it in Mexico?

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104