Nerd's Eye View

APRIL 3, 2024

Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.

Economics 68

Economics Marketing Valuation Profit and Loss 68

PYMNTS

FEBRUARY 22, 2019

were to materially worsen, the risk from these exposures would rise appreciably and indirect risks could begin to have greater bearing on banks’ creditworthiness, especially if mitigating actions prove difficult to implement,” the report said. All in, the leveraged loan market in the U.S. has risen to over $2 trillion.

Leverage 46

Leverage Credit Risk Valuation Banking 46

PYMNTS

DECEMBER 10, 2016

The consumer credit market has huge potential — trillions and trillions of dollars — and I wanted to ride that winner. Stock prices opened at $15 but popped pretty immediately thereafter, shooting up 56 percent by the end of the first day — and locking Lending Club’s valuation in at $8.5 banks at the time.

GAAP 73

GAAP Compliance Valuation Auditing 73

Barry Ritholtz

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. It was 16 hour days and it was six or seven days a week, but you really got to learn the financial markets there. So we looked at, at corporates, we looked at mortgages, we looked at credit cards.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

Barry Ritholtz

AUGUST 29, 2023

So from a client strategy, marketing standpoint, and then overseeing the investment team. So a variety of risk meetings, a variety of economic meetings. 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.

Investments 52

Investments Benchmarking Valuation Construction 52

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) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

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?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52