Barry Ritholtz

DECEMBER 21, 2023

It’s rooted in the idea that investors and businesses and economic cycles have regular patterns. And then I used to do those numbers by hand using the Barron’s MarketLab pages and, you know, underlining stuff and using an anti machine and all that by hand work, which was Educational. They don’t always work.

Profit and Loss 126

Profit and Loss Investments Marketing Forecasting 126

Barry Ritholtz

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Economics 57

Economics Education Profit and Loss Banking 57

CFO News Room

DECEMBER 23, 2022

We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

Musings on Markets

AUGUST 15, 2023

If you do assume that markets will price away this excess profit, you then have the basis for the models that are used to value options and other derivative assets. Not only was this an indication of how dollar-centric much of finance education used to be, but also of how much faith there was that the US treasury was default-free.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years.

Investments 111

Investments Profit and Loss Education Advertising 111

PYMNTS

MAY 22, 2020

Studies have shown that more than half of all banks recover less than 25 percent of related losses, and FIs have reported a 59 percent growth in fraud value and a 61 percent increase in fraud volume since 2015. million in losses. Employee and customer education is the first defense banks should leverage to prevent attacks, she said.

Profit and Loss 74

Profit and Loss Leverage Education Securities 74

PYMNTS

SEPTEMBER 24, 2019

Small businesses, it is often said, form the backbone of the American economy, and by the numbers that is a hard statement to argue with. Earlier this year, Visa launched She’s Next with workshops in New York, Atlanta and Cape Town, South Africa at the World Economic Forum in Africa. million people — 47.5

Education 61

Education Profit and Loss Budgeting Planning 61

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

DECEMBER 28, 2022

ELLIS: Well, it starts with one very simple proposition, nobody is making a profit. Every other investment organization got a problem that somebody is taking money out of the pot every day, every month, every year as a profit. RITHOLTZ: I’ve been educated with this book, so it’s deep in my thought process.

Profit and Loss 72

Profit and Loss Investments Marketing Sales 72

CFO News Room

DECEMBER 30, 2022

We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. One out of every three Americans said they had experienced a loss of income as a result of the pandemic. This loss can be crippling for consumers who live paycheck to paycheck or have little savings.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

CFO News Room

DECEMBER 7, 2022

Communications that include generic brand content, purely educational material, market commentary, and event sponsorship, by themselves, are not deemed to be advertisements. Disclosure regarding material or economic conditions could be appropriate, for example, during such times as the Great Recession or 2022’s inflationary environment.

Advertising 130

Advertising Marketing Communication Compliance 130

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, it’s a little bit of an educational process, but ….

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. RITHOLTZ: Interesting. It’s unique.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65

Barry Ritholtz

JULY 18, 2023

When we go back and look at the team that we had assembled in the early 2000s in the Goldman Sachs distressed trading desk, an extraordinary number of those folks went on to become partners and founders of very successful multi-billion dollar asset management firms. And it was the most profitable day of trading I’d ever had.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

MARCH 27, 2023

It’s a matter of making better decisions and being more profitable. RITHOLTZ: There’s safety in numbers. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. RITHOLTZ: It’s alpha. MIELLE: It is money.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. And it became the most profitable private equity investment ever made and — it is true. MCCARTHY: — and end up in M&A on Wall Street. RITHOLTZ: Is that true? That’s amazing.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

CFO News Room

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., In addition, SECURE 2.0 backdoor Roth conversions). SECURE Act 2.0 From SECURE Act 2.0,

Planning 130

Planning Securities Accounting Tax Planning 130

Barry Ritholtz

JUNE 13, 2023

During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class. We’re investing in profitable mid-market companies making 20 million, 25 million, 50 million EBITDA and needed capital in. I understand why.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? RITHOLTZ: Put up your losses in advance.

Math 57

Math Risk Management Profit and Loss Marketing 57

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

APRIL 11, 2023

ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. DAMODARAN: I am interested in numbers. I’m naturally a numbers person. It’s only in the last century that numbers have come to the forefront. They had the access to loss and excel really.

Valuation 115

Valuation Education Finance Investments 115

Barry Ritholtz

APRIL 2, 2024

Really, the work he’s done on inequality came after the Nobel Prize based on a book him and his wife put out, and a number of papers. He is so knowledgeable about so many unusual areas in economics. He said, there’s only one other thing for people like you, it’s called economics, Barry Ritholtz : Right.

Healthcare 57

Healthcare Economics Math Education 57

Barry Ritholtz

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 57

Economics Marketing Manufacturing Profit and Loss 57

Barry Ritholtz

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million.

Investments 126

Investments Math Banking Profit and Loss 126

Barry Ritholtz

AUGUST 22, 2023

CASS SUNSTEIN, FOUNDER, HARVARD LAW SCHOOL’S PROGRAM ON BEHAVIORAL ECONOMICS AND PUBLIC POLICY: Thank you, a great pleasure to be here. RITHOLTZ: There’s nobody in the world of economics or behavioral finance like Dick Thaler. I thought law and economics was extremely important and kind of on the right track.

Economics 98

Economics Finance Investments Numbers 98

CFO News Room

FEBRUARY 2, 2023

On Monday, the White House announced that it will let the Covid-related public health emergency declarations expire on May 11, 2023… [T]he numbers don’t lie. Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. But the Democrats weren’t finished. I don’t think it’s going to be… fun.

Advertising 130

Advertising Healthcare Profit and Loss Education 130