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. RITHOLTZ: So it’s different math then I need 100x winner versus 99? KLINSKY: Well, thank you. KLINSKY: Yeah.

Mergers and Acquisitions (M&A) 103

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

Barry Ritholtz

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. What is that? The second is excess returns.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

JUNE 6, 2023

RITHOLTZ: Dining, entertainment, things like that. So first, none of these people, they don’t track their spending, there’s no budget, there’s not even the mental buckets of, I’m going to spend this much on entertainment and this much on rent. It’s much deeper than math. SETHI: Fantastic.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

NOVEMBER 22, 2022

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” And the economics, they ultimately worked out long term.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. It’s just entertainment. What’s keeping you entertained during lockdown? How would you have done?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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 — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. And ultimately we think this is going to allow us to pursue a level of economic growth that continues to give us full employment, moderate price increases.” Tell us a little bit about what you’ve been streaming, what’s been keeping you entertained these days.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I was genuinely shocked it even happened ’cause it was so obvious, the negative economic ramifications that would lead from it. And I, I think that I kind of triangulated on it. I have no family history.

Investments 103

Investments Marketing Transportation Finance 103

Barry Ritholtz

FEBRUARY 13, 2023

RIEDER: And all of a sudden, you change the economic paradigm so darn fast. How are we doing in literacy versus math versus science? And I think they could have been — RITHOLTZ: But they’re always too late, by the way — RIEDER: Yeah, but — RITHOLTZ: — historically, isn’t that true? RIEDER: Yeah.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

MARCH 27, 2023

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. Tell us about how you saw this lack of diversity and the lack of economic mobility. And the data implies that from the 1980s forward, that kind of stopped. That really is funny.

Investments 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

JUNE 27, 2023

We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. And so it’s one of these things that math works. So as I said earlier, we really thought that there could be some economic struggles following ’87. We don’t want to participate.

Math 56

Math Risk Management Profit and Loss Marketing 56

Barry Ritholtz

JULY 4, 2023

.” 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. RITHOLTZ: Is it just inertia?

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Treasury 52

Treasury Economics Retail Entertainment 52

PYMNTS

JANUARY 16, 2017

Other options for live entertainment and other circus competitors had beaten them to that punch by devising experiences less dependent on animal acts to scintillate the crowds. in math or economics to see that this data is just plain wrong. So was reinventing itself, it seemed. Meaning, even more stores will close.

Retail 53

Retail Math Sales Numbers 53

Barry Ritholtz

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. I’d been ranked i i back in the seventies, if you can do the math.

Economics 56

Economics Marketing Forecasting Numbers 56

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. I’m going to be skeptical about analyst adjusted earnings and look to free cash flow is a confirming, but, but I also wanna see, is it one of those cases where the analyst adjustments are economically realistic or are they excuses? What’s kept you entertained these days?

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

APRIL 2, 2024

He is so knowledgeable about so many unusual areas in economics. You’re the author of 200 plus papers, six books, deaths of Despair, which you wrote with Anne Case who happens to be your wife, was a New York Times bestseller and your latest book, economics in America, an Immigrant Economist, explores the Land of inequality.

Healthcare 56

Healthcare Economics Math Education 56

Barry Ritholtz

JUNE 20, 2023

So, it’s not one of these fuzzy math situations where you don’t really know what the value of the fund is because it’s got private companies in it that are being marked by individuals who have an ax to grind in the mark. MORGENSON: And it was, so Steve was a candidate that had economic ideas, okay? RITHOLTZ: No.

Healthcare 56

Healthcare Finance Marketing Retail 56

Barry Ritholtz

NOVEMBER 15, 2022

And I literally just started putting adjectives and nouns on piece of paper, trying to figure out like how do I describe the work that I think I should be doing, and that hopefully, people find at least entertaining, if not valuable? I read all those academic papers, I understand where the math comes from. It’s how math works.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? ANNOUNCER: Geopolitical risk, changing regulation, economic uncertainty, EY can help you identify the risks that matter. It kept everybody entertained. When I was 16 years old, it was my only nice watch.

Retail 64

Retail Advertising Numbers Economics 64

Barry Ritholtz

NOVEMBER 21, 2023

So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up. What’s keeping you entertained these days?

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

SEPTEMBER 26, 2022

What’s similar is what’s happened is in the last particularly decade, more attention got focused on startups and even the government leaders, mayors and governors for decades, economic development was basically getting a big company to move their headquarters, or big company to open a factory. The math never seems to work out.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

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