Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. It provided an in-depth understanding of emerging markets including consumer needs across culture, languages, and economic landscape.

Finance 52

Finance Leadership Auditing Math 52

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. This natural progression of integrating an acquisition allows us to fully leverage Walmart’s assets for Jet, and leverage Jet’s talent for Walmart,” Lore stated. market share. Au Voir : A Farewell To FedEx And Food Delivery.

eCommerce 40

eCommerce Retail Leverage Marketing 40

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

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., Michael: So where do you think about setting that threshold just relative to your business and economics?

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 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 — 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 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. For various reasons.

Investments 59

Investments Math Risk Management Benchmarking 59

Barry Ritholtz

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value.

Investments 59

Investments Valuation Concentration Marketing 59

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. What better investment outcomes could we have by leveraging our data?

Investments 105

Investments Marketing Transportation Finance 105

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And so, they’re always getting the economic updates, or the things that we’re thinking throughout the year. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

CFO News Room

DECEMBER 20, 2022

Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. And I guess, ultimately, to me, part of the takeaway from it is… And, yes, if you really want to charge for it, there are businesses who will pay and you can run that economically viable as an education offering.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. And I did a lot of options math, which I thought was interesting.

Investments 59

Investments Economics Marketing Benchmarking 59

CFO News Room

NOVEMBER 15, 2022

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13]. The math is probably the easiest part of it. Are you mostly with retirees?

Planning 130

Planning Accounting Math Compliance 130

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. His economic principles were what inspired President Lyndon B. For instance, economics, he once said , is a useful form of employment for economists.

Retail 54

Retail Math Leverage Economics 54

Barry Ritholtz

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. is about broadening access to knowledge, capital and well-being by leveraging existing networks and protocols, and building trusted brands. It’s tiny.

Valuation 122

Valuation Investments Marketing Technology 122

Barry Ritholtz

NOVEMBER 15, 2022

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. The use case for a single stock ETF — RITHOLTZ: Leverage. It’s how math works.

Investments 111

Investments Finance Marketing Math 111

Barry Ritholtz

FEBRUARY 21, 2024

In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms and emotion. We know a little bit of math. . ~~~ About this week’s guest: David Dunning is a professor of psychology at the University of Michigan.

Math 59

Math Economics Planning Education 59

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. And so, advisors can add significant value for their clients by identifying the most appropriate retirement income strategy based on their needs and preferences, and helping them make adjustments as economic and market conditions change!

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

MARCH 27, 2023

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. 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 was really fascinating. MIELLE: Yes.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

NOVEMBER 22, 2022

The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: What’s some of the economic sectors within that area? RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker?

Investments 59

Investments Finance Education Numbers 59

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. So, you can really leverage all of the tools and you just show how much tremendous value you can add. And the reality is just no one really trains us to do this. And then we have the 0% cap.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. That’s amazing leverage. We forget that most people didn’t have the skillset around Excel, et cetera.

Concentration 69

Concentration Marketing Valuation Investments 69

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. So it’s obvious.

Investments 59

Investments Numbers Risk Management Concentration 59

PYMNTS

DECEMBER 22, 2020

They leverage DoorDash as one channel of distribution among many, not as their sole connection to the digital dining space. As Robbins pointed out, most chains have forged a reasonable and sustainable economic relationship with the marketplaces. Hence, DoorDash is their best option to access the digital consumer.

Math 102

Math Leverage Economics Sales 102

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. And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue. So it’s 10 to one, 20 to one, whatever the precisely the leverage they’re using. Economics is not a science. What was the career plan?

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

Barry Ritholtz

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. In addition to cybersecurity, there’s also the third party rule, which is, which is RIAs and investment advisors that leverage third party providers to provide services to their clients.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. You know, the leverage in the system builds. 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 then all of a sudden, sometimes violently, it recalibrates. RIEDER: Yeah. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 59

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

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 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We’ll, we’ll get into that in a little bit. 00:01:58 [Speaker Changed] I’m just old.

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. It’s sort of goes from sort of worry about the leverage to, oh, we’re not worried about it. You have more variability in the economic cycle because what inflation does is it adds uncertainty to consumers spending.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

MARCH 21, 2023

My mom was a math teacher so — RITHOLTZ: Okay. A lot of the buybacks, by the way, and you could argue leverage has its own problems, but corporate treasurer is thinking that bonds were more overvalued than stocks. He’s the genius in math. For years, my dad, it was in spreadsheet. They can raise money in debt.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Barry Ritholtz

MARCH 17, 2025

Professor Stephanie Kelton teaches Public Policy and Economics at SUNY Stony Brook. You get a bachelor’s, a BA and a BS in Economics and Business at California Sacramento, then University of Cambridge, master’s in Philosophy and Economics, then a PhD in economics at the New School. I happened to pick that one.

Budgeting 59

Budgeting Economics Math Numbers 59

Barry Ritholtz

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. This is implicitly leverage.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

JANUARY 7, 2025

00:13:05 [Speaker Changed] But you are also on the advisory board for the Stanford Institute of Economic Policy and Research. So that’s why I think doing it as an individual always gave me much more reward and also, quite frankly, economic success than doing it as a, as a fund investor. Leverage buyouts requires leverage.

Valuation 52

Valuation Investments Marketing Math 52

The Big Picture

JUNE 16, 2025

Barry Ritholtz : And footnote Roger Lowenstein, when genius failed, is so instructive, not just because of the things you are referring to, failing to learn from history, the danger of leverage and, you know, tiny inefficiencies. Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it.

Math 52

Math Finance Investments Marketing 52

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 59

Economics Marketing Numbers Forecasting 59