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. New York is number one. Two reasons.

Investments 57

Investments Math Risk Management Benchmarking 57

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.

Valuation 118

Valuation Investments Marketing Technology 118

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. But he was wonderfully successful in the insurance environment.

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., But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

Barry Ritholtz

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. RITHOLTZ: What’s some of the economic sectors within that area? SHAW: Yeah.

Investments 57

Investments Finance Education Numbers 57

CFO News Room

DECEMBER 20, 2022

Because I know a number of firms that do have some amount of 401(k) business do have a wealth offering and have struggled to figure out how to systematically or efficiently get clients to switch over, or move over, or cross over when it’s appropriate for them to do so. Michael: Interesting.

Education 130

Education Planning Numbers Securities 130

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, yeah. Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 130

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. And so, that can move the numbers, as well. And so, that can move the numbers, as well. Where do you derive your numbers from? Is this an internal analysis process?

Restructuring 130

Restructuring Planning Marketing Accounting 130

PYMNTS

MARCH 27, 2019

In order for delivery services to leverage subscriptions to keep their services competitive, they must offer models that benefit customers as well as restaurants and merchants, according to Jack Ruth, head of subscription for DoorDash’s subscription service , DashPass. The Math Behind DoorDash’s Subscription Service.

Math 44

Math Economics Leverage Numbers 44

Barry Ritholtz

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

Investments 103

Investments Marketing Transportation Finance 103

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 …. BITTERLY MICHELL: Not in leveraged, no, not at all, give more ….

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And we have a great team in Asia and Europe.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

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. 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.

Investments 110

Investments Restructuring Profit and Loss Finance 110

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. These are big numbers.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. RITHOLTZ: So like the 40 percent number, what are the odds of this happening? Stocks usually make 10 percent a year, and don’t hold me to any of these numbers. What you’re going to earn on that money is an important number.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. So we built, we did that for a lot of the markets.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. Barry Ritholtz: You know, the last time you were here, that number was something like 35 times. Before we get into the details of your career and and your work, how on earth is anyone ranked number one for 43 consecutive times?

Economics 57

Economics Marketing Forecasting Numbers 57

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

Barry Ritholtz

JUNE 20, 2023

That’s a shocking number. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. RITHOLTZ: Really, that’s a big number. It’s very hard to, you know, getting numbers on this stuff, they really don’t want to help. They knew the numbers.

Healthcare 57

Healthcare Finance Marketing Retail 57

Barry Ritholtz

NOVEMBER 15, 2022

I have lots of different ways I can get that number to go up. It’s still a fairly small number. 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.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. It just tells you.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Investments 57

Investments Marketing Numbers Finance 57