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Crafting Strategic Visions with Roger Castle

CFO Talks

His approach involves working backward from desired outcomes, such as an EBITDA goal or exit valuation, and breaking these down into actionable steps and KPIs. He worked with a manufacturing client whose turnover grew from 100,000 per month to over 500,000 per month in just seven years. Then we ask, how do we get there?

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Data Update 7 for 2025: The End Game in Business!

Musings on Markets

Profitability - Absolute and Relative While we may all agree with the proverbial bottom line being profits, there seems to be no consensus on how best to measure profitability, either from an accounting or an economic perspective. With operating margins, you are getting a handle on economies of scale.

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Navigating the Trade War: How Private Equity and CFOs Can Brace for Impact

E78 Partners

manufacturing, global trade could fragment into new blocs, though thats a slow burn given Americas consumer clout and tangled supply chains. His teams floated everything from a 20% flat rate to tailored reciprocal hikes, and the outcome hinges on how much economic pain everyoneU.S. Trumps unpredictability adds a wild card.

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Transcript: Apollo’s Torsten Slok

Barry Ritholtz

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economics 101
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Transcript: Christine Phillpotts, Ariel Investments

Barry Ritholtz

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. Christine Philpots. 00:01:37 [Speaker Changed] Thank you for having me.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Barry Ritholtz

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. We learned everything, you know, across from accounting to auditing to, to tax and valuation. It seemed like the perfect match of asset and liabilities until real estate valuations bottomed out.

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Data Update 5 for 2025: It's a small world, after all!

Musings on Markets

I am no expert on exchange rates, but learning to deal with different currencies in valuation is a prerequisite to valuing companies. The political and economic developments of the last decade may signal the arrival of a new world order, though no one in quite sure whether it will be better or worse than the old one.