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. I mean, I can’t tell you how, to your point, that flywheel between moving up market into institutions feeds your self-directed business. We’ll, we’ll get into that in a little bit.

Mergers and Acquisitions (M&A)

The Big Picture

JULY 15, 2025

But before we get to that, let’s start with Bachelor’s in economics from Hamilton, MBA from NYU. And a friend of mine who had gotten fired from this economic consulting firm, got a job at Chase Econometrics, IDC, and said, you have to come over here. Barry Ritholtz : I’m, I’m thrilled to have you. Absolutely.

Investments

Barry Ritholtz

MAY 7, 2025

Bill Bernstein : I’ll give credit to a guy you may have heard of named Frank Armstrong, who was one of the early efficient market passive indexing advocates. I couldnt figure out where it came from; so I worked out the canonical math. I’m not gonna be a stock picker, or a market timer. Indexings is an admission.

Finance

Barry Ritholtz

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. They will earn that market return less, whatever they’re paying. 00:12:21 [Speaker Changed] You get the markets return. Surprise, surprise.

Investments

Barry Ritholtz

FEBRUARY 17, 2025

Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. She’s a boots on the ground type of investor who focuses and specializes in emerging market value. What makes that style of investing so interesting and different is simply market inefficiencies. Christine Philpots.

Investments

The Big Picture

AUGUST 13, 2025

Barry Ritholtz :  Wall Street relies on data: Economic releases, quarterly earnings performance comparisons, but it’s really easy to get tripped up by all of this math. Obviously, BLS and BEA and Fred have a very long track record, but what factors do you consider when you’re looking at a source of economic data?

Math

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

The Big Picture

JUNE 16, 2025

I wanna, I want to get into some of the details before we start talking about markets and investing. Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. So you’re a proponent of modern portfolio theory and the efficient market hypothesis. I, I’ve had enough of that.

Math

Barry Ritholtz

MAY 6, 2025

That experience those two things combined to really create a kind of unique perspective on the world of markets, on the world of risk, and on the world of models. Sander Gerber : Well, actually I was good at math. And it helped him emotionally to trade better because he realized that mother markets was gonna be right.

Profit and Loss

The Big Picture

JUNE 2, 2025

He is also on the Federal Open Markets committee and is responsible for a variety of Richmond Fed Tech technology and bank supervision. He’s a super intelligent, thoughtful guy, very well versed in business economics and monetary policy. But I wouldn’t have made that transition if I hadn’t been an economics major.

Forecasting

Barry Ritholtz

NOVEMBER 23, 2024

New York Times Magazine ) • Wall Street Math Wizards Are Decoding Private-Market Returns : A small band of quants is shining a light into the shadowy world of unlisted assets. Washington Post ) but see Who Is to Blame for Inflation, 1-15 : The world is complex, and it is rarely (if ever) one causal factor driving economic events.

Concentration

Barry Ritholtz

JANUARY 5, 2025

Drop Site ) Americas Health Insurance Grinches: A Scathing Indictment of Market Economics : The countrys flawed insurance model, driven by greed, leads to inefficiency, inequality, and denied care – a colossal scam that has sparked fury across the nation.(

Math

CFO News Room

NOVEMBER 13, 2022

If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.

Budgeting

PYMNTS

NOVEMBER 10, 2020

In this case, the “cake” is the improved performance and economics that many banks experience when they update systems that in some cases have been in place since the 1950s. “On On average, our customers will see a 20 percent lift in approvals and a 30 percent reduction in charge-offs just by deploying better math,” de Vere said.

Credit Risk

Barry Ritholtz

MAY 1, 2023

Barron’s ) • The Bear Market’s Survivors Share Their Biggest Lessons : With the S&P 500 in the longest bear market since 1973, individual investors maneuver differently from just months ago. But most of all, it was just simple maths according to Druck. The easy part is over. The first was don’t lose money.

Math

Nerd's Eye View

APRIL 12, 2023

Additionally, certain types of Monte Carlo analyses were found to be more error-prone than others, including a Traditional Monte Carlo approach using a single set of Capital Markets Assumptions (CMAs) applied across the entire plan, and a Reduced-CMA Monte Carlo analysis, similar to the Traditional model but with CMAs reduced by 2%.

Forecasting

Global Finance

SEPTEMBER 9, 2024

This sentiment is echoed by AI Now, a research institute, which asserts that “AI is now firmly positioned as a critical strategic technology for the geopolitical and economic ambitions of nation-states.” This can deliver benefits: China’s increasing dominance of the electric vehicle market, for example,” Rogoyski explains.

Economics

CFO News Room

JANUARY 3, 2023

They are far less concerned about how well students learn to read, write, and do math than with turning them into zealous advocates for their pet causes. A regular columnist for Forbes.com, Leef was book review editor of The Freeman, published by the Foundation for Economic Education, from 1996 to 2012.

Education

PYMNTS

SEPTEMBER 4, 2020

Consumer sales grew 14 percent compared with the first half of 2019 and the brand’s global market share increased. Toy industry sales increased by 9 percent in the first half of 2020 across the 12 global markets tracked by The NPD Group. Global revenue for the first half of the year grew 7 percent to $15.7 Operating profit was $3.9

Math

CFO News Room

NOVEMBER 18, 2022

In an interview with Lynn Parramore of the Institute for New Economic Thinking, Nomi Prins takes up and extends the argument that she has made over a series of books, that central bankers are ever-more administering policies that are good for the markets but very bad for the real economy and real people.

Banking

Barry Ritholtz

JULY 24, 2024

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. You can know everything about math and data and markets, but if you don’t control your sense of greed and fear and you’re managing uncertainty in your behavior, none of it matters. None of it matters.

Math

PYMNTS

FEBRUARY 1, 2021

We may be catching a glimpse of economic life beyond the pandemic. Added Michael Miebach , Mastercard CEO, current trends echo the past: “What we've seen in previous challenged periods in terms of economic outlook. The Congressional Budget Office said on Monday (Feb. in a downturn, debit is. generally preferred.”

Math

CFO Thought Leader

SEPTEMBER 29, 2024

In the mid-2000s, the world’s attention increasingly began to focus on Asia, attracted not just by the region’s rapid economic growth but also by the 2008 Beijing Olympics. It was within this atmosphere of excitement and potential that Joey Wong made a very pivotal career decision. Having grown up in Los Angeles after her family […]

CFO

Barry Ritholtz

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market? Can a New One Succeed?

Treasury

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. This role allowed me to drive substantial business results and foster growth across 27 diverse markets, each having a unique set of challenges.

Finance

PYMNTS

MARCH 27, 2019

DoorDash’s main challenge has been building a loyal consumer base that regularly taps into its service, especially as it sought to enter a market that already featured established providers. The Math Behind DoorDash’s Subscription Service. We wanted to make sure the economics did work, that we were profitable on every single delivery.

Math

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). Revenue is inflows that increase economic wealth. Expenses are outflows of cash that decrease economic wealth. Examples of nonprofit expenses: Rent. Office supplies.

Nonprofit

The Charity CFO

MARCH 21, 2024

For example, over the last 10-12 years, the economic environment has been rather friendly. In essence, because the economic environment has been favorable, a non-profit can take time figuring out where the group wants to spend its time. Let’s take the concept of marketing channels for example.

Nonprofit

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments

Barry Ritholtz

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. market volatility. Cheap stocks on the mend is a really interesting way to look at the market because essentially the market is saying, “Yeah, that stock is very, very cheap, but we think it’s probably too cheap.”

Investments

PYMNTS

JUNE 13, 2016

Of course, there will be some time to work out the kinks, Tobias Dengel, CEO of WillowTree, told Mobile Marketer , but that should still leave most merchants in a similar or better position than before. The math will essentially be what is the potential lift in buyers versus the 15 percent cost,” Dengel said. “We

Retail

PYMNTS

OCTOBER 26, 2017

If these people were offered something more palatable, what kind of economic opportunity would that open for them? The market also fails to capture the notion that people expect to earn more as they progress through their careers, said Rosenberg. It’s not worth it for markets and banks,” he said. These are lost opportunities.”.

Math

PYMNTS

MARCH 17, 2017

Evans, chief economist and founder at Global Economics Group, and a quartet of CEOs sat down to discuss how commerce has been wending its way speedily across borders. People like to believe algorithms are neutral — and purely rational mathematical deductions — when, in fact, they are man-made models codified by math.

Math

PYMNTS

OCTOBER 3, 2017

CEO Ola Okeshola – is the simple fact that access to capital for small businesses has dried up significantly since the Great Recession, as banks have either gone out of business or lost interest in lending to that sub-segment of the market. That’s the good news: There is a large, hungry and addressable market out there.

Math

VCFO

DECEMBER 10, 2021

You can do your own math on what this will mean to you. There is significant debate on the causes with two [mainstream] competing theories – Keynesian and Monetarist Economics. Consider your pricing and adjust rates now and regularly to match market actions. What does that do to your profitability? What is Inflation?

Currencies

PYMNTS

JUNE 14, 2019

The news follows big next-day delivery announcements from both Walmart and Amazon — in a week where both retailers had a lot of news about repositioning themselves in the market and reporting some pretty major changes. Big Debate Of The Week: Did Amazon’s Estimated Online Market Share Just Drop? market share. market share.

eCommerce

CFO News Room

DECEMBER 27, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Obviously that’s dropped a little bit this year with the market. Michael: Yeah, markets doing what markets are doing, AUM numbers more volatile than they were in the past year or two.

Mergers and Acquisitions (M&A)