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. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 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 wasn’t that typical person that did a number of, you know, internships during the summer, had that …. It was at Bank One, at the time. BITTERLY MICHELL: … was — no, no.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

MARCH 27, 2023

It’s a matter of making better decisions and being more profitable. 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. RITHOLTZ: It’s alpha. MIELLE: It is money.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? RITHOLTZ: Put up your losses in advance.

Math 57

Math Risk Management Profit and Loss Marketing 57

Barry Ritholtz

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. ASNESS: Some of the things like betting against beta, quality or profitability, carry strategies were additions over time. Meaning, low beta stocks have kept up with high beta stocks, which in the simplest theory, they’re not supposed to.

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. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. They announced a $640 million loss and ouch. And 00:28:03 [Speaker Changed] That’s an amazing number. So I took that. That was real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

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

APRIL 2, 2024

Really, the work he’s done on inequality came after the Nobel Prize based on a book him and his wife put out, and a number of papers. He is so knowledgeable about so many unusual areas in economics. But when I got to Cambridge, you know, the math was sort of serious there. He wrote, what, what can I say?

Healthcare 57

Healthcare Economics Math Education 57

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. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Starting at the beginning of the administration in 2017.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million.

Investments 126

Investments Math Banking Profit and Loss 126

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