Barry Ritholtz

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Kids that have an interest in investing.

Investments 56

Investments Finance Education Leadership 56

Barry Ritholtz

SEPTEMBER 7, 2022

What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank? Let me jump to all my favorite questions we ask all of our guests, starting with what did you do to keep yourself entertained during the pandemic?

Communication 117

Communication Marketing Math Technology 117

Barry Ritholtz

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. What’s keeping you entertained? Starting with what are you streaming these days?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 1, 2022

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., What an incredible technology investment if they can pull this off.” There’s a whole bunch of investment functions there.

Technology 130

Technology Planning Investments Leverage 130

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

Investments 103

Investments Marketing Transportation Finance 103

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. 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. Her name is Kristen Bitterly Michell.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

JUNE 6, 2023

We’d rather dream about having 10 million then start investing $100 a week. If anything, it’s even more relevant because now low cost, long term investing makes sense, et cetera, et cetera. RITHOLTZ: Dining, entertainment, things like that. Have I managed my asset allocation and my investment fees? SETHI: Yes.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

MAY 30, 2023

I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. RITHOLTZ: Wow, that’s amazing. RITHOLTZ: Yes.

Economics 56

Economics Education Profit and Loss Banking 56

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Investments 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

JUNE 27, 2023

The transcript from this week’s, MiB: Peter Borish, Tudor Investments & Robin Hood , is below. 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. I’m single.

Math 56

Math Risk Management Profit and Loss Marketing 56

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. We’d love some diversity.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Things get worse at one of the companies that I’ve invested in. Let, let’s start with your background.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, so Bill, bit of a germaphobe, but he, you know, in mid-February, he has been reading, he’s a voracious consumer of, everything’s kind of a funnel to him and internalizes it in these investment theses.

Treasury 52

Treasury Economics Retail Entertainment 52

PYMNTS

JANUARY 16, 2017

Other options for live entertainment and other circus competitors had beaten them to that punch by devising experiences less dependent on animal acts to scintillate the crowds. in math or economics to see that this data is just plain wrong. So was reinventing itself, it seemed. Meaning, even more stores will close. THE EYES DON’T LIE.

Retail 53

Retail Math Sales Numbers 53

Barry Ritholtz

JUNE 20, 2023

This wasn’t a mom-and-pop investment. That’s a real estate investment trust that is a Blackstone entity. Now, They have seized on healthcare as a huge industry to really dive into, to invest in. Today, that’s changed. It’s really attracting a lot of retail dollars. How is that working out?

Healthcare 56

Healthcare Finance Marketing Retail 56

PYMNTS

JULY 14, 2017

FanDuel decided to merge with DraftKings last November, because we believed that this deal would have increased investment in growth and product development, thereby benefiting consumers and the greater sports entertainment industry. Amazon Prime Day: Good stats, indeed, for the annual Prime Day.

Advertising 40

Advertising Math Startups Forecasting 40

Barry Ritholtz

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Starting with what’s keeping you entertained these days? What sort of advice would you give to a recent college grad who is interested in a career in either investing or economic research? So at that point, I had a pretty big career.

Economics 56

Economics Marketing Forecasting Numbers 56

Barry Ritholtz

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

SEPTEMBER 26, 2022

Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. And frankly, it’s proven to be important again now as we’re investing, because policy is becoming much more of a front and center issue for more and more companies. CASE: Those are both growth stage investments.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

Barry Ritholtz

APRIL 2, 2024

So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things. Am I getting right?

Healthcare 56

Healthcare Economics Math Education 56

Barry Ritholtz

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. RITHOLTZ: Interesting. RITHOLTZ: Right. NADIG: Yeah.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

MAY 16, 2023

How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. LINDZON: So now the one lucky investment that I made, and it was a dumb investment, much like the dumb investments people made in ’21. So in 1999, I invested in this.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? CLYMER: So he actually invested as early as 2015. FOWLER: That was a good investment, by the way. It kept everybody entertained. He gave me his Omega Speedmaster, which is a really nice watch.

Retail 64

Retail Advertising Numbers Economics 64

Barry Ritholtz

AUGUST 22, 2023

So if you get a group of people who tend to think, you know, we ought to invest in X, take your pick. We ought to invest in X. If that’s the average view, but I’m starting to convince myself, by the way, to invest in soap companies, which is probably not necessarily right, let’s put it that way. Soap companies.

Economics 98

Economics Finance Investments Numbers 98