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. What kept you entertained during the pandemic?

Investments 59

Investments Math Risk Management Benchmarking 59

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like the idea of kind of urban planning. Urban, urban planning.

Investments 105

Investments Marketing Transportation Finance 105

Barry Ritholtz

JUNE 6, 2023

I said, yes, I plan to. RITHOLTZ: Dining, entertainment, things like that. So first, none of these people, they don’t track their spending, there’s no budget, there’s not even the mental buckets of, I’m going to spend this much on entertainment and this much on rent. It’s much deeper than math.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. What’s been keeping you entertained either video or audio? Learn math, learn history. So I was at Harvard.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

NOVEMBER 21, 2023

So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up. What’s keeping you entertained these days?

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. So it generally is something that we plan as we see it coming and really try to collaborate with our clients so that we can appreciate where it may create a challenge for no reason. How far out do you plan it?

Investments 59

Investments Valuation Concentration Marketing 59

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. And so my plan was actually to quit and not do anything and figure out what my next step was.

Mergers and Acquisitions (M&A) 52

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

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. It’s just entertainment.

Investments 52

Investments Benchmarking Marketing Treasury 52

PYMNTS

NOVEMBER 16, 2020

However, a highly effective vaccine that doesn’t require specialized transportation or storage might change the math on distributing the substance more widely and quickly. percent – “strongly” plan to get vaccinated. The cohort of those planning to skip the vaccine is more heavily comprised of younger consumers.

Transportation 92

Transportation Math Entertainment Planning 92

Barry Ritholtz

MAY 13, 2025

I want to talk about your time at Vanguard, but before I do that, bachelor’s in finance, MBA from Villanova Finance always was the career plan. So there’s a whole succession planning. What’s keeping you entertained 00:38:42 [Speaker Changed] On the, what am I watching? That’s what it kinda looks like.

Investments 52

Investments Leadership Communication Construction 52

CFO News Room

NOVEMBER 17, 2022

At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession. business goals!

Planning 130

Planning Numbers Math Marketing 130

Barry Ritholtz

FEBRUARY 17, 2025

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. And I did a lot of options math, which I thought was interesting.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? So I made a plan to get out of there.

Investments 59

Investments Finance Education Marketing 59

PYMNTS

OCTOBER 25, 2016

“Natural language generation has a long way to get before it’s even comprehensible — let alone entertaining,” said Bennett. But as an entertainment asset, it was pretty weird and not even close to ready for prime time.”. Bennett said: “If you look under the hood of AI, it’s all made of rather mundane math.”.

Entertainment 71

Entertainment Math Startups Planning 71

Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. What’s been keeping you entertained?

Investments 119

Investments Banking Numbers Advertising 119

Barry Ritholtz

NOVEMBER 15, 2022

And I literally just started putting adjectives and nouns on piece of paper, trying to figure out like how do I describe the work that I think I should be doing, and that hopefully, people find at least entertaining, if not valuable? I read all those academic papers, I understand where the math comes from. It’s how math works.

Investments 111

Investments Finance Marketing Math 111

Barry Ritholtz

MARCH 27, 2023

Was that where you plan to go? By the way, you show the math in the book very, very easily and understandable for those who may not be as mathy, which is basically a giant fund collecting 2 percent is much better than a smaller fund that’s killing it, but they’re not starting out with a lot of assets. MIELLE: Right.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Marketing Valuation Investments 69

Barry Ritholtz

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Economics 59

Economics Education Profit and Loss Banking 59

Barry Ritholtz

JUNE 18, 2024

She has a, a fascinating career, and the new book is really interesting that basically teaches people to, you know, take control of their own careers, develop a vision and a plan, and then execute it. Was there any sort of career plan there? I didn’t really have a career plan. I could buy the plan.

Entertainment 59

Entertainment Investments Math Advertising 59

Barry Ritholtz

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? And that’s why with AltFinance, you know, this is a long-term plan. What’s been keeping you entertained post lockdown? I love what those guys are doing in terms of sports and entertainment. SHAW: Well, it’s pure geometry.

Investments 59

Investments Finance Education Numbers 59

Barry Ritholtz

JULY 4, 2023

What were your early career plans? ” 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.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

AUGUST 29, 2023

And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it. So what was challenging for me was like, actually, when we moved to the US when I was seven years old, I was always good with math, but my English was below average.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

SEPTEMBER 10, 2024

Was investing always the career plan? So that’s the math. Starting with tell us what you’re streaming, what, what’s keeping you entertained these days? Let’s, let’s talk a little bit about your background. You get A B, BA from University of Michigan [Go Blue!], MBA from Kellogg at Northwestern.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

JANUARY 24, 2023

RITHOLTZ: So it’s different math then I need 100x winner versus 99? It’s the big Canadian asset plans. Tell us what you were watching during the lockdown, what kept you entertained? We’ve never had a business — again, go out of business or not paying interest payment. KLINSKY: Yeah. RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

MAY 6, 2025

What was the career plan? Sander Gerber : Well, actually I was good at math. Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. What, what’s keeping you entertained? I don’t have an MBA from Wharton.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

Barry Ritholtz

OCTOBER 21, 2024

What was investing always the career plan? I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. So there’s a, there’s a, a whole planning that goes on in terms of when you launch different funds.

Numbers 59

Numbers Investments Marketing Leverage 59

Barry Ritholtz

SEPTEMBER 26, 2022

The math never seems to work out. CASE: Well, when we decided to do a road trip, we planned this for more than six months in advance. All right, so let’s jump to our favorite questions that we ask all of our guests, starting with, tell us what kept you entertained during the pandemic? How long does each entrepreneur get?

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

Barry Ritholtz

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. Full disclosure, my firm uses Orion as part of our tech stack and managing the four and a half or so billion dollars we have. When would you do it?

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And the division that I was in was below plan. 00:31:27 [Speaker Changed] So, so it sounds like you start out planning on holding to these stocks for a long time. What’s kept you entertained these days? And the value line has all these statistical patterns. That was real money.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. Because the more that you create the news, if you think about it, if you’re a big CEO, CFO and think about CapEx spend, long-term hiring plans, do I need to have the Fed as one of the risk factors in? How are we doing in literacy versus math versus science?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

Barry Ritholtz

MARCH 12, 2024

Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home. We ask all of our guests starting with what have you been entertained with these days? And so that’s, that’s where we’ve been. It’s fascinating.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

APRIL 8, 2025

Tell us what, what the career plans were. We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. Let’s assume that we are administering a stock plan for a large corporate client. Lisa Shalett : Not at all.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. What was the career plan? Well, there was no career plan really. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. 00:01:48 [Savita Subramanian] Yeah. I loved White Lotus.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

JULY 15, 2024

Was finance always the career plan? I started out math and, and physics, and in high school I was a rock star in math and physics. And then on the institutional side, we do, of course, all private pensions, sovereign wealth funds, public pensions, taf, Hartley plans, insurance, all of that. Matt Eagan.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

JANUARY 7, 2025

What was the original career plan? How does what’s happening with rates, impact endowments and pension plans? In the UK there was a move away from holding UK assets by the UK pension plans. Now we’re starting to come out of that now, but that math is still nowhere near where it needs to be.

Valuation 52

Valuation Investments Marketing Math 52