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.

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Valuation Investments Finance Math 52

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.

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

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Planning Numbers Math Strategic Planning 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. 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.

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Planning Communication Profit and Loss Education 130

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?

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Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

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.

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Economics Education Profit and Loss Banking 57

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.

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Investments Finance Education Leadership 57

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?

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Investments Banking Advertising Finance 116

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.

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Budgeting Entertainment Numbers Accounting 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.

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Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I love statistics.

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Investments Marketing Profit and Loss Banking 116

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.

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Investments Marketing Numbers Risk Management 61

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.

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Investments Marketing Transportation Finance 103

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.

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Investments Benchmarking Valuation Construction 52

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?

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Mergers and Acquisitions (M&A) Investments Marketing Education 57

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.

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Investments Restructuring Profit and Loss Finance 110

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.

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Investments Numbers Risk Management Concentration 57

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.

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Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. HOFFMAN: And he’s talking about, you know, the seat back entertainment should be a streaming platform, right? And that’s sort of the math.

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Treasury Economics Retail Entertainment 52

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.

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Benchmarking Concentration Investments Profit and Loss 103

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. This is déjà vu all over again. On Wall Street, investors tremble where Amazon dares to tread.

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Barry Ritholtz

APRIL 8, 2024

And he had this game plan. How did that affect your plans going forward? Tell us a little bit about the plan for launching an independent economics research 00:09:15 [Speaker Changed] Shop. I’d been ranked i i back in the seventies, if you can do the math. But he was a phenomenal person. On the ball, right.

Economics 57

Economics Marketing Forecasting Numbers 57

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?

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Investments Marketing Startups Accounting 98

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.

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Finance Investments Math Marketing 108

Barry Ritholtz

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. LINDZON: No, so obviously, I did the business plan, I’m kidding.

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Leverage Investments Valuation Finance 112

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?

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Mergers and Acquisitions (M&A) Startups Investments Healthcare 65

Barry Ritholtz

OCTOBER 4, 2022

A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. You trade back and forth and we decide on the group goal in the plan, which is what this is ought to do. ” MCRANEY: Yes.

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Entertainment Numbers Finance Math 118

Barry Ritholtz

AUGUST 22, 2023

So I thought, you know, I was in the Justice Department, I clerked for the Supreme Court, I had career plans, and the idea of just sitting in an office and thinking, what ideas do I have, that didn’t feel really like living. So it really leads to the question, what makes a form of entertainment have this sort of cultural resonance?

Economics 98

Economics Finance Investments Numbers 98