Barry Ritholtz

MAY 6, 2025

Bachelor’s in Humanistic philosophy and an MBA from Wharton Finance. Sander Gerber : Well, actually I was good at math. I think that I use my philosophy background much more than my finance background because it really gives you a different view on the world. Everyone in finance has, he won the Nobel Prize.

Profit and Loss 57

Profit and Loss Risk Management Marketing Banking 57

CFO News Room

FEBRUARY 6, 2022

Rising interest rates can hit their valuation. At TreasuryDirect.gov , where TIPS may be purchased at monthly auctions with funds from a linked bank account, the securities’ updated value after auction can only be measured with a one-by-one data search for each note or bond and some challenging math. Eric Jacobson. How are TIPS priced?

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Treasury Securities Valuation Math 130

PYMNTS

MAY 27, 2016

trillion, the trustee hired to find the missing loot has concluded two things: that the $500 million valuation of the missing bitcoin is accurate, and that he’s been able to find only $91 million of it. A rather implausible amount, since, at the moment, experts believe that there are only $7 billion bitcoins in circulation.

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Math Currencies Corporate Finance Valuation 41

Barry Ritholtz

FEBRUARY 6, 2024

And then at some point after my PhD school studies, we could get into that if you like, but I kind of decided to switch and finance was kind of what was available for me at that point. 00:05:02 [Speaker Changed] So, so how does the transition to finance take place? How did you, how did you find your way to both finance and GMO?

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Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Heather Brilliant : I worked at Bank of America and, and they had a wonderful corporate finance training program. But there’s always gotta be some element of the valuation really being compelling. But maybe second to valuation as a primary consideration.

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Investments Valuation Concentration Marketing 57

Barry Ritholtz

NOVEMBER 21, 2023

It was about $170 million valuation. He’s probably never done a down round of financing in the last 10 years. So here’s the math, Barry. 00:59:32 [Speaker Changed] So, so in late 21, 20 22, valuations had gotten a touch frothy in, in both the public and the private markets. 00:33:48 [Speaker Changed] 17%.

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Investments Marketing Startups Accounting 98

Barry Ritholtz

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. What’s the finance industry like in Spain? I had the chance to be part of some very interesting transactions in the banking space.

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Investments Marketing Numbers Risk Management 62

Barry Ritholtz

AUGUST 15, 2023

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. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 19, 2022

RITHOLTZ: So it just seems like the healthiest way to think about what is unavoidable, yet so many people within the world of finance, kind of dance around it, try not to deal with it. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit.

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Valuation Investments Marketing Technology 120

Barry Ritholtz

AUGUST 20, 2024

And so transition like many people did in my generation into finance. Camp as you, you’ve had a fairly entrepreneurial background, not just in finance over the past decade or two, but you founded or co-founded value add software in the 1990s. Similar, 00:02:48 [Barry Ritholtz] Similar story. It was VisiCalc and Lotus, right?

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Concentration Marketing Valuation Investments 67

Barry Ritholtz

MAY 9, 2023

I didn’t really know much about the world of finance. So how do you then go from tax and audit practice to finance and investing? Quote, “The world of finance isn’t as complicated as newcomers expect. In order to compete and win in so many things today in finance, you have to be super specialized.

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Investments Banking Numbers Marketing 117

Barry Ritholtz

AUGUST 29, 2023

So, started examining opportunities in finance, real estate and insurance. RITHOLTZ: You know, what’s really interesting is everybody tends to think of Wall Street and investing and finance in terms of the investing side. A lot of people in finance have been saying it’s difficult to find people in this environment.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

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Valuation Investments Economics Marketing 62

CFO News Room

DECEMBER 17, 2022

Among those who do not, the perceived cost was the most common reason given (38%), followed by not having enough money (33%), having a financial situation simple enough to handle on their own (27%) and enjoying handling their finances themselves (17%). And while Buffett was naturally gifted in math, he was initially scared of public speaking.

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Planning Education Investments Benchmarking 130

Barry Ritholtz

OCTOBER 17, 2023

They’re also owned by a foundation, something that’s rather rare in the finance industry. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. They have a truly unique approach to investing.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

OCTOBER 21, 2024

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. Why don’t you just switch over to finance? I mean, it certainly was a indoctrination into the world of finance. 00:02:16 [Speaker Changed] Me too.

Numbers 57

Numbers Investments Marketing Leverage 57

Barry Ritholtz

FEBRUARY 13, 2023

You graduate Emory University with a degree in finance. No, I’m — RITHOLTZ: You beat me by an hour, RIEDER: You know, I think, I would say to young people who come into the business, you know, why are you coming into finance? You know, whereas, parts of credit card, auto finance are more attractive. Probably not.

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

Barry Ritholtz

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. Is there financing 00:47:41 [Speaker Changed] For that? Should you respond to it?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

MAY 21, 2024

SAVI is one of these women in the world of finance who is a powerhouse. She is one of the few people who combine quantitative investing with behavioral finance. I’m kind of in intrigued by the idea of philosophy and math. They’ve completely accepted me for who I am as the dark, you know, dark art of finance person.

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Finance Marketing Numbers Investments 57

Barry Ritholtz

MARCH 21, 2023

This is like quant finance circa 1990. And this doesn’t create a 10 Sharpe ratio, but a holy grail of quant finance is to try to find two things that, on average, make money that hedge each other. But plenty of valuation measures, it has no applicability for price-to-sales. RITHOLTZ: Bill Sharpe. ASNESS: Bill Sharpe.

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Profit and Loss Valuation Forecasting Investments 67

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. I’ve known you for forever and over the course of most of that time, your work has really operated at the intersection of finance and media. You know, I’m just a retail Yahoo finance kind of guy. RITHOLTZ: Right.

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Leverage Investments Valuation Marketing 113

Barry Ritholtz

JUNE 30, 2024

The firm specializes in litigation finance, which is non-correlated with equities. She leads the company’s 50-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation & investment committees and board of directors. Before co-founding Legalist at 20, Eva studied economics at Harvard College.

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Math Concentration Benchmarking Valuation 57

Barry Ritholtz

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

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Math Marketing Treasury Valuation 57

Barry Ritholtz

OCTOBER 31, 2022

He’s just charming, as is Jeremy Schwartz is one of the smartest people you meet in finance, just a thoughtful, intelligent person who really understands what value is about, how to find investments that will outperform the broader markets with less risk, less volatility. And they have some fascinating things to say. SIEGEL: Right.

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Investments Marketing Numbers Finance 57

CFO Talks

MAY 13, 2025

Price with Discipline – Not Emotion Valuation is where many deals derail. You stay grounded in the math. If you’re consolidating two finance teams, set the tone early – structure, roles, reporting lines. Internally, your finance team will look to you for certainty. Its a financial x-ray.

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Mergers and Acquisitions (M&A) Budgeting Leadership CFO 52

Barry Ritholtz

JANUARY 7, 2025

How, how different is the UK finance from the US and start the startup mentality? And I imagine the same is true vice versa, when a US company goes to the uk, at least outside of finance, finance seems to have found, found a foothold in Europe from the us. 00:18:19 [Speaker Changed] Nylon. Why the big cultural differences?

Valuation 52

Valuation Investments Marketing Math 52

Barry Ritholtz

NOVEMBER 25, 2024

You get a, a BS in computer science from Cornell, a master’s in computational finance from Carnegie Mellon. And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. Corey Hoffstein : Absolutely not really.

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Leverage Investments Marketing Math 57