The Big Picture

JULY 15, 2025

But the heart of the firm was still on the private client side for any number of strategic reasons. And later on, we had a number of the discount brokers had come out in places like Schwab and Muriel Seabert, but I always felt they had followed Meryl’s lead to Absolutely. And the number came out and it was a blowout good number.

Investments 57

Investments Numbers Economics Valuation 57

CFO Simplified

DECEMBER 12, 2021

Cash flow forecasting. The CFO’s time is primarily spent with analytics, diving into the “whys” of the numbers, the direction of the company’s performance, the factors that bring improvement, and what that improvement could look like. You can’t improve a company by moving numbers around on the income statement or balance sheet.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

Barry Ritholtz

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. RITHOLTZ: You guys do everything from quantitative analysis to macro. TROPIN: Sure. RITHOLTZ: Easily, right?

Profit and Loss 120

Profit and Loss Foreign Exchange Valuation Marketing 120

Barry Ritholtz

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Finance 57

Finance Marketing Numbers Investments 57

Barry Ritholtz

MARCH 14, 2023

So I was hired to be the quantitative analyst. Quantitative analysis was really starting to gain momentum and everybody thought they needed a quant of one form or another. I went from being the quantitative analyst to being the manager of quantitative analysis, to being the quantitative strategist, to being the chief U.S.

Quantitative Analysis 62

Quantitative Analysis Investments Valuation Marketing 62