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

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. And big consumer and healthcare. Learn math, learn history. It’s great to be here. 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

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. SEIDES: I was independent.

Investments 52

Investments Benchmarking Marketing Treasury 52

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. It’s a genuine planning issue for anybody thinking about their financial future. Barry Ritholtz : I’m happy to have you.

Investments 52

Investments Leadership Communication Construction 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 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. You begin in audit practice at KPMG.

Investments 119

Investments Banking Numbers Advertising 119

Barry Ritholtz

NOVEMBER 22, 2022

Also, healthcare is really popping up. Nashville and Atlanta are two very large healthcare hubs. And so you need strong healthcare to meet the needs of the population. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? I know nothing about healthcare. SHAW: Well, it’s pure geometry.

Investments 59

Investments Finance Education Numbers 59

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

SEPTEMBER 10, 2024

Was investing always the career plan? So that’s the math. For example, in healthcare, which we were talking about earlier, right? Like a lot of eff in efficiencies in healthcare, well, you know, somebody’s gonna come up with a solution to kind wr out that inefficiency, okay? MBA from Kellogg at Northwestern.

Valuation 64

Valuation Investments Economics Marketing 64

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

SEPTEMBER 26, 2022

Take healthcare, the healthcare really is going to require systems level change to really revolutionize how we think about our health. Some of the key partners you need in the healthcare space are big hospitals like Mayo Clinic in Minnesota, or Cleveland Clinic in Ohio, or Johns Hopkins in Maryland, or MD Anderson in Texas.

Mergers and Acquisitions (M&A) 69

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

Barry Ritholtz

JANUARY 24, 2023

You executed a $4 billion IPO for your Avantor life sciences company, the largest healthcare-related IPO I think in history, is that true? So life science supplies, healthcare, IT, managing wind and solar farms, niche software, and consumer, different things like that. It’s the big Canadian asset plans. KLINSKY: Yeah.

Mergers and Acquisitions (M&A) 105

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

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. Healthcare, education, not hugely cyclical, not interest rate sensitive. How are we doing in literacy versus math versus science? RITHOLTZ: So let’s talk a little bit about BlackRock. You said BlackRock absorbed R3. I don’t think so. Where are we?

Mergers and Acquisitions (M&A) 59

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

PYMNTS

JULY 6, 2020

He told investors that he plans to drive more than 50 percent of future sales through digital channels. In May, I made the case that we were witnessing what math geeks call a jump discontinuity, a sharp and distinct break from the past and an irreversible shift — a quantum leap — to something new.

Retail 103

Retail Sales Math Healthcare 103

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.

Finance 59

Finance Marketing Numbers Investments 59

PYMNTS

JANUARY 12, 2021

The new guidelines, according to a Trump administration official speaking anonymously, will aim to break the distribution bottleneck reportedly created by limiting early rounds of vaccine to healthcare workers and nursing home residents. Instead, they plan to continue shopping, ordering and paying for food online.

Healthcare 54

Healthcare Math Communication Planning 54

CFO News Room

JANUARY 3, 2023

What NASA does really blows my mind in part because I’m a words person, not a math and science person. Sadly, it’s prevalent across the globe right now, and my experience over the last couple decades has been that every industry believes that they are the worst, that unfortunately it is bad in so many places.

Leadership 100

Leadership Math Healthcare Numbers 100

Barry Ritholtz

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And he came up with a plan in late 2003 to solve this problem with the oligarchs and what he did was there was one oligarch in particular who was the richest oligarch. They said, seven years.

Investments 128

Investments Math Banking Profit and Loss 128

Barry Ritholtz

JANUARY 7, 2025

What was the original career plan? But it allowed me to go into the healthcare vertical straight out of Stanford. 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. There’s not that many participants.

Valuation 52

Valuation Investments Marketing Math 52

Barry Ritholtz

MARCH 17, 2025

What, what was the original plan Stephanie Kelton : To be a dentist. Deficits can be used to accomplish big things like, you know, repairing crumbling infrastructure, improving our healthcare education systems and, and so on and so forth. Wasn’t the Excel spreadsheet error, which changed their math. Trillions of dollars.

Budgeting 59

Budgeting Economics Math Numbers 59

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. And that’s sort of the math. HOFFMAN: Contingency planning here was brutal. We’ll get into that in a minute. What led you into this area?

Treasury 52

Treasury Retail Economics Entertainment 52

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.

Leverage 116

Leverage Investments Valuation Marketing 116

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. We started on that plan in December of 16. We went out, we got Shahir hired, you know, but then you’ve gotta go out and hire people in the healthcare space.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

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. RITHOLTZ: The last landed gentry in America are tenured professors, I’ve heard someone say.

Economics 98

Economics Finance Investments Numbers 98

CFO News Room

DECEMBER 16, 2022

So the gruff 81-year-old is planning to be a chair who can do both: embrace his activist roots while also working across the aisle on incremental gains that could actually become law. Job cuts at hospitals may seem counterintuitive given the nation’s widely known shortages of healthcare workers. 1* has taken over. Stay safe out there!

Math 130

Math Education Management Consulting Healthcare 130

Barry Ritholtz

NOVEMBER 12, 2024

And within five minutes of getting off the planet, I had no real reporting plan. I mean, other countries, I mean, Canada is not, you know, seething with anti-trade sentiment to the extent that it is in the US because they have national healthcare there. We Right, we don’t have national healthcare. I do the math.

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104