Barry Ritholtz

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.

Investments 111

Investments Profit and Loss Education Advertising 111

Barry Ritholtz

AUGUST 15, 2023

SEIDES: No, you’re right about the securities. The challenge is unlike the S&P 500, hedge funds sit in a box that has underlying credit risk from prime brokers. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s part of their own tax planning.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? And that’s how we created the securities division. We now had the securities business.

Marketing 108

Marketing Treasury Banking Profit and Loss 108