Barry Ritholtz

SEPTEMBER 7, 2022

What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank? MARTIN: I mean, it was incredibly interesting to watch the new retail interest in certain stocks and why they had picked certain stocks.

Communication 119

Communication Marketing Math Technology 119

PYMNTS

AUGUST 5, 2016

So sizzles all the way around – unless, of course, you’re one of the ones asking banks to invest in a real-time payments capability that does exactly the same thing. And there are a whole bunch of players that are making it their business to help retailers make an essential part of their POS. Iris Scanning.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

PYMNTS

MARCH 14, 2016

It’s secure, it’s cheap, it’s faster than a speeding bullet. They provide physical or virtual platforms (like a shopping mall) for multiple groups (like retailers and shoppers) to get together. Put yourselves in the shoes of the Revolution Money team back in 2007, pitching its platform to retailers and consumers.

Startups 43

Startups Economics Math Securities 43

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. He’s only responsible for $7.3 I think you will also.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Investments 61

Investments Marketing Numbers Risk Management 61

CFO News Room

NOVEMBER 18, 2022

If there was a transparent use for a company that had value to shareholders, they would be willing to effectively invest their money in order for that company to do what it does to grow whatever it’s growing. It’s because those billionaires are invested in markets that their wealth is propelling up so much. That’s just the math.

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 5, 2022

banks or retail brokerage firms) who want to cross-sell deeper wealth management/advice relationships to their existing retail customers. When our money is held as physical cash, security – whether in the form of a safe or vault, or the most (physically) protected bank – is vital.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

MAY 30, 2023

Because then I knew what the wholesale rate was and the retail rate. I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. I knew what the markup was.

Economics 57

Economics Education Profit and Loss Banking 57

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 57

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

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Investments 110

Investments Restructuring Profit and Loss Finance 110

PYMNTS

OCTOBER 16, 2017

It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. These early advocates have stimulated a vast amount of investment into this vision; $1.7 billion has been invested into bitcoin/crypto-related ventures over the last eight years.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. ’cause bad things can happen to undifferentiated retailers. Let, let’s start with your background. Tell us about that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. And so the key components of any investment are like thesis, expression, and timing, right?

Treasury 52

Treasury Economics Retail Entertainment 52

PYMNTS

MAY 11, 2016

From a retail industry perspective, while the wedding of two middle-aged people is as blessed an event as any other, the specifics of such an occasion do not occur at a frequency that would justify a company building its business model around it. The Knot used math to determine its most recent average cost of a wedding in the U.S.

Math 40

Math Retail Advertising Planning 40

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. Fizzle: Biometric Data: Nothing’s sacred in security, it seems. That’s about $32/consumer.

Advertising 40

Advertising Math Startups Forecasting 40

Barry Ritholtz

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? I was heading up retail for Tag Heuer for North America, so I was sort of traveling around from market to market, store to store. CLYMER: So he actually invested as early as 2015. RITHOLTZ: Really?

Retail 65

Retail Advertising Numbers Economics 65

Barry Ritholtz

SEPTEMBER 26, 2022

Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products. And suddenly, things were looking pretty, pretty, pretty desperate.

Mergers and Acquisitions (M&A) 65

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

Barry Ritholtz

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. RITHOLTZ: Interesting. RITHOLTZ: Right. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

APRIL 2, 2024

So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things. Am I getting right?

Healthcare 57

Healthcare Economics Math Education 57

Barry Ritholtz

MAY 16, 2023

LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. So in 1999, I invested in this. RITHOLTZ: Right. LINDZON: Yes.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? 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. And that’s how we created the securities division.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

SEPTEMBER 26, 2022

Amazon in retail… Especially when it’s consumer facing and depends on traffic. He has now pledged an additional 40 percent to secure the new loans to buy Twitter. This guy is single-handedly jeopardizing their investment in the car company, which has nothing to do with Twitter. Not everything is equal folks.

Math 129

Math Manufacturing Education Leverage 129