The Big Picture

JULY 15, 2025

My biggest client turned out to be the Merrill Lynch Investment Strategy Group. And so I just worked my way through Wall Street and, and eventually, you know, but if you had said to me when I graduated at Hamilton that I was gonna end up being the Chief Investment strategist at Merrill Lynch, I would’ve said, you’re crazy.

Investments

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments

Barry Ritholtz

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And I, I found it to be an absolutely fascinating conversation. And it was very formulaic.

Investments

Barry Ritholtz

MARCH 17, 2025

Wasn’t the Excel spreadsheet error, which changed their math. But they didn’t, interest rates didn’t go up, they didn’t suffer the, the crowding out problem of rising interest rates, you know, pushing investment down. I mean that was, that was the problem. The problem is Japan is running two 50%.

Budgeting

The Big Picture

JUNE 16, 2025

I wanna, I want to get into some of the details before we start talking about markets and investing. And so I was going to have to invest and save on my own account to accomplish that. And I discovered that when you’re writing about investing, one of the key subjects that you have to nail down is the history of finance.

Math

CFO News Room

FEBRUARY 6, 2022

TIPS have suddenly moved to center stage for investors, as the surge in inflation has drawn new interest in Treasury inflation-protected securities. But how much do investors really know about these securities, other than their alluring name? Yes, TIPS may have a role to play in many portfolios, investment pros say.

Treasury

Barry Ritholtz

MAY 9, 2024

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 2 Sure, you can claim mainstream media is bad, but social media is worse.

Math

Generation CFO

JANUARY 28, 2022

However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University. This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted.

CFO

Barry Ritholtz

AUGUST 11, 2023

My end-of-week morning train WFH reads: • Seth Klarman on What Makes a Value Investor and Committing ‘Sacrilege’ in New Edition of ‘Security Analysis.’ Bloomberg ) • From Pepperoni Math to Nepo Babies, Summer Is for Interns : Your first experience at work is not often forgotten.

Math

PYMNTS

JUNE 14, 2016

The firm said via release that the latest funding brings the cumulative investment in the firm to date to just under $13 million. It’s simple math.”. We are here for good, referring to the building of a long-term sustainable business but one which also ensures we leave our users better off today than we found them yesterday.

Securities

Barry Ritholtz

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. ( To be a successful investor you need to possess a number of different traits.

Math

Global Finance

SEPTEMBER 9, 2024

These advancements have thrust AI into the heart of national security and geopolitical discussions. Additionally, according to Dougherty, a vibrant private sector, fueled by significant capital investment, is effectively commercializing and refining AI applications. Yet, this lead isn’t necessarily secure.

Economics

PYMNTS

SEPTEMBER 8, 2020

Byju's works to simplify math and science for kids through games and videos, according to Bloomberg, catering to students between kindergarten and 12th grade. Byju's has seen considerable investment activity, including from Facebook's Mark Zuckerberg's Chan Zuckerberg Initiative and Naspers. Byju's valuation is now at about $10.8

Education

PYMNTS

DECEMBER 6, 2016

Now, they are investing in algorithm companies, math scientists, analytics and things that we would typically only have associated with leading tech companies,” McCammon pointed out. The biggest shift to me is the internal focus at the automakers,” he added. You can’t make software impenetrable into perpetuity.

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PYMNTS

JANUARY 4, 2019

The math shakes out thus: Each token is equivalent to one share in a particular company and the holder has the right to receive dividends, even though, as Bloomberg noted, “the companies themselves are not involved.”. This is going to open a whole new world of trading securities old and new alike.”. The mechanics?

Math

The Charity CFO

FEBRUARY 9, 2022

Note: Cryptocurrency is digital currency secured by a technology called a blockchain that records every transaction made involving the currency. Early crypto investors are already investing in innovative ways to change human behavior and society. But it’s not for you if you intend to hold onto the cryptocurrency as an investment. .

Nonprofit

PYMNTS

OCTOBER 28, 2016

The math comes out to one per week. Even after years of effort and hundreds of millions in VC capital invested, digital currency continues to have one major weakness: The world of bitcoin is desolate. The average rate of a new bitcoin ATM? The Seattle-based company said it aims to make bitcoin an accessible and useful payment method.

Currencies

Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math

CFO News Room

FEBRUARY 1, 2023

With all of the investments in time and money and with experienced boards and CEOs at the helm, why are companies unprepared or why do they make the wrong choice when it comes to succession? The basic math of CEO succession is as simple as it is unforgiving. Timing is everything.

Leadership

CFO News Room

DECEMBER 1, 2022

So, a few years ago I was at a conference for executives of very, very, very large financial services enterprises who were talking about these huge ginormous checks that they were writing to make investments into advisor technology. What an incredible technology investment if they can pull this off.” It was my job. Michael: Sure.

Technology

CFO News Room

DECEMBER 5, 2022

As ultimately, very few human beings can effectively do compound math in their head, to figure out the cumulative impact of years or decades of a change in savings, investing, or other financial behaviors, on their long-term wealth. It’s the physical security protections that ensure the money cannot be stolen by thieves.

Planning

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And literally in the same day, I had somebody super smart who invests in big RIA firms tell me that fee compression is going to eat everything. If you charge 1.1

Math

Barry Ritholtz

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investments

Onplan

DECEMBER 28, 2021

Let’s look closer at the headcount math. Although higher pay increases FICA taxes for some higher earners (Social Security taxes cap out near $150,000 and Medicare at $200,000), it’s offset by state unemployment taxes. NoMoreOffice currently doesn’t have any special benefits for remote employees. Current staff.

Planning

PYMNTS

MARCH 17, 2017

The movement toward financial inclusion, and toward a consumer experience that is seamless and intuitive and secure, is one that brings companies to share process and perhaps even prosperity. So take all the security, administrative and efficiency problems that come with being cash only — but writ large. Connectivity and Collaboration.

Math

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? So volatility halts, for example, we have volatility halts for securities, individual securities. RITHOLTZ: That’s interesting.

Marketing

PYMNTS

MAY 19, 2016

A security application? In fact, the very term “structured data” connotes less of an association with science fiction and more with something like … factual math. What were (are) Amazon’s plans for the AI image recognition software? Enhancements for its Fire TV and gaming platforms? This very week, another bit of AI action.

Math

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

PYMNTS

JULY 13, 2018

-based wireless carriers said they would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked. “If

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PYMNTS

JULY 12, 2018

-based wireless carriers said this would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked. “If

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Barry Ritholtz

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. And so I felt like all of those experiences just really led me to love investing. Brilliant is CEO of Diamond Hill.

Investments

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.

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CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. John: Yeah.

Mergers and Acquisitions (M&A)

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education

CFO News Room

NOVEMBER 23, 2022

I talked to Lenore Blum , she was one of the first professors of math at Berkeley, and she was talking about how difficult it was and how eventually her contract was not renewed, how she was almost kicked out of her next university, before she went on to a great career and success. And so we’re going to continue to invest in and grow that.

Leadership

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. Moreover, as Amazon is continually increasing its investment in delivery logistics, they are appearing as more a competitor on the horizon than a collaborator. The firm is also investing $1.5 market share. Amazon led that round.

eCommerce

CFO News Room

DECEMBER 13, 2022

And I had some great mentors, and they taught us about insurance, and investments, and prospecting. And he flat out told me he wasn’t going to invest the time into me. I would, no kidding, explain the financial planning process, the impact of inflation, the rule of 72, investment 101, insurance 101. Terry: Exactly.

Planning