Global Finance

SEPTEMBER 9, 2024

However, Xavier Ferràs, associate dean of the Executive MBA program at Esade Business and Law School in Barcelona, Spain, points out that China’s market and economic systems are less efficient in leveraging these investments.

Economics 111

Economics Construction Leverage Technology 111

Future CFO

NOVEMBER 29, 2023

The interview is part of FutureCFO's Fem ale Leadership in Finance Series. I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Our CEO often says it’s easy to act on a strong signal but true leadership is about acting and being prepared against a weak signal.

Finance 52

Finance Leadership Auditing Math 52

CFO News Room

DECEMBER 13, 2022

And the interaction that I had with the training folks, and the leadership in that particular office in Upstate New York, it was in Watertown, of all places, if anyone’s been to New York. And new leadership came in. Leveraging Dinner Seminars And Third-Party Marketing Solutions To Rebuild A Client Base [50:11].

Planning 130

Planning Profit and Loss Numbers Leadership 130

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. For various reasons.

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

SEPTEMBER 3, 2024

And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value. And I just realized how he always veered towards higher, higher quality companies.

Investments 57

Investments Valuation Concentration Marketing 57

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. One is our leadership in thematic investing. You have the liquidity, the tax efficiency, the transparency.

Investments 62

Investments Marketing Numbers Risk Management 62

Barry Ritholtz

NOVEMBER 15, 2022

RITHOLTZ: So you would like to see leadership from the U.S. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from. It’s how math works.

Investments 109

Investments Finance Marketing Math 109

Barry Ritholtz

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? SHAW: Yeah. SHAW: Yeah.

Investments 57

Investments Finance Education Numbers 57

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. But I would say generally, there’s less leverage in the system.

Investments 117

Investments Banking Numbers Marketing 117

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers 57

Numbers Investments Marketing Leverage 57

Barry Ritholtz

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. In addition to cybersecurity, there’s also the third party rule, which is, which is RIAs and investment advisors that leverage third party providers to provide services to their clients.

Investments 57

Investments Communication Benchmarking Technology 57

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. You know, the leverage in the system builds. You serve as the National Leadership Council of Communities in Schools, and the Educational Foundation in New York. RIEDER: So I mean, I’m less involved than I was on the national leadership. Where are we?

Mergers and Acquisitions (M&A) 57

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

Barry Ritholtz

JULY 31, 2023

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. They’d come into the pandemic incredibly leveraged, huge amounts of debt. He was right on the thesis. He found a place to express it efficiently. RITHOLTZ: Right.

Treasury 52

Treasury Retail Economics Entertainment 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. 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. You sell a naked call, you [ Barry Ritholtz ] Right.

Marketing 109

Marketing Banking Treasury Profit and Loss 109

Barry Ritholtz

JANUARY 7, 2025

Leverage buyouts requires leverage. And when rates were so low, the leverage went, it was cheap and, and and easily accessible. Now we’re starting to come out of that now, but that math is still nowhere near where it needs to be. The institutional investor does not like that math. What does that even mean?

Valuation 52

Valuation Investments Marketing Math 52