Barry Ritholtz

AUGUST 29, 2023

RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. So let’s discuss leadership and what you do to develop crew members and to identify and foster other people’s leadership skills. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. 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. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter.

Finance 57

Finance Marketing Numbers Math 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. I didn’t know what any of these terms meant. We’ve seen a couple of these events now.

Investments 116

Investments Banking Advertising Finance 116

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 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. You serve as the National Leadership Council of Communities in Schools, and the Educational Foundation in New York. How are we doing in literacy versus math versus science? Where are we?

Mergers and Acquisitions (M&A) 57

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