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 59

Math Concentration Construction Leverage 59

CFO News Room

NOVEMBER 18, 2022

In an interview with Lynn Parramore of the Institute for New Economic Thinking, Nomi Prins takes up and extends the argument that she has made over a series of books, that central bankers are ever-more administering policies that are good for the markets but very bad for the real economy and real people. But that was just a small part of it.

Banking 100

Banking Economics Leverage Marketing 100

PYMNTS

JANUARY 27, 2017

Just recently, Jiobit closed a $3 million seed funding round with investors including Lior Ron, the cofounder of Otto (now owned by Uber); MATH Venture Partners; and Inflection Equity. Jiobit hopes to change that with its flagship tracker by leveraging wireless technology and machine learning that adapts to a child’s daily behavior.

Startups 40

Startups Math Transportation Leverage 40

PYMNTS

DECEMBER 30, 2019

Merchants’ marketing departments may find bundling useful, but their accountants are less likely to see it positively — determining individual items’ tax obligations in the different states into which they are sold can be challenging, and putting offerings into bundles only magnifies complexities.

Math 52

Math Communication Accounting Retail 52

Barry Ritholtz

MAY 7, 2025

Bill Bernstein : I’ll give credit to a guy you may have heard of named Frank Armstrong, who was one of the early efficient market passive indexing advocates. I couldnt figure out where it came from; so I worked out the canonical math. How did, how did you leverage that? He was another financial advisor.

Finance 59

Finance Investments Math Securities 59

PYMNTS

SEPTEMBER 7, 2018

When Stripe did the back-of-the-envelope math on that misallocation of time, the company found it to be worth nearly $300 billion in potential gross domestic product (GDP) on an annual basis. That means, she noted, that sales and marketing professionals are going into organizations ready for the wrong type of conversation with their audience.

Math 61

Math Sales CFO Leverage 61

CFO News Room

DECEMBER 1, 2022

And while these tools are marketed as helping advisors become more efficient, advisors often wonder if technology helps them offer better financial planning or if it simply serves to systematize outreach to more clients with depersonalized and less insightful advice. How Lead Generation Stalls Financial Technology Market Penetration [01:46].

Technology 130

Technology Planning Investments Leverage 130

Barry Ritholtz

SEPTEMBER 7, 2022

She is the president of the New York Stock Exchange, the world’s largest, with over 2,400 listed companies for a combined market cap of about $36 trillion. It could be — if they’re a foreign company, they will look at their home markets as well. They may have specific concerns about certain areas of the market.

Marketing 122

Marketing Communication Math Technology 122

PYMNTS

MARCH 27, 2019

In order for delivery services to leverage subscriptions to keep their services competitive, they must offer models that benefit customers as well as restaurants and merchants, according to Jack Ruth, head of subscription for DoorDash’s subscription service , DashPass. The Math Behind DoorDash’s Subscription Service.

Math 44

Math Economics Leverage Numbers 44

CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. It was within this atmosphere of excitement and potential that Joey Wong made a very pivotal career decision.

CFO 52

CFO Math Economics Finance 52

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. This role allowed me to drive substantial business results and foster growth across 27 diverse markets, each having a unique set of challenges.

Finance 52

Finance Leadership Auditing Math 52

CFO News Room

DECEMBER 5, 2022

Built around the presumption that tech could be so efficient that robos could charge 1/4 th of the price of human advisors and still be more profitable, at least at scale… and, at the same time, grow rapidly by capturing a market of consumers that traditional advisors couldn’t even afford to serve (i.e.,

Planning 130

Planning Technology Valuation Communication 130

PYMNTS

AUGUST 1, 2019

Such boxes represent a small segment of the broader subscription market, but they face the same challenges, including fraud attempts like card-and-wallet tests and account takeovers (ATOs). A Product-First Approach In A Competitive Market. So, we’ve been comfortable where we have currently set the level of risk.”.

Securities 43

Securities Math Leverage Numbers 43

PYMNTS

APRIL 7, 2017

If a business doesn’t have the robustness in terms of data sets, the data scientists needed to analyze that data or even the technology infrastructure to run analytics properly and perform real-time decisioning in house, then they may be better off leveraging the scale of a platform that does. The “Buy Vs. Build” Decision.

Credit Risk 49

Credit Risk Math Leverage Technology 49

PYMNTS

JULY 12, 2018

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”. consumer.

Advertising 40

Advertising Math Construction Marketing 40

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., Obviously that’s dropped a little bit this year with the market. Check out our FAS resource page !

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

PYMNTS

NOVEMBER 29, 2017

If they want to look legitimate, said Frechtling, then bad guys must manage their core business by the same four business fundamentals as good guys: marketing, sales, operations and receivables. Also consider the merchant’s marketing efforts. A front business will likely have only superficial marketing and lack a rich online signature.

Math 46

Math Communication Sales Transportation 46

PYMNTS

JUNE 14, 2019

The news follows big next-day delivery announcements from both Walmart and Amazon — in a week where both retailers had a lot of news about repositioning themselves in the market and reporting some pretty major changes. Big Debate Of The Week: Did Amazon’s Estimated Online Market Share Just Drop? market share. market share.

eCommerce 40

eCommerce Retail Leverage Marketing 40

PYMNTS

JULY 13, 2018

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”. consumer.

Advertising 40

Advertising Math Construction Education 40

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. So we really hit all the major markets and all the major geographies. And you know, in private markets the repricing always takes a lot longer than public markets. I have no family history.

Investments 105

Investments Marketing Transportation Finance 105

CFO News Room

DECEMBER 13, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? I had no natural market. Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page ! Full Transcript: Michael: Welcome, Terry Parham Jr.,

Planning 130

Planning Profit and Loss Numbers Leadership 130

Barry Ritholtz

SEPTEMBER 3, 2024

And it was a very rigorous program and I learned so much from classes that I never thought I would find exciting, like marketing. Maybe there’s a substantial marketing efficiency there. I’d say it also depends on how low you go in terms of market cap, right? Does that mean the float isn’t giant?

Investments 59

Investments Valuation Concentration Marketing 59

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. Everything associated there too.

Investments 59

Investments Math Risk Management Benchmarking 59

CFO News Room

NOVEMBER 1, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. Mindy: Thank you so much.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. I had the chance to be part of some very interesting transactions in the banking space.

Investments 64

Investments Marketing Numbers Risk Management 64

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” What are we doing proactively, rebalancing, got to stay in the market?”

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. How big was this market? Get notified of the latest episodes (and all our research as it’s released!)

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

FEBRUARY 17, 2025

Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. She’s a boots on the ground type of investor who focuses and specializes in emerging market value. What makes that style of investing so interesting and different is simply market inefficiencies.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

MAY 13, 2025

Barry Ritholtz : you were head of strategy, product marketing, communications, like is that one job, is that four jobs? You know, this guy isn’t gonna be rattled by a market sell off or a crisis. So he was very present on campus in my earliest years at Vanguard, but I did not work with him directly.

Investments 52

Investments Leadership Communication Construction 52

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. Stacey: Thank you.

Planning 130

Planning Accounting Math Compliance 130

Barry Ritholtz

SEPTEMBER 19, 2022

is about broadening access to knowledge, capital and well-being by leveraging existing networks and protocols, and building trusted brands. And from a public market, that sounds like it’s a compliance and conflict nightmare. And you know, the only thing math works on recognition by peers, and there’s some prizes.

Valuation 122

Valuation Investments Marketing Technology 122

Barry Ritholtz

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: Yeah.

Investments 111

Investments Finance Marketing Math 111

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Get notified of the latest episodes (and all our research as it’s released!) Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

MARCH 27, 2023

And so that’s when I thought, you know, there might be a hole in the market. It can be even a change in regulation or in market, where suddenly volatility picks up and the interest of bondholders and shareholders are at odds. It’s just the bonds were trading horribly, just because liquidity was gone for the market.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

AUGUST 20, 2024

Why don’t we just have a conversation in the studio about his beef with passive, why he thinks it’s a structural threat to the market? Now, I don’t believe the market structure is subject to the same risks as a single inverse trading instrument, but he makes a really compelling case for this is important.

Concentration 69

Concentration Marketing Valuation Investments 69