Barry Ritholtz

FEBRUARY 21, 2024

This does not lead to good results in the markets. If you don’t know who you are — and if you don’t understand what you own, how much leverage you’re undertaking, how much risk you have — this is a very expensive place to learn that lesson the hard way. We know a little bit of math.

Math 56

Math Economics Planning Education 56

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

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 Education 40

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 Startups 40

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. market, older consumers who had paid off a mortgage and let their credit profile go a bit stale, and returning members of the U.S. Access that can be successfully leveraged into a consumer life.

Math 53

Math Education Compliance Forecasting 53

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

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.

Communication 117

Communication Marketing Math Technology 117

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. Walmart Pay has been in the market for about a year and a half. Accomplished public intellectual and post-Keynesian economist John Kenneth Galbraith was well-known for four things.

Retail 54

Retail Math Leverage Economics 54

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

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. It just took off very fast.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

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 Startups 49

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

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 Manufacturing Marketing 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. Everything associated there too.

Investments 56

Investments Math Risk Management Benchmarking 56

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 Compliance Math 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 117

Valuation Investments Marketing Technology 117

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 Leadership Numbers 130

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 Accounting Marketing 130

PYMNTS

JULY 8, 2016

Walmart Pay comes to market with a few built-in advantages: it leverages the Walmart.com app, which is used by 20M+ people roaming around their stores each month, it works on every sort of smartphone out there, and they control the POS in all of their stores, just like Starbucks does. Next time, guys? SMB Working Capital.

Valuation 40

Valuation Math Manufacturing Risk Management 40

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 Math 130

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

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 Sales 52

Barry Ritholtz

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. You may go to school with somebody.

Investments 56

Investments Finance Education Leadership 56

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

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

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. And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting.

Investments 114

Investments Banking Advertising Finance 114

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 103

Investments Marketing Transportation Finance 103

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 60

Investments Marketing Numbers Risk Management 60

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 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

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 109

Investments Restructuring Profit and Loss Finance 109

PYMNTS

OCTOBER 16, 2017

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. M-Pesa, for example, has been in market in Kenya for a decade. In concept.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. It’s mark to market.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 21, 2023

So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum. Because, you know, there’s this constant fight in academia, if you believe something works, does it work because markets are efficient in its compensation for risk, or for behavioral reasons?

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

MARCH 12, 2024

This is the back when mortgages were sort of a backwater of the fixed income market. It takes quite a lot of, of research, quite a lot of modeling, quite a lot of data to actually keep up with the mortgage market. By the time you get to the early 2000s, Freddie Mac, Fannie Mae and me were losing market share.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56