Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s a function of log normal returns that we see in, in stock markets. Outperform the market over decades and you’re a winner.

Investments 52

Investments Valuation Math Numbers 52

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 116

Investments Banking Advertising Finance 116

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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.

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Investments Marketing Numbers Risk Management 61

Barry Ritholtz

AUGUST 29, 2023

So from a client strategy, marketing standpoint, and then overseeing the investment team. So a variety of risk meetings, a variety of economic meetings. And the reality is that, we know that’s very difficult to do and outperform the broader market. Let’s talk a little bit about the Vanguard Total Market Index.

Investments 52

Investments Benchmarking Valuation Construction 52

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. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Investments 116

Investments Marketing Profit and Loss Banking 116

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? ” Matthew: It’s very risk management based. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.”

Planning 130

Planning Communication Profit and Loss Education 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.

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Restructuring Planning Marketing Accounting 130

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

Barry Ritholtz

JUNE 27, 2023

And then covering, not in the mayhem of that Monday, but pretty close to the bottom tick on Tuesday, really just a fascinating career, a unique perspective on markets. I found this to be a master class in a humble approach to markets and being aware of your own limitations in order to obtain the best possible results as a trader and investor.

Math 57

Math Risk Management Profit and Loss Marketing 57

Barry Ritholtz

MARCH 27, 2023

And so that’s when I thought, you know, there might be a hole in the market. And so there were a lot of cases where it’s really interesting how this sort of game of strategy, this game of risk starts with a sudden change in volatility. You have a lot — RITHOLTZ: The emerging manager category? It can be an LBO.

Investments 110

Investments Restructuring Profit and Loss Finance 110

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 57

Investments Numbers Risk Management Concentration 57

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 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

AUGUST 23, 2022

He said, this is the number of shares outstanding of this one company that’s been privatized, and I said, what’s this number, he said the share price and multiply the two numbers together and that got you to a market cap of this company of $80 million. So, I did the math, 20 million times a hundred. It is $2 billion on the ship.

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Investments Math Banking Profit and Loss 126