CFO News Room

DECEMBER 5, 2022

banks or retail brokerage firms) who want to cross-sell deeper wealth management/advice relationships to their existing retail customers. When our money is held as physical cash, security – whether in the form of a safe or vault, or the most (physically) protected bank – is vital.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. I did an internship in the summer at Citibank Securities in fixed income sales and trading. And Greg Davis just does an amazing job. I think you will also. And you’re right.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

NOVEMBER 18, 2022

NP: If you’re participating in a market that’s going up, obviously the more you’re participating, whether as the head of a company that has options for stocks, or as an investor, or as the retail person who is placing just the little bit they have on it, then you’re going to benefit from that proportion of upside because you’re in it.

Banking 100

Banking Economics Leverage Currencies 100

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. And so whenever we build a portfolio, we think about every security has a tail to it. Was that the basis?

Mergers and Acquisitions (M&A) 57

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

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. And Steven Mnuchin, the Treasury Secretary, stands up and says, “You guys, you’re looking at the wrong thing. RITHOLTZ: Retail just is nothing at all. hey, there’s no retail, order online.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. ’cause bad things can happen to undifferentiated retailers. It’s what the much maligned retail investor was doing. And the value line has all these statistical patterns.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103