Barry Ritholtz

JULY 11, 2023

Should you add more to marketing or in collections, right? Last year, you purchased O’Shaughnessy Investments, including their direct indexing product called Canvas. What was the thinking behind the O’Shaughnessy acquisition and what are the plans for Canvas? I got to ask you about one last acquisition.

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

Musings on Markets

DECEMBER 10, 2023

From Alfred Sloan at General Motors to Jack Welch at General Electric to Steve Jobs at Apple, there is a history of CEOs being tagged as superstars (and indispensable to the organizations that they head), in successful companies.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Barry Ritholtz

OCTOBER 10, 2023

Can I just tag along? They were so odd themselves as a collection of characters. It’s the best look, F T X, nevermind Sam F T X was the best collection of characters I’ve seen in a financial operation since Solomon Brothers. There’s no c f o. What could go wrong? And he did the deal.

Math 60

Math Profit and Loss Numbers Marketing 60

Barry Ritholtz

MAY 2, 2023

And then within LVMH, I moved to Tag Heuer, which is a pure watch business — RITHOLTZ: Right. It was really kind of in the Tag Heuer timeline for me, career-wise, that I became aware of Ben and of Hodinkee. People collected them like beanie babies. And Louis Vuitton has a watch business and division. That’s giant.

Retail 64

Retail Advertising Numbers Economics 64

Barry Ritholtz

DECEMBER 26, 2023

’cause I was always a William O’Neill fan and Right. But when I first joined Merrill Lynch in 2007, we were still, we still had point of figure charts that we were updating by hand 00:21:16 [Speaker Changed] X’s and O’s, 00:21:17 [Speaker Changed] X’s and O’s. 00:21:20 [Speaker Changed] Yeah.

Marketing 60

Marketing Leadership Finance Investments 60

Barry Ritholtz

OCTOBER 3, 2023

You rose through the ranks, eventually becoming president and c o o pretty good decision leaving the floor of the comics. And, you know, every time there was a, a, a big capital markets deal, or a big I p o coming outta there, we were, you know, begging to get to be the number three of a number four and number five.

Marketing 107

Marketing Treasury Banking Profit and Loss 107

Barry Ritholtz

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. Full disclosure, we work with O’Shaughnessy’s Canvas, which was recently purchased by Franklin Templeton. And my answer was, well, I get all my information about this from Nadig. Why don’t you speak to him?

Finance 107

Finance Investments Math Marketing 107