Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 118

Valuation Investments Marketing Technology 118

Barry Ritholtz

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. Did you guys just say, we really want to be pure investment management? JOHNSON: Yes, except that we do have a fiduciary trust, which is a high net worth business. And the key is the difference for people investing early. They run about a $1.5

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And so, there’s a lot of the more fundamental things that we’re looking at, like retirement and investment management. That’s the whole engagement. They’re trying to figure out how to pay for daycare in Seattle.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

MAY 16, 2023

How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. LINDZON: So now the one lucky investment that I made, and it was a dumb investment, much like the dumb investments people made in ’21. So in 1999, I invested in this.

Leverage 112

Leverage Investments Valuation Finance 112

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. So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. RITHOLTZ: Right.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? And, and I always trusted, you know, in, in the words of Ronald Reagan, trust, but verify. You’ve gotta trust but verify everything. You sell a naked call, you [ Barry Ritholtz ] Right. Own the problem.

Marketing 108

Marketing Treasury Banking Profit and Loss 108