Barry Ritholtz

MAY 20, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Forgotten Titanic of the Pacific: A tale of disaster, survival, and ghosts. Sure, more people are going to the office more often than they were a year ago, but we’re still eons away from where we were before the pandemic.

Transportation 114

Transportation Education 114

Barry Ritholtz

AUGUST 20, 2022

This week, we speak with Bill Browder, who is head of the Global Magnitsky Justice Campaign and author of the recently released “Freezing Order: A True Story of Money Laundering, Murder and Surviving Vladimir Putin’s Wrath.” A transcript of our conversation is available here Tuesday.

Finance 111

Finance Investments 111

Barry Ritholtz

MAY 8, 2023

My back-to-work morning train WFH reads: • How Sam Bankman-Fried Peddled a Story Everyone Wanted to Believe : In an excerpt from his upcoming book, Axios’s Brady Dale explores “what we think we know” about Sam Bankman-Fried, FTX, and the crypto industry. But the statistics tell another story.

Investments 98

Investments Marketing 98

CFO News Room

DECEMBER 2, 2022

I was buried in spreadsheets for most of my first year,” says Frances, “but it needed to happen if we were going to grow as a company.”. One of our key KPIs is annual recurring revenue (ARR) performance,” Frances explains. “We We report this increase every week to the whole company.”. “We Direct relationships with customers.

Technology 130

Technology CFO Benchmarking Auditing 130

CFO Talks

JUNE 6, 2023

Written by Staff Writer Amsterdam-based Katekani Mabasa, who is the Global M&A Senior Finance Lead at Phillips International, explained to CFO Convo why South African CFOs are suited to international success. I had to tell the story of, ‘hey, look, we are not only great accountants, but we’re also great CFOs’.”

CFO 98

CFO Finance Accounting Securities 98

Barry Ritholtz

AUGUST 5, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Inside the Wagner Group’s Armed Uprising : How Yevgeny Prigozhin’s private military company went from fighting alongside Russian forces in Ukraine to staging a mutiny at home. ( Here’s how they do it right.

Technology 98

Technology 98

Barry Ritholtz

AUGUST 31, 2023

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. We can’t compare things to the future, so we look to the past.

Strategic Planning 98

Strategic Planning Construction Economics Valuation 98

Barry Ritholtz

MARCH 18, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The A to Z of economics : Economic terms, from “absolute advantage” to “zero-sum game”, explained to you in plain English. ( What can we learn from them today? ( Ever since Thoreau headed to Walden, our attention has been wandering.

Education 116

Education Economics Investments Banking 116

Barry Ritholtz

APRIL 8, 2023

 This week, we speak with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York University’s Stern School of Business. The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis.

Valuation 117

Valuation Corporate Finance Investments Finance 117

CFO News Room

JANUARY 28, 2023

Everyone has stories about bad gifts they’ve received. If the people who know us best and care about us most aren’t very good at getting us what we need or want, how much worse are we at deciding what strangers need and want? After all, revenue is good, and who doesn’t like service , especially service with a smile?

Economics 130

Economics 130

CFO News Room

NOVEMBER 2, 2022

During the virtual discussion, they focused on how we can come together to ensure student success in the classroom and beyond. Below we include excerpts of their perspectives, including solutions that will drive student success. When we talk about a 24% wage gap for teachers, it’s gotten worse but it’s not new. Becky Pringle.

Education 130

Education Economics Securities Investments 130

The Charity CFO

APRIL 26, 2024

Working with someone who understands the unique financial challenges of nonprofits will make your partnership more seamless. What are Some Success Stories of Your Past Nonprofit Clients? You might think of asking for client success stories or case studies as asking for an accountant’s portfolio.

Nonprofit 52

Nonprofit Accounting Profit and Loss CFO 52

Barry Ritholtz

JUNE 24, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. The weekend is here! To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work. What happens if they fail?

Math 103

Math Advertising Investments Securities 103

Future CFO

FEBRUARY 12, 2024

Our drivers couldn't take passengers, so we had to find a way to keep them surviving. We also had consumers who couldn't get out and needed access to food and grocery. So we were able to create a nice cohesive ecosystem," Peter Oey, Grab’s Chief Financial Officer said in an interview. How do we empower [people]?

Transportation 98

Transportation Profit and Loss Healthcare Banking 98

Barry Ritholtz

JULY 3, 2023

Wall Street Journal ) • The multibillion-dollar lawsuits that could radically reshape how we buy and sell homes forever : As the money makes its way to all the players in the transaction, you may wonder: Why does it work this way? Vox ) • The Man Who Broke Bowling : Jason Belmonte’s two-handed technique made him an outcast.

SAP 102

SAP Economics Banking Investments 102

Musings on Markets

NOVEMBER 15, 2022

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.

Valuation 90

Valuation Advertising Numbers Investments 90

CFO Thought Leader

APRIL 23, 2024

This tendency was recently amplified for us when we heard about the experience of Naresh Bansal, a seasoned finance executive who during a pivotal chapter early in his early career discovered that his company was about to be acquired by a larger one, Sage. So, this is where Menlo comes in.

CFO 59

CFO Securities Leadership Restructuring 59

Barry Ritholtz

JUNE 29, 2023

I bring this up this morning because of two news stories that I happened across while preparing my daily reading list. One involves pizza, the other involves COVID, both are classic examples of how easily we can be misled if our thought process isn’t precise and our information sources are “unhygienic.”

Problem Solving 124

Problem Solving Investments Manufacturing Marketing 124

CFO Thought Leader

SEPTEMBER 20, 2023

We are near the end of our discussion with CFO Svai Sanford when he permits us to unlock one last door to his past. Unbeknownst to us, 20 minutes earlier, Sanford had handed us the key to its lock in the form of a short story. The story had begun with Sanford receiving a job offer, to which he had replied, “Are you sure?

CFO 52

CFO Problem Solving Leadership Education 52

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startups 73

Startups Investments Technology Numbers 73

Barry Ritholtz

AUGUST 22, 2022

The Sleuths Who Protect Crypto From Hackers Are Raking in Money : VC investment in crypto security firms has surged this year ‘We have spent sooooo much money on audits,’ Crypto CEO says. Sign up for our reads-only mailing list here. Falling Oil Prices Defy Predictions. But What About the Next Chapter? New York Times ).

Auditing 117

Auditing Manufacturing Economics Investments 117

Barry Ritholtz

OCTOBER 26, 2022

Exactly 15 years ago, Forbes’s new cover story lauded Olli-Pekka Kallasvuo, Nokia’s CEO. It’s yet another reminder of what we tend to overlook: 1. The future is unknown and unknowable : Ignore anyone who pretends they know with certainty what is coming next — they don’t, because they can’t.

Forecasting 145

Forecasting Currencies Marketing Technology 145

Barry Ritholtz

OCTOBER 28, 2022

“We work among the lowest hours, we retire early and our productivity is poor. . “We work among the lowest hours, we retire early and our productivity is poor. Be sure to check out our Masters in Business interview this weekend with The Jeremies ! Wealth of Common Sense ).

Startups 107

Startups Economics Investments Banking 107

Barry Ritholtz

AUGUST 2, 2023

Slate ) • New evidence that we’re solving more murders : Is the great decline in homicide clearance rates all a big misunderstanding? Slow Boring ) • How Facebook does (and doesn’t) shape our political views : Four long-awaited studies paint a muddy picture of social media’s impact on public opinion.

Investments 98

Investments Finance Banking Technology 98

E78 Partners

AUGUST 28, 2023

In this article, we delve into the accounting and finance staffing challenges faced by private equity firms, explore the implications for the market, and examine how E78 Partners is positioned to offer effective solutions. Consultative & Interim Services: We understand the urgency of the talent crunch.

Accounting 52

Accounting Finance Leadership Compliance 52

CFO Thought Leader

APRIL 30, 2024

Read More An important early chapter of Levine’s professional development was his tenure under Steve Vintz, who at the time was CFO of Vocus, where Levine served as a VP managing both accounting and finance. This exposure revealed to Levine that effective CFOs do more than manage numbers: They tell stories through them.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Auditing 52

Barry Ritholtz

SEPTEMBER 1, 2023

Kick off the new month with our end-of-week 3-day weekend reads: • Rates Are Up. Here’s who stands to lose—and in some surprising cases, win—as interest rates stay high in the years ahead. Here’s who stands to lose—and in some surprising cases, win—as interest rates stay high in the years ahead. Hey, it’s September!

Strategic Planning 52

Strategic Planning Investments Planning Marketing 52

The Charity CFO

FEBRUARY 7, 2024

We learn from John’s experience that volunteering time, receiving achievement accolades, and willing to do good in the world, sometimes are the only reasons they are done. This wasn’t what John wanted for the people who were suffering. How can we get clean water into villages?’ ‘How can we solve this problem?’ ‘How

Nonprofit 97

Nonprofit Problem Solving CFO Economics 97

Barry Ritholtz

NOVEMBER 19, 2022

?. This week, we speak with Marcus Shaw, the chief executive officer and president of AltFinance , a $90 million initiative to encourage students at historically Black colleges and universities to pursue careers in the alternative investment industry. Shaw tells the story of his college football career.

Investments 56

Investments Economics Finance 56

The Charity CFO

SEPTEMBER 18, 2023

We are excited for our guest today, CEO and co-founder of Collidescope , Nick Lynch! Nick’s story is also the driving force behind what he does and why he does it so well. Ultimately, whether an individual has millions of followers or 12, we learn from the conversation that everyone has some form of influence.

Nonprofit 52

Nonprofit Leverage CFO Advertising 52

Barry Ritholtz

AUGUST 11, 2023

Move fast and beat Musk: The inside story of how Meta built Threads : A company in crisis went back to basics to deliver a viral hit. We discuss his famous bet with Warren Buffett about whether a selection of hedge funds could beat the S&P 500 over a decade. For investors, the upside could be in the billions. Buffett won).

Math 98

Math Investments Securities Numbers 98

CFO Talks

MARCH 10, 2023

1X ‘Grace under fire ’ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. When I was younger, I was one of the black women Chartered Accountants who qualified when we were a handful. Who would have ever imagined that something like this could happen. Go to www.cfoclub.co.za

CFO 52

CFO Treasury Leadership Finance 52

CFO Share

FEBRUARY 15, 2024

I recently met up with an old friend and entrepreneur who asked me for “CFO strategic planning help.” Manny struggled to answer, “The re-org just takes subordinates away from my one manager who’s having trouble keeping up. We can see through the emperor’s new clothes. Is his business struggling? Is he hoping to sell and retire?

CFO 52

CFO Strategic Planning Profit and Loss Numbers 52

Barry Ritholtz

OCTOBER 5, 2023

You go to Michael Lewis for character and story.” I cut and pasted two pages of them, and managed to work a lot into our conversation. I got in as many Twitter questions as I could in our limited time. “If you want to read a moral condemnation of crypto theft, you can get that anywhere.

Entertainment 142

Entertainment Manufacturing Planning 142

Barry Ritholtz

JULY 27, 2023

But the towers we once commuted to comprise just a tiny fraction of the overall commercial real estate market. The Amazon founder, who purchased The Washington Post for $250 million in 2013, has taken a more active role in the paper’s operations this year. ( Nor should we want it to. Now He’s Paying Attention to It Again.

Finance 97

Finance Investments Marketing Numbers 97

Barry Ritholtz

MARCH 20, 2023

Business Insider ) • A Fed tale as old as time : Banking crises are at the heart of the Fed’s origin story. We may talk endlessly about monetary policy. Wall Street Journal ) Be sure to check out our Masters in Business this week with Cliff Asness, co-founder and chief investment officer at AQR Capital Management.

Manufacturing 111

Manufacturing Investments Banking Retail 111

Barry Ritholtz

SEPTEMBER 7, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. And we were watching the Australia open, the clocks hitting in Australia and everything was fine. RITHOLTZ: Right.

Communication 117

Communication Marketing Math Technology 117