CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Then, to get what’s in circulation off the street, he suggests that governments give consumers incentives to turn in those bills – so bring in a $100 bill and get more than its face value deposited to your bank account.

Currencies 41

Currencies Banking Accounting Budgeting 41

Barry Ritholtz

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. You get the, we think it’s be good a solution and allows more portfolio manager focus not to have separate accounts. Finance was the natural fit for GMO.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. 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 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? RITHOLTZ: Yeah.

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

AUGUST 15, 2023

RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. It’s, it’s double concentrated risk. Very few people want to quote unquote, get onto a smartphone.

Concentration 69

Concentration Valuation Marketing Investments 69

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

DECEMBER 6, 2022

And if you went through the math, it gave us hundreds of hours that a typical firm would spend. I think that’s the only thing, is that we don’t…if somebody is a die-hard YNABer and loves being able to sort of spend each dollar of their account into…that’s not really the approach that we take at Monarch.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

DECEMBER 12, 2023

Joel Tillinghast : Well, okay, G, when he was six, my grandfather, who was a bookkeeper accountant at a textile mill died and my grandmother was a second string violin at the Providence Symphony Orchestra, which didn’t pay well then, and I suspect didn’t pay well now. And I was a math nerd as a kid. Tell us about that.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

JULY 29, 2024

And then on the technology part of the business around what we’ve built around portfolio accounting, trading and reporting is the entire advisor interaction with their investor, 00:10:41 [Speaker Changed] Meaning how they interface with both Orion and the client themselves. What are the challenges with this?

Investments 59

Investments Communication Benchmarking Technology 59

PYMNTS

OCTOBER 16, 2017

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. Bitcoin’s infrastructure is highly concentrated and not all that secure.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. We tend to be concentrated in those. So I asked him to show me this, and it was done on green ledger paper, you know, the old green accounting paper. He went through the math and I’m like, wow, that’s a great return.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

MARCH 17, 2025

I was an accounting major for a good period of time. I got well into the upper division stuff, and then I couldn’t imagine myself as an accountant. Wasn’t the Excel spreadsheet error, which changed their math. But it still doesn’t pose a financing challenge as the central bank is just crediting bank accounts.

Budgeting 59

Budgeting Economics Math Numbers 59

Barry Ritholtz

JULY 31, 2023

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. And that’s sort of the math. RITHOLTZ: Right.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

JUNE 30, 2024

economy has been growing consistently for 2 years, even after accounting for inflation. The stock market’s concentration, in one chart Source: Axios Sign up for our reads-only mailing list here. ~~~ To learn how these reads are assembled each day, please see this. economy are often at odds with reality. In reality, the U.S.

Math 59

Math Concentration Benchmarking Valuation 59

Barry Ritholtz

NOVEMBER 12, 2024

I do the math. But 01:01:28 [Speaker Changed] Beneath a lot of this, it turns out, is market concentration and various forms of collusion. And I just listened to them working their sources on the phone and, you know, giving ’em a hard time holding people to account. I mean, oh, what, what a coincidence. They were veterans.

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104