Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. But I don’t think this is a wholesale shift, we’re in a higher rate environment, obviously, for now.

Investments 119

Investments Banking Advertising Numbers 119

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

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. But now we’re back to a more normal hurdle rate. 5% interest rates is not super high. What was the career plan?

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. You learn the math that can help you with, with market making operations.

Leverage 59

Leverage Investments Math Marketing 59