The Finance Weekly

JANUARY 18, 2024

Aside from that, you should be eager to resolve your concerns and provide constructive criticism. Because of that, company owners frequently blame the CFOs for tough economic times and dismiss them as overhead. In other words, concentrate on the future and leave the past to the controller.

CFO 52

CFO Communication Leadership Concentration 52

Barry Ritholtz

DECEMBER 19, 2023

00:08:35 [Speaker Changed] So, during my time at Millennium, as my appreciation for proper portfolio construction started to grow, I had heard that Citadel was a pioneer in, in this type of investing. 00:19:58 [Speaker Changed] It really comes down to our portfolio construction. 00:22:29 [Speaker Changed] So less concentrated exposure.

Healthcare 63

Healthcare Investments Construction Concentration 63

Barry Ritholtz

AUGUST 20, 2024

On the flip side of that equation, in a normal what’s called a contango construction in the vix, if you are shorting six month volatility or two month volatility and buying it back as one month volatility, you’re typically selling it around 15 and buying it back around 12. It’s, it’s double concentrated risk.

Concentration 68

Concentration Valuation Marketing Investments 68

Barry Ritholtz

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. At the same time, we are going through tectonic changes in the world economic order.

Investments 68

Investments Marketing Economics Risk Management 68

Global Finance

JULY 9, 2024

At a bilateral investment conference in Cairo on July 1, European Commission President Ursula von der Leyen announced that European companies were signing deals for more than $43 billion with Egyptian companies “ranging from hydrogen to water management, from construction to chemicals, from shipping to aviation and to automotive.”

Economics 116

Economics Concentration Investments Construction 116

CFO News Room

DECEMBER 26, 2022

Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals. Together, these constructs are used to create a 2´2 framework that can be used to identify an individual’s Retirement Income Style Awareness (RISA) profile.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

JANUARY 29, 2023

Well, it refers to the high safety standards regarding COVID-19 that are currently being implemented at the 2023 Annual Meeting of the World Economic Forum (WEF) in Davos, Switzerland. This makes construction more difficult. What’s this all about? First, some users complain that the square floor fans used by the CR Box are too noisy.

Concentration 130

Concentration Economics Construction Invoicing 130

Barry Ritholtz

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

JULY 4, 2023

In the have not category, we’ve got the long short equity funds that are directional and concentrated, which have had horrific performance. Single manager, concentrated long short equity funds, those funds might have done well up until 2021, not because their process was so good, but they were the beneficiary of an upmarket.

Investments 58

Investments Numbers Risk Management Concentration 58

Barry Ritholtz

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. So tell us a little bit about that. 00:11:12 [Speaker Changed] So CRM is customer relationship management.

Investments 58

Investments Communication Benchmarking Technology 58

Musings on Markets

JANUARY 28, 2024

Second, in our zeal to measure risk with numbers, we have lost sight of the reality that the effects of risk are as much on human psyche, as they are on economics. In my experience, much of the risk that we face when valuing companies or analyzing investments is economic uncertainty, impervious to more data and analysis.

Hurdle Rate 95

Hurdle Rate Concentration Investments Finance 95

Barry Ritholtz

JUNE 13, 2023

During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class. And so at times it’s effectively when the essential is at stake that people can react constructively.

Investments 58

Investments Banking Entertainment Valuation 58

CFO News Room

JANUARY 16, 2023

Risk Surge and Economic Viability : In my last post, I noted the surge in Russia’s default spread and country risk premium, making it one of the riskiest parts of the world to operate in, for any business. They are hypothetical questions, but I think I know the answer. The Expansionists.

Investments 130

Investments Economics Concentration Construction 130

CFO News Room

MARCH 28, 2022

Risk Surge and Economic Viability : In my last post, I noted the surge in Russia’s default spread and country risk premium, making it one of the riskiest parts of the world to operate in, for any business. They are hypothetical questions, but I think I know the answer. The Expansionists.

Investments 130

Investments Economics Concentration Construction 130

Barry Ritholtz

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? But that is a different kind of approach to portfolio construction.

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Investments Construction Concentration 63

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. SEIDES: I would say that’s not really part of my belief system of what a hedge fund is trying to deliver. You still had 2012 to 2017 to finish the bet.

Investments 52

Investments Benchmarking Marketing Treasury 52

Musings on Markets

MARCH 28, 2022

Risk Surge and Economic Viability : In my last post, I noted the surge in Russia's default spread and country risk premium, making it one of the riskiest parts of the world to operate in, for any business. They are hypothetical questions, but I think I know the answer.

Investments 114

Investments Economics Concentration Construction 114

Barry Ritholtz

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. And it had to do with the discipline of the models that he used and how he segmented economic liquidity, investor liquidity, and then technicals and and breath conditions and understood how they melded together. What was the original career plan?

Investments 58

Investments Marketing Concentration Economics 58

Barry Ritholtz

AUGUST 16, 2022

And so that’s a really fertile, constructive environment for us to try and generate returns. But will it be volatile enough for it to be fertile for what we do and constructive for what we do? How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk?

Profit and Loss 121

Profit and Loss Foreign Exchange Valuation Investments 121

CFO News Room

NOVEMBER 27, 2022

The US is working to get both countries to join efforts to economically isolate and militarily contain China. While Tokyo and Seoul have been pragmatic in their dealings with Russia, early indications are they’re going to have a more challenging time navigating what’s to come in the US economic war against China. By Conor Gallagher.

Manufacturing 100

Manufacturing Economics Investments Securities 100

Corporate Finance Lab

MAY 12, 2022

In contrast to studies of the economy-wide effects, it is relatively easier (although still difficult) for firm-level studies to construct a counterfactual and compare firms subject to more short-termist pressures to firms subject to less or no short-termist pressures. And that underlying conflict will not soon abate.” (p.

Marketing 78

Marketing Economics Investments Concentration 78

Barry Ritholtz

FEBRUARY 12, 2024

And at that point, I decided what I really wanted to do was be a PhD in economics. You’re outperforming, you’re, you’re putting up good numbers that’s on a concentrated portfolio and it’s 10, 15, 20 stocks are the drivers. So I didn’t even begin thinking about my career really until my senior year.

Investments 116

Investments Marketing Numbers Entertainment 116

CFO News Room

DECEMBER 8, 2022

Until recently, economic central planning from the political right received far less attention than its well-known manifestations on the left. Unfortunately, an emerging faction on the political right has decided to deploy economic planning of their own as an intended countermeasure against their progressive foes.

Economics 130

Economics Education Planning Manufacturing 130

Barry Ritholtz

NOVEMBER 12, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Peter Goodman, is the award-winning investigative reporter and economics correspondent for the New York Times, his latest book, how the World Ran Out Of Everything Inside The Global Supply Chain. And I was ostensibly the economic writer.

Manufacturing 98

Manufacturing Economics Numbers Entertainment 98

CFO News Room

DECEMBER 29, 2022

Employment Situation: “United States Initial Jobless Claims” [ Trading Economics ]. The expanded opportunities have come during a decadelong economic boom that has created new roles in sectors from banking to tech. This means fewer workers, which means lower economic output overall. Stats Watch. News of the Wired.

Healthcare 130

Healthcare Economics Numbers Concentration 130