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. Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 64

Valuation Investments Economics Marketing 64

CFO News Room

DECEMBER 6, 2022

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And we can run all the math about how to do that.” Natalie: Right. Michael: Right?

Planning 130

Planning Budgeting Investments Communication 130

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Ken Rogoff is an esteemed professor of economics at Harvard University. Its infrastructure is highly concentrated in China – 70 percent of all mining capacity is located there and controlled by four mining companies in China.

Currencies 41

Currencies Banking Accounting Budgeting 41

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. You really have to start crystalizing an org chart and who does what, and clarifying roles and responsibilities. And the reality is just no one really trains us to do this. Cean: Correct.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. I’m not exaggerating.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. Low price stock has historically had some very large concentrated positions. And those concentrated positions happen because they have high conviction that they’re in that group where it’s not stupid to think about where earnings will be 10 years out. But it’s always a compare.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. 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. So, it cost the firm $320,000, well worth every penny? How would you have done? RITHOLTZ: Really interesting.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

JULY 29, 2024

People who were deeply concerned about task loss harvesting, either they’re selling a business, they have low cost stock or founder stock, or some other capital gain they’re trying to manage through highly concentrated position that they want to de-risk but not create a giant tax obligation. Incredible amount of opportunity.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

NOVEMBER 23, 2024

New York Times Magazine ) • Wall Street Math Wizards Are Decoding Private-Market Returns : A small band of quants is shining a light into the shadowy world of unlisted assets. Washington Post ) but see Who Is to Blame for Inflation, 1-15 : The world is complex, and it is rarely (if ever) one causal factor driving economic events.

Concentration 64

Concentration Math Investments Economics 64

Barry Ritholtz

JUNE 30, 2024

Before co-founding Legalist at 20, Eva studied economics at Harvard College. 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.

Math 59

Math Concentration Benchmarking Valuation 59

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. Economic data, GDP data, employment data, bond prices, auction, I, I have auction, you know, data going back on a spreadsheet back to the 2000. But those guys are great, right? Interesting.

Investments 59

Investments Marketing Banking Benchmarking 59

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. I do the math.

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104