CFO News Room

DECEMBER 5, 2022

Built around the presumption that tech could be so efficient that robos could charge 1/4 th of the price of human advisors and still be more profitable, at least at scale… and, at the same time, grow rapidly by capturing a market of consumers that traditional advisors couldn’t even afford to serve (i.e.,

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Or how do we work around a concentrated stock position, right? Because we’ve got concentrated stock that we’re trying to divest, and, so, we are slowly gifting into a donor-advised fund.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

SEPTEMBER 3, 2024

And it was a very rigorous program and I learned so much from classes that I never thought I would find exciting, like marketing. Maybe there’s a substantial marketing efficiency there. I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock.

Investments 59

Investments Valuation Concentration Marketing 59

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Get notified of the latest episodes (and all our research as it’s released!) Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Marketing Accounting 130

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. We hear a lot about Jeremy Grantham thoughts on markets, but much less on how the firm is managed, how this growth came about and the culture as a business.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

DECEMBER 6, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And now, there are some jobs for advisors that simply want to be awesome service advisors and work for a firm that’s got a marketing process to bring those clients in to be served. Natalie: Hey, Michael.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” What are we doing proactively, rebalancing, got to stay in the market?”

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. I had the chance to be part of some very interesting transactions in the banking space.

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. I mean, that’s what, that’s what makes markets so exciting to me. Mike Wilson : I don’t actually.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Investments 52

Investments Benchmarking Marketing Treasury 52

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. It’s mark to market.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. So again, so it came back out to the market and it held on to all the pieces except Danaher. What’s the most current data point that may not have filtered into the market? They’d say it’s a crap market. So you’re implying that A, there’s a market inefficiency.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

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 29, 2024

Ah, I was just a BA and I was fortunate enough to have a marketing internship at Caesar’s World, which is what I did to work myself through College 00:03:17 [Barry Ritholtz] Caesars World is what? And so I started in marketing, active trader marketing, and then I fell in love with the active trader segment of the market.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. You know, that February, March market started to go, I mean, this started as a financial story, I guess, is how I got involved, which is that markets woke up to it very quickly, and things got hairy very fast.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

JULY 15, 2024

If you are at all interested in fixed income, how you assess bonds, how you evaluate the economy, the market, what the fed’s gonna do, what clients want, how to assess risk in credit markets, well then you are gonna really enjoy this conversation. The market was going down. But those guys are great, right?

Investments 59

Investments Marketing Banking Benchmarking 59

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. As revolutionary new weight-loss drugs turn consumers off ultraprocessed foods, the industry is on the hunt for new products. ( Try these 15 factors instead. (

Concentration 64

Concentration Math Investments Economics 64

Barry Ritholtz

JUNE 30, 2024

Washington Post ) • Wall Street’s Hottest Lottery Ticket: Zero-Dated Options : Bets on market moves have taken off with these options. 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

MARCH 17, 2025

And so he kind of put himself out there on the job market and he thought, well, I could either go for a dean position or I could, you know, go for some kind of endowed chair somewhere, you know, move up. Wasn’t the Excel spreadsheet error, which changed their math. And you know, he, he’s a history professor.

Budgeting 59

Budgeting Economics Math Numbers 59

Barry Ritholtz

NOVEMBER 12, 2024

And so every story I did afterwards, I mean, as I then got into the minutia of how the mortgage markets work and eventually covered the foreclosure crisis really began with that just basic, you know, naive, you know, question, well, what’s gonna happen when we can’t just use our homes as, as ATM machines anymore?

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104