Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

Spreadym

SEPTEMBER 12, 2023

Create a Revenue Forecast: Estimate your expected income sources, including salaries, sales revenue, investment income, grants, or any other sources of revenue. Categorize Expenses: Group your expenses into categories, such as housing, transportation, utilities, entertainment, and so on.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

Barry Ritholtz

MARCH 5, 2024

David Snyderman has put together an incredible career in fixed income, alternative credit, and really just an amazing way of looking at risk and trade structure and how to figure out probabilistic potential outcomes rather than playing the usual forecasting and macro tourist game. They have an incredible track record.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 59

Barry Ritholtz

MARCH 4, 2025

I don’t recall seeing anybody’s forecast for the year ahead saying, Hey, really inexpensive AI from China, deep seek is gonna completely disrupt everything. Speaking of, of entertainment. What’s keeping you entertained? It’s not just entertaining, but it, you know, clears the cobweb out little bit.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 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. What did you do to entertain them? And ultimately, to make a very long story short, I fell in love with derivatives. BITTERLY MICHELL: Yeah.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

AUGUST 29, 2023

And you had to take on significant duration risk and credit risk just to earn a couple percentage points. I have alternatives because I can go out and buy a money market fund at five and a quarter percent and I don’t have to take a lot of risk.” DAVIS: Yes, we try not to be in the short-term forecasting game.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

But there are so many tools at your disposal, and let alone how much duration you’re taking, how much interest, how much credit risk you’re taking, illiquidity, et cetera. And how do you make the decision, I’m not comfortable with this credit risk relative to the return it’s going to throw off?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59