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. What’s the valuation? So, it cost the firm $320,000, well worth every penny? How would you have done?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit.

Valuation 122

Valuation Investments Marketing Technology 122

CFO News Room

NOVEMBER 29, 2022

Its founder walked away with a giant buyout package even as its valuation crashed. And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools. That company is now mired in an enormous financial scandal. The company whose filing paper said it was going to change the world.

Nonprofit 130

Nonprofit Math Economics Valuation 130

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. But generally starts with the economic cycle. Where are you in the economic cycle? I, I love that area.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. RITHOLTZ: Right. And that’s all sentiment. DAVIS: That’s exactly it.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

DECEMBER 17, 2022

And while there are myriad factors that go into this calculation (from the client’s risk tolerance to their life expectancy), market and economic conditions play an important role, as portfolio returns in the early years of retirement can play an outsized role in the ultimate sustainability of a client’s retirement income plan (i.e.,

Planning 130

Planning Education Investments Benchmarking 130

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. So, last year, valuations were high, interest rates were low. You really have to start crystalizing an org chart and who does what, and clarifying roles and responsibilities. Is it at 1.5%?

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. And I think it partly depends on the economic comfort in which you grew up. They will earn that market return less, whatever they’re paying.

Investments 59

Investments Finance Education Marketing 59

Barry Ritholtz

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. What is that? The second is excess returns.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. The math never seems to work out. We’ve been at it for coming on a decade, had only a couple 100,000 customers. Is that way fair way to start? RITHOLTZ: Right. RITHOLTZ: Sure.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. Why is there such a spread between US domestic and overseas companies in terms of you’re a value investor in terms of straight up valuation?

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. How are we doing in literacy versus math versus science? Think about the incredible growth of U.S.

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

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. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We’ll, we’ll get into that in a little bit. 00:01:58 [Speaker Changed] I’m just old.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

MARCH 21, 2023

But plenty of valuation measures, it has no applicability for price-to-sales. ASNESS: Well, first of all, I’m going to somewhat disappoint you saying we do not take very big bets on views like timing asset classes based on valuation. My mom was a math teacher so — RITHOLTZ: Okay. It can apply to earnings.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Barry Ritholtz

JANUARY 7, 2025

00:13:05 [Speaker Changed] But you are also on the advisory board for the Stanford Institute of Economic Policy and Research. So that’s why I think doing it as an individual always gave me much more reward and also, quite frankly, economic success than doing it as a, as a fund investor. Taiwan semiconductor, yes.

Valuation 52

Valuation Investments Marketing Math 52

Barry Ritholtz

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. And I just caught the bug.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 59

Math Marketing Treasury Valuation 59

Barry Ritholtz

OCTOBER 31, 2022

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. SIEGEL: Right. RITHOLTZ: Right.

Investments 59

Investments Marketing Numbers Finance 59

Barry Ritholtz

JUNE 30, 2024

She leads the company’s 50-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation & investment committees and board of directors. Before co-founding Legalist at 20, Eva studied economics at Harvard College. The firm specializes in litigation finance, which is non-correlated with equities.

Math 59

Math Concentration Benchmarking Valuation 59