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10 Types of Financial Models

The Finance Weekly

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. Financial modeling involves creating a mathematical representation of a company's financial situation, typically using tools like Excel. A loss decreases equity.

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Transcript: Rick Rieder

Barry Ritholtz

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments.