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. And big consumer and healthcare. And my high high school math teacher, Mr. Hyde, he was the one who taught the computer programming course.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. And I, I think that I kind of triangulated on it. I have no family history. I have no, I, you know, knew a real estate developer I thought was really great. I knew I wanted to do something in business.

Investments 105

Investments Marketing Transportation Finance 105

CFO News Room

NOVEMBER 29, 2022

Or sometimes they don’t and, so, your healthcare worker may have different types of plans versus your tech-company worker. I literally have clients that have 6, 7, 8 retirement plans that we have to work through. So, that’s a different type of level of service. And then they may also have stock options.

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Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I was econ and kind of geeky.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

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Investments Marketing Numbers Risk Management 64

Barry Ritholtz

AUGUST 15, 2023

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. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Investments 52

Investments Benchmarking Marketing Treasury 52

PYMNTS

NOVEMBER 16, 2020

However, a highly effective vaccine that doesn’t require specialized transportation or storage might change the math on distributing the substance more widely and quickly. That, in turn, could greatly shorten the period between the pandemic and the post -pandemic. Consumers’ Complicated Relationship to a Vaccine .

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Transportation Math Entertainment Planning 92

Barry Ritholtz

NOVEMBER 22, 2022

Also, healthcare is really popping up. Nashville and Atlanta are two very large healthcare hubs. And so you need strong healthcare to meet the needs of the population. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? I know nothing about healthcare. SHAW: Well, it’s pure geometry.

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Investments Finance Education Numbers 59

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. I didn’t know what any of these terms meant.

Investments 119

Investments Banking Advertising Numbers 119

Barry Ritholtz

SEPTEMBER 10, 2024

So that’s the math. For example, in healthcare, which we were talking about earlier, right? Like a lot of eff in efficiencies in healthcare, well, you know, somebody’s gonna come up with a solution to kind wr out that inefficiency, okay? We have like 8% growth built in for next year’s earnings growth.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

MAY 30, 2023

Poverty, sustenance poverty is a roof over your head, food on your table, reasonable healthcare, it’s a sustenance, the ability to sustain yourself. BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. RITHOLTZ: Right.

Economics 59

Economics Education Profit and Loss Banking 59

Barry Ritholtz

JUNE 18, 2024

00:17:16 [Speaker Changed] And, and let’s be blunt and honest, Dave Portnoy is incredibly entertaining, even if that persona is an exaggeration of who he is, but no one wants him doing the payroll or the 00:17:30 [Speaker Changed] Healthcare. 00:40:26 [Speaker Changed] They, they know, they know math, they know math.

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Entertainment Investments Math Advertising 59

Barry Ritholtz

SEPTEMBER 26, 2022

Take healthcare, the healthcare really is going to require systems level change to really revolutionize how we think about our health. Some of the key partners you need in the healthcare space are big hospitals like Mayo Clinic in Minnesota, or Cleveland Clinic in Ohio, or Johns Hopkins in Maryland, or MD Anderson in Texas.

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

Barry Ritholtz

JANUARY 24, 2023

You executed a $4 billion IPO for your Avantor life sciences company, the largest healthcare-related IPO I think in history, is that true? So life science supplies, healthcare, IT, managing wind and solar farms, niche software, and consumer, different things like that. RITHOLTZ: So talk about building New Mountains in 2019.

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Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

FEBRUARY 13, 2023

Healthcare, education, not hugely cyclical, not interest rate sensitive. How are we doing in literacy versus math versus science? When you move interest rates, the economy recalibrated quickly because the goods-oriented economy, interest sensitive, cyclically oriented. But my view is the Fed has gotten to a level that is restrictive.

Mergers and Acquisitions (M&A) 59

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

PYMNTS

JULY 6, 2020

In May, I made the case that we were witnessing what math geeks call a jump discontinuity, a sharp and distinct break from the past and an irreversible shift — a quantum leap — to something new. As hard and as fast as pharma companies are working, it will take time for a vaccine to be approved and then distributed to healthcare providers.

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Retail Sales Math Healthcare 103

Barry Ritholtz

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? I, you know, I, I do do the math when I, when I do some of my, my chats with the younger folks on the, on the team and I say, okay, real growth inflation term premium, you see this thing, it’s been zero or negative for the last 15 years.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 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 if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. What was the career plan?

Finance 59

Finance Marketing Numbers Investments 59

PYMNTS

JANUARY 12, 2021

The new guidelines, according to a Trump administration official speaking anonymously, will aim to break the distribution bottleneck reportedly created by limiting early rounds of vaccine to healthcare workers and nursing home residents.

Healthcare 54

Healthcare Math Communication Planning 54

CFO News Room

JANUARY 3, 2023

What NASA does really blows my mind in part because I’m a words person, not a math and science person. Sadly, it’s prevalent across the globe right now, and my experience over the last couple decades has been that every industry believes that they are the worst, that unfortunately it is bad in so many places.

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Leadership Math Healthcare Numbers 100

Barry Ritholtz

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. And asked them, how much does one of these things cost, and they said, $20 million new.

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Investments Math Banking Profit and Loss 128

Barry Ritholtz

JANUARY 7, 2025

But it allowed me to go into the healthcare vertical straight out of Stanford. 00:43:02 [Speaker Changed] I think the one that’s most salient that we track most closely, Barry, is the fact that because the math broke at the investor level in N 22, early 23, we’re still playing catch up on that. What does that even mean?

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Valuation Investments Marketing Math 52

Barry Ritholtz

MARCH 17, 2025

Deficits can be used to accomplish big things like, you know, repairing crumbling infrastructure, improving our healthcare education systems and, and so on and so forth. Wasn’t the Excel spreadsheet error, which changed their math. So we should talk about deficits for whom? Deficits for what, right?

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Budgeting Economics Math Numbers 59

Barry Ritholtz

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. He was right on the thesis. He found a place to express it efficiently. RITHOLTZ: Right. HOFFMAN: And he absolutely nailed the timing. I mean, it’s, I mean, really crazy.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

JUNE 20, 2023

Now, They have seized on healthcare as a huge industry to really dive into, to invest in. And the difficulty with healthcare is that you are not supposed to put profits ahead of patients. RITHOLTZ: How did private equity healthcare, senior living, nursing homes, ERs, hospitals, do during the COVID pandemic? MORGENSON: Right.

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Healthcare Finance Marketing Retail 59

Barry Ritholtz

MAY 16, 2023

And then we brought on our third partner, Gary Bennett, who had sold his company to SalesForce and we were doing a lot of enterprise and healthcare. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem.

Leverage 116

Leverage Investments Valuation Marketing 116

Barry Ritholtz

APRIL 2, 2024

Healthcare minimum wage. So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things.

Healthcare 59

Healthcare Economics Math Education 59

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. We went out, we got Shahir hired, you know, but then you’ve gotta go out and hire people in the healthcare space. Like Shahir is your person.

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Marketing Banking Treasury Profit and Loss 112

Barry Ritholtz

AUGUST 22, 2023

It’s a power law, this is very slightly technical for yours truly, the English major, not technical for you, the math guy. But let’s stick with happiness. But if we understand the phenomenon of power laws and how they work, then we’ll get real clarity on spectacular success, including that of Star Wars.

Economics 98

Economics Finance Investments Numbers 98

CFO News Room

DECEMBER 16, 2022

Job cuts at hospitals may seem counterintuitive given the nation’s widely known shortages of healthcare workers. As such, only continuous use of N95 respirators protects healthcare workers against respiratory infection whilst intermittent use of medical masks and respirators are equally ineffective (3).

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Math Education Management Consulting Healthcare 130

Barry Ritholtz

NOVEMBER 12, 2024

I mean, other countries, I mean, Canada is not, you know, seething with anti-trade sentiment to the extent that it is in the US because they have national healthcare there. We Right, we don’t have national healthcare. I do the math. We don’t, we have trade adjustment assistance, but it’s woefully underfunded.

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Manufacturing Economics Numbers Entertainment 104