Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. 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. Her name is Kristen Bitterly Michell.

Investments 119

Investments Marketing Profit and Loss Banking 119

CFO Leadership

APRIL 5, 2023

When you give everyone in the company $5 along with this challenge…you do the math. This is why a key aspect of this investment is a monthly use-it-or-lose-it infusion. That’s a lot of priceless positivity floating around. The power of peer positivity puts top-down benevolent gift giving to shame.

CFO 59

CFO Profit and Loss Leadership Math 59

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Profit and Loss Communication Education 130

PYMNTS

AUGUST 5, 2016

So sizzles all the way around – unless, of course, you’re one of the ones asking banks to invest in a real-time payments capability that does exactly the same thing. It wasn’t because it has the secret to running a profitable eCommerce site or success in monetizing memberships a la its CEO’s alma mater, Amazon. Iris Scanning.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

CFO News Room

DECEMBER 13, 2022

And I had some great mentors, and they taught us about insurance, and investments, and prospecting. And he flat out told me he wasn’t going to invest the time into me. He’s a loss leader.” Terry: Exactly. So, in theory, I learned the process of building a financial services business from the ground up.

Planning 130

Planning Profit and Loss Numbers Leadership 130

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

JUNE 27, 2023

The transcript from this week’s, MiB: Peter Borish, Tudor Investments & Robin Hood , is below. Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. I’m single.

Math 59

Math Risk Management Profit and Loss Marketing 59

PYMNTS

OCTOBER 14, 2016

And those losses are catching up, with share price declining about a quarter this year. Customers who have invested in a discount tend to reappear,” Laurie Walden of Dunn Retail Associates told PYMNTS. But then, customers like that aren’t a major profit driver for Bed Bath & Beyond.

Profit and Loss 75

Profit and Loss Math Retail Sales 75

Barry Ritholtz

AUGUST 20, 2024

Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? 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.

Concentration 69

Concentration Marketing Valuation Investments 69

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

MAY 30, 2023

I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. So I think that resiliency piece, never giving up, never giving in, redefining, Barry, success as going from failure to failure without loss of enthusiasm, I think that’s everything. RITHOLTZ: Right.

Economics 59

Economics Education Profit and Loss Banking 59

Barry Ritholtz

JUNE 18, 2024

But I took a bunch of, I got an internship at Fidelity Investments when I was a junior, and it really gave me a taste for business and I wanted to work in business. You know, the marketing of an investment firm is not to be taken lightly. So you have the initial investment, 51% for about $15 million. Yeah, right. Nice, nice gig.

Entertainment 59

Entertainment Investments Math Advertising 59

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Mergers and Acquisitions (M&A) 105

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

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. They announced a $640 million loss and ouch. Things get worse at one of the companies that I’ve invested in.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

OCTOBER 21, 2024

There are a few people who are more knowledgeable about fixed income credit real estate and distressed investing than, than Brian. What was investing always the career plan? I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation.

Investments 59

Investments Numbers Marketing Leverage 59

PYMNTS

OCTOBER 16, 2017

It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. These early advocates have stimulated a vast amount of investment into this vision; $1.7 billion has been invested into bitcoin/crypto-related ventures over the last eight years.

Currencies 71

Currencies Financial Systems Concentration Investments 71

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. Because you were not just in the investing side, correct. As baby analysts.

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. So given AQR has been around for 25 years, how has your investing philosophy evolved over that period, assuming it’s changed at all?

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Barry Ritholtz

AUGUST 23, 2022

Like investing in this kind of stuff and I had total life saving for the time of $2,000 and I converted my total life savings of $2,000 into Polish zloty, their currency, went down with my translator to the post office and subscribed to the very first privatization in Poland. I want to be investing in this privatization in Eastern Europe.

Investments 128

Investments Math Banking Profit and Loss 128

Barry Ritholtz

OCTOBER 10, 2023

Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. So brilliant enough so that sure, he goes to math camp in the summer and find, kind of finds his tribe. But in math camp, he’s not the best. And the Undoing project.

Math 64

Math Profit and Loss Numbers Marketing 64

Barry Ritholtz

NOVEMBER 25, 2024

I, if you are at all interested in concepts of things like portable alpha or return stacking, or just want to know how a quant looks at the world of investing and tries to decide where there are opportunities. Quantitative investing was, was that the plan from the beginning? Let’s talk a little bit about your background.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, so Bill, bit of a germaphobe, but he, you know, in mid-February, he has been reading, he’s a voracious consumer of, everything’s kind of a funnel to him and internalizes it in these investment theses.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. How does that relate to economics and decision making and investing? That was too abstract.

Profit and Loss 64

Profit and Loss Math Finance Economics 64

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? 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. He knows how to manage risk, and he knows how to trade for a profit for a p and l.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

Barry Ritholtz

JUNE 3, 2024

There are few people who understand both fixed income and equity investment and quantitative strategies to each better than Jeffrey Sherman. With no further ado, my discussion with Jeffrey Sherman, double line’s Deputy Chief Investment Officer. Barry Ritholtz : It seems that some people are math people and some people are not.

Math 59

Math Marketing Treasury Valuation 59

Barry Ritholtz

APRIL 2, 2024

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. Am I getting right?

Healthcare 59

Healthcare Economics Math Education 59

Barry Ritholtz

AUGUST 22, 2023

So if you get a group of people who tend to think, you know, we ought to invest in X, take your pick. We ought to invest in X. If that’s the average view, but I’m starting to convince myself, by the way, to invest in soap companies, which is probably not necessarily right, let’s put it that way. Soap companies.

Economics 98

Economics Finance Investments Numbers 98