Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 64

Investments Marketing Securities Economics 64

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. TM Western Europe : UBS UBS continued to make significant strides in every part of the investment banking spectrum in 2024. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

Global Finance

APRIL 5, 2025

trillion of investment-grade and $419.8 Investment-grade bond volume is down 14% thus far across the globe and global high-yield volume is 16% lower. So far in 2025, the bank has served as a bookrunner for Mars substantial, eight-part investment-grade bond issue, aimed at financing the acquisition of Pringles maker Kellanova.

Investments 52

Investments Banking Mergers and Acquisitions (M&A) Foreign Exchange 52

Global Finance

APRIL 5, 2025

Thats half the number from the previous year. Until more information becomes available, lets celebrate the investment banks that brightened up the M&A landscape in 2024. As a top Asian investment bank, UBS completed 30 transactions last year with a total deal value of $14.4 ADIA and APG acquired a 53.3%

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Leverage 52

Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments 52

Investments Profit and Loss Securities Risk Management 52

Global Finance

APRIL 5, 2025

TM Infrastructure And Project Finance: European Bank for Reconstruction and Development It was a record-setting year for the European Bank for Reconstruction and Development (EBRD), with more than $17 billion invested in infrastructure and development projects globally, representing a 30% increase in year over year. billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

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

Musings on Markets

JANUARY 31, 2025

As the number of potential applications of AI proliferated, thus increasing the market for AI products and services, another part of the story was also being put into play.

Valuation 131

Valuation Numbers Marketing Investments 131

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Aggregate operating numbers 3.

Corporate Finance 115

Corporate Finance Valuation Finance Numbers 115

CFO Dive

MARCH 25, 2022

While many financial executives have made big investments in cloud computing to support remote work in the pandemic, a growing number of large companies are now signaling their interest in the metaverse by filing related trademark applications.

Numbers 294

Numbers Investments 294

Barry Ritholtz

MARCH 24, 2025

investment firm. ” It goes without saying that politics should have no place in any reputable firm’s Research department (see Why Politics and Investing do not mix ). Gross investment includes what government spends on structures, equipment, and software, such as new highways, schools, and computers.

Investments 124

Investments Economics Securities Budgeting 124

CFO News Room

FEBRUARY 2, 2023

Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed interest accounts provide reliable, consistent returns and can be used for short-term savings or to supplement other investments in your portfolio. What Does Guaranteed Return Mean?

Accounting 130

Accounting Investments Treasury Securities 130

CFO Talks

OCTOBER 10, 2024

Finance and Strategy: Making Numbers Work for Your Vision Imagine this: Your company has a fantastic vision—perhaps it’s to dominate a new market, launch a groundbreaking product, or grow your team and profits. It’s about making sure your numbers don’t just add up but drive your company toward its ultimate goals.

Numbers 98

Numbers Finance CFO Leadership 98

Barry Ritholtz

OCTOBER 2, 2023

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Sturgeon’s law suggest 300,00 of them are not crap – and that number seems generous.

Investments 138

Investments Construction Marketing Economics 138

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

Corporate Finance 119

Corporate Finance Valuation Investments Finance 119

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Musings on Markets

DECEMBER 11, 2024

It has sometimes got me some blowback, when I expressed my views about value investing being rigid, ritualistic and righteous and the absolute emptiness of virtue concepts like ESG and sustainability, but so be it. I am aware of things that I need to work on.

Valuation 120

Valuation Corporate Finance Finance Investments 120

Global Finance

MARCH 5, 2025

As US investment declines, China and India are rapidly expanding their presence across Latin Americas key industries. With US investment in Latin America shrinking, China and India are seizing the opportunity to expand their economic reach in the region. And 75% of that amount in Brazil is indeed invested in the energy and oil sectors.

Pharmaceutical 115

Pharmaceutical Investments Concentration Economics 115

Future CFO

NOVEMBER 19, 2024

As foreign direct investment continues to flow into the region, 2025 is poised to be a year of renewed IPO activity across Southeast Asia." While the number of IPOs remains healthy, Deloitte says the total capital raised has been the lowest in nine years, with a decline from the US$5.8 For the first 10.5

Marketing 98

Marketing Healthcare Currencies Numbers 98

Nerd's Eye View

MARCH 21, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%

Communication 91

Communication Leadership Investments Numbers 91

Global Finance

DECEMBER 26, 2024

Largely pioneered by Dubai, the business model has been copied by other countries to attract for-eign direct investment. To encourage research and development, in 2026, the UAE will offer a R&D tax incentive comprising a 30-50% tax credit, refundable depending on the revenue and number of employees of the business in the UAE, WAM stated.

Compliance 122

Compliance Economics Finance Numbers 122

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Benchmarking 98

Benchmarking Education Investments Planning 98

Barry Ritholtz

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 118

Investments Valuation Construction Marketing 118

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Benchmarking 98

Benchmarking Tax Planning Investments Planning 98

Nerd's Eye View

NOVEMBER 19, 2024

We also talk about how Anjali grew her revenue primarily by not increasing her client headcount (which only rose from 35 to 45 clients over the past 6 years) and instead focused on raising her minimum annual retainer fee from $10,000 to $18,000 per client, why Anjali's current clients and prospects are largely willing to pay this fee given the tailored (..)

Tax Planning 97

Tax Planning CFO Planning Advertising 97

Musings on Markets

JANUARY 17, 2025

If I have terrified you with the PE story, and you have undoubtedly heard variants of this story from market experts and strategists for much of the last decade, I would hasten to add that investing on that basis would have kept you out of stocks for much of the last ten years, with catastrophic consequences for your portfolio.

Treasury 126

Treasury Valuation Marketing Forecasting 126

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. But overconfidence means that they believe their abilities to acquire, to invest, are substantially above their real abilities, and studies have shown that something like 30%, 40% of CEOs are overconfident.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Planning 94

Planning Sales Investments Numbers 94

CFO Talks

MARCH 18, 2025

By tracking the right numbers, businesses and individuals can make informed decisions, spot potential problems early, and set themselves up for long-term success. Return on Equity (ROE) This shows how much profit a company makes with the money shareholders have invested. A high number means customers are paying quickly.

Numbers 52

Numbers Sales Investments Accounting 52

Nerd's Eye View

JANUARY 24, 2025

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

Practice Management 98

Practice Management Risk Management Budgeting Investments 98

CFO Talks

FEBRUARY 10, 2025

Its not merely numbers on a page but its the heartbeat of accountability and the foundation of trust with external stakeholders, particularly investors. Investors rely on your numbers to make informed decisions. More focus on strategic decision-making instead of crunching numbers. Financial reporting is no different. The result?

Financial Reporting 90

Financial Reporting IFRS Leadership Reconciliations 90

Future CFO

JANUARY 22, 2025

At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024.

Risk Management 98

Risk Management Compliance Finance Leverage 98

Future CFO

NOVEMBER 6, 2024

He firmly believes that quality of talent can be a competitive advantage and investing time and resources behind that has a positive return. It’s impossible to predict everything, but building an organisation which can work through distinct scenarios and craft respective responses is the optimal approach,” Shivam says.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

CFO Talks

NOVEMBER 14, 2024

Focusing on External Relationships for Sustainable Growth Engaging Investors Beyond the Numbers Investors appreciate financial results, but they also want to feel confident in the team leading the organisation. Invest in Relationship-Building Skills : Consider workshops or training in communication, empathy, and negotiation.

CFO 97

CFO Communication Construction Finance 97

Barry Ritholtz

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” The result: Bad investment outcomes that should not have occurred. ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025.

Investments 75

Investments Numbers 75

Future CFO

DECEMBER 4, 2024

Beyond technical expertise In terms of taking on essential skills beyond just technical expertise, Wong says becoming a standout finance leader definitely takes more than just mastering the numbers. One of my proudest achievements was leading the establishment of the first investment-grade-rated RM1.5

Finance 98

Finance Leadership Problem Solving Benchmarking 98

Global Finance

DECEMBER 26, 2024

Quantum-based computers could soon help us discover new cures, design more efficient batteries for electric cars, impact investments and transform companies, and optimize logistics and supply chains. Willow, however, has found a way to make the system more reliable with each additional qubit. The possibilities are endless.

Benchmarking 105

Benchmarking Technology Finance Numbers 105