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Transcript: Edward Chancellor

Barry Ritholtz

When I was at GMO, we — a colleague and I ran a sort of quantitative analysis of speculative bubbles and we crunched, produced my system date 10,000 years of data of various commodity markets, and real estate markets, and stock markets around the world. Essentially, that’s what interest rates allow. RITHOLTZ: Yes.

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Transcript: Savita Subramanian

Barry Ritholtz

But now we’re back to a more normal hurdle rate. 5% interest rates is not super high. I know you like to discuss there are different phases of the, of the, both the market and the economic cycle. I mean, we had a global pandemic, a complete shutdown of global economic activity. 00:50:03 Not anymore.

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