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Transcript: Julian Salisbury, GS

Barry Ritholtz

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.

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Transcript: Ted Seides

Barry Ritholtz

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?

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Transcript: Rick Rieder

Barry Ritholtz

ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Russia and Ukraine account for 12 percent of the calories in the world. I mean, what is it?

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Transcript: Cliff Asness

Barry Ritholtz

But plenty of valuation measures, it has no applicability for price-to-sales. So I definitely think you want to account for that in places like price-to-book in earnings. And I do think besides just the advertising aspect, I think one huge benefit to our business is we hire a lot of PhDs, including professors. Is that a word?

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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

Joel Tillinghast : Well, okay, G, when he was six, my grandfather, who was a bookkeeper accountant at a textile mill died and my grandmother was a second string violin at the Providence Symphony Orchestra, which didn’t pay well then, and I suspect didn’t pay well now. And I was a math nerd as a kid. Tell us about that.

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Transcript: Brad Gerstner

Barry Ritholtz

00:11:16 When Paul met me, I was modeling companies like Priceline in my spare time and investing out of my, you know, probably Fidelity account at the time. It was about $170 million valuation. I like these big advertisers, but they don’t wanna be associated with that. They had about 10 beta customers of the product.

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Transcript: Howard Lindzon

Barry Ritholtz

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: That’s called single entry accounting. There was not much accounting to do except how many months we have left before we have to call Fred for more money. Is it about the valuation? LINDZON: Correct.

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