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Weekend Reading For Financial Planners (Dec 3-4) 2022

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Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. This year has seen inflation reach levels not seen for several decades, pinching the budgets of consumers. by being able to tax-loss harvest positions within the account), and advisors receive a fee in return.

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Transcript: Kenneth Tropin

Barry Ritholtz

And so, you know, it was relatively, I wouldn’t say straightforward because I don’t think generating consistent profits has ever been something that’s so straightforward or so easy. And it’s always going to expect to lose some of those profits when the trend reverses, but still end up capturing the meat of the trend.

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Transcript: Cliff Asness

Barry Ritholtz

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

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Transcript: Bill Dudley, NY Fed Chief

Barry Ritholtz

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. Let, let’s talk a little bit about your background.

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Transcript: Neil Dutta

Barry Ritholtz

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

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Transcript: Gary Cohn

Barry Ritholtz

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. He knows how to manage risk, and he knows how to trade for a profit for a p and l. Really intriguing.

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