Barry Ritholtz

SEPTEMBER 19, 2023

And you know, because they had leveraged in some cases bond portfolios when rates go up as you know, prices go down, they had margin calls ’cause they were trading on margin in a 00:41:52 [Speaker Changed] Lot of cases. So you may see portfolios change as a result of, of benchmarking. For various reasons. And I think Oh, really?

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Profit and Loss 64

Profit and Loss Marketing Investments Benchmarking 64

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. What was your take away from the Jackson Hole festival of speeches and — and Jerome Powell’s — it’s kind of surprising that anybody thinks he didn’t communicate what was happening, but it seems like the market was taking a little by surprise. RITHOLTZ: Right.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. You know, the leverage in the system builds. There is alpha. It is too much.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

MARCH 14, 2023

You know, if you look at the data, they say, oh, we’re active managers, but maybe they changed duration from 92 percent of benchmark to 94 percent of benchmark duration. RITHOLTZ: I mean, you didn’t do great bonds, but you didn’t do as bad as the benchmark — BERNSTEIN: Absolutely. communications.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60