Barry Ritholtz

MAY 9, 2023

But I don’t think this is a wholesale shift, we’re in a higher rate environment, obviously, for now. And while rates will likely start rolling over into next year, I think we’re in an environment where the hurdle rate for making more illiquid investments is higher. Capital rules were changing.

Investments

Barry Ritholtz

MAY 21, 2024

And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years. Because these regulated banks had to hire all these legal and compliance and expert folks to make sure we weren’t doing anything bad, right? But now we’re back to a more normal hurdle rate.

Finance

Barry Ritholtz

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with.

Leverage