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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. The key point is that firm owners can use benchmarking data to better understand how they can improve their business. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Planning 130
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Transcript: Jawad Mian

Barry Ritholtz

10 years ago you had the top economics, economists, investors in America writing a letter to the Fed in 2010 saying, “Hey, stop QE. In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. Let me explain.

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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. What made you add economics to your, to your graduate degree?

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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: 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.