Barry Ritholtz

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? So, our active team has been successful outperforming their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. The hedge fund industry, generally, is outperforming their benchmarks.

Investments 64

Investments Marketing Economics Risk Management 64

Barry Ritholtz

OCTOBER 17, 2023

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?

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

JULY 24, 2023

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. What’s entertaining the family? So obvious, but I would argue 10 years ago it wasn’t so obvious.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

AUGUST 29, 2022

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. RITHOLTZ: Interesting. But I — I got rejected. So Bogle ….

Profit and Loss 64

Profit and Loss Marketing Investments Benchmarking 64

Barry Ritholtz

OCTOBER 31, 2023

00:15:29 [Speaker Changed] That’s your benchmark, correct? Starting with what’s keeping you entertained these days? I got, you know, it’s my, it’s my treadmill entertainment, so I’m slowly catching up and, and then the one that I watched recently that I absolutely loved was The Bear. All right.

Investments 60

Investments Marketing Numbers Valuation 60

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

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. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. There is alpha. Can you manage that through downturns?

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. And it had to do with the discipline of the models that he used and how he segmented economic liquidity, investor liquidity, and then technicals and and breath conditions and understood how they melded together. What was the original career plan?

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time. RITHOLTZ: I mean, you didn’t do great bonds, but you didn’t do as bad as the benchmark — BERNSTEIN: Absolutely. BERNSTEIN: Yes.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. a year since 1989. Much better.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? How does this impact global trade and other economic factors? How do you track performance? TROPIN: Yeah.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

FEBRUARY 20, 2024

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.

Treasury 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

NOVEMBER 21, 2023

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. It’s 00:52:47 [Speaker Changed] A tough benchmark to beat. What’s keeping you entertained these days? There are world class partners of ours in Silicon Valley. So terrific.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

NOVEMBER 15, 2022

And I literally just started putting adjectives and nouns on piece of paper, trying to figure out like how do I describe the work that I think I should be doing, and that hopefully, people find at least entertaining, if not valuable? It seems like an easy one, but there’s a lot of missed benchmarking that goes on. NADIG: FRDM.

Finance 107

Finance Investments Math Marketing 107