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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: Rick Rieder

Barry Ritholtz

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. But I found — you know, I was a financial analyst and I was literally — you know, what we talked about, I was going to go and do that again, I loved looking at companies. RIEDER: A100 percent.

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Transcript: Stephen Suttmeier

Barry Ritholtz

And economic indicators, like the unemployment rate or the claims data, and you know, we actually did some scenario analysis around that recently, just talking about, Hey, what happens if the employment rate rises versus falls? What do you see in, in treasuries and the fixed income half of the portfolio?