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Transcript: Tom Hancock, GMO

Barry Ritholtz

Its index and its benchmark. There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. And big consumer and healthcare. a year, way over both.

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Transcript: Kristen Bitterly Michell

Barry Ritholtz

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?

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Transcript: Rick Rieder

Barry Ritholtz

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. Healthcare, education, not hugely cyclical, not interest rate sensitive. There is alpha. Can you manage that through downturns?

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Transcript: Gary Cohn

Barry Ritholtz

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. Your chief economic advisor to the president. 00:16:40 So there was a way to judge yourself.

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