Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

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Barry Ritholtz

AUGUST 29, 2022

So, if you are remotely interested in passive investing, ETFs, indexing, or Vanguard and Jack Bogle, you will find this to be an absolutely fascinating conversation. How did the expertise in ETFs and passive investing come about? Hey, isn’t this wrong, or it just leads to all sorts of fun and interesting places. BALCHUNAS: Sure.

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Barry Ritholtz

JULY 24, 2023

And so when I asked myself the question, am I qualified to provide investment advice? And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

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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 fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. a year since 1989.

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Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

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Barry Ritholtz

FEBRUARY 20, 2024

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. And so you had a situation where you could take big positions in the euro dollar market, affect the price and the cash market and actually make a profit. Starting with what’s keeping you entertained these days?

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