Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And we do a lot of research in this area, and we provide a lot of information both in terms of networking opportunities for family offices, as well as family offices recognizing kind of their own benchmarking, right? What did you do to entertain them?

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Barry Ritholtz

SEPTEMBER 19, 2023

And you know, because they had leveraged in some cases bond portfolios when rates go up as you know, prices go down, they had margin calls ’cause they were trading on margin in a 00:41:52 [Speaker Changed] Lot of cases. So you may see portfolios change as a result of, of benchmarking. For various reasons. And I think Oh, really?

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Barry Ritholtz

OCTOBER 31, 2023

And you can go long, you can go short, you can have leverage, you could have higher exposure levels, but the securities are in the liquid public markets versus private equity, which are in illiquid private markets. 00:15:29 [Speaker Changed] That’s your benchmark, correct? 00:15:30 [Speaker Changed] Correct. All right.

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Barry Ritholtz

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. So I had some experience in Africa that was able to leverage for this role.

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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: Right.

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Barry Ritholtz

MAY 9, 2023

But I would say generally, there’s less leverage in the system. What’s been keeping you entertained? One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations.

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CFO News Room

FEBRUARY 2, 2022

CONROD: I — I think the — in this low interest rate environment people are looking for yield and income, and how do they — they have a — they have a benchmark. What — what’s keeping you entertained? And when zero — when bonds are returning zero, you know, they need to look at other income-related or alternatives. RITHOLTZ: The Serpent.

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Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. And so it is important that at least you’re able to entertain that. That’s amazing leverage. Peter is unbelievably brilliant, right?

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Barry Ritholtz

AUGUST 29, 2022

BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. Had they shared a little bit of it, they still would’ve made tons of money and they would’ve been able to bank goodwill, lower the fees, and increase their beat rates against the benchmark because their fees are now lower.

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Marketing Profit and Loss Investments Benchmarking 69

Barry Ritholtz

JULY 29, 2024

So 00:09:10 [Speaker Changed] I know Orion for many years because from the RIA perspective, from a registered investment advisor perspective, clients want to know how their portfolios are doing, what their performance is, both in absolute terms and relative to benchmarks. And something that Orion’s a big part of.

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Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. The, the security that 00:19:47 [Speaker Changed] Is 5% is high yield these days 00:19:49 [Speaker Changed] You had the, the Fed come in and, and push a lot of the banks and say, Hey, you, you can’t have a tunnel of leverage on the high yield issuance. What’s been been keeping you entertained?

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Barry Ritholtz

MAY 6, 2025

So it’s 10 to one, 20 to one, whatever the precisely the leverage they’re using. 00:47:06 [Speaker Changed] I know you guys don’t release public performance numbers, but I know you are doing much better than your benchmark this quarter. What, what’s keeping you entertained? I streamed Eastern Gate.

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Profit and Loss Risk Management Marketing Banking 59

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. 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. You know, the leverage in the system builds. There is alpha.

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Barry Ritholtz

MARCH 14, 2023

You know, if you look at the data, they say, oh, we’re active managers, but maybe they changed duration from 92 percent of benchmark to 94 percent of benchmark duration. RITHOLTZ: I mean, you didn’t do great bonds, but you didn’t do as bad as the benchmark — BERNSTEIN: Absolutely. RITHOLTZ: Right.

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Barry Ritholtz

JULY 15, 2024

They take a benchmark in that case, the aggregate index is by bar the, the most common one used. Let, let’s allow you to do more and have a wider degree of risk and off benchmark in your sector. The young constraint typically does not have a benchmark. Tell us what’s keeping you entertained these days?

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Barry Ritholtz

JANUARY 14, 2025

I always assumed it was the opposite that alright, they’re, you know, like the 1 30 30 funds or whichever variation you’re looking at, I always assume that they’re leveraged up and even if they’re long, short, all that money’s put to work. What’s keeping you entertained? A lot of costs built in.

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