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Transcript: Tom Hancock, GMO

Barry Ritholtz

Its index and its benchmark. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And we like the fact that as you point out, they tend to work at different parts of the market cycle. a year, way over both.

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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. In 2021, elevated equity valuations and relatively low bond yields led the researchers to suggest 3.3%

Education 130
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At the Money: Benefits of Quantitative Investing

Barry Ritholtz

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. For example, you can see what’s the biggest drawdown, how long did it last, how long and how often did a strategy beat its benchmark, and by what magnitude. market volatility.

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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. So I, I did a math degree at Oxford, which is more pure math. It’s a function of log normal returns that we see in, in stock markets. Sounds easy.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

So from a client strategy, marketing standpoint, and then overseeing the investment team. And the reality is that, we know that’s very difficult to do and outperform the broader market. Let’s talk a little bit about the Vanguard Total Market Index. So a variety of risk meetings, a variety of economic meetings.

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Transcript: Ted Seides

Barry Ritholtz

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

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Transcript: Julian Salisbury, GS

Barry Ritholtz

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting.