Barry Ritholtz

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. I did an internship in the summer at Citibank Securities in fixed income sales and trading. They create the benchmark. And Greg Davis just does an amazing job.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. And because remember, Lehman had the Lehman Agg and that was the benchmark. So I think there are 4,800 equities, different securities globally. RITHOLTZ: Is that how you ran R3?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

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. And I was a math nerd as a kid. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. RITHOLTZ: And security is a huge one. We’re going to make a benchmark much easier. RITHOLTZ: Okay.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. It had gone from a fairly, fairly heavy retail business to a very institutional business. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time.

Marketing 108

Marketing Treasury Banking Profit and Loss 108