Barry Ritholtz
AUGUST 15, 2023
The challenge is unlike the S&P 500, hedge funds sit in a box that has underlying credit risk from prime brokers. So the credit markets froze. And what’s their budget like a fraction of it, right? What’s the valuation? SEIDES: No, you’re right about the securities. RITHOLTZ: Right.
Barry Ritholtz
DECEMBER 20, 2022
It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. KOENIGSBERGER: Yeah. RITHOLTZ: Wow.
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