Remove Communication Remove Construction Remove Economics Remove Math
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2:00PM Water Cooler 1/9/2023 | naked capitalism

CFO News Room

But with mutating RNA viruses, ‘herd immunity’ is an extinct construct. So, go long digital communications (or continue going long). • The current “vaccine soup” makes the WHO naming convention poor scientific communication, what a surprise. Here’s the math. This ends debate on utility of N95 use during air travel.”

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. So a variety of risk meetings, a variety of economic meetings.

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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. What is that? The second is excess returns.

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s much more about security selection and a relatively static portfolio construction. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. ” It wasn’t that they didn’t communicate that.

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Transcript: Rick Rieder

Barry Ritholtz

RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. RIEDER: Yeah. But I think the reason why they were too late is because, I mean, think about vaccine happened.

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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. Do you, do you still have any? Sean Dobson : I have one in my office now. That’s awesome.