Barry Ritholtz

SEPTEMBER 7, 2022

I don’t know if those challenges would have been as extreme as was forecasted or not, but I’m really glad we didn’t find out. So I tend to view computer coding not that dissimilar to communicating in a foreign language. So 2000 could have been 1900, and that could have caused challenges. RITHOLTZ: Yeah.

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Barry Ritholtz

AUGUST 29, 2023

And if, again, based on our forecast for US equity markets, they’re somewhat muted because valuations are stretched in our view relative to our fair value model. DAVIS: Yes, we try not to be in the short-term forecasting game. And so I think a lot of investors have alternatives. And it runs a scale.

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Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And I — I — I don’t like to ask people for predictions and forecasts, but you’re looking at the flows and you get client questions all the time. I was econ and kind of geeky.

Investments 114

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Barry Ritholtz

FEBRUARY 13, 2023

RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. B, I think when they get to this place or where they are today, I don’t think they have to communicate every single step of the way. RITHOLTZ: A lot, right? It is too much. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

MARCH 12, 2024

So that was the, that was the sort of the thing that we built that people hadn’t thought through is how do you stochastically forecast a range of outcomes for the asset price? Now it’s dangerous to forecast that far in the future because behavior can change. Then how does it affect the repayment risk on the loan?

Profit and Loss 56

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Barry Ritholtz

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And it was just such a good reminder that like, there was no ability to forecast this. RITHOLTZ: The communication was bad also. And that’s sort of the math. He was right on the thesis.

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