Remove Communication Remove Healthcare Remove Math Remove Treasury
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Transcript: Steven Klinsky

Barry Ritholtz

September 13, 1981, I think the 10-year Treasury was 15.84 percent 10-year Treasuries, it is nowhere near kind of the situation. There was XO Communication and McLeod. KLINSKY: Well, that’s why I tried to say my first day at work, intra-10-year Treasuries were 15.8 The highest interest rates in U.S. RITHOLTZ: Yeah.

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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. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” It wasn’t that they didn’t communicate that. SEIDES: So it’s Hartford HealthCare.

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Transcript: Rick Rieder

Barry Ritholtz

But since you mentioned getting return on the risk you take, how do you think about duration when the three-month Treasury is more or less the same or better than the 10-year? Healthcare, education, not hugely cyclical, not interest rate sensitive. RITHOLTZ: We’ll talk a little bit about the inverted yield curve later.

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Transcript: Liz Hoffman

Barry Ritholtz

They don’t let the reporters into the fun stuff, but it’s a bunch of CEOs with Steven Mnuchin, the Treasury Secretary, and they’re all yakking about this, the big theme that year, as it often has been since then, was environment, ESG, and they’re all talking about the kind of corporate babble that you hear at these things.

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Transcript: Howard Lindzon

Barry Ritholtz

They kept the reputation intact by communicating with their investors. And then we brought on our third partner, Gary Bennett, who had sold his company to SalesForce and we were doing a lot of enterprise and healthcare. So this is the math that I applied. So think about this, do the math. RITHOLTZ: Right. RITHOLTZ: Right.

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Transcript: Gary Cohn

Barry Ritholtz

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. Hank Paulson had left to go become treasury secretary. We went out, we got Shahir hired, you know, but then you’ve gotta go out and hire people in the healthcare space.

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