Barry Ritholtz

JANUARY 24, 2023

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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Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

CFO News Room

DECEMBER 5, 2022

In most cases, this involves asking the prospective client questions about both the technical needs of their situation (to ensure the advisor has an expertise match), along with questions about their communication and style preferences (to ensure the advisor has a relationship match). Or will the greater driver be ‘personality matching’ (e.g.,

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Planning Technology Valuation Communication 130

Barry Ritholtz

OCTOBER 17, 2023

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. It’s just math stick to it over long periods of time. And the 10 year yield of A A A J G B or or a or a, a treasury or a bond.

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Investments Valuation Math Numbers 52

Barry Ritholtz

AUGUST 15, 2023

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. Both people are kicking money in. SEIDES: Correct.

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Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

AUGUST 29, 2023

And when you think about translating the S&P 500 PE to an implied equity risk premium by looking at the 10 year treasury yield, you’re 200 basis points below what it’s been for the last 10 years. And until they decide to communicate a different message, that’s what the market is going to continue to follow.

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Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

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? 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.

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

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

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