Remove Compliance Remove Concentration Remove Healthcare Remove Valuation
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Transcript: Tom Hancock, GMO

Barry Ritholtz

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running. It was over 50 right?

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2:00PM Water Cooler 12/12/2022 | naked capitalism

CFO News Room

December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Campus bivalent vaccine compliance is only 22%. Healthcare. Wastewater data ( CDC ), December 6: JFK/LGA, Queens County is still red; ORD, Cook County just turned red; LAX, Los Angeles County now red.

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Transcript: Luis Berruga, Global X ETFs

Barry Ritholtz

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities.

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Transcript: Ted Seides

Barry Ritholtz

Let me say what your compliance wouldn’t allow you to say. What’s the valuation? So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. RITHOLTZ: Right.