Concentration Economics Healthcare 
Future CFO
AUGUST 4, 2021
The economic rebound, fuelled in large part by China (A1 stable), masks a range of output losses across the region, the credit rating agency noted. These economies mainly have high incomes, mature institutions, strong healthcare infrastructure and dynamic labour markets, the firm pointed out.
PYMNTS
MARCH 8, 2019
Remember that a big chunk of buying power is concentrated in this generation’s collective wallet, and that if older generations start to unload housing, those homes would presumably stay on the market unless younger buyers — you know, the ones with new jobs and new families — come in to snap them up. percent.
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Barry Ritholtz
DECEMBER 19, 2023
00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. And fortunately at the end of the year, a couple spots opened up, one in the healthcare division of the investment bank, and they invited me in I interview, and I, I, I got the job.
Barry Ritholtz
SEPTEMBER 12, 2022
And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?
Barry Ritholtz
MARCH 4, 2025
And in my summer in between I worked for Mayor Daley in Chicago on economic development issues. I mean certainly there’s still like a huge, a huge concentration in kind of, you know, the Bay area and then kind of New York, Boston area. But there are cities, Miami’s a good example for our healthcare business.
Barry Ritholtz
FEBRUARY 6, 2024
There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. And big consumer and healthcare. Is it limited to what’s in the S&P 500 or is it any US stock?
Barry Ritholtz
AUGUST 15, 2023
SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. 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. SEIDES: So it’s Hartford HealthCare.
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