Musings on Markets
SEPTEMBER 11, 2023
The recent troubles in entertainment, though, reflect a longer term disruption that has occurred in the business, with the rise of streaming as an alternative to the traditional platforms for movies and television shows. That said, the movie business remained concentrated, with the biggest players dominating each segment of the business.
CFO News Room
FEBRUARY 2, 2022
Categories include smart contract platforms , media and entertainment (metaverse) , DeFi , and infrastructure applications. . MV Index Solutions (MVIS), a VanEck subsidiary, has developed a classification scheme to categorize digital asset coins in a way that captures the value and use case related to a coin.
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Barry Ritholtz
FEBRUARY 6, 2024
Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks. I think right now, just in a market cap sense, market concentration, there are a lot more growth stocks. GMO is kind of famous for doing seven year forecasts, right?
Barry Ritholtz
JULY 11, 2023
JOHNSON: And when you have a momentum market like that and you have five companies that take 25% of the index or whatever it ended up being, a professional manager gets nervous by that type of concentration, say the S&P 500. JOHNSON: It became a much riskier investment by investing the S&P 500 based on volatility and concentration.
Musings on Markets
OCTOBER 4, 2021
As smart phones have become ubiquitous in India, their usage has soared, partly because they are the only digital devices that many Indians have available to them to get online, and thus use to access social media, entertainment and shopping.
Barry Ritholtz
SEPTEMBER 12, 2022
And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. What did you do to entertain them? RITHOLTZ: … it’s almost respectable, right? BITTERLY MICHELL: Yeah.
Barry Ritholtz
AUGUST 16, 2022
TROPIN: I mean, you know, there were equity hedge funds that were pretty levered, that had pretty highly concentrated, you know, growth bets, and a lot of technology companies and so on. Well, I’m not forecasting another 20% down, but I do think we could go down 5% or 10%. And a lot of those equities went down a lot.
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