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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. So a variety of risk meetings, a variety of economic meetings. So let’s discuss leadership and what you do to develop crew members and to identify and foster other people’s leadership skills.

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Transcript: Rick Rieder

Barry Ritholtz

But there are so many tools at your disposal, and let alone how much duration you’re taking, how much interest, how much credit risk you’re taking, illiquidity, et cetera. And how do you make the decision, I’m not comfortable with this credit risk relative to the return it’s going to throw off?

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Transcript: Armen Panossian

Barry Ritholtz

So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. If SS O F R is five plus percent, what do the private credit markets look like for a reasonable borrower, reasonable corporate borrower?

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Transcript: Robert Koenigsberger

Barry Ritholtz

So we have to think about credit risk like everybody else. But at the end of the day, emerging markets risk is about credit culture, people, how do they behave in times of duress in the past, predict how they’re going to behave in the future. I’m not going to say I do it as well in Spanish as I do in English.