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New Data: What COVID-19 Is Doing To Main Street SMBs

PYMNTS

The construction and manufacturing sectors were the most bullish, as consumers bought new houses and invested in improving the ones in which they were living. For many, the sources of that cash lie largely in their personal assets — personal investments (47.5 Doing The Math. In just 21 days. . It may not be so clear-cut.

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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

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Transcript: Cathy Marcus, PGIM Real Estate

Barry Ritholtz

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

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Transcript: Ted Seides

Barry Ritholtz

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

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Transcript: Rick Rieder

Barry Ritholtz

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?