Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark. DAVIS: That’s exactly it.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. What’s the valuation? SEIDES: I was independent. SEIDES: Oh no.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. How are we doing in literacy versus math versus science? RITHOLTZ: So let’s talk a little bit about BlackRock.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. Do you, do you still have any? Sean Dobson : I have one in my office now. That’s awesome.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. But anyway, it was a beautifully constructed stress ball called the Grip. And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. RITHOLTZ: Not the ones where the eyes pop out.

Leverage 112

Leverage Investments Valuation Finance 112