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Musings on Markets: Data Update 1 for 2022: It is Moneyball Time!

CFO News Room

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Don’t get me wrong! I was a believer in big data and crowd wisdom, well before those terms were even invented.

Marketing 130
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Data Update 1 for 2022: It is Moneyball Time!

Musings on Markets

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Don't get me wrong! I was a believer in big data and crowd wisdom, well before those terms were even invented.

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Transcript: Rick Rieder

Barry Ritholtz

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. But I found — you know, I was a financial analyst and I was literally — you know, what we talked about, I was going to go and do that again, I loved looking at companies. RIEDER: A100 percent.

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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier. What made you add economics to your, to your graduate degree? What is that?

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Transcript: Stephen Suttmeier

Barry Ritholtz

And economic indicators, like the unemployment rate or the claims data, and you know, we actually did some scenario analysis around that recently, just talking about, Hey, what happens if the employment rate rises versus falls? What do you see in, in treasuries and the fixed income half of the portfolio?