Remove Currencies Remove Economics Remove Math Remove Valuation
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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. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. What is that? The second is excess returns.

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Transcript: Rick Rieder

Barry Ritholtz

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. and what cross currency basis, et cetera, takes a while to assimilate at all. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RIEDER: Yeah. RITHOLTZ: Right.

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Transcript: Cliff Asness

Barry Ritholtz

But plenty of valuation measures, it has no applicability for price-to-sales. ASNESS: Well, first of all, I’m going to somewhat disappoint you saying we do not take very big bets on views like timing asset classes based on valuation. My mom was a math teacher so — RITHOLTZ: Okay. It can apply to earnings.

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Transcript: Savita Subramanian

Barry Ritholtz

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. 00:29:32 [Speaker Changed] Certainly for commodities and for currencies. What was the career plan?

Finance 56
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Transcript: Jeremy Siegel + Jeremy Schwartz

Barry Ritholtz

SCHWARTZ: And whose currency is up on the year? RITHOLTZ: Did you see the Liberty Street Economics research paper? This recent paper at Liberty Street Economics blog, which is the New York Fed Research blog, said, “Oh, it turns out that people have adjusted to work from home. Isn’t that just a currency bet?