The Big Picture

JULY 15, 2025

What was the career plan? Richard Bernstein : So, the career plan was, was kind of foiled, I would say, six months after graduation. It’s, you know, it, it’s funny, one of the things I always tell recent graduates of colleges is, don’t try to plan out your future. Fiscal stimulus plans passed under Biden.

Investments

Barry Ritholtz

NOVEMBER 8, 2022

When I was at GMO, we — a colleague and I ran a sort of quantitative analysis of speculative bubbles and we crunched, produced my system date 10,000 years of data of various commodity markets, and real estate markets, and stock markets around the world. And currency declined with capital controls.

Valuation

Barry Ritholtz

MAY 21, 2024

What was the career plan? Well, there was no career plan really. 00:29:32 [Speaker Changed] Certainly for commodities and for currencies. 00:29:38 [Speaker Changed] I mean, even in equities, one of the best performing quantitative factors has been momentum for a really, really, really long time. Yes, I know.

Finance