Remove Economics Remove Leverage Remove Math Remove Valuation
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Transcript: Albert Wenger

Barry Ritholtz

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. is about broadening access to knowledge, capital and well-being by leveraging existing networks and protocols, and building trusted brands.

Valuation 118
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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

How firms can best leverage their internal data to improve the number of client referrals they receive. In 2021, elevated equity valuations and relatively low bond yields led the researchers to suggest 3.3% And while Buffett was naturally gifted in math, he was initially scared of public speaking. sequence of return risk ).

Education 130
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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: Sean Dobson, Amherst Holdings

Barry Ritholtz

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

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Restructuring Compensation And Roles To Align For Growth

CFO News Room

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. So, last year, valuations were high, interest rates were low. So, you can really leverage all of the tools and you just show how much tremendous value you can add. Is it at 1.5%?

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Transcript: Jeremy Siegel + Jeremy Schwartz

Barry Ritholtz

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. They got a lot of leverage.

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Transcript: Rick Rieder

Barry Ritholtz

You know, people are comfortable, leverage builds. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. You know, the leverage in the system builds. RIEDER: And all of a sudden, you change the economic paradigm so darn fast.