article thumbnail

Transcript: Edward Chancellor

Barry Ritholtz

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. They’re actually just buying long dollars, treasuries.

article thumbnail

Transcript: Kenneth Tropin

Barry Ritholtz

RITHOLTZ: And those were Treasuries. RITHOLTZ: You guys do everything from quantitative analysis to macro. How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? How does this impact global trade and other economic factors? TROPIN: Right. No, no, no.