Remove Education Remove Forecasting Remove Hurdle Rate
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Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!

Musings on Markets

A key tool in both endeavors is a hurdle rate a rate of return that you determine as your required return for business and investment decisions. It deepens the acquaintance because you encounter hurdle rates in almost every aspect of finance, and it ruins it, by making these hurdle rates all about equations and models.

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In Search of Safe Havens: The Trust Deficit and Risk-free Investments!

Musings on Markets

As the risk-free rate rises, expected returns on equities will be pushed up, and holding all else constant, stock prices will go down., and the reverse will occur, when risk-free rates drop.

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Transcript: Savita Subramanian

Barry Ritholtz

And so I went to business school, I decided to go to business school, get that formal education. When all the experts and forecasts agree, something else is gonna happen. But now we’re back to a more normal hurdle rate. 5% interest rates is not super high. There’s no surprise there. That’s right.

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Transcript: Corey Hoffstein on Return Stacking  

Barry Ritholtz

Let me see if I can go to grad school, continue this education. So I sell my stocks to make room for gold and it doesn’t, turns out my forecast is wrong. So you’ve got, you’ve got a modeling hurdle rate that you need to figure out when you’re adding diversifiers. The second is behavioral.