Remove Entertainment Remove Leadership Remove Valuation
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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

So of course, what the Fed will do impacts markets, impacts valuations, impacts interest rates. 00:46:16 [Speaker Changed] I mean, if you look at the, the valuations, if you look at the fundamentals, it is, it’s surprising, right? So there’s still a pretty big valuation gap. What’s keeping you entertained?

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Transcript: Lisa Shalett, CIO Morgan Stanley

Barry Ritholtz

I like to think that, you know, in core wealth management, Morgan Stanley, and, and you know, where we’ve come, you know, first under James Gorman and now hopefully under, under Ted Pick’s leadership is really, you know, differentiating us and allowing us to pull away from the pack, at least in wealth management.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Barry Ritholtz

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. Starting with what’s keeping you entertained these days?

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Transcript: Mike Freno, Barings Chairman and CEO

Barry Ritholtz

So I wanna talk a little bit about leadership, especially leadership at a, a large investment firm. What did the experience at both this small firm and a a a giant firm, how did that shape your leadership at Barings? You, you’ve self described your own leadership style as confident humility. They’re giant.

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Transcript: Christine Phillpotts, Ariel Investments

Barry Ritholtz

That is not being reflected in valuations from a top down standpoint. One is, if you think about EM, equity valuations versus the s and p, the EM index is trading at, you know, 10 to 11 times forward pe. But key valuations are necessary but not sufficient condition for an opportunity to be attractive. 00:35:18 Right.

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

Barry Ritholtz

And I understood from that that well-meaning people can still muck things up because they don’t have an appropriate guide frame or appropriate leadership, or they’re not, so like little things can take projects astray. What, what’s keeping you entertained? But there’s a variety of ways to incorporate it.

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Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

Barry Ritholtz

And in 2017, the leadership of jb, which was a European money manager, came calling and, and, and they had fallen in love. And, and so my point to you is, is once we define the categories, dominance matters, somebody will own the reason the, the, the market is paying upwards of, has been paying upwards of $15 billion a valuation on kava.