Barry Ritholtz

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. And if, again, based on our forecast for US equity markets, they’re somewhat muted because valuations are stretched in our view relative to our fair value model.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

But since you mentioned getting return on the risk you take, how do you think about duration when the three-month Treasury is more or less the same or better than the 10-year? RIEDER: Why do you need the price of the Treasury market to the two-year forward or the three-year forward? And I think people underestimate U.S. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

JULY 31, 2023

They don’t let the reporters into the fun stuff, but it’s a bunch of CEOs with Steven Mnuchin, the Treasury Secretary, and they’re all yakking about this, the big theme that year, as it often has been since then, was environment, ESG, and they’re all talking about the kind of corporate babble that you hear at these things.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

MARCH 12, 2024

We participated in that with treasury and FHFA and the regulators, the White House. I’m assuming it’s primarily institutional and not retail. So that was the, that was the sort of the thing that we built that people hadn’t thought through is how do you stochastically forecast a range of outcomes for the asset price?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

APRIL 8, 2024

He is one of those people who focuses on figuring out what’s happening here and now, and is less concerned about making forecasts about the future. I’d been ranked i i back in the seventies, if you can do the math. So, so let’s talk a little bit about forecasts. Ed is a fascinating guy. His clients adore him.

Economics 57

Economics Marketing Forecasting Numbers 57

Barry Ritholtz

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. NADIG: Well, I mean, there’s like TLT, with the big Treasury funds, LQD and HYG. RITHOLTZ: Okay.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. It had gone from a fairly, fairly heavy retail business to a very institutional business. Hank Paulson had left to go become treasury secretary. We now had the securities business.

Marketing 108

Marketing Treasury Banking Profit and Loss 108