Remove Healthcare Remove Hurdle Rate Remove Quantitative Analysis
article thumbnail

Transcript: Savita Subramanian

Barry Ritholtz

And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. But now we’re back to a more normal hurdle rate. 5% interest rates is not super high. It’s a changing animal. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera. 00:50:03 Not anymore.