Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. If you look at that ETF low cost leadership space, I believe 86 percent of our assets would now be considered lowest cost. That means a low hurdle rate. I want to put that in context of leadership. So we do that.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Barry Ritholtz

MAY 9, 2023

But I don’t think this is a wholesale shift, we’re in a higher rate environment, obviously, for now. And while rates will likely start rolling over into next year, I think we’re in an environment where the hurdle rate for making more illiquid investments is higher.

Investments 119

Investments Banking Numbers Advertising 119

Barry Ritholtz

MAY 21, 2024

But now we’re back to a more normal hurdle rate. 5% interest rates is not super high. And to his credit, and this is a, a good display of leadership Yes. So there were lots of low quality ways of making money since the global financial crisis. 00:50:03 Not anymore. I think it’s manageable, right?

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

DECEMBER 26, 2023

And what it’s telling us now is that some of the, the cyclical sectors like financials, materials, industrials, they had a chance to rotate into a bigger leadership position and failed. And technology and discretionary and comm services had a chance to rotate into a more bearish leadership position and did not do that.

Marketing 64

Marketing Leadership Finance Investments 64