Barry Ritholtz

NOVEMBER 8, 2022

I mean, I didn’t want to blow my own trumpet up too much because most of the positions were in place, the quality funds, which more defensive and less leveraged, and low allocation to — a relatively low allocation to equities, and then the hedge funds sort of long/short positions that benefited in the financial crisis.

Valuation 57

Valuation Finance Investments Banking 57

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” Is it at 1.5%?” And then we have the 0% cap.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

DECEMBER 26, 2023

00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. You, you mentioned the fed raising rates. What do you see in, in treasuries and the fixed income half of the portfolio? You can see it also in futures positioning. You had a long time, long way to go.

Marketing 61

Marketing Leadership Finance Investments 61