Remove investor 2021 01 25 when-to-use-big-data-and-when-not-to
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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. And so I wanted to move into something useful.

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Transcript: Michael Carmen, Wellington

Barry Ritholtz

And, and Michael has had a a bird’s eye view of this for, for really the past 25 years. Michael Carmen: 00:01:13 Thank you, Barry. Barry Ritholtz: 00:01:15 [Speaker Changed] So, so let’s talk a little bit about Wellington, which has really a fascinating history. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

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Transcript: David Conrod – The Big Picture

CFO News Room

You were there when the firm was formed in — in 2000. Tell us about your role and what you did for them. Tell us about your role and what you did for them. ? ?. . The transcript from this week’s, MiB: David Conrod on Raising PE Capital , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

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Transcript: Armen Panossian

Barry Ritholtz

There were days when they were the only bidders for any type of fixed income, putting a hundred million dollars or more to work each day. Hey, fast forward 15 years, and now these guys are doing the same thing in 2022 when, when fixed income is down by by double digits, and there’s a little bit of panic in that space.

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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. And I said, none.

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Transcript: Bill Dudley, NY Fed Chief

Barry Ritholtz

00:01:10 [ Bill Dudley ] Great to be here, Barry. It, 00:01:11 [Barry Ritholtz] It’s great to have you. 00:01:15 [Barry Ritholtz] Bill. 00:01:15 [Barry Ritholtz] Bill. That’s how, 00:01:15 [Barry Ritholtz] Because that’s what I always hear you described as not a William.

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Transcript: Ed Hyman

Barry Ritholtz

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That’s just unprecedented. His clients adore him. Ed Hyman : Very great to see you.