Remove investor 2021 03 30 how-to-manage-inflation-risk-the-local-inflation-factor
article thumbnail

Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. I want to get into that before we start talking about asset management. You know, how do you understanding the spread, how do you treat the spread, when do you treat the spread? What is that?

article thumbnail

Transcript: Luis Berruga, Global X ETFs

Barry Ritholtz

But the space that those shops don’t play in are coming up with ideas for themes that allow investors to focus on a very specific idea within the world of investing. They have Uranium, just really fascinating ideas that allow investors to express their investment themes in a very specific, fairly low cost, professionally managed ETF.

article thumbnail

Transcript: Peter Atwater

Barry Ritholtz

Peter has had a fascinating career in finance, JP Morgan Bank, one, a few other large places where he got to see how people’s sentiment and confidence levels affected their decision making. How did your career begin? The transcript from this week’s, MiB: Peter Atwater, Financial Insyghts , is below.