Remove investor 2022 02 10 tactical-asset-allocation-the-flexibility-advantage
article thumbnail

Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

I want to get into that before we start talking about asset management. Barry Ritholtz]: 00:02:31 So, so let’s talk test your theoretical mathematics.   The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. The firm runs about $34 billion. I’ve been intrigued by Orbis for quite a while.

article thumbnail

2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. and inflation levels not seen in several decades.

Planning 130
article thumbnail

Transcript: Rick Rieder

Barry Ritholtz

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. He helps to oversee $2.5 You get an MBA from Wharton.