Remove investor 2022 11 03 wheres-the-hedge-bonds-and-portfolio-protection
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

She provides advice to institutions in high net worth investors that isn’t limited by the typical buckets or lines or structure that you, you so often see. She provides advice to institutions in high net worth investors that isn’t limited by the typical buckets or lines or structure that you, you so often see. Two reasons.

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Transcript: Matt Levine

Barry Ritholtz

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. So your undergrad at Harvard, where you major in classics and you list your activities as quad Wiffle ball and Tequila Tuesday, which doesn’t strike me as you take it very seriously. Barry Ritholtz : 00:01:23 Right.

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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The firm runs about $34 billion. I’ve been intrigued by Orbis for quite a while.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets.  The transcript from this week’s, MiB: Linda Gibson, CEO, PGIM Quantitative Solutions , is below. She has a really fascinating background, very eclectic, a combination of math and law. Not the usual combination.

Math 52
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Transcript: Armen Panossian

Barry Ritholtz

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. 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: Bill Dudley, NY Fed Chief

Barry Ritholtz

It, 00:01:11 [Barry Ritholtz] It’s great to have you. It was a pretty interesting period because the, the congress had just passed what’s called the Monetary Control Act, where they were forcing the Fed to charge for all its services to, so, so, so to sort of level the playing field with the private sector.

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Transcript: Brad Gerstner

Barry Ritholtz

Brad Gerstner is a founder and investor in technology startups. That’s after returning a big chunk of capital and profits to their investors. They’re no longer very much of a seed investor, although Brad, himself was a very successful entrepreneur. What can I say? Once again? I have an extra special guest.