The Big Picture

JULY 15, 2025

And I think the people involved at the time would agree with this, that in institutional investor, there was a quantitative analysis slot. So no technology, no growth firms, nothing. And then number three is gonna be sentiment and valuation. Now, sometimes people say sentiment and valuation, why are they together?

Investments 57

Investments Numbers Economics Valuation 57

Barry Ritholtz

AUGUST 16, 2022

There are a lot of technologies that people use that we use. You know, some of those technologies can include having multiple signals and multiple time horizons. RITHOLTZ: You guys do everything from quantitative analysis to macro. But you know, we have a lot of technology to support all of that. TROPIN: Yeah.

Profit and Loss 120

Profit and Loss Foreign Exchange Valuation Marketing 120

Barry Ritholtz

NOVEMBER 8, 2022

Railways were this revolutionary technology that was going to change the world, going to change civilization, the speed with which people — roughly at the same time, remember Mary Meeker of Morgan Stanley — RITHOLTZ: Sure. What valuations will we place upon the house that we’re purchasing? CHANCELLOR: Exactly.

Valuation 57

Valuation Finance Investments Banking 57

Barry Ritholtz

MAY 21, 2024

They were both steeped in technology. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. You know, it matters over a longer time period than maybe just the next day or two 00:30:10 [Speaker Changed] Valuation matters. My parents were both in high tech.

Finance 57

Finance Marketing Numbers Investments 57

Barry Ritholtz

MARCH 14, 2023

So I was hired to be the quantitative analyst. Quantitative analysis was really starting to gain momentum and everybody thought they needed a quant of one form or another. So obvious question, it’s 1990, technology is about to explode, how do you help a value manager short of saying, psst, go buy growth?

Quantitative Analysis 62

Quantitative Analysis Investments Valuation Marketing 62