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Transcript: Richard Bernstein

Barry Ritholtz

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?

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Transcript: Kenneth Tropin

Barry Ritholtz

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.

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Transcript: Edward Chancellor

Barry Ritholtz

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.

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Transcript: Savita Subramanian

Barry Ritholtz

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.

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