Barry Ritholtz

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. So value, growth and core has outperformed the benchmark or passive strategies over the last decade.

Investments 59

Investments Economics Benchmarking Marketing 59

Barry Ritholtz

SEPTEMBER 12, 2022

They understand currencies. RITHOLTZ: Complacent ROE because the dollar is the reserve currency of the world, we don’t think about currencies, we don’t usually think about inflation except since the pandemic and thought about it in 40 years. What did you do to entertain them? RITHOLTZ: Sure. COMMERCIAL BREAK).

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Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. For 50 years. This is a step change.

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Investments Valuation Numbers Math 52

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. and what cross currency basis, et cetera, takes a while to assimilate at all. The dollar is the reserve currency in the world.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

CFO News Room

FEBRUARY 2, 2022

CONROD: A lot of the funds that were fully invested by the time with the Thai baht crisis and the currency crisis in late ’97, early January ’98, we’re really hurt. CONROD: I — I think the — in this low interest rate environment people are looking for yield and income, and how do they — they have a — they have a benchmark.

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Investments Economics Numbers Marketing 100

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. How do you track performance? TROPIN: Yeah. What looks interesting?

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Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

MAY 21, 2024

00:29:32 [Speaker Changed] Certainly for commodities and for currencies. And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years. But like, I want to be entertained and come away with like, ah, 01:05:25 [Speaker Changed] That was a positive feeling.

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Finance Marketing Numbers Investments 59