Barry Ritholtz

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. You know, pretending to be active but mimicking the benchmark because of how big, you know, the big six companies in the U.S. NORTON: Right.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. Interestingly enough, there’s only, you know, a handful of validators actually benchmark themselves to real returns. So you may see portfolios change as a result of, of benchmarking. What kept you entertained during the pandemic?

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Investments Math Risk Management Benchmarking 59

Barry Ritholtz

AUGUST 29, 2022

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. RITHOLTZ: Interesting. But I — I got rejected. So Bogle ….

Profit and Loss 69

Profit and Loss Marketing Investments Benchmarking 69

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. What’s been keeping you entertained either video or audio?

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

OCTOBER 31, 2023

00:15:29 [Speaker Changed] That’s your benchmark, correct? Starting with what’s keeping you entertained these days? I got, you know, it’s my, it’s my treadmill entertainment, so I’m slowly catching up and, and then the one that I watched recently that I absolutely loved was The Bear. All right.

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Investments Marketing Numbers Valuation 64

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. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. What made you add economics to your, to your graduate degree?

Investments 52

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. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. There is alpha. Can you manage that through downturns?

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. And so it is important that at least you’re able to entertain that. I found this conversation to be both interesting and surprising.

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Concentration Valuation Marketing Investments 69

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

FEBRUARY 2, 2022

economics, correct. RITHOLTZ: Oh, not the control, just the economics. capital problem helps improve our economic sharing …. 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. What — what’s keeping you entertained?

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Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. a year since 1989. Much better.

Benchmarking 105

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Barry Ritholtz

JULY 24, 2023

10 years ago you had the top economics, economists, investors in America writing a letter to the Fed in 2010 saying, “Hey, stop QE. In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. What’s entertaining the family? So obvious, but I would argue 10 years ago it wasn’t so obvious.

Marketing 52

Marketing Construction Valuation Investments 52

Barry Ritholtz

JULY 29, 2024

So 00:09:10 [Speaker Changed] I know Orion for many years because from the RIA perspective, from a registered investment advisor perspective, clients want to know how their portfolios are doing, what their performance is, both in absolute terms and relative to benchmarks. And something that Orion’s a big part of. Not too bad then.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? How does this impact global trade and other economic factors? How do you track performance? TROPIN: Yeah.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time. RITHOLTZ: I mean, you didn’t do great bonds, but you didn’t do as bad as the benchmark — BERNSTEIN: Absolutely. BERNSTEIN: Yes.

Quantitative Analysis 64

Quantitative Analysis Investments Valuation Marketing 64

Barry Ritholtz

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. And it had to do with the discipline of the models that he used and how he segmented economic liquidity, investor liquidity, and then technicals and and breath conditions and understood how they melded together. What was the original career plan?

Investments 59

Investments Marketing Concentration Economics 59

Musings on Markets

OCTOBER 28, 2024

The motivations for the practice vary, and the payoff from CVC is debatable, but it is undeniable that CVC is growing as a segment of venture capital, and that it is not only affecting the pricing of the young companies that are targeted, but also altering the economics of venture capital, in the aggregate.

Investments 68

Investments Profit and Loss Benchmarking Accounting 68

Barry Ritholtz

NOVEMBER 15, 2022

And I literally just started putting adjectives and nouns on piece of paper, trying to figure out like how do I describe the work that I think I should be doing, and that hopefully, people find at least entertaining, if not valuable? It seems like an easy one, but there’s a lot of missed benchmarking that goes on. NADIG: FRDM.

Finance 111

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Barry Ritholtz

OCTOBER 28, 2024

Let’s just jump right into this undergraduate Vienna University of Economics and Business. 00:01:40 [Speaker Changed] So yeah, I was born and raised in Vienna and went to the Vienna University of Economics, but actually raced in junior formulas at the time and wanted to be a race driver. What keeps you entertained?

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Investments Profit and Loss Numbers Entertainment 59

Barry Ritholtz

NOVEMBER 21, 2023

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. It’s 00:52:47 [Speaker Changed] A tough benchmark to beat. What’s keeping you entertained these days? There are world class partners of ours in Silicon Valley. So terrific.

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Barry Ritholtz

MAY 21, 2024

And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years. I know you like to discuss there are different phases of the, of the, both the market and the economic cycle. I mean, we had a global pandemic, a complete shutdown of global economic activity.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

JANUARY 14, 2025

You graduate with a bachelor’s in economics. They can’t trade other asset classes, they can’t, you know, utilize any kind of sophisticated investment techniques to try to beat that benchmark portable alpha, get rid of all of those constraints. What’s keeping you entertained?

Investments 59

Investments Finance Profit and Loss Numbers 59

Barry Ritholtz

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. Let, let’s talk a little bit about your background.

Treasury 59

Treasury Marketing Banking Economics 59

Barry Ritholtz

JULY 15, 2024

They take a benchmark in that case, the aggregate index is by bar the, the most common one used. Let, let’s allow you to do more and have a wider degree of risk and off benchmark in your sector. The young constraint typically does not have a benchmark. Well, there’s not really that much difference.

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Investments Marketing Banking Benchmarking 59