Barry Ritholtz

OCTOBER 31, 2023

And you can go long, you can go short, you can have leverage, you could have higher exposure levels, but the securities are in the liquid public markets versus private equity, which are in illiquid private markets. 00:15:29 [Speaker Changed] That’s your benchmark, correct? 00:15:30 [Speaker Changed] Correct. All right.

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Investments Marketing Numbers Valuation 64

Barry Ritholtz

MAY 9, 2023

But I would say generally, there’s less leverage in the system. What’s been keeping you entertained? One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations.

Investments 119

Investments Banking Advertising Numbers 119

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. 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. You know, the leverage in the system builds. There is alpha.

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

AUGUST 29, 2022

BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. Had they shared a little bit of it, they still would’ve made tons of money and they would’ve been able to bank goodwill, lower the fees, and increase their beat rates against the benchmark because their fees are now lower.

Profit and Loss 69

Profit and Loss Marketing Investments Benchmarking 69

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And we do a lot of research in this area, and we provide a lot of information both in terms of networking opportunities for family offices, as well as family offices recognizing kind of their own benchmarking, right? What did you do to entertain them?

Investments 119

Investments Marketing Profit and Loss Banking 119

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. That’s amazing leverage. Peter is unbelievably brilliant, right?

Concentration 69

Concentration Valuation Marketing Investments 69

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.

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Investments Communication Benchmarking Technology 59

CFO News Room

FEBRUARY 2, 2022

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? And when zero — when bonds are returning zero, you know, they need to look at other income-related or alternatives. RITHOLTZ: The Serpent.

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Investments Economics Numbers Marketing 100

Barry Ritholtz

MARCH 14, 2023

You know, if you look at the data, they say, oh, we’re active managers, but maybe they changed duration from 92 percent of benchmark to 94 percent of benchmark duration. RITHOLTZ: I mean, you didn’t do great bonds, but you didn’t do as bad as the benchmark — BERNSTEIN: Absolutely. RITHOLTZ: Right.

Quantitative Analysis 64

Quantitative Analysis Investments Valuation Marketing 64

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? And I think that’s reflective of employee having a lot of leverage over employers. And is there any adverse behavior as it relates to liquidity that we should be very careful and thoughtful about? How do you track performance?

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

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. Tell us what’s keeping you entertained these days?

Investments 59

Investments Marketing Banking Benchmarking 59

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: Right.

Finance 111

Finance Investments Marketing Math 111