Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. What did you do to entertain them? And so, you know, at face value you think it’s an entertaining story, but there’s a lot of, you know, undercurrents in it. I love statistics.

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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. So I, I did a math degree at Oxford, which is more pure math. It’s just math stick to it over long periods of time. The second is excess returns.

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Investments Valuation Numbers Math 52

Barry Ritholtz

SEPTEMBER 3, 2024

So what do you use as a benchmark for the large cap fund? 60% of small cap is indexed versus 50% in large cap and more small cap managers are beating their benchmark than large cap managers. Starting with what’s been keeping you entertained these days? 00:27:54 [Speaker Changed] That, that’s really interesting.

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Investments Valuation Concentration Marketing 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

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. How are we doing in literacy versus math versus science? There is alpha. Can you manage that through downturns? Where are we?

Mergers and Acquisitions (M&A) 59

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

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.

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Investments Benchmarking Marketing Treasury 52

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. And I was a math nerd as a kid. 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.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

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.

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Investments Communication Benchmarking Technology 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

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. So here’s the math, Barry. It’s 00:52:47 [Speaker Changed] A tough benchmark to beat. What’s keeping you entertained these days? You all have phones. So terrific.

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Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years.

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Finance Marketing Numbers Investments 59

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. 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. That was one aspect of it.

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