Remove Communication Remove Construction Remove Math
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Transcript: Brian Higgins, King Street

Barry Ritholtz

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark.

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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

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Transcript: Natalie Wolfsen, Orion CEO

Barry Ritholtz

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. We wanna be sure that our communications tools leverage large language models so they can be highly personalized.

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Transcript: Rick Rieder

Barry Ritholtz

RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. B, I think when they get to this place or where they are today, I don’t think they have to communicate every single step of the way. RITHOLTZ: A lot, right? It is too much. RIEDER: Yeah.

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s much more about security selection and a relatively static portfolio construction. ” It wasn’t that they didn’t communicate that. Both people are kicking money in. You still had 2012 to 2017 to finish the bet.

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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. Do you, do you still have any? Sean Dobson : I have one in my office now. That’s awesome.