Economics Hurdle Rate Quantitative Analysis 
Barry Ritholtz
NOVEMBER 8, 2022
When I was at GMO, we — a colleague and I ran a sort of quantitative analysis of speculative bubbles and we crunched, produced my system date 10,000 years of data of various commodity markets, and real estate markets, and stock markets around the world. Essentially, that’s what interest rates allow. RITHOLTZ: Yes.
Barry Ritholtz
MAY 21, 2024
But now we’re back to a more normal hurdle rate. 5% interest rates is not super high. 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. 00:50:03 Not anymore.
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