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Transcript: Edward Chancellor

Barry Ritholtz

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. All our economic actions are taking place across time.

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Transcript: Richard Bernstein

Barry Ritholtz

So I was hired to be the quantitative analyst. Quantitative analysis was really starting to gain momentum and everybody thought they needed a quant of one form or another. Everybody wants to sell a company when they get a good valuation. strategist, to being the chief quantitative strategist. BERNSTEIN: Exactly.

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Transcript: Kenneth Tropin

Barry Ritholtz

RITHOLTZ: You guys do everything from quantitative analysis to macro. And last market question, so we’ve seen equity valuations come down. I get the sense you’re expecting cheaper valuations, if not much cheaper valuations. TROPIN: Well, I wouldn’t go so far as to say much cheaper valuation.

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Transcript: Savita Subramanian

Barry Ritholtz

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. Yes, I know.

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