Barry Ritholtz

JANUARY 24, 2023

September 13, 1981, I think the 10-year Treasury was 15.84 percent 10-year Treasuries, it is nowhere near kind of the situation. KLINSKY: Well, that’s why I tried to say my first day at work, intra-10-year Treasuries were 15.8 KLINSKY: Why would I take more than the value of the accounts receivables. RITHOLTZ: Yeah.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

AUGUST 15, 2023

So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury. SEIDES: So it’s Hartford HealthCare. How would you have done?

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Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. I only took, you know, three accounting classes and I’m, you know, I, I don’t think I’m your person.

Investments 103

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Barry Ritholtz

FEBRUARY 13, 2023

But since you mentioned getting return on the risk you take, how do you think about duration when the three-month Treasury is more or less the same or better than the 10-year? Healthcare, education, not hugely cyclical, not interest rate sensitive. Russia and Ukraine account for 12 percent of the calories in the world.

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Barry Ritholtz

JUNE 20, 2023

In fact, I think Secretary of the Treasury at the time said the market will work out these things and they will not become a problem. Now, They have seized on healthcare as a huge industry to really dive into, to invest in. And the difficulty with healthcare is that you are not supposed to put profits ahead of patients.

Healthcare 57

Healthcare Finance Marketing Retail 57

Barry Ritholtz

JULY 31, 2023

They don’t let the reporters into the fun stuff, but it’s a bunch of CEOs with Steven Mnuchin, the Treasury Secretary, and they’re all yakking about this, the big theme that year, as it often has been since then, was environment, ESG, and they’re all talking about the kind of corporate babble that you hear at these things.

Treasury 52

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Barry Ritholtz

MAY 16, 2023

RITHOLTZ: That’s called single entry accounting. There was not much accounting to do except how many months we have left before we have to call Fred for more money. And then we brought on our third partner, Gary Bennett, who had sold his company to SalesForce and we were doing a lot of enterprise and healthcare.

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