Benchmarking Entertainment Hurdle Rate Valuation 
Barry Ritholtz
MAY 21, 2024
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. 00:50:03 Not anymore.
Barry Ritholtz
MAY 9, 2023
One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. But I don’t think this is a wholesale shift, we’re in a higher rate environment, obviously, for now. What’s been keeping you entertained?
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