Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning. And so, within the U.S., RITHOLTZ: Right. BITTERLY MICHELL: Yeah.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

AUGUST 29, 2022

And this is part of the story I was so fascinated with was why would someone set-up a company where they deliberately turn over all the future profits to the — to the people? BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. I run it at a loss. It’s unique.

Profit and Loss 64

Profit and Loss Marketing Investments Benchmarking 64

Barry Ritholtz

JULY 24, 2023

In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. The AI boom is coming at the right time where you could see wages, profits rising simultaneously where inflation is relatively contained. Let me explain.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. They announced a $640 million loss and ouch. And the division that I was in was below plan. But if, if it has a history of not being profitable, you you really want to exclude that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103