blog talking-clients-down-making-politically-motivated-portfolio-changes 
Barry Ritholtz
JULY 24, 2023
He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Tell us a little bit about your research.
Barry Ritholtz
APRIL 11, 2023
To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. To me, what makes for good valuation is you’re either a disciplined storyteller or an imaginative number cruncher. And I think that’s a loss.
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