Barry Ritholtz

JUNE 25, 2023

is a threat to your health — and our democracy : Kennedy’s anti-vaccination and anti-government spiel appeals to prominent entertainment and business figures who like to be thought of as iconoclasts. Investors Saw It Coming : The state just moved to restrict housing construction around Phoenix as groundwater demand outstrips supply.

Construction 103

Construction Entertainment Communication Sales 103

Barry Ritholtz

FEBRUARY 13, 2023

RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. B, I think when they get to this place or where they are today, I don’t think they have to communicate every single step of the way. RITHOLTZ: A lot, right? It is too much. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

JULY 18, 2023

And four nights a week, we were out to dinner, entertaining customers, getting to know them, talking about the markets, and that was an incredible education for me. RITHOLTZ: This is data, voice, communications no matter where you are on the globe. Very, very constructive on each of the names in the portfolio. WAGNER: Right.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

OCTOBER 17, 2023

Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. And 00:25:02 [Speaker Changed] And this isn’t a theoretical construct, this is literally the cash is pulled aside, held in escrow on the client’s behalf. And that is the case.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. Do you, do you still have any? Sean Dobson : I have one in my office now. That’s awesome.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

MARCH 14, 2023

And the methodology we use is very similar to what we originally constructed at Merrill. communications. It happened because what they said before, most other markets aren’t dominated by those three sectors that were dominated by in United States; tech, consumer discretionary, communications. BERNSTEIN: Right.

Quantitative Analysis 61

Quantitative Analysis Investments Valuation Marketing 61

Barry Ritholtz

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. We’ve had a wild shortfall in home construction in the 2010s following the financial crisis. What, what’s been keeping you entertained, 01:03:27 [Speaker Changed] Entertained? And one by one they began to give us some capital.

Investments 114

Investments Marketing Numbers Entertainment 114

Barry Ritholtz

MAY 16, 2023

But anyway, it was a beautifully constructed stress ball called the Grip. They kept the reputation intact by communicating with their investors. What’s been keeping you entertained over the past couple of years? Anyways, he had the stress balls and you know, I loved the product. It was four tension. RITHOLTZ: Right.

Leverage 112

Leverage Investments Valuation Finance 112