Barry Ritholtz

DECEMBER 6, 2022

One is our leadership in thematic investing. RITHOLTZ: So let’s jump to my favorite questions that I ask all of my guests, starting with what kept you entertained during the lockdown in Brooklyn? I think I mentioned earlier, I have like a four-and-a-half-year-old that keeps me really entertain. RITHOLTZ: Yeah.

Investments 62

Investments Marketing Numbers Risk Management 62

CFO News Room

DECEMBER 20, 2022

Often working with his longtime Imagine Entertainment partner, Brian Grazer and the industry’s top talent as well as its up and comers, Howard has produced more than 120 films and shows, and he’s directed or acted in more than 130, all while maintaining reputation for being one of the nicest guys in Hollywood. ALISON BEARD: At what age?

Leadership 100

Leadership Problem Solving Entertainment Startups 100

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. It’s ultimately about leadership, right? And I look across the organization, it’s all about, at the end of the day, providing that leadership and support.

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Mergers and Acquisitions (M&A) Investments Finance Banking 57

Barry Ritholtz

JULY 11, 2023

You’ve held leadership roles across just about every line of business in the company. RITHOLTZ: So let’s talk a little bit about your leadership experience. Let’s talk about some leadership lessons. JOHNSON: It became a much riskier investment by investing the S&P 500 based on volatility and concentration.

Mergers and Acquisitions (M&A) 87

Mergers and Acquisitions (M&A) Investments Technology Finance 87

Barry Ritholtz

JULY 29, 2024

People who were deeply concerned about task loss harvesting, either they’re selling a business, they have low cost stock or founder stock, or some other capital gain they’re trying to manage through highly concentrated position that they want to de-risk but not create a giant tax obligation. Let’s jump to our speed round.

Investments 57

Investments Communication Benchmarking Technology 57

Barry Ritholtz

MARCH 26, 2024

You still get these, you know, cap driven concentration problems in the market like last year. The weakness that led to the first half of 2022, having no real growth in the economy was concentrated. It was concentrated on the good side of the economy manufacturing. It is represented a, a reconnection of fundamentals to prices.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

JULY 31, 2023

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. What’s keeping you entertained? RITHOLTZ: Right.

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Treasury Retail Economics Entertainment 52

Barry Ritholtz

FEBRUARY 20, 2024

And he also talked about the importance of the US role in the world in terms, I 00:30:48 [Speaker Changed] I picked that up also in terms of, I thought that was the first time I’ve heard of Fed Chief talk about liberal democracy is an important aspect of global leadership. 00:30:57 [Speaker Changed] Yeah, exactly.

Treasury 57

Treasury Marketing Banking Economics 57

CFO News Room

JANUARY 23, 2023

Match became a giant under the leadership of a billionaire entertainment mogul [ Barry Diller ], whose directive was to aggressively eat the competition: It bought OkCupid and Plenty of Fish in the 2010s, incubated Tinder, and purchased Hinge, the ‘anti-Tinder,’ in 2018. Tech: “The Company That Controls Dating” [ The Cut ].

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Education Marketing Economics Concentration 130

The Big Picture

JULY 8, 2025

It does feel the largest in part because I’ve been so concentrated on being an investor over the course of my career. And this is a combination of strategy and, and business leadership and investing. It is like four to eight names, a more concentrated expression around a theme. 00:37:26 [Speaker Changed] Absolutely.

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Mergers and Acquisitions (M&A) Investments Economics Numbers 10

Barry Ritholtz

DECEMBER 17, 2024

And, and then they’ve lost leadership on Foundry to TS MC 00:36:14 [Speaker Changed] And then MA Mobile, they lost 00:36:16 [Speaker Changed] Leadership on that. One is just generally on the valuation question with technology and similarly, the market concentration of the magnificent seven. Share your thoughts on that.

Technology 52

Technology Investments Numbers Concentration 52

Barry Ritholtz

NOVEMBER 12, 2024

Just as China’s turning on to make our pelotons and our, you know, bar backyard barbecues and trampolines to entertain our cooped up children. But 01:01:28 [Speaker Changed] Beneath a lot of this, it turns out, is market concentration and various forms of collusion. What, what’s keeping you entertained?

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Manufacturing Economics Numbers Entertainment 103