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2:00PM Water Cooler 12/12/2022 | naked capitalism

CFO News Room

December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Healthcare. It’s counterintuitive, but when valuations are high, it is the worst time to retire,’ said Morningstar personal finance director Christine Benz.” • What an insane system. Stay safe when travelling.

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s much more about security selection and a relatively static portfolio construction. What’s the valuation? So the credit markets froze.

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Transcript: Luis Berruga, Global X ETFs

Barry Ritholtz

And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities. RITHOLTZ: Yeah.

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Transcript: Aswath Damodaran

Barry Ritholtz

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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