Barry Ritholtz

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. What happened over the last year and a half or so is rates went up and valuations went down. Either you have the asset and the credit risk, I would imagine. 00:22:43 [Speaker Changed] E exactly.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

Barry Ritholtz

SEPTEMBER 26, 2023

So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. If SS O F R is five plus percent, what do the private credit markets look like for a reasonable borrower, reasonable corporate borrower?

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. KOENIGSBERGER: Yeah.

Restructuring 61

Restructuring Investments Marketing Banking 61