Barry Ritholtz

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. Think about the incredible growth of U.S. technology, that was something to ride for a while. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. You see these things before they start to show up in the economic data. BARATTA: Yeah.

Investments 60

Investments Valuation Marketing Currencies 60

Barry Ritholtz

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time. Everybody wants to sell a company when they get a good valuation. So we do a lot of valuation work. You get an MBA from NYU.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

Barry Ritholtz

AUGUST 16, 2022

Well, I’m not forecasting another 20% down, but I do think we could go down 5% or 10%. How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? How does this impact global trade and other economic factors? RITHOLTZ: Easily, right? TROPIN: Yeah. TROPIN: Yeah.

Profit and Loss 117

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Barry Ritholtz

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

APRIL 11, 2023

 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?

Valuation 114

Valuation Education Finance Investments 114

Barry Ritholtz

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. And so that can cause the impulse of the economic news to be filtered into financial conditions much more, more quickly. But those forecasts are, you know, not particularly reliable.

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