Remove Economics Remove Manufacturing Remove Math Remove Valuation
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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

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.

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Transcript: Brad Gerstner

Barry Ritholtz

My dad was first generation college, became an entrepreneur, started an auto parts manufacturing business. It was about $170 million valuation. So here’s the math, Barry. 00:59:32 [Speaker Changed] So, so in late 21, 20 22, valuations had gotten a touch frothy in, in both the public and the private markets.

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Transcript: Steve Case

Barry Ritholtz

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. The math never seems to work out. We’ve been at it for coming on a decade, had only a couple 100,000 customers. Is that way fair way to start? RITHOLTZ: Right. RITHOLTZ: Sure.

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Transcript: Jeremy Siegel + Jeremy Schwartz

Barry Ritholtz

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. Our industry not manufacturing?