Barry Ritholtz

MARCH 15, 2025

I did a fun interview with Jack Hough of Barron’s — we were scheduled to discuss How Not to Invest , and he used our convo as a leaping off point to discuss what we should be doing in 10% downturns. Jack Hough walks through ways to hedge market downside from foolish to sensible, and we talk to Barry Ritholtz about strategies from his new book, How Not To Invest.

Marketing 52

Marketing Investments 52

Musings on Markets

MARCH 15, 2025

I will start with a couple of confessions. The first is that I see the world in shades of gray, and in a world where more and more people see only black and white, that makes me an outlier. Thus, if you are reading this post expecting me to post a diatribe or a tribute to Trump, tariffs or Tesla, you are likely to be disappointed. The second is that much of my work is in the micro world, where I look at companies and their values, and the work that I do on macro topics or variables is to help me

Investments 132

Investments Profit and Loss Valuation Economics 132

Barry Ritholtz

MARCH 15, 2025

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: The Economic Excuse Industry is Booming. While talk of recession is premature, theres already a palpable sense of disappointment in the Trump economy. The New York Feds consumer survey is the latest to find a serious deterioration in consumer confidence; And then theres that plunging stock market.( Paul Krugman ) Blackstone vs.

Prioritization 64

Prioritization Economics Budgeting Accounting 64