Barry Ritholtz

NOVEMBER 22, 2022

Also, healthcare is really popping up. Nashville and Atlanta are two very large healthcare hubs. And so you need strong healthcare to meet the needs of the population. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? I know nothing about healthcare. SHAW: Well, it’s pure geometry.

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Investments Finance Education Numbers 59

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. But I would say generally, there’s less leverage in the system.

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Investments Banking Advertising Numbers 119

Barry Ritholtz

SEPTEMBER 10, 2024

So that’s the math. There is still excess leverage in the system that I’m not sure how that’s gonna be resolved necessarily. For example, in healthcare, which we were talking about earlier, right? We have like 8% growth built in for next year’s earnings growth. You know what I’m saying?

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah. KLINSKY: Yeah.

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Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. Healthcare, education, not hugely cyclical, not interest rate sensitive. You know, the leverage in the system builds. How are we doing in literacy versus math versus science? And then all of a sudden, sometimes violently, it recalibrates. Where are we?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

Barry Ritholtz

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We’ve re levered the economy, if you will, where the leverage of the private sector, the household sector, the corporate sector that got us into the great financial crisis that’s been healed. In a very short period of time.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

JANUARY 7, 2025

But it allowed me to go into the healthcare vertical straight out of Stanford. Leverage buyouts requires leverage. And when rates were so low, the leverage went, it was cheap and, and and easily accessible. Now we’re starting to come out of that now, but that math is still nowhere near where it needs to be.

Valuation 52

Valuation Investments Marketing Math 52

Barry Ritholtz

MARCH 17, 2025

Deficits can be used to accomplish big things like, you know, repairing crumbling infrastructure, improving our healthcare education systems and, and so on and so forth. Wasn’t the Excel spreadsheet error, which changed their math. But that generally involves leverage, right? So we should talk about deficits for whom?

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Budgeting Economics Math Numbers 59

The Big Picture

JUNE 16, 2025

Barry Ritholtz : And footnote Roger Lowenstein, when genius failed, is so instructive, not just because of the things you are referring to, failing to learn from history, the danger of leverage and, you know, tiny inefficiencies. Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it.

Math 52

Math Finance Investments Marketing 52

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. The next step from there was that Social Leverage. This all is leverage from the network.

Leverage 116

Leverage Investments Valuation Marketing 116

Barry Ritholtz

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. They’d come into the pandemic incredibly leveraged, huge amounts of debt. He was right on the thesis. He found a place to express it efficiently. RITHOLTZ: Right.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

JUNE 20, 2023

Now, They have seized on healthcare as a huge industry to really dive into, to invest in. And the difficulty with healthcare is that you are not supposed to put profits ahead of patients. RITHOLTZ: How did private equity healthcare, senior living, nursing homes, ERs, hospitals, do during the COVID pandemic? MORGENSON: Right.

Healthcare 59

Healthcare Finance Marketing Retail 59

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. You sell a naked call, you [ Barry Ritholtz ] Right.

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Marketing Banking Treasury Profit and Loss 112