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. RITHOLTZ: That’s pretty safe.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

FEBRUARY 21, 2023

A second guess would have been a healthcare company. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? RITHOLTZ: Which it was. BUCKLEY: Yeah.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”

Investments 111

Investments Profit and Loss Education Advertising 111

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? I think it was a great training. I think we learned a lot. RITHOLTZ: Yes, I can imagine. RITHOLTZ: Right.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? Ends up turning about $27 million of swap premiums into 2 billion plus in profit. The next quarter Netflix announced it’s like first subscriber, either slowing growth or loss, I don’t remember, and sort of kicked off this now two year kind of slow bleed of peak streaming.

Treasury 52

Treasury Economics Retail Entertainment 52

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. He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? He knows how to run a team.

Marketing 108

Marketing Treasury Banking Profit and Loss 108