Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. Tell us about that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. And Steven Mnuchin, the Treasury Secretary, stands up and says, “You guys, you’re looking at the wrong thing. And so the key components of any investment are like thesis, expression, and timing, right?

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. In fact, I think Secretary of the Treasury at the time said the market will work out these things and they will not become a problem. This wasn’t a mom-and-pop investment. That’s a shocking number.

Healthcare 57

Healthcare Finance Marketing Retail 57

Barry Ritholtz

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Don’t write it down, but they surveyed retailers. Like re like retail for example, or autos, trucking companies, you name it. How do you measure GDP two weeks or three weeks after the quarter ends or retail sales eight days after the month ends.

Economics 57

Economics Marketing Forecasting Numbers 57

Barry Ritholtz

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. RITHOLTZ: Interesting. RITHOLTZ: Right. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

MAY 16, 2023

LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. So in 1999, I invested in this. RITHOLTZ: Right. LINDZON: Yes.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? 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. Hank Paulson had left to go become treasury secretary.

Marketing 108

Marketing Treasury Banking Profit and Loss 108