Barry Ritholtz

OCTOBER 17, 2023

Barry Ritholtz]: 00:02:31 So, so let’s talk test your theoretical mathematics.   The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The firm runs about $34 billion.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

DECEMBER 6, 2022

But the space that those shops don’t play in are coming up with ideas for themes that allow investors to focus on a very specific idea within the world of investing. They have Uranium, just really fascinating ideas that allow investors to express their investment themes in a very specific, fairly low cost, professionally managed ETF.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

SEPTEMBER 26, 2023

Panossian ] 00:02:39 Yeah, thanks Barry.  The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. Another extra, extra special guest.

Investments 52

Investments Economics Banking Construction 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. And I said, none.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

APRIL 18, 2023

 The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. I thought the conversation was quite fascinating, and I think you will as well. BARATTA: Yeah.

Investments 61

Investments Valuation Marketing Currencies 61

Barry Ritholtz

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That’s just unprecedented. And I’ll keep saying, no one will ever beat that, that that streak.

Economics 57

Economics Marketing Forecasting Numbers 57

Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. What can I say about his breadth and depth of expertise? I know you will also. RITHOLTZ: It’s so easy.

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Valuation Education Finance Investments 115