Barry Ritholtz

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. At the same time, we are going through tectonic changes in the world economic order.

Investments 69

Investments Marketing Risk Management Economics 69

Barry Ritholtz

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. I think those are the things that are gonna keep lawyers and restructuring advisors very busy for the foreseeable future. What, what’s keeping you entertained? Do originations change?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 59

Barry Ritholtz

SEPTEMBER 23, 2024

Bachelor of Commerce with honors from Delhi University, a Master’s in Economic from Vanderbilt, and then an MBA from the University of Chicago. You know, when you look at something like a Bloomingdale’s, what you have to ask yourself is, Bloomingdale’s is restructuring. Thanks for having me, Bob. You have to price it.

Restructuring 59

Restructuring Leverage Investments Banking 59

Barry Ritholtz

MARCH 27, 2023

RITHOLTZ: So you were very actively involved in the restructuring of the airlines post 9/11. So there really wasn’t a whole lot of restructuring and distressed assets afterwards, or was there? But, of course, Lehman was a huge restructuring and bankruptcy liquidation — RITHOLTZ: Sill going on today, right?

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

SEPTEMBER 26, 2023

So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. And L I B O R has gone from 25 basis points to now converted to S O F R at over 5%. It’s still in the double digits. Tell us about that.

Investments 52

Investments Banking Economics Marketing 52

Barry Ritholtz

JUNE 13, 2023

So as the market and the industry restructure, we’ll certainly be very opportunistic. During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class. And effectively, we very successfully “un-SPACed” some.

Investments 59

Investments Banking Entertainment Valuation 59

Barry Ritholtz

JULY 18, 2023

They just restructure their balance sheet, and if they’re smart, they restructure their operations as well to fix the issues that ultimately led them getting into bankruptcy. I was like talking through with him how the fund economics worked and what the upside was. RITHOLTZ: So you mentioned the era was the early 2000s.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

SEPTEMBER 5, 2023

And so the idea is that, what I’ve heard is like, hey, we’re going into a recession or a weak economic period so therefore everybody’s going to go into work four and a half days a week because they want face time with their boss. What’s keeping you entertained? Does it become harder to get insurance?

Sales 52

Sales Marketing Numbers Construction 52

Musings on Markets

OCTOBER 18, 2024

The Law in Spirit and Letter In the latter part of the nineteenth century, as the United States was transitioning from an emerging market to a global economic power, its growth was powered by three industries - steel, railroads and oil - all requiring large investments in infrastructure.

Advertising 76

Advertising Profit and Loss Economics Entertainment 76

Barry Ritholtz

DECEMBER 20, 2022

RITHOLTZ: So late ‘80s, early ‘90s, you’re a VP for an advisory firm that leads some sovereign debt restructurings and transactions in both South America and Central America. To lead the bank’s efforts in investing in sovereign debt restructurings and to bring our clients along was a great experience. KOENIGSBERGER: Yeah.

Restructuring 64

Restructuring Investments Marketing Banking 64

Barry Ritholtz

JUNE 20, 2023

And so, he knew that they were distressed and that they could be restructured and reorganized. MORGENSON: And it was, so Steve was a candidate that had economic ideas, okay? What’s keeping you entertained? MORGENSON: He was the finance guy. RITHOLTZ: Right. MORGENSON: And so, he knew the numbers. He knew the companies.

Healthcare 59

Healthcare Finance Marketing Retail 59