Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I love statistics.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I mean, I do think there is a market for leverage and inverse ETFs out there.

Investments 64

Investments Marketing Numbers Risk Management 64

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) Investments Marketing Education 59

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.

Mergers and Acquisitions (M&A) 105

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

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

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

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

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

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.

Marketing 112

Marketing Banking Treasury Profit and Loss 112