Barry Ritholtz

DECEMBER 19, 2023

And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. With no further ado my conversation with Woodline partners, Mike Rockefeller.

Healthcare 62

Healthcare Investments Construction Concentration 62

CFO News Room

DECEMBER 13, 2022

But the reality is that Uber, by dent of its relentless pursuit of growth, competition in the marketplace from Lyft and others and so forth, managed to move up that growth curve, get all the way to an IPO, establish a public market valuation before the tech meltdown of $100 billion market cap, and they still had not found profit market fit.

Startups 100

Startups Economics Manufacturing Marketing 100

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Investments 62

Investments Marketing Numbers Risk Management 62

PYMNTS

APRIL 15, 2019

Uber’s valuation is pegged at $100 billion. Lyft’s valuation is less than 20 percent of that. And any other use cases businesses and people might dream up that can leverage their platform assets. Uber considers its competitors to be Amazon and Alphabet. Some may call the comparison unfair, the fight one-sided.

Transportation 73

Transportation Healthcare Economics Leverage 73

Barry Ritholtz

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Investments 52

Investments Banking Economics Construction 52

Barry Ritholtz

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. David is on the global investment committee. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. in Colorado.

Investments 57

Investments Marketing Leverage Valuation 57

Barry Ritholtz

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Investments 62

Investments Valuation Marketing Currencies 62

Barry Ritholtz

MARCH 14, 2023

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein.

Quantitative Analysis 62

Quantitative Analysis Investments Valuation Marketing 62

PYMNTS

FEBRUARY 28, 2019

Most agricultural and manufactured goods were bought and sold within the country’s boundaries — and when products were exported internationally, the dollar was the invoicing currency of choice. For much of U.S. history, businesses were relatively sheltered from changes in the currency markets. They get it wrong, though, year after year.

Risk Management 53

Risk Management Currencies Foreign Exchange Forecasting 53

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

PYMNTS

MARCH 7, 2016

Lately, though, they’re probably tossing and turning over the difficulties with raising capital coupled with the simultaneous descent of their venture’s valuations. That’s a bit of the same dilemma that all device manufacturers have facing them today in payments. There’s always a lot to do and never enough time to get it all done.

Banking 46

Banking Profit and Loss Retail Manufacturing 46

Barry Ritholtz

FEBRUARY 7, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Bill Cohan is a fixture on Wall Street for a long time, both as an investment banker at Lazard Freres and eventually Merrill and JPMorgan Chase, as well as an author. RITHOLTZ: So, you ended up becoming an investment banker.

Mergers and Acquisitions (M&A) 102

Mergers and Acquisitions (M&A) Banking Investments Restructuring 102

Barry Ritholtz

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. The Professor invested and joined as an advisor.

Investments 57

Investments Marketing Numbers Finance 57