The one and only Howard Marks… The post Making Complicated Ideas Simple appeared first on The Big Picture .
https://ritholtz.com/2024/03/making-complicated-ideas-simple/
On Monday, I discussed reasons to be bullish or bearish in 2024. #2 in the bearish list is CRE/WFH: “The post-pandemic environment continues to be difficult for commercial office real est...
https://ritholtz.com/2024/01/60-minutes-on-commerical-real-estate/
Billie Eilish may be only 22, but she sings like a chanteuse with decades of hard living behind her — a world-weary angel. Her version of this little tune gives it an entirely different r...
https://ritholtz.com/2023/12/have-yourself-a-merry-little-christmas/
The chart above shows that 84% of CEOs are forecasting a recession over the next 12 months, 69% of Consumers saying the same thing, with the yield curve predicting a 61% chance of a contrac...
As promised, the full video of the Navigating Financial Disasters presentation from last month. In it, I tell the story of the Belfers, a successful American family of immigrants, and some of ...
https://ritholtz.com/2023/11/navigating-financial-disasters-2/
I first wrote about the novelist and screenwriter William Goldman, and his delightful book, “Adventures in the Screen Trade” in 2016. He was an Academy award-winning scriptwriter pe...
Econ on the Road Labor, Consumers, Inflation & Data Earlier this month, I spent two and a half hours each way in a car — plus a quick (and horrifying) lunch at the wonderful Eagle’s Nest f...
The first post-pandemic presentation I pulled together for my pal Joe Fitzgerald (we worked together in the late 2000s) was a new deck titled: Biggest Mistakes Made by UHNW Investors. In the inte...
https://ritholtz.com/2023/08/lessons-for-investors-from-mini-panics/
On today’s show I join Downtown Josh Brown to discuss my recent piece “A Dozen Contrarian Thoughts About Inflation.” Source: YouTube Previously: A Dozen Contrarian Thoughts About I...
https://ritholtz.com/2023/07/everyone-was-wrong-about-inflation/
Barry Ritholtz, “Masters in Business” Radio and Podcast Host discusses the environment of hedge funds and the war on talent between them. He speaks with Romaine Bostick and Scarlet Fu on Bloo...