Скачать или смотреть Barry Ritholtz of Ritholtz Wealth Management on The Fed, Market, some Strong Opinions, Loosely Held

I’m excited to have my good friend Barry Ritholtz back on the show. Barry is the Chairman and CIO of Rithotz Wealth Management, an author, a newspaper columnist, and the host of the Bloomberg Podcast Masters in Business. He also runs a blog called The Big Picture, along with Josh Brown and Michael Batnick. I had Josh Brown on a few weeks ago, so I really wanted to bring Barry on to further the discussion. And who better to discuss the recent banking crisis than the guy who wrote the book on the Great Financial Crisis? (Bailout Nation). We cover how the market drives the narrative, and Barry shares his insight on a COVID-induced ‘reset’, the Fed, inflation, and how it all might play out moving forward. Enjoy!

Guest: Barry Ritholtz

Profile: Chairman and CIO of Ritholtz Wealth Management

Where to Find Him:

What is Barry Panicked About? Howard's level of panic.

Show Notes:

Introduction. (00:38)
Welcome Barry (07:07)
Strong opinions (09:15)
Market actions drive narratives (12:28)
Narrative fallacy & hindsight bias (14:02)
Asset allocation (16:00)
COVID reset (19:35)
GFC v. banking crisis (23:56)
What caused the bank run (26:28)
VC’s becoming price takers (28:05)
Interest rates & Inflation (30:53)
The Moody’s tax (33:56)
What else Barry’s excited about (35:38)
Barry’s favorite podcast guests (37:15)
VC’s shotgun approach (43:32)
Private v. Public markets (47:06)
Consistency leads to long-term performance (47:49)
Wealth mobility in the US (48:55)
Barry’s other favorite podcast guest (50:25)
Shows Barry’s watching (53:30)
Closing thoughts. (57:08)

=======
© Panic with Friends, 2023. All rights reserved.

Host: Howard Lindzon | Producer: Knut Jensen | Researcher: Pete Weishaupt
Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. For full disclosures: https://howardlindzon.com/c/disclaimer/