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Friday, July 19, 2024

Panic with Friends – Barry Ritholtz – Chairman and CIO of Ritholtz Wealth Management on The Fed, the Market, and some Strong Opinions, Loosely Held

Panic with Friends – Barry Ritholtz – Chairman and CIO of Ritholtz Wealth Management on The Fed, the Market, and some Strong Opinions, Loosely Held

Courtesy of Howard Lindzon

Panic with Friends – Investing for Profit and Joy

I’m excited to have my good friend Barry Ritholtz back on the show. Barry is the Chairman and CIO of Rithotz Wealth Management (partners with Josh Brown), an author, a newspaper columnist, and the host of the Bloomberg Podcast Masters in Business. He also runs a blog called The Big Picture, started in 1999. 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!

You can listen to the podcast here on Spotify or Apple podcast and now all the episodes are on my YouTube channel as well. You can click subscribe on any of these channels and get the podcast alert each week.

You can also listen right here on the blog.

https://cms.megaphone.fm/channel/STKT8917579627

For more details on today’s conversation read on below…

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. (Published here with permission from Howard Lindzon)

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/

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