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I had some enjoyable final week chatting with Howard Lindzon, whom I beforehand had on MiB. And he’s a part of my dialog about my worst trades.
Right here is Howard:
“I’m excited to have my good pal Barry Ritholtz again on the present. Barry is the Chairman and CIO of Rithotz Wealth Administration, an creator, a newspaper columnist, and the host of the Bloomberg Podcast Masters in Enterprise. He additionally runs a weblog known as The Huge Image, together with Josh Brown and Michael Batnick. I had Josh Brown on a couple of weeks in the past, so I actually wished to carry Barry on to additional the dialogue. And who higher to debate the current banking disaster than the man who wrote the ebook on the Nice Monetary Disaster? (Bailout Nation). We cowl how the market drives the narrative, and Barry shares his perception on a COVID-induced ‘reset’, the Fed, inflation, and the way it all would possibly play out shifting ahead. Take pleasure in!”
At all times enjoyable stuff with Howard…
Beforehand:
My Worst Trades (September 7, 2021)
Present Notes:
- Introduction. (00:38)
- Welcome Barry (07:07)
- Sturdy 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 disaster (23:56)
- What triggered the financial institution run (26:28)
- VC’s turning into worth takers (28:05)
- Rates of interest & Inflation (30:53)
- The Moody’s tax (33:56)
- What else Barry’s enthusiastic about (35:38)
- Barry’s favourite podcast visitors (37:15)
- VC’s shotgun method (43:32)
- Non-public v. Public markets (47:06)
- Consistency results in long-term efficiency (47:49)
- Wealth mobility within the US (48:55)
- Barry’s different favourite podcast visitor (50:25)
- Exhibits Barry’s watching (53:30)
- Closing ideas. (57:08)
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