Barry Ritholtz Media Bias for Past 90 Days

Peter Lynch is the GOAT

Source: Bloomberg Who is the GOAT? What investor is your pick for the “greatest of all time”? Many people will say Warren Buffett, whose annual letter came out this weekend. If the category were best AND longest-tenured investor, I’d agree with you. If your metric is highest overall returns by any possible means,… The post Peter Lynch is the GOAT appeared first on The Big Picture.
Barry Ritholtz     Mar 02, 2021

MiB: When Will the Novelty of Female CEOs Wear Off?

There are only two female CEOs of large asset managers – and that’s only if we include Jean Hynes, the incoming CEO of Wellington Management. The firm has over $1 trillion client assets under management. She expects the “novelty” of female CEOs will wear off as more women across all industries gain… The post MiB: When Will the Novelty of Female CEOs Wear Off? appeared first on The Big Picture.
Barry Ritholtz     Mar 01, 2021

Transcript: Jean Hynes

The transcript from this week’s, MiB: Jean Hyne, Wellington Management’s (incoming) CEO, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, Bloomberg, and Acast. All of our earlier podcasts on your favorite pod hosts can befound here. ~~~ VOICE OVER: This… The post Transcript: Jean Hynes appeared first on The Big Picture.
Barry Ritholtz     Feb 28, 2021

Entrepreneurial Heroes: A Warning

art and culture

My guest this coming week on Masters in Business is William Bernstein, someone whose work I have long admired. Our 2019 MiB is here. Below is a discussion loosely adopted from Bernstein’s new book, The Delusions Of Crowds: Why People Go Mad in Groups. If anyone has captured the capitalist spirit… The post Entrepreneurial Heroes: A Warning appeared first on The Big Picture.
Barry Ritholtz     Feb 28, 2021

MiB: Jean Hynes, Wellington Management’s (incoming) CEO

 This week, we speak with Jean Hynes, incoming CEO ofWellington Management. The firm has over $1 trillion client assets under management. Hynes also runs the $51BVanguard Healthcare Fund– the country’s largest health care fund. She discusses how she started at Wellington as an administrative assistant, working with the legendary health care fund… The post MiB: Jean Hynes, Wellington Management’s (incoming) CEO appeared first on The Big Picture.
Barry Ritholtz     Feb 27, 2021

Succinct Summation of Week’s Events 2.26.21

art and culture

Succinct Summations for the week ending February 26th, 2021 Positives: 1. Covid infection rate plummets 72% as USA appears to be closer to herd immunity. 2. FHFA House Price Index rose 1.1% m/o/m, above expectations. 3. Jobless claims fell 111k w/o/w from 841k to 730k. 4. New home sales came in at 923k for January,… The post Succinct Summation of Week’s Events 2.26.21 appeared first on The Big Picture.
Barry Ritholtz     Feb 26, 2021

MIT Sloan Investment Conference 2021

I’m super excited to be a part of the 16th Annual MIT Sloan Investment Conference, held virtually today (February 26th, 2021). This year’s theme is “Investing in a New World.” This is my 4th year working with the Sloan conference producers (My motto: “will work for swag“) and they always have a great… The post MIT Sloan Investment Conference 2021 appeared first on The Big Picture.
Barry Ritholtz     Feb 26, 2021

1957 BMW 507 Series II w/Hardtop

If I were building a Jay Leno like garage, I would include one of the rarest BMWs — the 507. The roadster was produced by BMW from 1956 to 1959, and only 252 cars were sold over that three-year run. Initially intended to be exported to the United States at a rate of thousands per… The post 1957 BMW 507 Series II w/Hardtop appeared first on The Big Picture.
Barry Ritholtz     Feb 26, 2021

“I know what I’ve been put on earth to do.”

My partner Josh is not only a first-rate CEO, he is a deeply insightful person whose judgment and insights I rely on everyday. He has grown so much from the guy I met poolside at Lindzon Palooza more than a decade ago. Here is his must-read birthday missive: “But there’s one thing I… The post “I know what I’ve been put on earth to do.” appeared first on The Big Picture.
Barry Ritholtz     Feb 25, 2021

CEOs Showed Leadership in 2020-21

Barry Ritholtz, a Bloomberg Opinion columnist, sees a shift to ESG in corporate America. He speaks with Bloomberg’s Tom Keene and Lisa Abramowicz on “Bloomberg Surveillance.” Ritholtz’s opinions are his own. 2020 Was a Year of Great CEO Leadership: Ritholtz Source: Bloomberg, February 23rd, 2021 Previously: America’s CEOs Are Having a Good Year (February… The post CEOs Showed Leadership in 2020-21 appeared first on The Big Picture.
Barry Ritholtz     Feb 24, 2021

Dalio: How to Spot a Bubble

Are We In A Stock Market Bubble? Source: LinkedIn I mentioned Ray Dalio’s Bubble post yesterday, and I thought it was worth a few minutes to put some more flesh on the bones of the work that Bridgewater has done in this space. As you can see here, I have been thinking about… The post Dalio: How to Spot a Bubble appeared first on The Big Picture.
Barry Ritholtz     Feb 23, 2021

MiB: What SPACs Are Good For

Overlooked in the hype about SPACs is the truism they are an innovative financial structure that serves a very specific purpose: a superior source of capital for mid-sized companies over the traditional initial public offerings (IPO) process. So says Doug Braunstein, founder and managing partner atHudson Executive Capital, which has underwritten several successful SPAC… The post MiB: What SPACs Are Good For appeared first on The Big Picture.
Barry Ritholtz     Feb 22, 2021

What Sources Drive Investment Decisions?

Top Sources Americans Use to Make Investment Decisions (2001-2019) Source: Visual Capitalist Nice visualization (based on a study by the Brunswick Group) looking at the sources of information were investors rely upon, and how that has changed over the past 20 years. There were two especially noteworthy changes: More investors were relying on… The post What Sources Drive Investment Decisions? appeared first on The Big Picture.
Barry Ritholtz     Feb 22, 2021

Bartlett: I Was a Rush Limbaugh Whisperer

I Was a Rush Limbaugh Whisperer His radio show was once a vital outlet of conservative news—and I was one of his sources. But it became increasingly divorced from reality, like much of right-wing media. New Republic, February 18, 2021 As most of my readers know, I was a card-carrying conservative for… The post Bartlett: I Was a Rush Limbaugh Whisperer appeared first on The Big Picture.
Barry Ritholtz     Feb 21, 2021

Succinct Summation of Week’s Events 2.19.21

art and culture

Succinct Summations for the week ending February 19th, 2021 Positives: 1. More good news on Vaccines + Vaccinations, falling infections + hosptilizations. 2. Housing market index is at 84 for February, above expectations. 3. Retail sales rose 5.3% m/o/m, above expectations. 4. Existing home sales came in at an annual rate of 6.690M for January… The post Succinct Summation of Week’s Events 2.19.21 appeared first on The Big Picture.
Barry Ritholtz     Feb 19, 2021

America’s CEOs Are Having a Good Year

CEOs Exit the Trump Era With Reputations Intact Maybe the idea that “shareholder primacy” is no longer the sole purpose of a corporation is finally taking hold. Bloomberg, February 16, 2021 U.S. chief executive officers had a pretty good 2020 despite the ravages of the pandemic and a severe economic contraction. Polls showthat… The post America’s CEOs Are Having a Good Year appeared first on The Big Picture.
Barry Ritholtz     Feb 19, 2021

1955 Buick Roadmaster Sedan

I am intrigued by the 1950s era of American automobiles. I never really considered owning one, as they are not the sort of speedy slick machines I tend towards. Still, post-war automotive design, especially during the 1950s, created a unique and fascinating era. The Roadmaster sedan was built by Buick from 1936 to 1958, and… The post 1955 Buick Roadmaster Sedan appeared first on The Big Picture.
Barry Ritholtz     Feb 19, 2021

Beware Economists Warning Against “Too Much Stimulus” (Again)

economy and finances

Debates between various schools of economic thought keep playing out in the public policy sphere. We saw this in 2008-09 within economics, as debates raged about how best to respond to the financial crisis. During that era, the dichotomy between Saltwater and Freshwater economists came to the fore. We have continued to see these debates… The post Beware Economists Warning Against “Too Much Stimulus” (Again) appeared first on The Big Picture.
Barry Ritholtz     Feb 18, 2021