The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012.

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The Big Picture

JUNE 18, 2024

And at the time when I graduated the economy, it was very good. Barry Ritholtz : Oh, so booming economy, 50 grand in the nineties for right outta college. I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. That, that gives Barstool a half a billion dollar valuation.

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The Big Picture

JUNE 13, 2023

RITHOLTZ: So let’s talk about what led to the decision to launch TIKEHAU Capital back in 2004. And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. RITHOLTZ: So let’s talk a little bit about valuations relative to risk and reward.

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The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. BARATTA: Yeah. In the long run. RITHOLTZ: Right.

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The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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The Better Letter

JANUARY 10, 2025

From the tech sector, the top ten included four names, including the entry of Apple (the first-generation iPhone was announced by then–Apple CEO Steve Jobs on January 9, 2007) and Google (which had only come to market in 2004). The broader economy matters. We’ll see what 2030 and beyond bring. Here are ten to start.

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The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. It was about $170 million valuation. It’s gonna take a while to integrate, integrate those folks back into other parts of the economy. You know, all of these things.

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The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: 2004, 2005. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. How’s my 10 grand doing?

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Media Investing Investments Valuation 290

The Big Picture

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

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The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: So 5% funds rate, what does that do to the economy? SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. I mean, it’s used to be called FANG. SIEGEL: — or 2006, ’07, ‘08.

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Carson Wealth

NOVEMBER 11, 2024

The big surprise for many, though, was Trump won the popular vote as well, the first Republican to do this since 2004. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. The services sector (which makes up more than 60% of our economy) is very strong.

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Carson Wealth

NOVEMBER 8, 2024

The big surprise for many, though, was Trump won the popular vote as well, the first Republican to do this since 2004. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. The services sector (which makes up more than 60% of our economy) is very strong.

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