Barry Ritholtz
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ritholtz.bsky.social
Barry Ritholtz
@ritholtz.bsky.social
Let's hope this one works out better...

Chair/CIO of RWM; Masters-in-Business podcast/radio host
Pinned
It's finally here! Hardcover, e-reader/kindle, and audio/audible versions of:

"How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them."

www.hownottoinvestbook.com
I sit down with A. Lange & Sohne CEO Wilhelm Schmid at the Audrain Newport Concours & Motor Week for a special “timepiece” edition of Masters in Business.

youtu.be/mLrLC523Jms
A. Lange & Sohne's Take on the Watch Market: Masters in Business with Wilhelm Schmid
YouTube video by Bloomberg Podcasts
youtu.be
November 29, 2025 at 4:36 PM
Reposted by Barry Ritholtz
Have @ritholtz.bsky.social interviewing Bill Browder playing in the background.
Bill Browder talks about Sergei Magnitsky and since I feel Magnitsky and people like him deserve to be remembered, here is the episode marked to start slightly before Magnitsky is spoken of.
youtu.be/p891ewFLxVM?...
Bill Browder on High Finance, Murder and Justice | Masters in Business
YouTube video by Bloomberg Podcasts
youtu.be
November 28, 2025 at 7:29 AM
10 Datapoints for Thanksgiving

This year, skip the “Vibes” and instead focus on market data. Don’t lose sight of nuances and shades of grey; they don’t make for great memes, but they do lead to a better understanding of what’s going on.

ritholtz.com/2025/11/10-d...
10 Datapoints for Thanksgiving - The Big Picture
It’s that time of year again when families gather to feast on bountiful harvests and to give thanks for all of our blessings. This year, skip the “Vibes” and instead focus on market data. Don’t lose s...
ritholtz.com
November 26, 2025 at 7:36 PM
4 of the 5 worst-performing housing markets (year over year) are those that experienced enormous pandemic growth:

Tampa, Phoenix, Dallas, and Miami.

via Charles Bilello
November 26, 2025 at 4:58 PM
“The point of modern propaganda isn't only to misinform or push an agenda. It is to exhaust your critical thinking, to annihilate truth.”

-Garry Kasparov
November 26, 2025 at 1:33 PM
"If you’re going to challenge a scientific consensus, you better know the material. Most of us, most of the time, don’t—so deferring to expert consensus is usually the rational strategy..."

-AlexTabarrok

marginalrevolution.com/marginalrevo...
Confidently Wrong - Marginal REVOLUTION
If you’re going to challenge a scientific consensus, you better know the material. Most of us, most of the time, don’t—so deferring to expert consensus is usually the rational strategy. Pushing agains...
marginalrevolution.com
November 25, 2025 at 10:13 PM
This will be the most useful thing you will read this month

There are 12 statistics, factoids, and studies that dominate every discussion about whether artificial intelligence is a bubble. Here's a deep-dive into all 12 arguments.
via @dkthomp.bsky.social

www.derekthompson.org/p/how-to-sou...
www.derekthompson.org
November 25, 2025 at 1:38 PM
Morgan Housel on the Art of Spending Money

youtube.com/shorts/7wnkD...
Morgan Housel on the Art of Spending Money
YouTube video by Bloomberg Podcasts
youtube.com
November 24, 2025 at 3:54 PM
Rational Exuberance?

Recall Fed Chair Greenspan’s 1996 Irrational Exuberance speech. The market moved modestly upwards for another 2 years before exploding higher in late 1998 (LTCM bailout), and then again in October 1999 (Pre-Y2K Fed liquidity injection).

ritholtz.com/2025/11/rati...
Rational Exuberance? - The Big Picture
One of the biggest challenges for investors is recognizing exactly how little we know about what the future holds. It is a rare moment in market history when what comes next is extremely obvious to mo...
ritholtz.com
November 24, 2025 at 2:30 PM
10 Monday AM Reads:

-Korea’s World-Beating Stock Market Rally
-Berkshire Without Buffett
-Is Substack Not Cool?
-Wall Street’s Insurance Takeover
-Good & Bad News About California Film Shoots
-LA Building Boom
-(Some) MAGA Girls Just Wanna Have Fun
-The Humble Ladybug

ritholtz.com/2025/11/10-m...
10 Monday AM Reads - The Big Picture
My back-to-work morning train WFH reads: • World-Beating Stock Rally Creates New Headaches in Korean Market:.South Korean stocks are on track to post their strongest gains in a quarter century, with t...
ritholtz.com
November 24, 2025 at 12:05 PM
"Meme stocks have lost some 60 P/E points, while the big players (Mag 7) trade at a reasonable 32.6x and the S&P 493 at 20.7x. For the large caps these are not bubble valuations."

-Jurrien Timmer, Fidelity
@TimmerFidelity
November 23, 2025 at 8:00 PM
10 Sunday Reads

-Meet the company Nvidia is propping up
-How billionaires took over American politics
-Elon Musk: The World’s Most Shameless Public Figure?
-Trump’s One Weird Trick for Eliminating Bad News
-The Quest to Be MTG
-You Are In A Propaganda-Induced Psychosis

ritholtz.com/2025/11/10-s...
10 Sunday Reads - The Big Picture
Avert your eyes! My Sunday morning look at incompetence, corruption, and policy failures: • I looked into CoreWeave and the abyss gazed back: Meet the company Nvidia is propping up. (The Verge) • How ...
ritholtz.com
November 23, 2025 at 1:39 PM
10 Weekend Reads

-Gizmo Empire
-AI & The DoorDash Problem,
-Who Was the Foodie?
-Med Spa Nation
-Our cursed age of self-monitoring
-The country’s hardest-working art thief
-How do pros get people to leave cults?
-The Biggest Failure in a Century of Sneakers

ritholtz.com/2025/11/10-w...
November 22, 2025 at 1:29 PM
Job growth has averaged 40k since April, all of it in healthcare. It averaged 170k a month in 2024. (via Dean Baker)
November 21, 2025 at 3:03 PM
10 Friday Reads:

-Offshoring America’s Retirement Savings
-Private Equity Loan Revolution
-Maxxing Out Your 401k,
-AI's White-Collar Bloodbath
-The Business of Beauty
-Climate Shock Eroding Home Values
-Is Trump Losing His Groove?

ritholtz.com/2025/11/10-f...
10 Friday AM Reads - The Big Picture
My end-of-week morning train WFH reads: • Why the Time Has Finally Come for Geothermal Energy: It used to be that drawing heat from deep in the Earth was practical only in geyser-filled places such as...
ritholtz.com
November 21, 2025 at 12:16 PM
The growing problem with China’s unreliable numbers:

Beijing’s GDP figures have drawn scrutiny for years but the questions have become more acute.

www.ft.com/content/5b9e...
The growing problem with China’s unreliable numbers
Beijing’s GDP figures have drawn scrutiny for years but the questions have become more acute
www.ft.com
November 20, 2025 at 10:01 PM
Amazing: The most successful ETF introduction of recent memory, iShares Bitcoin Trust ETF (IBIT), is negative YTD, down 3.2%...
November 20, 2025 at 3:24 PM
Lost Vegas: An entire city built on Human Beings' Innumeracy - how could this possibly go wrong?

slate.com/business/202...
Everyone Inside America’s Most Flailing Destination City Has a Theory for What’s Wrong. Now I Have My Own.
It defines the American experience like no other. People are no longer buying.
slate.com
November 20, 2025 at 1:44 PM
10 Thursday Reads:

-$1 Trillion Crypto Wipe Out
-The Shrink Funds Call When Their Traders Start Losing Money
-The running industrial complex
-Steve Bannon: Jeffrey Epstein adviser
-10 Things We Can Learn From Warren Buffett (That Have Nothing to Do With Money)

+ more!
ritholtz.com/2025/11/10-t...
10 Thursday AM Reads - The Big Picture
My morning train WFH reads: • Is $200 Million the New $100 Million in Luxury Real Estate? A surge of ultra-rich buyers has pushed asking prices to new extremes, yet many headline-grabbing megamansions...
ritholtz.com
November 20, 2025 at 12:18 PM
New international student enrolment drops 17% at US universities.

Foreign students make up about 6% of total US enrollment and contributed $55bn (£41bn) to the economy, according to 2024 figures from the commerce department.

www.yahoo.com/news/article...
New international student enrolment drops 17% at US universities
A survey of more than 800 US universities and colleges suggest visa delays and denials were among the top issues behind the decline.
www.yahoo.com
November 18, 2025 at 1:37 PM
10 Monday AM Reads

What If Things Are Better Than They Seem? Buffett goes quiet, Wall St Blows Past Bubble Worries, Booming Concierge Medicine, Epstein’s Library, The Watch World Finds Its Anthony Bourdain, How American and Chinese Drone Arsenals Stack Up

ritholtz.com/2025/11/10-m...
November 17, 2025 at 12:28 PM
10 Sunday Reads:

- 9 most shocking revelations in Epstein docs
-Bitcoin’s Plunge Means Trouble Beyond Tokens
-God is an anti-vaxxer?!
-Scammers hijacking apartment listings
-The Decline and Fall of the Heritage Foundation
-Elon $1 trillion pay package

ritholtz.com/2025/11/10-s...
November 16, 2025 at 12:52 PM
Wonderfully told story of my little pandemic project, now part of a new book...

www.everydaydriven.com/p/the-electr...
The Electric 911 Porsche Never Built
How Barry Ritholtz, One Tired 911, and One Austin Skunkworks Rewired an Icon
www.everydaydriven.com
November 15, 2025 at 7:01 PM