Barry Ritholtz
@ritholtz.bsky.social
Let's hope this one works out better...
Chair/CIO of RWM; Masters-in-Business podcast/radio host
Chair/CIO of RWM; Masters-in-Business podcast/radio host
Pinned
Barry Ritholtz
@ritholtz.bsky.social
· Mar 24
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
"How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them."
www.hownottoinvestbook.com
"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...
-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
"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...
-AlexTabarrok
marginalrevolution.com/marginalrevo...
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...
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
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...
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...
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...
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
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...
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...
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...
-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
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...
-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...
"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
-Jurrien Timmer, Fidelity
@TimmerFidelity
November 23, 2025 at 8:00 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
-Jurrien Timmer, Fidelity
@TimmerFidelity
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...
-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 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...
-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...
Reposted by Barry Ritholtz
Boom. 💥
@bsky.app @downtownjoshbrown.bsky.social
@ritholtz.bsky.social
www.linkedin.com/posts/dtjb_r...
@bsky.app @downtownjoshbrown.bsky.social
@ritholtz.bsky.social
www.linkedin.com/posts/dtjb_r...
Ritholtz All Stars | Joshua Brown
If you've been missing real-time markets and econ commentary in your life, you're not alone. It's being rebuilt from the ashes of X on Bluesky Social thanks to my friend Linda Lebrun.
Here's a start...
www.linkedin.com
November 22, 2025 at 6:38 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...
-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
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...
-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...
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
Job growth has averaged 40k since April, all of it in healthcare. It averaged 170k a month in 2024. (via Dean Baker)
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...
-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
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...
-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...
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...
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
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...
Beijing’s GDP figures have drawn scrutiny for years but the questions have become more acute.
www.ft.com/content/5b9e...
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
Amazing: The most successful ETF introduction of recent memory, iShares Bitcoin Trust ETF (IBIT), is negative YTD, down 3.2%...
Lost Vegas: An entire city built on Human Beings' Innumeracy - how could this possibly go wrong?
slate.com/business/202...
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
Lost Vegas: An entire city built on Human Beings' Innumeracy - how could this possibly go wrong?
slate.com/business/202...
slate.com/business/202...
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...
-$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
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...
-$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...
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...
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
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...
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...
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...
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 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...
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...
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...
- 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
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...
- 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...
Wonderfully told story of my little pandemic project, now part of a new book...
www.everydaydriven.com/p/the-electr...
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
Wonderfully told story of my little pandemic project, now part of a new book...
www.everydaydriven.com/p/the-electr...
www.everydaydriven.com/p/the-electr...
10 Weekend Reads:
-Why Doesn’t Anyone Trust the Media?
-Boomers Passing Down Fortunes — And Way, Way Too Much Stuff;
-Big Tech Wants Direct Access to Our Brains;
-Gold, guns and cartels;
-Private Equity/Credit Bubble Implications;
-Tolerating annoying things
ritholtz.com/2025/11/10-w...
-Why Doesn’t Anyone Trust the Media?
-Boomers Passing Down Fortunes — And Way, Way Too Much Stuff;
-Big Tech Wants Direct Access to Our Brains;
-Gold, guns and cartels;
-Private Equity/Credit Bubble Implications;
-Tolerating annoying things
ritholtz.com/2025/11/10-w...
November 15, 2025 at 1:26 PM
10 Weekend Reads:
-Why Doesn’t Anyone Trust the Media?
-Boomers Passing Down Fortunes — And Way, Way Too Much Stuff;
-Big Tech Wants Direct Access to Our Brains;
-Gold, guns and cartels;
-Private Equity/Credit Bubble Implications;
-Tolerating annoying things
ritholtz.com/2025/11/10-w...
-Why Doesn’t Anyone Trust the Media?
-Boomers Passing Down Fortunes — And Way, Way Too Much Stuff;
-Big Tech Wants Direct Access to Our Brains;
-Gold, guns and cartels;
-Private Equity/Credit Bubble Implications;
-Tolerating annoying things
ritholtz.com/2025/11/10-w...
MiB: Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities
We discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also discussed making asset allocations and market cycles.
www.bloomberg.com/news/audio/2...
We discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also discussed making asset allocations and market cycles.
www.bloomberg.com/news/audio/2...
Masters in Business: Binky Chadha - Bloomberg
Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
www.bloomberg.com
November 14, 2025 at 9:34 PM
MiB: Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities
We discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also discussed making asset allocations and market cycles.
www.bloomberg.com/news/audio/2...
We discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also discussed making asset allocations and market cycles.
www.bloomberg.com/news/audio/2...
Elevated supply weighs down rent growth, Apartments.com report finds.
www.costar.com/article/6810...
www.costar.com/article/6810...
Apartments.com
November 14, 2025 at 9:15 PM
Elevated supply weighs down rent growth, Apartments.com report finds.
www.costar.com/article/6810...
www.costar.com/article/6810...
Why losses hurt more than wins | Barry Ritholtz
YouTube video by Big Think
youtube.com
November 14, 2025 at 8:15 PM
Reposted by Barry Ritholtz
Trump’s new “affordability” push is basically reversing the tariffs he said would never cause un-affordability.
@nytimes.com 🤡
www.nytimes.com/2025/11/13/u...
@nytimes.com 🤡
www.nytimes.com/2025/11/13/u...
November 14, 2025 at 12:06 PM
Trump’s new “affordability” push is basically reversing the tariffs he said would never cause un-affordability.
@nytimes.com 🤡
www.nytimes.com/2025/11/13/u...
@nytimes.com 🤡
www.nytimes.com/2025/11/13/u...