Barry Ritholtz

New York

Blog Writer at Barry Ritholtz - The Big Picture

Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance

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Articles

Transcript: Martín Escobari, General Atlantic

3 days ago | ritholtz.com | Barry Ritholtz

April 21, 2025 8:30am by Barry Ritholtz The transcript from this week’s, MiB: Martín Escobari, General Atlantic, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
10 Monday AM Reads

3 days ago | ritholtz.com | Barry Ritholtz

My flying home from California reads:• America’s Biggest Export Could Use a Massive Rebrand. One market stands above all else in this regard and that is the market for US Treasuries, which currently totals about $30 trillion and dwarfs pretty much every other thing out there. (Bloomberg)• Trump and Powell on Collision Course Without Easy Escape: The president wants interest rates cut, but his trade war has the Fed chair boxed in.
10 Sunday Reads - The Big Picture

4 days ago | ritholtz.com | Barry Ritholtz

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures:• How Brexit, a Startling Act of Economic Self-Harm, Foreshadowed Trump’s Tariffs: Britain’s decision to leave the European Union in 2016 was sold to voters as a magic bullet that would revitalize the country’s economy. Its impact is still reverberating. (New York Times)• Joe Biden’s Final Days: Did Aides Cover Up His Mental State—or Was It Group Delusion?
Talk Your Book: How Not To Invest Like Buffett

5 days ago | ritholtz.com | Barry Ritholtz

I had fun speaking with Ben & Michael about the new book and whether it is the culmination of my life’s work. Fun factoid: The sound of Batnick’s eye rolls as he heard the same story for the umpteenth time was always in the back of my head as I wrote the book…Source:How Not To Invest Like Buffett. Michael Batnick, Ben CarlsonTalk Your Book, April 19, 2025
10 Weekend Reads

5 days ago | ritholtz.com | Barry Ritholtz

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads:• Trump’s threat to economic data: The federal statistical system is at risk. Declining data quality would compound the harm of an economic downturn or financial crisis. (Slow Boring)• ‘Why would he take such a risk?’ How a famous Chinese author befriended his censor Online dissent is a serious crime in China.
MiB: Martín Escobari, General Atlantic

6 days ago | ritholtz.com | Barry Ritholtz

This week, I speak with Martín Escobari, Co-President and Head of Global Growth Equity at General Atlantic. Prior to joining General Atlantic in 2012, Martín served as Managing Director at Advent International and Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer. He also spent time with The Boston Consulting Group.
10 Friday AM Reads

6 days ago | ritholtz.com | Barry Ritholtz

My end-of-week morning train WFH reads:• The world’s hot new trade is “sell America” For decades, the world has invested in America. Now, a global moment of clarity threatens to redirect trillions of dollars of capital inflows and diminish the U.S. in the international economic order.
Avoid the Unforced Investment Errors Even Billionaires Make

1 week ago | ritholtz.com | Barry Ritholtz

Your Biggest, Most Avoidable, Unforced Investment ErrorsAdapted from “How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them” (Harriman House, March 18, 2025)By Barry RitholtzTariffs, inflation, war, debt ceiling, profit warnings, geopolitics, market volatility – there’s always something happening to fuel your urge to make a decision – any decision! – right now. This is the perfect recipe for making an unforced error or easily avoidable mistake.
Slate: Economics on a Whim...

1 week ago | ritholtz.com | Barry Ritholtz

I had a fun and wide-ranging conversation with Felix Salmon, Emily Peck, and Elizabeth Spiers to unpack all of the wildest tariff news. We discuss the “uniquely unpredictable situation” where markets are trading based on the whims of a single person. This mercurial unpredictability is having a huge effect on prices. I try to help the hosts understand investing in this environment with lessons and ideas from How NOT to Invest.
What Are the Best & Worst-Case Tariff Scenarios?

1 week ago | ritholtz.com | Barry Ritholtz

I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. I am sharing this now because so many questions have poured in. Best Worst CasesLast Monday, I discussed the consequences of chaos. While the purposes of the new tariff policy were not well explained – some of the goals were muddled and unclear – it seems a large part of the problem was the roll-out. It was ham-fisted, opaque, and amateurish.