60 Minutes on Commerical Real Estate
On Monday, I discussed reasons to be bullish or bearish in 2024. #2 in the bearish list is CRE/WFH: “The...
Have Yourself a Merry Little Christmas
Billie Eilish may be only 22, but she sings like a chanteuse with decades of hard living behind her — a world-weary...
Forecasting Recessions
The chart above shows that 84% of CEOs are forecasting a recession over the next 12 months, 69% of Consumers saying the...
Navigating Financial Disasters (video)
As promised, the full video of the Navigating Financial Disasters presentation from last month. In it, I tell the story of the...
Nobody Knows Anything, John Wick edition
I first wrote about the novelist and screenwriter William Goldman, and his delightful book, “Adventures in the...
On the Road (to Camp Kotok)
Econ on the Road Labor, Consumers, Inflation & Data Earlier this month, I spent two and a half hours each way in a car —...
Lessons for Investors from Mini-Panics
The first post-pandemic presentation I pulled together for my pal Joe Fitzgerald (we worked together in the late 2000s) was a new deck...
12 Things Everyone Got Wrong About Inflation
On today’s show I join Downtown Josh Brown to discuss my recent piece “A Dozen Contrarian Thoughts About Inflation.”...
Majority of Hedge Funds Fail to Meet Benchmarks
Barry Ritholtz, “Masters in Business” Radio and Podcast Host discusses the environment of hedge funds and the war on talent...