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• It’s a World-Class Investment. It’s a Junk Investment. What Is Going On With SpaceX? The answer starts with Wall Street’s long-held distinction between “smart money” and “dumb money.” In that view, the roughly $2 trillion value that the stock market i...
This week, I speak with McKeel Hagerty, CEO and Chairman of Hagerty. We discuss how he transformed the family boat insurance business into a “sexy” driver-forward business. We also discuss our love of collectable cars and his love of his first car, a Porsche, that he bought at the age of 13.
A transcript of our conversation is available
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads:
• The Anti-Amazon. One brilliant feature of the Costco experience is, paradoxically, the constraint: as oppos...
My end-of-week morning reads:
• Europe chose insurance. America chose growth. Europe and America chose different points on the efficiency-equity trade-off. That used to be a matter of preferences. It isn’t anymore. Visitors notice something else, even the ones who have never heard of a purchasing power parity adjustment for GDP per capita comparis...
What a fun conversation!
I sat down with Jon Erlichman (formerly of Bloomberg, now at Ticker Take) to discuss the biggest mistakes investors make.
Here is the overview:
Most investing advice tells you what to buy. Barry Ritholtz would rather tell you what NOT to do. This week on Ticker Take, we sit down with Ritholtz, co-founder ...