Barry Ritholtz
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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: • SpaceX: The AI IPO: SpaceX’s revenue in 2025 was $18.7 billion, which works out to a potential price-to-sales (P/S) ratio of 93x. The highly-a
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This week, I speak with Vimal Kapur, Chairman and CEO of Honeywell. He began his career as an engineer with the company in India 37 years ago, and rose through the firm across multiple product groups and divisions. Kapur explains the logic behind splitting the company into three
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Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Global Fertility Crisis Is Worse Than You Probably Think: Everybody knows about the decline in birthrates. Fewer people understand why—or just how significantly it could transform socie
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Carell tells graduates to be kind, avoid envy and to listen to those around them.
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My day of remembrance for those who have been lost reads: • Memorial Day. Eric Paliwoda was a big dude. Probably six-foot-six. Those big, meaty hands that would swallow your own in a tight handshake. His jaw stuck out, exaggerated by a lip full of dip. He was raised in Connecticu
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The transcript from this week’s MiB: Vimal Kapur, Chairman and CEO of Honeywell, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on
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My Two-for-Tuesday morning train WFH reads: • Inflation Is Stinging Bonds—With One Big Exception: Treasury inflation-protected securities are generating positive returns despite a rough bond market. Barron’s on TIPS finally doing the job they were designed to do. Worth re-reading
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My mid-week morning reads: • SpaceX: Here’s What You Get For $1.75 Trillion: The largest IPO in history. Here are the numbers that matter. A clean bottoms-up breakdown of the SpaceX IPO valuation by segment — launch, Starlink, contracts, “AI infrastructure.” Useful for the math b
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My morning train WFH reads: • Land Appreciates. Homes Depreciate. The structure (house) is a depreciating asset: without continuous investment and updates, its value declines over time, even after renovations. The land is the appreciating component: long-term price gains in real
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Doing the tour to promote How NOT to Invest (paperback out now!) I got lots of interesting questions — about the book, my writing process, my investing philosophy, and my career. The one (really two) questions that I was not prepared for had to do with the podcast: “Who was your