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Transcript: Graham Weaver

The Big Picture

Everybody knows the story about Michael Dell launching a computer business out of his dorm room in Texas. Tell us a little bit how you went the PE route instead of the VC route. And I was fortunate to end up in Morgan Stanley’s private equity group, I loved it and I’ve kind of been at it ever since.

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Transcript: Aswath Damodaran

The Big Picture

What can I say about his breadth and depth of expertise? DAMODARAN: Can I tell you a little story about — RITHOLTZ: Sure. I was in CNBC about a decade ago and the host had trouble with my last name. DAMODARAN: So, finally, after about his fifth try, he said, I give up. I know you will also. RITHOLTZ: Right.

Valuation 289
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Transcript: Jeremy Siegel + Jeremy Schwartz

The Big Picture

So if you hear his audio cut in and out, he’s all but spinning in circles. I’ve been as busy, because finishing, as we’re going to talk about, sixth edition of the book and conferences more than ever because now you can do them on Zoom. And at 10:30, I can do New York, which of course never used to be possible.

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