Masters in Business
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
Episodes
Efficient Frontier Advisors Co-Founder & Neurologist Bill Bernstein
Barry speaks with Bill Bernstein, neurologist, investor, author and co-founder of Efficient Frontier Advisors about his unique career path from science to finance and how he uses lessons learned in neurology and applies them to investing. Bill also shares his thoughts on the current economic and political environment and his thoughts on how to navigate uncertainty in markets. See omnystudio.com/listener for privacy information.
13/06/25•1h 4m
At The Money: Cass Sunstein on Shifting Your Career Focus
How do you change careers when you are a highly accomplished, successful attorney? The answer is focus within your profession on what you love doing! Cass Sunstein, professor at Harvard Law School co-author of the new book, “Algorithmic Harm: Protecting People in the Age of Artificial Intelligence” Previously he co-authored “Nudge” with Nobel Laureate Dick Thaler. We discuss his shift in career within the legal profession. . Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.
12/06/25•17m 1s
Transforming ETFs with Bryon Lake of Goldman Sachs Asset Management
Barry speaks with Bryon Lake, Chief Transformation Officer for the Client Solutions Group within Goldman Sachs Asset Management. Bryon started at PowerShares in the ETF industry eventually becoming head of International ETFs for Invesco. Bryon then moved to New York to head JPMorgan Asset Management's global head of ETF solutions. See omnystudio.com/listener for privacy information.
05/06/25•1h 3m
At The Money: Algorithmic Harm with Professor Cass Sunstein
What is the impact of “ Algorithms” on the prices you pay for your Uber, what gets fed to you on TikTok, even the prices you pay in the supermarket? Cass Sunstein, professor at Harvard Law School co-author of the new book, “Algorithmic Harm: Protecting People in the Age of Artificial Intelligence” Previously he co-authored “Nudge” with Nobel Laureate Dick Thaler. We discuss whether all this algorithmic impact is helping or harming people. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
04/06/25•20m 53s
Richmond Federal Reserve President and CEO Tom Barkin
Barry speaks with Richmond Federal Reserve President and CEO Tom Barkin. Tom has been a member of the Richmond Fed since 2018. He is also on the Federal Open Markets committee and is responsible for a variety of Richmond Fed technology and bank supervision. Previously, Tom had spent 30 years at McKinsey, where eventually he became chief risk Officer and then Chief Financial Officer. The perfect guest given the recent news of global tariffs, domestic manufacturing, and US monetary policy. See omnystudio.com/listener for privacy information.
30/05/25•59m 37s
Thinking About a Career Change? You’ll Need Skill, Work – and Luck
What does it take to undertake a significant career change? How can you shift from a safe but unsatisfying job into one that you love? Successfully navigating a major career change requires some skill, some hard work, and a bit of luck. Morgan Housel is the author of the best-selling “Psychology of Money” (8 million copies sold worldwide), We discuss how he shifted his career into being a writer. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
29/05/25•14m 27s
Introducing: Everybody's Business
A smart and fun chat show about all things business. Hosted by award-winning business and economics journalists Max Chafkin (author of The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power) and Stacey Vanek-Smith (former co-host of NPR’s Planet Money and reporter for Marketplace), Everybody's Business is powered by the unparalleled sources and reporters who bring you Businessweek magazine’s headlines and the stories behind them. The show gives listeners a window into the discussions happening in boardrooms, Zooms and group chats in power centers around the world. From interpreting Fed meetings to the business of wolf cloning, each week Max, Stacey and their friends at Bloomberg Businessweek guide listeners through what really went on during the last week from Wall Street and Main Street. Because what’s happening with money and markets is everybody’s business.See omnystudio.com/listener for privacy information.
25/05/25•1m 27s
Panera Bread Founder Ron Shaich on Fast Casual Dining
Barry speaks with Ron Shaich, co-founder of Au Bon Pain and founder and former chairman and CEO of Panera Bread. A key part of building that brand, today Shaich is a lead investor in Cava, Tatte, Life Alive and Level99, continuing a long and extensive career in the restaurant and fast casual business. He’s credited with defining the fast causal segment. Shaich makes his investments through Act III Holdings, a more than $1 billion evergreen investment vehicle. Shaich has twice been recognized as an Ernst & Young Entrepreneur of the Year, selected as the 2018 Restaurant Leader of the Year and was presented the prestigious Nation’s Restaurant News Pioneer Award as one of the most significant contributors in the history of the restaurant business.See omnystudio.com/listener for privacy information.
22/05/25•59m 55s
At The Money: The Art of Spending Money with Morgan Housel
Is there an art to spending your own money? We spend a lot of time discussing earning and investing money, but how often do we really think deeply about spending it? Morgan Housel, author of the best-selling “Psychology of Money” (8 million copies sold worldwide), is the author of a new book, “The Art of Spending Money, Simple Choices for a Richer Life.” It arrives in October. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
22/05/25•13m 26s
Targeting Sickle Cell Disease (Sponsored Content)
Terri Booker’s body burns with pain. She’s one of the 100,000 Americans living with sickle cell disease – a blood disorder that can cause severe pain, organ failure, and even premature death. The genetic condition came about to protect against malaria. Dr. William Hobbs leads clinical development for sickle cell disease at Vertex, and they are investigating multiple approaches to address the unmet needs that patients face. This episode of Targeting the Toughest Diseases is sponsored by Vertex Pharmaceuticals.See omnystudio.com/listener for privacy information.
18/05/25•16m 12s
Factor-based Investing with John Montgomery
Barry speaks with John Montgomery, President, CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firm’s strategic direction, investment management and risk oversight, portfolio management, and mentoring. John holds a Bachelor of Science in Engineering, a BA in Philosophy from Swarthmore College, and graduate degrees from MIT and Harvard Business School. Later, as a student at Harvard, he investigated methods to apply modeling to portfolio management and began applying these methods to his own investments in 1985. John left the transportation industry in 1991 to perform full-time research on his investment models prior to launching Bridgeway in 1993.See omnystudio.com/listener for privacy information.
15/05/25•50m 7s
Bonus: An Evening with Michael Lewis, From "Liar’s Poker" to Today
Barry speaks with bestselling author and financial journalist Michael Lewis, live, from the Landmark Theater in Port Washington, NY. The wide-ranging, 90-minute conversation covered the full arc of his career, from “Liar’s Poker” to this year’s “Who is Government.” The informative – and at times hilarious – conversation included his experiences turning Moneyball into a film (including on-set hijinks from Brad Pitt), how his career as a writer evolved, and what he is working on next. You DO NOT want to miss this fun, rollicking live episode of Masters in Business. See omnystudio.com/listener for privacy information.
14/05/25•1h 28m
Influencing Capital Allocation with Karin Risi
Barry speaks with Karin Risi, who spent 27 years at Vanguard, the world’s 2nd largest asset manager. She has reported directly to the past four CEOs of VG. Risi formulated enterprise-level strategy, drove client and revenue growth, oversaw talent development, and influenced capital allocation for the $10 trillion investment firm serving 50 million investors globally.Risi led the firm’s $2.5T AUM Personal Investor business from 2015 to 2020; she also helped to create and drive the firm’s growth in Personal Advisors, a group that currently manages 350 billion in client assets. She has also handled Corporate crisis comms, M&A, and strategic partnerships.See omnystudio.com/listener for privacy information.
09/05/25•46m 55s
At the Money: Doctor's Orders - How to Change Careers
What does it take to undertake a significant career change? How can you shift from a safe but unsatisfying job into one that you love? William Bernstein, founder of Efficient Frontier Advisors, is both a neurologist and a professional investor. He is also the author of numerous books on investing and economic history, including “The Four Pillars of Investing” and “The Delusions of Crowds.” Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
07/05/25•17m 59s
Inside the Gerber Statistic with Sander Gerber of Hudson Bay Capital
Barry speaks with Sander Gerber, Hudson Bay Capital CEO and CIO. Hudson Bay is a global, multi-strategy investment firm. In 2008, Mr. Gerber developed the Gerber Statistic, which was accepted as an innovation complementary to his own work by the late Dr. Harry Markowitz, the Nobel Prize-winning economist and father of Modern Portfolio Theory (MPT). The Gerber Statistic is utilized by Hudson Bay to identify the co-movement of financial assets, enabling early detection of concentration risks and insufficient diversification. Mr. Gerber began his investment career in 1991, as a member of the American Stock Exchange working as an equity options market maker. In 1997, he founded Gerber Asset Management to develop and engage in proprietary investment strategies. In late 2005, Mr. Gerber and Yoav Roth co-founded Hudson Bay Capital, which concentrates on generating positive returns while maintaining a focus on risk management and capital preservation.See omnystudio.com/listener for privacy information.
02/05/25•54m 44s
Masters in Business LIVE: Carlyle Group CEO Harvey Schwartz
In this BONUS live edition of Masters in Business, Barry Ritholtz speaks with Harvey Schwartz. He's the CEO of the Carlyle Group. They talk about his New Jersey roots, how his mentors helped him grow on Wall Street and how geopolitics will play a critical role in investor fortunes. They speak at the Future Proof Miami conference on March 18, 2025. See omnystudio.com/listener for privacy information.
30/04/25•35m 22s
Embracing Global Opportunities with Jeffrey Becker of Jennison Associates
Barry speaks with Jeffrey Becker, Chairman and CEO of Jennison Associates LLC. Prior to joining Jennison in 2016, Jeff served as the CEO of Voya Investment Management, formerly ING. He held various positions with ING including Vice Chairman, Chief Operating Officer, and Chief Financial Officer. He is a member of the Economic Club of New York and also serves as an Advisory Board member of Institutional Investor’s U.S. Institute. Additionally, he is Vice Chair of the AmeriCares Board of Directors, and Chair of the AmeriCares Free Clinics Board of Directors. On this episode, Barry and Jeff discuss his path through finance, managing risks in today's environment, and global trends and opportunities.See omnystudio.com/listener for privacy information.
24/04/25•56m 5s
The New Stock Movers Podcast: Sample Episode
Listen to the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.
23/04/25•4m 19s
Trends in Emerging Markets with Martín Escobari
Barry speaks 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. In addition to his current role, Martín is also Chair of General Atlantic's Global Growth Equity Investment Committee and he serves on the Executive and Portfolio Committees as well. On this episode, Barry and Martín discuss the challenges he faced as an entrepreneur, his time at General Atlantic, and the macro picture in South America. See omnystudio.com/listener for privacy information.
17/04/25•1h 3m
Team Favorite At the Money: How Much Money Is Too Much?
Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, 'The Geometry of Wealth' and 'The Investors Paradox.'See omnystudio.com/listener for privacy information.
16/04/25•12m 33s
The Absolute Return Revival with Tony Yoseloff
Barry speaks with Anthony Yoseloff, Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He holds a J.D. from Columbia Law School and an M.B.A. from Columbia Graduate School of Business Administration. Aside from his time at Davidson Kempner, Tony also holds various board seats, including the Board of Trustees of Princeton University and the Board of Directors of PRINCO. Additionally, he serves as a member of the Board of Trustees and Chair of the investment committee of The New York Public Library. He is also a member of the Council on Foreign Relations. In this episode, Barry and Tony discuss his path in finance and how it led him to over 20 years at the same firm, the importance of absolute return in a portfolio, and the rise of alternative investing.See omnystudio.com/listener for privacy information.
11/04/25•1h 31m
Team Favorite At the Money: Are Hedge Funds Are Right For You?
Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, deal-making and operations." Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
09/04/25•16m 8s
Wealth Management and the 'Great Normalization' with Lisa Shalett
Barry speaks with Lisa Shalett, Chief Investment Officer at Morgan Stanley. Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. On this episode, Barry and Lisa discuss the philosophy of managing billions of dollars in assets and wealth management today. See omnystudio.com/listener for privacy information.
03/04/25•1h 10m
The Stock Movers Podcast from Bloomberg
Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market.Listen on Apple: https://apple.co/4kJ43ONListen on Spotify: https://tinyurl.com/mr385jv6Listen on other platforms: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.
01/04/25•5m 55s
'Who is Government' with Michael Lewis
Barry speaks with author and financial journalist Michael Lewis. Michael has written countless New York Times bestsellers including Flash Boys and Going Infinite. His book The Big Short was turned into an Oscar-winning film, alongside his Oscar-nominated books-turned film The Blind Side and Moneyball. On this episode, Barry and Michael breakdown the ins and outs of government and his latest book Who is Government: The Untold Story of Public Service.See omnystudio.com/listener for privacy information.
27/03/25•1h 5m
At the Money Special: Activist Investing for NAV
What happens when a fund is trading below its NAV (net asset value)? How can investors force management to allow the fund to trade back to fair value? Boaz Weinstein, founder and manager of Saba Capital Management, speaks with Barry Ritholtz about activist investing in closed end funds. His firm runs over $7 billion in client assets, and he manages the SABA Closed End Funds ETF (CEFS). Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
26/03/25•41m 30s
Introducing: Stock Movers
Stock Movers is a new, five-minute report on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets. Listen on Apple: https://podcasts.apple.com/us/podcast/stock-movers/id1803209456 Listen on Spotify: https://open.spotify.com/show/1LhpIazkwQ9bSkxHsjknI8?si=1233c9c58f1e4e16&nd=1&dlsi=b25af9cebbca4895 Listen Anywhere: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.
24/03/25•30s
A Timeless Collection of Infinite Wisdom with Jim O'Shaughnessy
Barry speaks with Jim O'Shaughnessy, Founder and CEO of O'Shaughnessy Ventures LLC. Prior to founding O'Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O'Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. He also served as Senior Managing Director and Executive Director of Systematic Equity for Bear Stearns. His book "What Works on Wall Street" was a New York Times bestseller. On this episode, Barry and Jim discuss his path through the world of business, the power of well-chosen words, and his new book "Two Thoughts: A Timeless Collection of Infinite Wisdom."See omnystudio.com/listener for privacy information.
20/03/25•1h 22m
Team Favorite At the Money: The Tech Behind a Crypto Future
What is the value of crypto-currencies as a technology? How do the technologies that underlie Bitcoin and Ethereum work, and what are their futures? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the future of crypto-technology. His firm runs over $10 billion in client crypto assets. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
19/03/25•14m 46s
US Fiscal Policy and the 'Deficit Myth' with Stephanie Kelton
Barry speaks with Stephanie Kelton, Professor of Economics and Public Policy at Stony Brook University and Senior Fellow at the Schwartz Center for Economic Policy Analysis. Previously, Professor Kelton was Chair of the Department of Economics at the University of Missouri, Kansas City. In addition to her work in academia, Stephanie has held numerous roles in the political sphere. She served as chief economist on the U.S. Senate Budget Committee, and was senior economic adviser for Bernie Sanders’ 2016 and 2020 presidential campaigns. She has made virtually all the 'top 50 lists' including POLITICO's 50 Most Influential Thinkers in 2016 and Bloomberg Businessweek's 50 People Who Defined 2019. She was also named to Barron's 100 Most Influential Women in Finance. She has held several visiting professorships and has written for publications such as the Financial Times, The New York Times, CNN, and more. On this episode, Barry and Stephanie discuss US fiscal policy, recession risks, and her New York Times bestseller The Deficit Myth: Modern Monetary Theory and the Birth of the People’s Economy.See omnystudio.com/listener for privacy information.
13/03/25•1h 29m
Team Favorite At the Money: Optimizing Personal Health in Finance
Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about how the traders are seeking better returns by optimizing for personal health. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
12/03/25•15m 43s
Economic Risks Versus Media Alarmism with Philipp Carlsson-Szlezak
Barry speaks with Philipp Carlsson-Szlezak, Boston Consulting Group's Global Chief Economist. Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for Economic Co-operation and Development (OECD) as well as McKinsey & Company. He was also Chief Economist at Stanford C. Bernstein. He is a frequent contributor to Harvard Business Review, World Economic Forum, and various other business publications. Philipp also leads the Center for Macroeconomics at the BCG Henderson Institute. On this episode, Barry and Philipp discuss structural changes to the global economy, doom-saying, and his book Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk.See omnystudio.com/listener for privacy information.
07/03/25•1h 8m
At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation
Tariffs are in effect raising fears of sparking a new round of inflation and hurting economic activity. Will they reduce the likelihood of the Fed cutting rates any time soon? On this special episode, Barry Ritholtz speaks with Austan Goolsbee, President of the Chicago Federal Reserve. Goolsbee, a voting member of the FOMC, breaks down the impact of tariffs, the drivers of inflation, and what the FOMC is watching. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
05/03/25•37m 56s
JPMorgan’s Melissa Smith on Middle Market Banking
Barry speaks with Melissa Smith. She is co-Head of Commercial Banking at JPMorgan. Previously she was Co-Head of Innovation Economy and Head of Specialized Industries. Melissa has been with JPMorgan for over 20 years. She works with founders, CEOs and CFOs, delivering a cohesive banking experience to startups and fast-growing companies. On this episode, Barry and Melissa discuss her path through finance and dance, the complexities of middle market banking, and how J.P Morgan is preparing for the next wave of technological disruption.See omnystudio.com/listener for privacy information.
27/02/25•57m 57s
Team Favorite At the Money: What Never Changes with Money
*Originally aired 11/6/24*As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. On this episode, Barry Ritholtz speaks with Morgan Housel, author of the book “Same as Ever: A Guide to What Never Changes.” Together, they break down what never changes when it comes to money. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.
26/02/25•14m 21s
Rethinking Investing with Greenwich Associates' Charles Ellis
Barry speaks with Charles Ellis, author and Founder of Greenwich Associates. Prior to founding Greenwich Associates in 1972, Charles worked with the Rockefeller family investments office and Donaldson, Lufkin, and Jenrette. Charles was appointed to the faculty of the Yale School of Management and twice to the Harvard Business School. He also served as a trustee at Yale from 1997 to 2008. After stepping down as Managing Partner at Greenwich, Charles served on the Vanguard Group Board of Directors, was a trustee of the Robert Wood Johnson Foundation, and an advisor to the GIC of Singapore. He currently serves as chair of the Board of Directors at the Whitehead Institute for Biomedical Research. On this episode, Barry and Charles discuss his path through finance, the evolution of his investing philosophy, and his new book Rethinking Investing. See omnystudio.com/listener for privacy information.
21/02/25•52m 25s
Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms”
Wars, national defense spending, technology innovations – historically, these have had big impacts on the economy. The result: A spike in inflation and a huge surge in market prices. How can you take advantage of these Superbooms? Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. He wrote the 2011 book, “Super Boom: Why the Dow Jones Will Hit 38,820 and How You Can Profit From It.” He sees a similar sort of cycle today. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
19/02/25•14m 14s
Team Favorite At the Money: Valuation Is an Exercise in Faith
Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Ritholtz speaks with Professor Aswath Damodaran of NYU Stern School of Business. He has written numerous books on valuation and finance. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
19/02/25•13m 37s
Christine Phillpotts on Investing in Emerging Markets
Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. She spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. Christine also helped launched the ‘Next 50 Emerging Markets Fund’, AllianceBernstein’s Frontier fund. She also worked as JPMorgan Asset Management equity research associate for US Tech. On this episode, Barry and Christine discuss her path through finance, the structural differences in emerging markets, and the latest market trends.See omnystudio.com/listener for privacy information.
13/02/25•1h 10m
Understanding 'The 5 Types of Wealth' with Sahil Bloom
Barry speaks with Sahil Bloom, Founder and Managing Partner of SRB Ventures, a Venture Capital focused on accelerating compelling startups. He also owns and operates SRB Holdings. Prior to SRB, Sahil spent roughly 7 years in high finance, serving as Vice President of a private equity fund with $3.5 billion in assets under management. He holds multiple degrees from Stanford University, where he also played Division I baseball. Sahil is an avid public speaker and content creator. His newsletter 'The Curiosity Chronicle' is read by over 800,000 subscribers on a weekly basis. On this episode, Barry and Sahil discuss his path through finance, his latest book The 5 Types of Wealth, and what it truly takes to live a healthier, wealthier life.See omnystudio.com/listener for privacy information.
07/02/25•52m 9s
Ted Seides on Whether Hedge Funds Are Right For You
Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, dealmaking and operations." Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
05/02/25•16m 8s
The US Economy and Trump Administration Policy with Apollo's Torsten Slok
Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there was top-ranked by Institutional Investor in fixed income and equities for ten of those years. Additionally, he spent time in Paris at the OECD as well as at the IMF's division responsible for writing the World Economic Outlook. He has developed several content platforms including Apollo Academy and the Daily Spark on which he publishes frequently. On this episode, Barry and Torsten break down their thoughts on the US economy, inflation abroad, and what sectors are most exposed to the second Trump administration's policy agenda.See omnystudio.com/listener for privacy information.
30/01/25•1h 11m
Jeff Hirsch on Presidential Market Cycles
What does history inform us about how newly elected presidents impact the market cycle? What should investors expect from the next 4 years? Jeffrey Hirsch, editor of the Stock Trader’s Almanac, speaks with Barry Ritholtz about how each year of any President’s term impacts markets in a different way. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
29/01/25•14m 14s
Introducing: Trumponomics
Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.See omnystudio.com/listener for privacy information.
28/01/25•1m 32s
From Managing Portfolios to Running an Organization with Mike Freno
Barry speaks with Mike Freno, Barings LLC Chairman and CEO. In his nearly 20 years with the firm, Mike has held various positions including Managing Director, Head of Global High Yield, and Head of Global Markets. He also spent 5 years as the company's President, overseeing a majority of Barings’ business sectors including investments, sales, operations and tech. Additionally, Mike served as Chairman of the Board of Barings BDC. Alongside his Chairman and CEO duties, he is a current member of the MassMutual Executive Leadership team. On this episode, Barry and Mike discuss the evolution of the asset management industry, his well-rounded business experience, and what it takes to lead with "confident humility."See omnystudio.com/listener for privacy information.
23/01/25•1h
At the Money: Compounding Health and Wealth
We understand how wealth compounds over time, but did you know you can also compound your health? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about the parallels between wealth and health management. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
22/01/25•16m 20s
Jonathan Clements Explains Why Dying is Hard Work
Barry speaks with Jonathan Clements, Founder and Editor of the HumbleDollar and veteran personal finance columnist for the Wall Street Journal. He wrote over a thousand columns for the Journal and for the Wall Street Journal Sunday before spending six years as Citigroup's Director of Financial Education. He also held positions at Euromoney and Forbes. Jonathan is the author of 9 personal finance books including "My Money Journey" and "From Here to Financial Happiness." He received a Stage 4 Lung Cancer diagnosis last year, an experience he's used to expound on the relationship between money, well-being, and life satisfaction.See omnystudio.com/listener for privacy information.
17/01/25•1h 8m
At the Money: Lessons in Allocating to Alternative Asset Classes
Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes: How much capital do you need? What percentage of your portfolio should be allocated? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, dealmaking and operations.” Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
15/01/25•15m 43s
From AQR Quant to Founder & CIO with Brian Hurst
Barry speaks with Brian Hurst, Founder and Chief Investment Officer of ClearAlpha. Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading and the first non-Founding Partner at the firm. Brian also led numerous operating and investment committees including AQR's Strategic Planning Committee and the Risk Committee. He was instrumental in the design and implementation of AQR's trading platform and his time as senior portfolio manager placed him in charge of over $15 billion in hedge fund assets. Brian also Serves as a Member of the Yale New Haven Children's Hospital Council.See omnystudio.com/listener for privacy information.
10/01/25•55m 54s
At the Money: The Tech Behind a Crypto Future
What is the value of crypto-currencies as a technology? How do the technologies that underlie Bitcoin and Ethereum work, and what are their futures? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the future of crypto-technology. His firm runs over $10 billion in client crypto assets. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
08/01/25•15m 0s
From Biotech to Asset Management with Sunaina Sinha
Barry speaks with Sunaina Sinha, Global Head of Private Capital Advisory at Raymond James. Prior to joining Raymond James, Sunaina founded Cebile Capital, which was acquired by Raymond James in 2021. She was named one of the 50 Most Influential People in Private Equity for 2 years in a row by Dow Jones Private Equity News. She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023. Additionally, Sunaina serves as Chairman of the Board of Directors of SFC Energy AG and on the boards of the Stanford Institution for Economic Policy Research and the Stanford LEAD Council.See omnystudio.com/listener for privacy information.
02/01/25•1h 2m
Team Favorite At the Money: Managing Bond Duration
How should investors manage bond duration in an era of rising – and soon likely falling – interest rates? The challenge is that the longer the duration your bonds are, the higher yield usually is, but the more vulnerable those bonds are to rising rates. When rates fall, long-duration bonds go up (shorter duration much less). There are many ways investors can take advantage of changing interest rates. For more on the subject, Barry Ritholtz speaks with Karen Veraa, Head of iShares US Fixed Income Strategy at BlackRock. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
01/01/25•13m 33s
Team Favorite: Fueling Success for Mercedes F1 with Toto Wolff
On this staff favorite episode, Barry Ritholtz speaks with Toto Wolff, Team Principal & CEO of the Mercedes-AMG PETRONAS F1 Team. Prior to joining Mercedes, Toto spent time in the investment world, founding his own company Marchfifteen in 1998 and Marchsixteen in 2004. In 2009 Toto combined his passion for racing and business by investing in the Williams F1 Team. He eventually came to be the team's Executive Director, helping to lead them toward their first win at the Spanish Grand Prix in eight years. Shortly after that win, Toto became Managing Partner of the Mercedes F1 team, where he now holds a 33% stake. In his time with Mercedes, the team has won eight Formula One Constructors' Championships and seven Drivers' Championships. See omnystudio.com/listener for privacy information.
26/12/24•55m 11s
Team Favorite At the Money: Hot & Cold Investments
What should you do when an investment suddenly becomes hot or cold? How should investors think about sectors that fall in and out of favor? Should you be looking at countries like India and Japan or technologies like AI? Jan van Eck, CEO of Van Eck Funds, which oversees $75 billion in ETFs, speaks with Barry Ritholtz about how to identify when an asset class falls into or out of favor.See omnystudio.com/listener for privacy information.
25/12/24•11m 31s
Amazon's 'Everything War' with Dana Mattioli
Barry Ritholtz speaks with Dana Mattioli, an investigative reporter covering Amazon for the Wall Street Journal. Since starting at the Journal in 2006 Dana has produced a string of front-page articles on everything from the troubles at Kodak and J.C. Penney to Pfizer's $150 billion deal to buy Allergan. She was a recipient of the 2021 Gerald Loeb Award for Beat Reporting as well as the 2021 WERT Prize from the Women’s Economic Round Table. Additionally, she was part of a 2016 Gerald Loeb Award team win in the breaking news category and a Pulitzer Prize finalist in 2020 for her team's investigation into Amazon. She is the author of the book "The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power." On this episode, Barry and Dana discuss her path into journalism, the current era of antitrust enforcement, and Amazon's growth into the powerhouse it is today.See omnystudio.com/listener for privacy information.
19/12/24•1h 5m
Team Favorite At the Money: Should You Be A Stock Picker?
We know it’s challenging, but should you try your hand at stock picking? It's fun, it gives you something to talk about at parties, but is it profitable? Larry Swedroe, Head of Financial and Economic Research at Buckingham Strategic Wealth, which manages or advises on $70 Billion in client assets, speaks with Barry Ritholtz about the challenges of picking stocks. Only a few people have been successful at it over time, and they have become household names. Most of the rest have not earned their costs.See omnystudio.com/listener for privacy information.
18/12/24•10m 34s
The ROI Rules of AI: Procuring Success (Sponsored Content)
Finding and onboarding new suppliers is a time-consuming process for procurement staff. Dun & Bradstreet has partnered with IBM to apply artificial intelligence to the process, enabling staff to query its databases in plain English to find suppliers who fit the criteria they need. The result is a simpler, faster process that is saving companies time and money. This episode is sponsored by IBM. See omnystudio.com/listener for privacy information.
16/12/24•9m 50s
From Technology in Focus to Finance with BlackRock's Tony Kim
Barry Ritholtz speaks with Tony Kim, Managing Director and Head of the Fundamental Equities’ Global Technology Team at BlackRock. Prior to joining BlackRock in 2013, Tony held key roles at institutions like Artisan Partners, Neuberger Berman, and Merrill Lynch. He is also a member of the Advisory Board for Columbia Business School’s Digital Future Initiative. On this episode, Barry and Tony discuss the success of passive investing at BlackRock, the general tech investing landscape, and what it takes to build a career that combines a passion for technology with finance.See omnystudio.com/listener for privacy information.
12/12/24•1h 8m
At the Money: Optimizing Personal Health in Finance
Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about how the traders are seeking better returns by optimizing for personal health. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
11/12/24•15m 42s
Opportunities for Digital Transformation Capital with David Roux
Barry Ritholtz speaks with David Roux, co-founder and executive chairman of BayPine, a private equity firm focused on digital transformation at core economy businesses. Previously he co-founded Silver Lake Partners and served as the chairman and co-CEO. David has also held leadership positions at Oracle, Central Point and Lotus Development. He currently serves on the boards of Bristol Seafoods and The Institute for Health Metrics and Evaluation at the University of Washington. On this episode, Barry and David discuss the tech investing landscape, AI's future development, and sectors of opportunity for BayPine's "digital transformation capital."See omnystudio.com/listener for privacy information.
05/12/24•1h 6m
At the Money: Deferring Capital Gains on Appreciated Equity
Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and chief investment officer of Cambria Investments, speaks with Barry Ritholtz about a new ETF that may be the solution to the challenge of concentrated equity positions. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
04/12/24•17m 6s
The Basic Tribal Instincts that Drive Us with Michael Morris
Barry Ritholtz speaks with Michael Morris, cultural psychologist and Chavkin-Chang Professor of Leadership at the Columbia Business School. Prior to joining Columbia, Michael was a tenured professor at Stanford's Graduate School of Business and Psychology Department. He also served as a visiting professor at various institutions including the University of Hong Kong and Harvard Business School. Michael has published over 200 articles in leading behavioral science journals and has received countless international awards from scholarly societies across several fields. Michael serves as a consulting editor at the Journal of International Business and at Management and Organization Review. On this episode, Barry and Michael discuss the connection between psychology and leadership, the basic tribal instincts that drive us, and his new book Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together. See omnystudio.com/listener for privacy information.
27/11/24•1h 24m
At the Money: Crypto Curious
Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins? How can investors get exposure to the space? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets.See omnystudio.com/listener for privacy information.
26/11/24•18m 43s
Targeting Pain (Sponsored Content)
Damian Sanchez, (Damian J to music fans) is a Miami-based jazz musician. A car accident landed him in the hospital with multiple fractures to his leg. Once there, he faced the difficult decision of whether or not to take the pain medication that was offered to him. With patients like Damian in mind, Dr. Paul Negulescu and the research team at Vertex are thinking differently about pain – they’re investigating potential non-opioid based treatment options that aim to target pain differently. This episode of Targeting the Toughest Diseases is sponsored by Vertex Pharmaceuticals.See omnystudio.com/listener for privacy information.
25/11/24•13m 11s
The Concept of Return Stacking with Corey Hoffstein
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Barry Ritholtz speaks with Corey Hoffstein, CEO and CIO of Newfound Research. Corey pioneered the concept of 'return stacking' and is one of the masterminds behind the Return Stacked ETF Suite, which manages roughly $750 million across five ETFs. Corey's work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular podcast on quantitative investing "Flirting with Models." On this episode, Barry and Corey discuss the creation of Newfound Research, what it takes to launch an ETF, and how return stacking actually works.See omnystudio.com/listener for privacy information.
21/11/24•1h 40m
At the Money: Lose the Noise
A constant stream of noise distracts investors: earnings reports, news releases, upgrades, downgrades, economic data, geopolitics. How should we best manage this firehose of distractions? Larry Swedrow, head of financial and economic research at Buckingham Strategic Wealth, speaks with Barry Ritholtz about managing through the noise. His firm manages or advises on over 70 billion dollars in client assets. Swedrow has co-written 20 books on investing.See omnystudio.com/listener for privacy information.
20/11/24•12m 31s
Advancing Behavioral Economics with Colin Camerer
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Barry Ritholtz speaks with Colin Camerer, Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. Prior to joining Caltech in 1994, Camerer was a faculty member at various institutions including the University of Chicago GSB and the Kellogg Graduate School of Business at Northwestern University. He also held a visiting professorship at Oxford University. He is a member of the American Academy of Arts and Sciences and holds fellowship at the Econometric Society, and the Society for the Advancement of Economic Theory. Camerer has also authored numerous academic papers and books, like "Behavioral Game Theory: Experiments in Strategic Interaction." On today's episode, Barry and Colin breakdown the behaviors that drive our financial decision making. See omnystudio.com/listener for privacy information.
14/11/24•1h 28m
At the Money: What Data Matters and What Doesn't
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Bill McBride of Calculated Risk has spent the past 20 years taking apart economic data, creating “opinion-free” analysis of the economy, and accurately identifying booms, busts, bubbles, and recoveries in real-time, including the great financial crisis and its subsequent housing bottom + recovery. He speaks with Barry Ritholtz about the data that matters, and the data that doesn’t, and how investors can tell them apart.See omnystudio.com/listener for privacy information.
13/11/24•12m 2s
How the World Ran on Empty with Peter Goodman
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Barry Ritholtz speaks with New York Times Global Economic Correspondent Peter Goodman. Prior to the New York Times, Peter began his career as a freelance writer in Southeast Asia before serving as The Washington Post's Asia Economic Correspondent and later Shanghai Bureau Chief. He has since reported from over 36 countries, holds two Gerald Loeb awards and eight prizes from the Society of American Business Editors and Writers. He was also a Pulitzer finalist for his work covering the 2008 financial crisis. On today's episode, Peter breaks down his path as a journalist and the work behind his book How the World Ran Out of Everything: Inside the Global Supply Chain.See omnystudio.com/listener for privacy information.
08/11/24•1h 17m
At the Money: What Never Changes with Money
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. On this episode, Barry Ritholtz speaks with Morgan Housel, author of the book “Same as Ever: A Guide to What Never Changes.” Together, they break down what never changes when it comes to money. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.
06/11/24•14m 21s
Listen Now: US Election Coverage on Bloomberg Podcasts
Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week. See omnystudio.com/listener for privacy information.
04/11/24•1m 5s
Challenging the Status Quo of Healthcare Investment with Annie Lamont
Barry Ritholtz speaks with Annie Lamont, Co-Founder and Managing Partner of Oak HC/FT. Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. Annie has been named to Forbes' Midas List as well as Fortune's Top 20 Private Equity Power Players and Modern Healthcare's 100 Most Influential People. In addition to her spot on the Board of Trustees at Stanford University, Annie currently sits on the Board of Directors for Bloomberg. She also serves as First Lady of Connecticut. See omnystudio.com/listener for privacy information.
31/10/24•1h 4m
At the Money: Getting More Out of Dividends with Shareholder Yield
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. One alternative is shareholder yield, which includes not only dividends, but also share buybacks and debt paydowns as indicators of future gains. On this episode, Barry Ritholtz speaks with Cambria Investment Management co-Founder and CIO, Meb Faber. Together they break down how you can participate in shareholder yield and get more out of your dividends.Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.
30/10/24•11m 32s
Fueling Success for Mercedes F1 with Toto Wolff
Barry Ritholtz speaks with Toto Wolff, Team Principal & CEO of the Mercedes-AMG PETRONAS F1 Team. Prior to joining Mercedes, Toto spent time in the investment world, founding his own company Marchfifteen in 1998 and Marchsixteen in 2004. In 2009 Toto combined his passion for racing and business by investing in the Williams F1 Team. He eventually came to be the team's Executive Director, helping to lead them toward their first win at the Spanish Grand Prix in eight years. Shortly after that win, Toto became Managing Partner of the Mercedes F1 team, where he now holds a 33% stake. In his time with Mercedes, the team has won eight Formula One Constructors' Championships and seven Drivers' Championships. See omnystudio.com/listener for privacy information.
25/10/24•55m 11s
At The Money: Building A Bond Ladder
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. How can investors seeking income plan for a future where bond yields are unknown? One solution is building a ladder of bonds that mature in different years to both lock in higher rates now (in case yields drop), and reinvest later (if rates rise). For more on the subject, Barry Ritholtz, speaks with Karen Veraa, Head of iShares US Fixed Income Strategy at BlackRock. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.
23/10/24•13m 6s
King Street's Brian Higgins On Navigating Distressed Markets
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Barry Ritholtz speaks to Brian Higgins, co-founder, managing partner and co-portfolio manager of King Street. Higgins focuses on handling distressed securities, real estate investments and credit. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee, and is a member of the Risk Committee and Operating Committee. Before co-founding King Street in 1995, he worked at First Boston in their Special Situations Fund and the Distressed Securities Group. See omnystudio.com/listener for privacy information.
18/10/24•1h 2m
At The Money: Our Complicated Relationship With Cash
In this episode, Dr. Daniel Crosby sits down with Barry Ritholtz to discuss how to improve our relationship with money and earning, investing and spending our cash. Crosby is Chief Behavioral Officer at Orion Advisor Solutions, where he helps financial advisors apply behavioral science in their practice. He is the author of "The Laws of Wealth: Psychology and the Secret to Investing Success." Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.
16/10/24•13m 41s
AI Innovations with Joe Lonsdale
Live from FutureProof in Huntington Beach, California, Barry Ritholtz speaks with Joe Lonsdale of 8VC. Previously, he co-founded Palantir Technologies, founded Adapar, a wealth management platform, and Opto, a private market investment platform. Lonsdale’s entrepreneurial journey began as an intern at PayPal and later at Peter Thiel's hedge fund, Clarium Capital. In this episode, Lonsdale discusses the importance of technology in various sectors, the need for innovation in defense, and the potential of AI to transform the services industry.See omnystudio.com/listener for privacy information.
11/10/24•33m 44s
At the Money: Valuation Is an Exercise in Faith
Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Ritholtz speaks with Professor Aswath Damodaran of NYU Stern School of Business. He has written numerous books on valuation and finance. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
09/10/24•13m 37s
The DNA Behind Good Investing with Vincent Aita
Barry Ritholtz speaks with Cutter Capital Management Founder and CIO, Vincent Aita. Prior to founding Cutter Capital in November of 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He also received a Ph.D. in molecular genetics from Columbia University. On this episode, Vincent discusses the launch of Cutter Capital and how he managed to combine a love for genetics and business into a successful career. See omnystudio.com/listener for privacy information.
03/10/24•1h 1m
At the Money: Finding Overlooked Private Investments
We all know Nobel Laureate Eugene Fama’s efficient market hypothesis for publicly traded stocks, but how efficient are private markets? As it turns out, not very. In this episode, Soraya Darabi sits down with Barry Ritholtz to explain how she looks for market inefficiencies in overlooked founders and geographies. Darabi is partner in the venture firm TMV. She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, that Spotify and Twitter later acquired. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.
02/10/24•14m 15s
Fostering Financial Literacy with Kyla Scanlon
Barry Ritholtz speaks with Kyla Scanlon, financial content creator, educator, and author. Her book In This Economy? How Money and Markets Really Work serves as a guide to understand the true hidden forces behind economic outcomes. In 2022, Kyla coined the term 'vibecession' to describe many Americans' view of the economy at the time. As an educator, she uses her social media presence to bring the human aspect of economics to the forefront and make complex topics easy to understand for all who take interest. On this episode, Kyla discusses her background, today's market vibes, and the importance of fostering a strong financial education. See omnystudio.com/listener for privacy information.
26/09/24•1h 22m
At the Money: This Is Why Stocks Perform Best
Are equities the best long-term investment? If so, is that always true? In this episode of At the Money, Barry Ritholtz speaks with Jeremy Schwartz about why you should, or should not, go heavy on stocks. Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm's investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
25/09/24•10m 34s
Building a Global Private Credit Firm and 'Trading' Planes with Victor Khosla
Barry Ritholtz speaks with Victor Khosla, Founder and CIO of Strategic Value Partners. Prior to establishing SVP in 2001, Victor served as President of Cerberus Capital and built and managed one of the top proprietary trading businesses at Merrill Lynch. He is a member of the Management Council at the University of Chicago Booth School of Business and sits on the board of Pratham USA. On this episode, Victor discusses the state of investing, 'trading' planes, and what it takes to build a leading global private credit firm. See omnystudio.com/listener for privacy information.
19/09/24•1h 10m
At the Money: Can You Have Too Much Money?
Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this episode, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, ‘The Geometry of Wealth’ and ‘The Investors Paradox.’ Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
18/09/24•12m 32s
Entrepreneurship, the American Presidency, and Baseball with David Rubenstein
Barry Ritholtz speaks to David Rubenstein, Co-Founder and Co-Chairman of The Carlyle Group. Prior to forming the firm in 1987, David practiced law and served as Deputy Assistant to the President for Domestic Policy, as well as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. He currently serves as Chairman of the Board at the John F. Kennedy Center for the Performing Arts, the Economic Club of Washington, and the University of Chicago among others. His philanthropic endeavors stretch across a number of institutions including the Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Brookings Institution, and the National Constitution Center. He hosts a handful of shows and podcasts, including PBS’s History with David Rubenstein, Bloomberg Wealth with David Rubenstein, and Peer-to-Peer Conversations on Bloomberg TV. He has also written numerous best-selling books, the latest being "The Highest Calling: Conversations on the American Presidency.” His most recent venture: supporting his hometown as the Chairman, CEO, and principal owner of Major League Baseball’s Baltimore Orioles. See omnystudio.com/listener for privacy information.
12/09/24•55m 21s
At the Money: Managing Bond Duration
How should investors manage bond duration in an era of rising – and soon likely falling – interest rates? The challenge is that the longer the duration your bonds are, the higher yield usually is, but the more vulnerable those bonds are to rising rates. When rates fall, long-duration bonds go up (shorter duration much less). There are many ways investors can take advantage of changing interest rates. For more on the subject, Barry Ritholtz speaks with Karen Veraa, Head of iShares US Fixed Income Strategy at BlackRock. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
11/09/24•13m 33s
Security, Bookmarked: Gaming (Sponsored Content)
When a team of video game developers notice that their files have been moved, they find themselves in a race against time to save the company from ransomware. Adam Marrè, CISO at Arctic Wolf, explains how this cyberattack traced back to a single phishing email and unpacks the ramifications for gaming companies. Then David Adrian from Chrome lays out how leaders can use unphishable authentication methods to protect their teams. This episode is sponsored by Chrome Enterprise.See omnystudio.com/listener for privacy information.
09/09/24•17m 12s
From Investment Banker to CIO with Mike Wilson
Barry Ritholtz speaks with Mike Wilson, Chief Investment Officer and Chief US Equity Strategist at Morgan Stanley. Prior to becoming CIO, Mike began his career with the firm in 1989 as an investment banker. He has since held various positions within Morgan Stanley’s Institutional Equity Division, including Head of Content Distribution for North American Equities. On this episode, Mike shares his experience at Morgan Stanley, the path to CIO, and his thoughts on the forces shaping today's markets. See omnystudio.com/listener for privacy information.
05/09/24•57m 51s
At the Money: The Best Way to Buy a House
Buying a house in today's climate can be challenging. Interest rates are near the highest level in 20 years. Housing inventory is near record lows. So what's a potential home buyer to do? Jonathan Miller, President of Miller Samuel, joins Barry Ritholtz to discuss the best approach for purchasing a home today.See omnystudio.com/listener for privacy information.
04/09/24•14m 30s
From Equity Research to International Investing With Heather Brilliant
Barry Ritholtz speaks to Heather Brilliant, chief executive officer of Diamond Hill Investment Group. Before joining the firm in 2019, she worked for First State Investments. She has also worked for Morningstar Inc., where she served as global head of equity and credit research before becoming CEO of Morningstar Australasia. She served on the board of the CFA Institute from 2013 to 2020 and was chair of the board in 2018-19. See omnystudio.com/listener for privacy information.
29/08/24•56m 5s
At the Money: Why Fees Really Matter
Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins Barry Ritholtz to discuss how fees can significantly impact your portfolio.See omnystudio.com/listener for privacy information.
28/08/24•10m 34s
From GameStop to Meme Stocks with Ricky Sandler
Barry Ritholtz speaks to Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC. He currently serves as a member of the board of directors to the University of Wisconsin Foundation and is a member of its development committee, investment committee and traditional asset subcommittee. Ricky Sandler is also a Chartered Financial Analyst and a member of the New York Society of Security Analysts. See omnystudio.com/listener for privacy information.
22/08/24•1h 3m
At the Money: Learning Lifecycles of Companies
The Magnificent Seven, the Nifty Fifty, FAANG: Each of these are popular groups of companies investors erroneously believed they could “set & forget” But as history informs us, the list of once-great companies that dominated their eras and then declined is long. In this episode, Professor Aswath Damodaran of NYU Stern School of Business explains what a normal corporate life cycle is. He has written numerous books on valuation and finance. His new book, “The Corporate Life Cycle: Business Investment and Management Implications" is out today. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
21/08/24•15m 46s
Mike Green on Why Passive Investing Is Hurting Market Structure
Barry Ritholtz speaks to Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He previously served in the same roles for Logica Capital Advisers LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro LLC; founded Ice Farm Advisors LP, a discretionary global macro hedge fund seeded by Soros Fund Management; and founded and managed the New York office of Canyon Capital Advisors, a $23 billion multi-strategy hedge fund. He is a CFA holder. See omnystudio.com/listener for privacy information.
15/08/24•1h 14m
At the Money: Aligning Investments With Personal Values
The term 'ESG' gets thrown around in investing all the time. But, there's a better way to align your investments with your personal values. In this week's episode, Barry Ritholtz speaks with Ari Rosenbaum, principal at O’Shaughnessy Asset Management, about how to tailor investments to your ideological preferences.See omnystudio.com/listener for privacy information.
14/08/24•9m 34s
Trust in Finance and Consumer Confidence With Meir Statman
Barry Ritholtz speaks to Meir Statman, the Glenn Klimek Professor of Finance at Santa Clara University. Statman’s research has been published in the Journal of Finance, the Journal of Financial Economics and other publications. He is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. He is also an associate editor for the Journal of Behavioral Finance and the Journal of Investment Management. Statman was named one of the 25 most influential people by Investment Advisor. His most recent book is A Wealth of Well-Being: A Holistic Approach to Behavioral Finance. See omnystudio.com/listener for privacy information.
09/08/24•1h 13m
At The Money: Humans Are Not Built For Investing
Of all the many things Humans do brilliantly well, investing isn’t one of them. As a group, we are easily excited, focused on the wrong things, and filled with unjustified overconfidence. In this episode, Dr. Daniel Crosby sits down with Barry Ritholtz to explain why when it comes to investing, “we are just not built for it.” Crosby is Chief Behavioral Officer at Orion Advisor Solutions, where he helps financial advisors apply behavioral science in their practice. He is the author of "The Laws of Wealth: Psychology and the Secret to Investing Success." Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.
07/08/24•15m 33s
Growth, Employment and Inflation Cycles With Lakshman Achuthan
Barry Ritholtz speaks to Lakshman Achuthan, co-founder of the Economic Cycle Research Institute. Achuthan met his mentor, Geoffrey H. Moore, at Columbia University in 1990; they formed ECRI with Anirvan Banerji in 1996. He serves on the board of governors for the Levy Economics Institute of Bard College. In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit From Turning Points in the Economy. See omnystudio.com/listener for privacy information.
01/08/24•1h 25m
At the Money: The Right And Wrong Way to Invest
Investing can be complicated. But what if there was a simple solution? On this episode of 'At the Money,' Barry Ritholtz talks to Dave Nadig about one simple approach to the matter. Nadig is the Financial Futurist for ETF Trends and ETF Database. He has been involved in researching, reporting and analyzing the investment management industry for more than 20 years.See omnystudio.com/listener for privacy information.
31/07/24•14m 0s
Behavioral Finance and Leadership with Natalie Wolfsen from Orion
Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers and the enterprises that serve them. She is also a member of Orion’s board of directors. She previously served as CEO of AssetMark; she also worked for First Eagle Investment Management, Pershing, Charles Schwab and American Express. This year, Barron’s named Wolfsen to its 100 Most Influential Women in U.S. Finance list. See omnystudio.com/listener for privacy information.
25/07/24•1h 7m
At the Money: Behavior Beats Intelligence (Podcast)
We focus most of our investing efforts on obtaining information. But is that where we generate the highest ROI? As it turns out, managing your behavior has a much greater impact on your portfoio than any single data point. In this episode, Morgan Housel sits down with Barry Ritholtz to explain why behavior often beats knowledge. Housel is a partner at the Collaborative Fund and author of “The Psychology of Money: Timeless lessons on wealth, greed, and happiness.” Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
24/07/24•14m 7s
Introducing 'Here's Why' - Complex News Stories Explained
Listen to the 'Here's Why' podcast: - on Apple: https://apple.co/3Lg3RGn - on Spotify: https://spoti.fi/3LiIX9q - or Anywhere: https://bit.ly/3xYsHHy. Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes.See omnystudio.com/listener for privacy information.
21/07/24•30s
US Treasuries to Bond Market Portfolio With PGIM
Barry Ritholtz speaks to Gregory Peters, co-chief investment officer of PGIM Fixed Income and a co-head of the firm's multisector team. Prior to joining PGIM in 2014, Peters was Morgan Stanley's global director of fixed income & economic research and chief global cross-asset strategist. He previously worked at Salomon Smith Barney and the US Treasury Department. Peters is a member of the Fixed Income Analyst Society and the Securities Industry and Financial Markets Association. See omnystudio.com/listener for privacy information.
18/07/24•1h 3m
At The Money: When Your Investments Make an Impact
We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Can your capital make an impact? In this episode, Soraya Darabi sits down with Barry Ritholtz to explain Impact Investing, Darabi is partner in the venture firm TMV. She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, that Spotify and Twitter later acquired. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
17/07/24•12m 46s
Fixed Income Credit Analyst to Bond Manager With Loomis Sayles
Barry Ritholtz speaks to Matt Eagan, portfolio manager and head of the full discretion team at Loomis Sayles & Co. LP, where he is also a member of the board of directors. He joined Loomis Sayles in 1997 as a fixed income research analyst for the multisector fixed income team. Previously, Eagan was a senior fixed income analyst at Liberty Mutual Insurance Co. and a senior credit analyst at BancBoston Financial Co. Eagan is a co-founder of the Loomis Sayles Allies group and a member of the leadership council for Boston Scores. He is also a member of the Boston Economic Club and CFA Society Boston. See omnystudio.com/listener for privacy information.
11/07/24•1h 7m
At the Money: Investing Is Hard
Why is investing so hard? It's because our brains have been trained, over thousands of years, to trust our fear instincts. In this episode, Brian Portnoy sits down with Barry Ritholtz to explain why humans aren't built to be good investors. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, 'The Geometry of Wealth' and 'The Investors Paradox.' Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
10/07/24•14m 18s
Cause and Effect on a Global Scale
Barry Ritholtz speaks to Brian Klaas, associate professor of global politics at University College London and affiliate researcher at the University of Oxford. He is the author of five books, including Fluke: Chance, Chaos, and Why Everything We Do Matters and Corruptible: Who Gets Power and How It Changes Us. Klaas writes the popular The Garden of Forking Paths Substack and created the award-winning Power Corrupts podcast. He previously was a columnist for the Washington Post and now contributes to the Atlantic. See omnystudio.com/listener for privacy information.
03/07/24•1h 22m
At the Money: Behavior For Better Investing
If you could change only one thing that would help your investing, what would it be? Your own behavior. When it comes to investing, we are our own worst enemies. Why is this? What can we do to avoid this fate? Neurologist and professional investor Dr. William Bernstein is the author of “The Four Pillars of Investing: Lessons for Building a Winning Portfolio.” He speaks with Barry Ritholtz about how to manage our emotions to avoid poor outcomes in markets. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
03/07/24•13m 55s
Eva Shang on Litigation Finance Funds
Barry Ritholtz speaks to Eva Shang, co-founder, general partner and chief executive officer of Legalist Inc., an institutional alternative asset management firm. She leads the company's 35-person team of engineers, attorneys and analysts, and she is also a member of the firm's valuation and investment committees and board of directors. Before co-founding Legalist at 20, Eva studied economics at Harvard College. See omnystudio.com/listener for privacy information.
27/06/24•1h 3m
At the Money: Keeping It Simple
We're attracted to complex ideas – they sound sophisticated and smart – but are they the best approach? As it turns out, at least when it comes to your money, simple beats complex. Peter Mallouk, CEO of Creative Planning ($300B in client assets), speaks with Barry Ritholtz about the advantages of keeping it simple. Each week, "At the Money" discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz each week to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
26/06/24•12m 56s
Lucid CEO Peter Rawlinson on Computer Automotive Engineering
Bloomberg Radio host Barry Ritholtz speaks to Peter Rawlinson, chief executive officer, chief technology officer and member of the board of directors at Lucid Motors Inc., where he is responsible for the company’s strategy and execution, as well as the creation and delivery of all Lucid products. Before Lucid, Peter was vice president of vehicle engineering at Tesla Inc. and chief engineer of the Model S. Before joining Tesla in February 2009, he led vehicle engineering at Corus Automotive. He was previously chief engineer of advanced engineering at Lotus Cars Ltd. and principal engineer at Jaguar Cars Inc. See omnystudio.com/listener for privacy information.
20/06/24•1h 4m
At the Money: Smart Spending vs. Not Spending
Spending Scolds will tell you that a sailboat, a sports car, even a latte will be your financial ruin. Is this accurate? Focusing on the cost without considering whether you can afford the items and what memories they create is the wrong calculus. The ethos of delayed gratification can lead to missed opportunities and fear. Why does this happen, and what can we do to avoid these poor outcomes? Carl Richards, author “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money” speaks with Barry Ritholtz about how to spend smarter in a way that brings more joy into a lives. Each week, "At the Money" discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
18/06/24•12m 3s
Erika Ayers Badan on Digital Innovation
Bloomberg Radio host Barry Ritholtz speaks to Erika Ayers Badan, CEO of Food52. She previously served as the CEO of Barstool Sports. Before joining Barstool in 2016, Ayers held leadership positions at Microsoft, AOL, Demand Media and Yahoo. She was previously named one of Forbes’ Most Powerful Women in Sports. Her new book is "Nobody Cares About Your Career: Why Failure Is Good, the Great Ones Play Hurt, and Other Hard Truths." See omnystudio.com/listener for privacy information.
13/06/24•1h 21m
At the Money: Gold, Bitcoin & Other Thematic Investments
How should you think about thematic investing? What place does Gold or Bitcoin, or countries like India and Japan have in your portfolio? Jan van Eck, CEO of Van Eck Funds, which oversees $75 billion in ETFs, speaks with Barry Ritholtz about how to add an additional thematic investment to your core holdings. See omnystudio.com/listener for privacy information.
12/06/24•10m 28s
Introducing "Foundering: The OpenAI Story"
Foundering: The OpenAI Story is a narrative podcast that examines the rise of Sam Altman, from the time he was a 19-year-old startup founder, then the head of Y Combinator, and now the billionaire king of this AI boom.See omnystudio.com/listener for privacy information.
11/06/24•2m 0s
Peter Mallouk on Making Financial Planning Easier
Bloomberg Radio host Barry Ritholtz speaks to Peter Mallouk, president and CEO of Creative Planning LLC, which provides wealth-management and investment-advisory services. He is the author of several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them and Money, Simplified. Mallouk is the co-host of the podcast Down the Middle, and he has appeared on Marketwatch.com, CNBC and Fox Business. See omnystudio.com/listener for privacy information.
06/06/24•1h
At the Money: Lose the Noise
A constant stream of noise distracts investors: earnings reports, news releases, upgrades, downgrades, economic data, geopolitics. How should we best manage this firehose of distractions? Larry Swedrow, head of financial and economic research at Buckingham Strategic Wealth, speaks with Barry Ritholtz about managing through the noise. His firm manages or advises on over 70 billion dollars in client assets. Swedrow has co-written 20 books on investing.See omnystudio.com/listener for privacy information.
05/06/24•12m 31s
Jeffrey Sherman on a Mathematician's Journey Into Finance
Bloomberg Radio host Barry Ritholtz speaks to Jeffrey Sherman, deputy chief investment officer at DoubleLine Capital LP. Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm's executive management and fixed income asset allocation committees. Prior to joining DoubleLine in 2009, Sherman was a senior vice president at TCW Group Inc. He is host of the podcast The Sherman Show and a CFA charterholder. See omnystudio.com/listener for privacy information.
30/05/24•1h 16m
At the Money: Your Financial 'Captain'
Who's in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, your real estate, anything that affects your financial health. Peter Mallouk, CEO of Creative Planning (300B in client assets), speaks with Barry Ritholtz about the advantages of having a financial 'captain' in charge of all of your affairs. See omnystudio.com/listener for privacy information.
29/05/24•8m 57s
Anand Giridharadas on the Financial Crisis, Covid and the State of Democracy
Bloomberg Radio host Barry Ritholtz speaks to Anand Giridharadas, author of Winners Take All, The True American and India Calling. A former foreign correspondent and columnist for the New York Times, he has also written for the New Yorker, the Atlantic and Time, and is the publisher of the newsletter The.Ink. He is also a political analyst for MSNBC. He has received the Radcliffe Fellowship, the Porchlight Business Book of the Year Award, Harvard University’s Outstanding Lifetime Achievement Award for Humanism in Culture and the New York Public Library’s Helen Bernstein Book Award for Excellence in Journalism. See omnystudio.com/listener for privacy information.
23/05/24•1h 6m
Evolving Money: In Money We Trust (Sponsored Content)
Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.
23/05/24•18m 34s
At the Money: Avoiding the Behavior Gap
Why do investors underperform their own investments? Why does this happen, and what can we do to avoid these poor outcomes? Carl Richards, author “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money” speaks with Barry Ritholtz about how to better manage the behavioral errors that hurt portfolios.See omnystudio.com/listener for privacy information.
22/05/24•13m 11s
Introducing: Big Take Asia
We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region. See omnystudio.com/listener for privacy information.
20/05/24•1m 30s
Savita Subramanian on Equity and Quantitative Strategy
Bloomberg Radio host Barry Ritholtz speaks to Savita Subramanian, managing director and head of US equity and quantitative strategy at Bank of America Corp. She also leads the firm's environmental, social and governance research. She has been a ranked analyst in the Institutional Investor survey for the last nine years. Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. Subramanian is on the advisory board of the UCLA Master of Financial Engineering program, on the membership committee of Q Group, and is a member of the Chicago Quantitative Alliance and the Society of Quantitative Analysts. See omnystudio.com/listener for privacy information.
16/05/24•1h 18m
At the Money: Hot & Cold Investments
What should you do when an investment suddenly becomes hot or cold? How should investors think about sectors that fall in and out of favor? Should you be looking at countries like India and Japan or technologies like AI? Jan van Eck, CEO of Van Eck Funds, which oversees $75 billion in ETFs, speaks with Barry Ritholtz about how to identify when an asset class falls into or out of favor.See omnystudio.com/listener for privacy information.
15/05/24•11m 30s
Jim O'Shaughnessy on How AI Will Change Everything From Arts to Stocks
Bloomberg Radio host Barry Ritholtz speaks to Jim O'Shaughnessy, founder and CEO of O'Shaughnessy Ventures LLC. He is also chairman of the board at Stability AI. He is the host of the Infinite Loops podcast and the author of Invest Like the Best, What Works on Wall Street, How to Retire Rich and Predicting the Markets of Tomorrow. See omnystudio.com/listener for privacy information.
09/05/24•1h 32m
At the Money: Building A Concentrated Portfolio
Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, speaks with Barry Ritholtz about the advantages of concentrated portfolios. If you want to own active funds, then make sure they differ their benchmarks and truly are active.See omnystudio.com/listener for privacy information.
08/05/24•12m 50s
Joanne Bradford on the Power of Marketing
Bloomberg Radio host Barry Ritholtz speaks to technology, media and financial services executive Joanne Bradford. She was previously president of Honey, where she orchestrated the company's sale to PayPal Holdings Inc. for $4 billion. She has been named one of Ad Age's 100 Most Influential Women in Advertising. She previously held executive leadership positions at Social Finance Inc., Microsoft Corp., Yahoo! Inc., Demand Media Inc. and the San Francisco Chronicle.See omnystudio.com/listener for privacy information.
02/05/24•58m 8s
At the Money: Should You Be A Stock Picker?
We know it’s challenging, but should you try your hand at stock picking? It's fun, it gives you something to talk about at parties, but is it profitable? Larry Swedroe, Head of Financial and Economic Research at Buckingham Strategic Wealth, which manages or advises on $70 Billion in client assets, speaks with Barry Ritholtz about the challenges of picking stocks. Only a few people have been successful at it over time, and they have become household names. Most of the rest have not earned their costs.See omnystudio.com/listener for privacy information.
01/05/24•10m 27s
Ed Yardeni on Long-Term Bull Market
Bloomberg Radio host Barry Ritholtz speaks to Dr. Ed Yardeni, President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City. He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York and at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C. See omnystudio.com/listener for privacy information.
26/04/24•1h 23m
At the Money: What Data Matters and What Doesn't
Bill McBride of Calculated Risk has spent the past 20 years taking apart economic data, creating “opinion-free” analysis of the economy, and accurately identifying booms, busts, bubbles, and recoveries in real-time, including the great financial crisis and its subsequent housing bottom + recovery. He speaks with Barry Ritholtz about the data that matters, and the data that doesn’t, and how investors can tell them apart.See omnystudio.com/listener for privacy information.
24/04/24•12m 45s
Goldman Sachs Ashish Shah on Reading the Market With AI and Technology
Bloomberg Radio host Barry Ritholtz speaks to Ashish Shah, co-head of Goldman Sachs Asset Management LP’s global fixed income and liquidity solutions business. He is also the chief investment officer for public investing, and serves as global head of GSAM’s cross-sector strategy and as a member of the fixed income strategy group. Prior to joining the firm, Shah was chief investment officer for global credit and head of fixed income for AllianceBernstein LP, where he oversaw all credit-related strategies. Shah was previously managing director and head of global credit strategy at Barclays Capital Inc., responsible for the high-grade, high-yield, structured credit and municipal strategy groups and the special situations research team, and head of credit strategy at Lehman Brothers Holdings Inc. See omnystudio.com/listener for privacy information.
19/04/24•1h 7m
At the Money: Avoid Closet Indexing
Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? If so, you are the victim of closet indexing. Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, leads the Applied Equity Advisors team and serves as Senior Portfolio Manager for all long equity strategies. He speaks with Barry Ritholtz about the best ways to avoid the funds that charge high fees but fail to provide the benefits of active management.See omnystudio.com/listener for privacy information.
17/04/24•16m 39s
Samara Cohen on Global Markets Insights With BlackRock
Bloomberg Radio host Barry Ritholtz speaks to Samara Cohen, senior managing director at BlackRock Inc. and chief investment officer of the firm's ETF & Index Investments. She is also a member of BlackRock's Global Executive Committee and its investment and talent subcommittees. Cohen is also the Global Executive Committee's sponsor for BlackRock’s Women’s Initiative & Allies Network and a member of the Global Diversity, Equity and Inclusion Steering Committee. She was previously a managing director in the securities division of Goldman Sachs Group Inc., where she built and led the global market transition team following the 2008 global financial crisis. See omnystudio.com/listener for privacy information.
11/04/24•1h 6m
At the Money: Staying the Course
Markets go up and down as news breaks, companies miss earnings estimates, and economic data disappoints. It's not too hard to see why staying the course can be a challenge for investors. Larry Swedroe, Head of Financial and Economic Research at Buckingham Strategic Wealth, which manages or advises on $70 Billion in client assets, speaks with Barry Ritholtz about the best ways to navigate through this sea of noise and stay the course.See omnystudio.com/listener for privacy information.
10/04/24•13m 46s
Ed Hyman on How Investors Should Use Economic Data
Bloomberg Radio host Barry Ritholtz speaks to Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore Inc. He also heads Evercore ISI’s economic research team. Hyman was the chairman and founder of ISI Group LLC. He previously served as vice chairman and board member of C.J. Lawrence Inc. and was an economic consultant at Data Resources Inc. See omnystudio.com/listener for privacy information.
04/04/24•1h 1m
At The Money: Managing a Portfolio in a Higher Rate Environment
Interest rates have increased by over 500 basis points over the past 24 months. It is a new interest rate regime, and TINA is no more. Investors should be considering capturing some of that yield in their portfolios. Jim Bianco, President and macro strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about the alternatives to equity that are producing real yield. See omnystudio.com/listener for privacy information.
03/04/24•12m 41s
Angus Deaton on the Financial Advantage of College Degrees
Bloomberg Radio host Barry Ritholtz speaks to Angus Deaton, senior scholar at the Princeton School of Public and International Affairs. In 1976, he became a professor of econometrics at the University of Bristol and moved to Princeton as a professor of economics and international affairs in 1983. He became an emeritus professor in 2016. In 2015, he received the Nobel Memorial Prize in Economic Sciences. He is the author of almost 200 papers and six books, including The Great Escape: Health, Wealth, and the Origins of Inequality; Economics in America: An Immigrant Economist Explores the Land of Inequality; and, with Anne Case, of Deaths of Despair and the Future of Capitalism.See omnystudio.com/listener for privacy information.
28/03/24•1h 34m
At the Money: Using Volatility to Rebalance Portfolios
The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sonders, Chief Investment Strategist and Managing Director at Schwab where she helps clients invest $8.5 Trillion in assets. Sonders observes that volatility is the norm, and investors should take advantage of swings to rebalance their portfolio. Or as she describes it, “add low, trim high.”See omnystudio.com/listener for privacy information.
27/03/24•12m 46s
Listen Now: The Big Take
The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.See omnystudio.com/listener for privacy information.
26/03/24•1m 0s
Liz Ann Sonders on Behavioral and Sentiment Measures in Markets
Bloomberg Radio host Barry Ritholtz speaks to Liz Ann Sonders, managing director and chief investment strategist at Charles Schwab & Co. Inc. A keynote speaker at numerous company and industry conferences, Sonders has appeared on CNBC, Bloomberg, CNN, CBS News, Yahoo Finance and Fox Business News. She has been named best market strategist by Kiplinger Personal Finance and one of SmartMoney magazine's Power 30. She has also been named to the Barron's 100 Most Influential Women in Finance, Think Advisor IA25 and Forbes 50 Over 50 lists. See omnystudio.com/listener for privacy information.
22/03/24•1h 16m
At the Money: Benefits of Quantitative Investing
Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. In this episode, Barry Ritholtz speaks to Jim O'Shaughnessy, former chairman and founder of O'Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” -- the first quantitative investing book available to the general public.See omnystudio.com/listener for privacy information.
20/03/24•16m 1s
Mark Wiedman on Managing Money at BlackRock
Bloomberg Radio host Barry Ritholtz speaks to Mark Wiedman, senior managing director, head of the global client business and member of the global executive committee of BlackRock. He joined the firm in 2004 to help start the Financial Markets Advisory business. Mark led BlackRock's 2008 creation of PennyMac, now the No. 2 US mortgage bank, and served on its public board from 2013 to 2019. He previously served as senior adviser to the undersecretary for domestic finance at the US Treasury and a consultant at McKinsey & Co. He serves on the boards of the National Committee for US-China Relations and Focusing Capital on the Long Term.See omnystudio.com/listener for privacy information.
14/03/24•56m 36s
At the Money: How To Know When The Fed Will Cut
Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. What data should investors be following for insight into when they will begin? Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about using initial unemployment claims data and wage gain to identify when the Fed will lower rates. See omnystudio.com/listener for privacy information.
13/03/24•12m 22s
Sean Dobson on the US Real Estate Industry
Bloomberg Radio host Barry Ritholtz speaks to Sean Dobson, chairman, CEO and CIO of Amherst Holdings LLC, which manages $16.8 billion and focuses on single-family rentals, mortgage-backed securities and commercial real estate. Dobson and Amherst advised the White House, senators, congressmen, the Federal Reserve Board and investors during the global financial crisis. He currently serves as a governing trustee for the Dana-Farber Cancer Institute in Boston and is a co-founder of CapCityKids.See omnystudio.com/listener for privacy information.
07/03/24•1h 13m
At the Money: Knowing When You've Whipped Inflation
Investors hate inflation. How can they evaluate what inflation means to the Federal Reserve and possibly future rate cutes? Former Federal Reserve economist Claudia Sahm, best known for the rule bearing her name, speaks with Barry Ritholtz about using CPI data to anticipate future Fed action and changes in interest rates. See omnystudio.com/listener for privacy information.
06/03/24•16m 34s
David Snyderman on Specialty Finance and Data in Investing
Bloomberg Radio host Barry Ritholtz speaks to David Snyderman, global head of Magnetar Capital LLC’s alternative credit and fixed income business. He also serves as chairman of Magnetar's investment committee and as a member of its management committee. Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served as a member of the management, portfolio management and investment/risk committees. Prior to joining Citadel, David focused on convertible securities, merger arbitrage and special situations portfolios at Koch Industries Inc. Snyderman is a founding board member of the Magnetar Capital Foundation,See omnystudio.com/listener for privacy information.
01/03/24•48m 46s
Introducing: The Deal with Alex Rodriguez and Jason Kelly
The Deal, hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business titans, sports champions and game-changing entrepreneurs who reveal their investment philosophies, pivotal career moves and the ones that got away. From Bloomberg Podcasts and Bloomberg Originals, The Deal is available on Apple Podcasts, Spotify, iHeart, Bloomberg Carplay, or wherever you get your podcasts. You can also watch The Deal on Bloomberg Television, and Bloomberg Originals on YouTube.See omnystudio.com/listener for privacy information.
01/03/24•1m 37s
Andrew Slimmon on Quantitative Factors in Markets
Bloomberg Radio host Barry Ritholtz speaks to Andrew Slimmon, managing director at Morgan Stanley Investment Management. He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Wealth Management Global Investment Committee. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co. Previously, he was an analyst and portfolio manager for Brown Brothers Harriman and a buy-side equity research analyst with ARCO Investment Management. See omnystudio.com/listener for privacy information.
22/02/24•51m 45s
At the Money: Why Self-Insight Is So Important
How well do you understand yourself? For investors, it is an important question. We're co-conspirators in self-deception and this prevents us from having accurate self-knowledge. This does not lead to good results in the markets. To explain, Barry Ritholtz welcomes David Dunning to the podcast. Dunning is a professor of psychology at the University of Michigan. Dunning’s research focuses on decision-making in various settings. In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms and emotion.See omnystudio.com/listener for privacy information.
21/02/24•14m 9s
Bill Dudley on Monetary Policies
Bloomberg Radio host Barry Ritholtz speaks to Bill Dudley, a Bloomberg Opinion columnist and former president and chief executive officer of the Federal Reserve Bank of New York, where he also served as vice chairman and a permanent member of the Federal Open Market Committee. He is the chair of the Bretton Woods Committee, and has been a nonexecutive director at Swiss bank UBS since 2019. Previously, he was executive vice president of the Markets Group at the New York Fed, where he also managed the System Open Market Account. He has also been a partner and managing director at Goldman Sachs & Co. and was the firm's chief US economist; vice president at the former Morgan Guaranty Trust Co. Ltd.; and chairman of the Committee on the Global Financial System of the Bank for International Settlements. See omnystudio.com/listener for privacy information.
15/02/24•1h 24m
At the Money: Is War Good for Markets?
What does history tell us about how war impacts the stock market? What is the correlation between geopolitical conflict and inflation? Can these patterns inform us of future bull market behavior? In this episode, Barry Ritholtz speaks with Jeffrey Hirsch about what happens to equities after global conflicts. Hirsch is editor of the Stock Trader's Almanac & Almanac Investor Newsletter. He's devoted much of his career to the study of historical patterns and market seasonality in conjunction with fundamental and technical analysis.See omnystudio.com/listener for privacy information.
14/02/24•15m 29s
Bonus: Barry Ritholtz joins Elon, Inc.
On Tuesday, Barry sat down with Bloomberg's Elon, Inc. podcast to discuss his thoughts on the most consequential and controversial business leader of our time - Elon Musk. Ritholtz shares his views on SpaceX, Tesla, and Musk's leadership of his companies over the years. He also digs into Musk's relationship with Wall Street. Listen to this clip, then head over to the Elon, Inc. feed for the whole episode.See omnystudio.com/listener for privacy information.
13/02/24•7m 17s
David Einhorn: Market Structures Are Broken
Market structures are broken and value investing is dead. That's the view from David Einhorn. On this episode, the president of Greenlight Capital sits down for a wide-ranging discussion with Bloomberg Radio host Barry Ritholtz. Einhorn is also chairman of the boards of Greenlight Capital Re Ltd. and Green Brick Partners Inc. He started the Einhorn Collaborative, which seeks to help Americans build stronger relationships, embrace their differences, and rediscover shared values and humanity.See omnystudio.com/listener for privacy information.
08/02/24•1h 8m
At the Money: Stock Picking vs. Value Investing
How much you pay for stocks really matters. Should value investing be part of that strategy? To find out more, Barry Ritholtz speaks with Jeremy Schwartz. Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm's investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios.See omnystudio.com/listener for privacy information.
07/02/24•12m 40s
Tom Hancock on Quality Stocks and Launching ETFs
Bloomberg Radio host Barry Ritholtz speaks to Tom Hancock, a partner at GMO LLC, where he is also head of the focused equity team. He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. He previously served as co-head of the firm's global equity team. Prior to joining GMO, he was a research scientist at Siemens and a software engineer at IBM. See omnystudio.com/listener for privacy information.
01/02/24•46m 3s
At the Money: Forecasting Recessions with Claudia Sahm
Investors don't like recessions. But how can they tell if one's coming? There's an indicator for that. It's called the "Sahm Rule," named for economist Claudia Sahm. Sahm is a former Federal Reserve economist best known for the rule bearing her name. In this episode, she speaks with Barry Ritholtz about using labor data to forecast recessions.See omnystudio.com/listener for privacy information.
31/01/24•13m 46s
Sarah Kirshbaum Levy on the Value of Marketing
Bloomberg Radio host Barry Ritholtz speaks to Sarah Kirshbaum Levy, chief executive officer of Betterment LLC, an independent digital investment adviser with $40 billion in assets under management. Prior to joining Betterment, Levy was chief operating officer of Viacom Media Networks, where she oversaw global strategy, finance and operations. Previously, Levy served as COO at Nickelodeon, where she spearheaded Nickelodeon's entry into new segments, including consumer products, resorts, Broadway and theme parks, and subscription video on demand.See omnystudio.com/listener for privacy information.
25/01/24•50m 32s
At the Money: How to Pay Less Capital Gains Taxes
We're coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. But how can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, Barry Ritholtz speaks to Ari Rosenbaum about investment vehicles designed to avoid big tax bills. Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management. He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks.See omnystudio.com/listener for privacy information.
24/01/24•12m 45s
Shomik Dutta on Climate Tech Investments
Bloomberg Radio host Barry Ritholtz speaks to Shomik Dutta, founder and managing partner at Overture, a venture capital firm focused on climate tech and sustainability startups. He is also co-founder and general partner of Higher Ground Labs. See omnystudio.com/listener for privacy information.
19/01/24•51m 26s
Cathy Marcus on Commercial Real Estate
Bloomberg Radio host Barry Ritholtz speaks to Cathy Marcus, co-chief executive officer and global chief operating officer of PGIM Real Estate. As co-CEO, Marcus develops and leads the company's global strategy. As global COO, she is responsible for overseeing business and investment operations globally. Marcus is co-chair of the board of directors of RealAssetX, PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry. She was previously senior portfolio manager for PGIM Real Estate’s flagship core equity real estate fund.See omnystudio.com/listener for privacy information.
11/01/24•1h 2m
At the Money: Investor Incompetence
Investor incompetence might play a larger role in poor performance than you think. That's thanks to a phenomenon called the Dunning-Kruger Effect. To explain, Barry welcomes David Dunning to the podcast. Dunning is a professor of psychology at the University of Michigan. Dunning’s research focuses on decision-making in various settings. In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms and emotion.See omnystudio.com/listener for privacy information.
10/01/24•9m 11s
Matt Levine on Money and Stuff
Bloomberg Radio host Barry Ritholtz speaks to Matt Levine, a Bloomberg Opinion columnist and the author of Money Stuff, a daily newsletter about Wall Street and finance. A former investment banker at Goldman Sachs, he was a mergers and acquisitions lawyer at Wachtell, Lipton, Rosen & Katz; a clerk for the US Court of Appeals for the Third Circuit; and an editor of Dealbreaker. See omnystudio.com/listener for privacy information.
04/01/24•1h 1m
At the Money: Contrarian Investing
Is contrarian investing a solid strategy, or a fool's errand? In this episode, Barry Ritholtz discusses the issue with Michael J. Mauboussin. Mauboussin is Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Previously, he was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management.See omnystudio.com/listener for privacy information.
03/01/24•12m 9s
Team Favorite: Jenny Johnson on Managing a Trillion-Dollar Firm
On a special 500th-episode edition of Masters in Business, Bloomberg Radio host Barry Ritholtz speaks with Jenny Johnson, the president and chief executive officer of Franklin Templeton. Johnson joined the firm in 1988 and held leadership roles in all its major divisions, including investment management, distribution, technology, operations and high-net-worth, before becoming CEO in February 2020. She also led the historic acquisition of Legg Mason in 2020, with the combined organization managing more than $1.5 trillion globally. Among many other accolades, she has been named to Barron's list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. See omnystudio.com/listener for privacy information.
29/12/23•1h 4m
At the Money: The Best Way to Sell Your House
Is it a seller's market? That seems to be the consensus, but there are still tips and tricks to getting the biggest return for your home. On today's episode, Barry Ritholtz speaks with Jonathan Miller, President of Miller Samuel. They discuss what to do, and NOT do, when selling a house.See omnystudio.com/listener for privacy information.
27/12/23•15m 28s
Stephen Suttmeier on Chart Portfolio of Global Markets
Bloomberg Radio host Barry Ritholtz speaks to Stephen Suttmeier, director and chief equity technical strategist at Merrill Lynch. His research appears regularly in Monthly Chart Portfolio of Global Markets, Market Analysis Comment, Sectors and Stocks on the Move, Thematic Stock Charts, and Chart Blast. Stephen ranked No. 4 in the 2015 Institutional Investor All America Research Poll and was the winner in the Best Bank for Equity Research category in the 2016 and 2017 Technical Analyst Awards. He joined Merrill Lynch in March 2007 as a technical research analyst. Previously, he was a senior FICC technical analyst at Informa Global Markets. He is a chartered market technician and CFA charterholder.See omnystudio.com/listener for privacy information.
21/12/23•1h 36m
At the Money: Seasonality In Stocks
How do historical patterns and seasonality affect equities? Can these patterns successfully inform future investments? In this episode, Barry Ritholtz speaks with Jeffrey Hirsch about seasonal patterns in equities. Hirsch is editor of the Stock Trader's Almanac & Almanac Investor Newsletter. He's devoted much of his career to the study of historical patterns and market seasonality in conjunction with fundamental and technical analysis.See omnystudio.com/listener for privacy information.
20/12/23•16m 11s
Mike Rockefeller on Launching a New Hedge Fund
Bloomberg Radio host Barry Ritholtz speaks to Mike Rockefeller, co-chief investment officer of Woodline Partners LP. Woodline is an investment firm with a market-neutral equity strategy focused on the global health care and technology sectors. Woodline's subsector portfolio manager model enables a focus on generating idiosyncratic alpha and avoiding systemic risk factors.See omnystudio.com/listener for privacy information.
14/12/23•44m 15s
Introducing: Bloomberg News Now
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. on Apple: trib.al/Mx9TCh1 on Spotify: trib.al/T4BG8s4 Anywhere: trib.al/O4EX6BASee omnystudio.com/listener for privacy information.
14/12/23•51s
At the Money: Mutual Funds vs. ETFs
What's the best instrument for your investments? Mutual funds or ETFs? On today's edition of At the Money, Barry Ritholtz speaks to Dave Nadig about the pros and cons of these two investment vehicles. Listen to find out which is right for you. Nadig is the Financial Futurist for ETF Trends and ETF Database. He has been involved in researching, reporting and analyzing the investment management industry for more than 20 years.See omnystudio.com/listener for privacy information.
13/12/23•10m 36s
Joel Tillinghast on Fidelity Investments
Barry speaks to Joel Tillinghast, a portfolio manager in the equity division at Fidelity Investments. Tillinghast co-manages Fidelity's Low-Priced Stock and Fidelity Series Intrinsic Opportunities funds, as well as portfolios for Canadian and Japanese investors. Tillinghast previously worked as an analyst covering coal, personal care, appliances, natural gas and tobacco at FMR Co. Before joining Fidelity in 1986, he served as a director of research and strategy at Bank of America Futures, a research economist at Drexel Burnham Lambert and an analyst for the Value Line Investment Survey.See omnystudio.com/listener for privacy information.
08/12/23•1h 10m
Michael Fisch on Private Equity Funds
Bloomberg Radio host Barry Ritholtz speaks to Michael Fisch, CEO and co-founder of American Securities LLC. He is a managing member of the general partners of the American Securities Partners' series of private equity funds and a member of the investment committee of AS Birch Grove. He was previously a partner in two private equity funds, a consultant in the Paris office of Bain & Co., and worked in the mergers and acquisitions department of Goldman Sachs. See omnystudio.com/listener for privacy information.
01/12/23•1h 3m
At the Money: Here's Why Stocks Are Your Best Bet
Are equities the best long-term investment? If so, is that always true? In this episode of At the Money, Barry Ritholtz speaks with Jeremy Schwartz about why you should, or should not, go heavy on stocks. Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm's investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios.See omnystudio.com/listener for privacy information.
29/11/23•10m 34s
Cliff Asness on Celebrating 25 Years With AQR
Bloomberg Radio host Barry Ritholtz speaks to Cliff Asness, co-founder, managing principal and chief investment officer at AQR Capital Management LLC, which holds more than $100 billion in assets under management. Prior to co-founding AQR, he was a managing director and director of quantitative research for the asset management division of Goldman Sachs Group Inc. See omnystudio.com/listener for privacy information.
27/11/23•37m 49s
Peter Atwater on Consumers’ Decision-Making Process
Bloomberg Radio host Barry Ritholtz speaks with Peter Atwater, president of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware. He studies the impact of changing confidence on consumer decision-making and advises investors, businesses and policymakers. He coined the term “K-shaped recovery" to describe the pandemic's effects on the economy. Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, Bank One and Juniper Financial.See omnystudio.com/listener for privacy information.
22/11/23•1h 20m
Bonus Episode: Barry Joins Bloomberg Hot Pursuit!
Barry Ritholtz joins Hannah Elliott as co-host for this week's edition of the Hot Pursuit! podcast. It's a new show focused entirely on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.
22/11/23•15m 5s
At the Money: How Much Money Is Too Much?
Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, 'The Geometry of Wealth' and 'The Investors Paradox.'See omnystudio.com/listener for privacy information.
22/11/23•12m 47s
Introducing: Bloomberg Hot Pursuit!
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.
19/11/23•24m 57s
Brad Gerstner on Tech Investing
Bloomberg Radio host Barry Ritholtz speaks with Brad Gerstner, founder and CEO of Altimeter Capital, a technology-focused investment firm, which has about $8 billion in assets under management. Altimeter manages a variety of venture and public funds and serves as a long-term partner to companies as they enter the public markets. (This episode was recorded on Nov. 8.) See omnystudio.com/listener for privacy information.
17/11/23•1h 14m
At the Money: The Best Way to Buy a House Right Now
Buying a house in today's climate can be challenging. Interest rates are near the highest level in 20 years. Housing inventory is near record lows. So what's a potential home buyer to do? Jonathan Miller, President of Miller Samuel, joins Barry Ritholtz to discuss the best approach for purchasing a home today.See omnystudio.com/listener for privacy information.
15/11/23•14m 41s
Introducing: Bloomberg Hot Pursuit!
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.
12/11/23•58s
Linda Gibson on Quantitative Solutions
Bloomberg Radio host Barry Ritholtz speaks with Linda Gibson, who is chair and chief executive officer of PGIM Quantitative Solutions LLC, a pioneer in quant investing. Gibson holds a bachelor’s degree in mathematics from Bates College and a law degree from Boston University, and is a graduate of the Advanced Management Program at Harvard Business School. See omnystudio.com/listener for privacy information.
10/11/23•53m 24s
At the Money: Why Fees Really Matter
Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins Barry Ritholtz to discuss how fees can significantly impact your portfolio.See omnystudio.com/listener for privacy information.
08/11/23•10m 52s
Introducing: Elon, Inc.
At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David Papadopoulos and a panel of guests including Businessweek’s Max Chafkin, Tesla reporter Dana Hull, Big Tech editor Sarah Frier, and more, will break down the most important stories on Musk and his empire. Listen wherever you get your podcasts. See omnystudio.com/listener for privacy information.
08/11/23•43s
Zeke Faux on Crypto and the Digital Asset Frenzy
Bloomberg Radio host Barry Ritholtz speaks to Zeke Faux, an investigative reporter for Bloomberg Businessweek and Bloomberg News. He has won the Gerald Loeb Award for explanatory journalism and the American Bar Association’s Silver Gavel Award, and was a National Magazine Award finalist. He is the author of Number Go Up: Inside Crypto's Wild Rise and Staggering Fall.See omnystudio.com/listener for privacy information.
02/11/23•1h 27m
At the Money: Aligning Investments With Personal Values
The term 'ESG' gets thrown around in investing all the time. But, there's a better way to align your investments with your personal values. In this week's episode, Barry Ritholtz speaks with Ari Rosenbaum, principal at O’Shaughnessy Asset Management, about how to tailor investments to your ideological preferences.See omnystudio.com/listener for privacy information.
01/11/23•9m 33s
Michael Carmen on Late-Stage Venture Capital and IPOs
Bloomberg Radio host Barry Ritholtz speaks to Michael Carmen, co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst. See omnystudio.com/listener for privacy information.
27/10/23•58m 35s
At the Money: The Right and Wrong Way to Approach Investing
Investing can be complicated. But what if there was a simple solution? On this episode of 'At the Money,' Barry Ritholtz talks to Dave Nadig about one simple approach to the matter. Nadig is the Financial Futurist for ETF Trends and ETF Database. He has been involved in researching, reporting and analyzing the investment management industry for more than 20 years.See omnystudio.com/listener for privacy information.
25/10/23•14m 26s
Bethany McLean on the Pandemic's Big Fail
Bloomberg Radio host Barry Ritholtz speaks to Bethany McLean, a writer for Vanity Fair and coauthor of The Smartest Guys in the Room. She was previously editor at large of Fortune and spent three years working at Goldman Sachs. Her latest book, The Big Fail, was coauthored with Joe Nocera. See omnystudio.com/listener for privacy information.
20/10/23•1h 23m
At the Money: Here's Why Investing Is So Hard
Why is investing so hard? It's because our brains have been trained, over thousands of years, to trust our fear instincts. In this episode, Brian Portnoy sits down with Barry Ritholtz to explain why humans aren't built to be good investors. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, 'The Geometry of Wealth' and 'The Investors Paradox.'See omnystudio.com/listener for privacy information.
16/10/23•15m 10s
Graeme Forster on Global Longevity Investments
Bloomberg Radio host Barry Ritholtz speaks to Graeme Forster, a director at Orbis Investment Management, which has $34 billion in assets under management. Graeme joined Orbis in 2007 and is responsible for international equity and optimal strategies. See omnystudio.com/listener for privacy information.
13/10/23•1h 18m
Michael Lewis on Cryptocurrency and the FTX Empire
Bloomberg Radio host Barry Ritholtz speaks to Michael Lewis, whose latest book is "Going Infinite: The Rise and Fall of a New Tycoon," on FTX founder Sam Bankman-Fried. He takes readers into the mind of Bankman-Fried, whose rise and fall offers an education in high-frequency trading, cryptocurrencies, philanthropy, bankruptcy and the justice system. See omnystudio.com/listener for privacy information.
06/10/23•1h 16m
At the Money: A New Podcast from Masters in Business
This is a new, weekly podcast from Barry Ritholtz focused on investing. Each week, "At the Money" discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
06/10/23•12m 47s
Gary Cohn Says Fed Should Be Done Raising Rates
Bloomberg Radio host Barry Ritholtz speaks with Gary D. Cohn, former director of the National Economic Council. He is an internationally recognized expert on the financial markets, global economy, economic policy and US politics. Cohn is vice chairman of IBM, working in partnership with IBM’s executive leadership team on a wide range of business initiatives and external engagement. He served as assistant to the president for economic policy and director of the National Economic Council from 2017-2018. Cohn was the chief economic adviser to President Donald Trump, managing the administration’s economic policy agenda. See omnystudio.com/listener for privacy information.
29/09/23•1h 57m
Armen Panossian on Credit in a Time of Rising Rates
Bloomberg Radio host Barry Ritholtz speaks with Armen Panossian, managing director and head of performing credit at Oaktree Capital Management LP, which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Panossian holds an MS degree in health services research from Stanford Medical School; a JD degree from Harvard Law School; and an MBA from Harvard Business School. He serves on the advisory board of the Stanford Institute for Economic Policy Research and is a member of the state bar of California.See omnystudio.com/listener for privacy information.
22/09/23•1h 6m
Elizabeth Burton on Liquidity in Pension Funds
Bloomberg Radio host Barry Ritholtz speaks with Elizabeth Burton, managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. Prior to joining the firm, Elizabeth was chief investment officer at the Employees' Retirement System of the State of Hawaii. Before that, she served as a managing director in the quantitative strategies group at the Maryland State Retirement Agency, where she was responsible for the agency's absolute return portfolio and oversaw risk management. Elizabeth serves on the board of directors of the Chartered Alternative Investment Association. In addition, she serves on the board of the Hill School. Elizabeth earned an MBA in finance and econometrics and statistics from the University of Chicago in 2011. She is a charterholder of CAIA. See omnystudio.com/listener for privacy information.
15/09/23•1h 1m
INTRODUCING: Bloomberg News Now
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. Listen and Subscribe on: Apple: apple.co/3Eyz9EX Spotify: spoti.fi/45IG5LR Anywhere: bit.ly/460OMka See omnystudio.com/listener for privacy information.
11/09/23•30s
Jon McAuliffe on Innovation and Statistical Methods
Bloomberg Radio host Barry Ritholtz speaks with Jon McAuliffe, who is co-founder and chief investment officer at the Voleon Group, heading the firm’s investment-strategy research and development. McAuliffe has a substantial track record of successful innovation in applying statistical methods to real-life prediction problems, particularly in the financial markets. McAuliffe is also an adjunct professor of statistics at the University of California, Berkeley, where he earned his Ph.D.See omnystudio.com/listener for privacy information.
08/09/23•1h 10m
Jonathan Miller on High Mortgage Rates
Bloomberg Radio host Barry Ritholtz speaks with Jonathan Miller. He's the founder and CEO of Miller Samuel, a real estate appraisal & consulting firm founded in 1986. They discuss the current environment for US housing, mortgage rates, and his favorite New York City penthouse apartment. See omnystudio.com/listener for privacy information.
01/09/23•1h 56m
Greg Davis on Vanguard Portfolio Management
Bloomberg Radio host Barry Ritholtz speaks with Vanguard’s Greg Davis, who in his role as chief investment officer is responsible for the oversight of approximately $7 trillion managed by Vanguard fixed income, equity index, and quantitative equity groups. Davis also serves as a member of the Treasury Borrowing Advisory Committee of the US Treasury Department. He has more than 20 years of investment management experience. See omnystudio.com/listener for privacy information.
25/08/23•58m 20s
Cass Sunstein on Behavioral Finance and Wealth
Bloomberg Radio host Barry Ritholtz speaks with legal scholar Cass Sunstein, who founded and leads Harvard Law School’s program on behavioral economics and public policy. He authored several books, including the bestselling “Nudge: Improving Decisions About Health, Wealth and Happiness” (written with Richard H. Thaler); his most recent is “How to Interpret the Constitution.”See omnystudio.com/listener for privacy information.
18/08/23•1h 27m
Ted Seides on the World’s Elite Money Managers
Bloomberg Radio host Barry Ritholtz speaks with asset management expert Ted Seides, founder of Capital Allocators LLC. His most recent book is “Capital Allocators: How the World’s Elite Money Managers Lead and Invest”; he is also the host of the popular “Capital Allocators” podcast, which reached 16 million downloads in June. Seides is a CFA charterholder and has an MBA from Harvard Business School.See omnystudio.com/listener for privacy information.
11/08/23•1h 21m
Dan Harris on Becoming a Business-Minded Entrepreneur
Bloomberg Radio host Barry Ritholtz speaks with journalist and entrepreneur Dan Harris, author of the New York Times bestselling book “10% Happier: How I Tamed the Voice in My Head, Reduced Stress Without Losing My Edge, and Found Self-Help That Actually Works.” Harris also launched the app Ten Percent Happier, and hosts the Wondery podcast “Ten Percent Happier with Dan Harris.” He lives in New York City. See omnystudio.com/listener for privacy information.
04/08/23•56m 13s
Liz Hoffman on the Pandemic Stories Impacting Markets
Bloomberg Radio host Barry Ritholtz speaks with Liz Hoffman, who is the business and finance editor at Semafor and author of “Crash Landing: The Inside Story of How the World's Biggest Companies Survived an Economy on the Brink.” She was previously a senior reporter at The Wall Street Journal, where she covered financial markets and corporate dealmaking.See omnystudio.com/listener for privacy information.
28/07/23•1h 10m
Jawad S. Mian on Global Investment Research
Bloomberg Radio host Barry Ritholtz speaks with Jawad S. Mian, who is the founder and managing editor at Stray Reflections, an independent global macro research and trading advisory firm with a focus on major investment themes. His clients include some of the world’s largest hedge funds, family offices and institutional investors. Mian studied finance and economics at the University of Western Ontario, and is a CFA and CMT charterholder.See omnystudio.com/listener for privacy information.
21/07/23•1h 1m
Thomas Wagner on Sports Investing With Tom Brady
Bloomberg Radio host Barry Ritholtz speaks with Thomas Wagner, co-chairman and co-founder of Knighthead Capital Management LLC, which has $10 billion in assets under management. He is a co-investor, with Tom Brady, in several sports assets, including a pickleball team, the English Football League's Birmingham City club and an endurance auto racing team. Before founding Knighthead Capital, Wagner was a managing director responsible for running the distressed and high-yield credit trading desks at Goldman Sachs & Co. Wagner began his career doing hedge fund accounting at Ernst & Young; prior to joining Goldman in 2000, he was a high-yield trader and special-situations desk analyst at Credit Suisse First Boston.See omnystudio.com/listener for privacy information.
14/07/23•1h 42m
Jenny Johnson on Managing a Trillion-Dollar Firm
On a special 500th-episode edition of Masters in Business, Bloomberg Radio host Barry Ritholtz speaks with Jenny Johnson, the president and chief executive officer of Franklin Templeton. Johnson joined the firm in 1988 and held leadership roles in all its major divisions, including investment management, distribution, technology, operations and high-net-worth, before becoming CEO in February 2020. She also led the historic acquisition of Legg Mason in 2020, with the combined organization managing more than $1.5 trillion globally. Among many other accolades, she has been named to Barron's list of the 100 most influential women in US finance for three consecutive years, most recently in 2022.See omnystudio.com/listener for privacy information.
07/07/23•1h 4m
Ilana Weinstein on the War for Talent at Hedge Funds
Bloomberg Radio host Barry Ritholtz speaks with Ilana Weinstein, who is founder and chief executive officer of The IDW Group LLC, an executive search firm focused on placing senior hedge fund and business professionals across the investment landscape. Weinstein is also a frequent guest on Bloomberg and CNBC television programs, discussing market trends and the hedge fund universe. She holds an MBA from Harvard Business School and a bachelor’s degree from the University of Pennsylvania.See omnystudio.com/listener for privacy information.
30/06/23•1h 29m
Peter Borish on Lessons From the 1987 Market Crash
Bloomberg Radio host Barry Ritholtz speaks with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm whose largest consulting client is the Canadian Imperial Bank of Commerce (CIBC). Borish was previously founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation, where he was director of research for 10 years. Borish also previously served as chief strategist for Quad Group LLC.See omnystudio.com/listener for privacy information.
23/06/23•1h 8m
Gretchen Morgenson: From Wall Street to Journalism
Bloomberg Radio host Barry Ritholtz speaks with Gretchen Morgenson, senior financial reporter for the NBC News investigative unit. A former stockbroker and alumna of the New York Times and Wall Street Journal, she won the Pulitzer Prize in 2002 for her “trenchant and incisive” reporting on finance. She and coauthor Joshua Rosner recently published “These Are the Plunderers: How Private Equity Runs ― and Wrecks ― America.” They also wrote the 2011 bestseller “Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon,” about the mortgage crisis.See omnystudio.com/listener for privacy information.
16/06/23•1h 11m
Masters in Business LIVE: The Emerging Manager Playbook
A special live edition of Bloomberg Masters in Business with Barry Ritholtz from the Bloomberg Hedge Fund Startup Conference. Barry discusses the current environment for hedge fund launches with IDW Group Founder and Chief Executive Officer Ilana D. Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Taped May 31, 2023See omnystudio.com/listener for privacy information.
14/06/23•57m 27s
NEW PODCAST: Bloomberg Talks
Get today’s top interviews from Bloomberg News on the NEW Bloomberg Talks podcast. On Apple: apple.co/45Oio52 On Spotify: spoti.fi/3NdBTM7 On Stitcher: bit.ly/45MmtGW Anywhere: bit.ly/3oODwaOSee omnystudio.com/listener for privacy information.
11/06/23•45s
Mathieu Chabran on Using Creativity to Compete
Bloomberg Radio host Barry Ritholtz speaks with Mathieu Chabran, who is the co-founder of Paris-based Tikehau Capital, which has €39.7 billion ($42.5 billion) in assets under management. Prior to co-founding Tikehau in 2004, Chabran worked at Deutsche Bank and Merrill Lynch; he graduated from ESCP Business School and Sciences Po Aix.See omnystudio.com/listener for privacy information.
09/06/23•1h 6m
NEW PODCAST: Bloomberg Daybreak
Get today's top stories, with context, in just 15 minutes. Subscribe to the Bloomberg Daybreak podcast: 1) On Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-us-edition/id1663860720 2) On Spotify: https://open.spotify.com/show/0DPsJjKQajOKKw35Hme5af 3) Anywhere: https://omny.fm/shows/bloomberg-daybreakSee omnystudio.com/listener for privacy information.
04/06/23•1m 10s
Ramit Sethi on Financial Literacy and Living Richly
Bloomberg Radio host Barry Ritholtz speaks with entrepreneur Ramit Sethi, who is the founder and chief executive officer of the online education platform I Will Teach You to Be Rich (IWT), which attracts more than 1 million readers a month. Sethi is also the host of the Netflix series "How To Get Rich," which is based on his his New York Times bestselling book "I Will Teach You to Be Rich"; he also hosts a podcast of the same name. His interest in the subject started in 2004, when he was studying technology and psychology at Stanford University.See omnystudio.com/listener for privacy information.
02/06/23•55m 46s
John Hope Bryant on Financial Literacy
Bloomberg Radio host Barry Ritholtz speaks with entrepreneur John Hope Bryant, who is the founder, chairman and chief executive officer of Operation HOPE Inc., the US's largest not-for-profit provider of financial literacy and economic empowerment tools. Described as the "Conscience of Capitalism," Bryant is also chairman and chief executive officer of John Hope Bryant Holdings, Bryant Group Ventures and The Promise Homes Company (Promise Homes). Bryant’s founded organizations have provided more than $3.5 billion in capital for the underserved over the past 30 years.See omnystudio.com/listener for privacy information.
26/05/23•1h 27m
Robyn Grew on Portfolio Construction
Bloomberg Radio host Barry Ritholtz speaks with Robyn Grew, who was recently named CEO of the world’s biggest publicly traded hedge fund, Man Group, which has $145 billion in assets under management. As president, she was responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. Grew is also a member of Man Group’s senior executive governance committee. She previously served as COO, general counsel, chief administrative officer, and global head of legal and compliance. Grew previously held senior positions at Barclays Capital, Lehman Brothers and LIFFE.See omnystudio.com/listener for privacy information.
19/05/23•1h 4m
Howard Lindzon on Business Ideas Before the Internet
Bloomberg Radio host Barry Ritholtz speaks with Howard Lindzon, who is co-founder and managing partner of the early stage seed investment fund Social Leverage. Lindzon also cofounded the social network Stocktwits, which pioneered the "cashtag" and today has over 6 million monthly unique visitors; in addition, he has written several books and hosts the podcast "Panic With Friends."See omnystudio.com/listener for privacy information.
12/05/23•1h 54m
Introducing - Spellcaster: The Fall of Sam Bankman-Fried
Coming soon: When nerdy gamer Sam Bankman-Fried rocketed to fame as the world’s richest 29-year-old, he pledged to donate his billions to good causes. But then his crypto exchange FTX collapsed Billions of dollars were missing, and Sam was in handcuffs. Those who knew him were left wondering — who was Sam really? A well-meaning billionaire who made a mistake? Or a calculating con man? From Wondery and Bloomberg, the makers of The Shrink Next Door, comes a new story of incredible wealth, betrayal and what happens when “doing good” goes really really bad. Learn more here: https://podcasts.apple.com/us/podcast/spellcaster-the-fall-of-sam-bankman-fried/id1685258534See omnystudio.com/listener for privacy information.
12/05/23•2m 21s
Julian C. Salisbury on Managing Global Assets
Bloomberg Radio host Barry Ritholtz speaks with Julian C. Salisbury, who is chief investment officer of asset and wealth management at Goldman Sachs. Salisbury is also a member of the management committee and the board of advisers for Launch With GS, Goldman Sachs’s $1 billion investment strategy grounded in the data-driven thesis that diverse teams drive strong returns.See omnystudio.com/listener for privacy information.
05/05/23•58m 55s
Benjamin Clymer and Jeffery Fowler on Hodinkee
Bloomberg Radio host Barry Ritholtz speaks with Benjamin Clymer and Jeffery Fowler of Hodinkee, the preeminent website for enthusiasts of modern and vintage wristwatches. Clymer, who’s been dubbed “The High Priest of Horology,” founded the site in 2008 and is currently executive chairman; Fowler was appointed Hodinkee’s chief executive officer in 2022.See omnystudio.com/listener for privacy information.
28/04/23•1h 47m
Brian Hamburger on Surging Merger Business in RIAs
Bloomberg Radio host Barry Ritholtz speaks with Brian Hamburger, who is the founder, president and chief executive officer of the business and regulatory compliance consultancy MarketCounsel Consulting, as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm which focuses on investment and securities industry matters. Hamburger is also the president of MarketCounsel Productions, which hosts events such as The MarketCounsel Summit, which has been called “the Davos of wealth management.” See omnystudio.com/listener for privacy information.
21/04/23•1h 53m
Joseph Baratta on the Future of Private Equity
Bloomberg Radio host Barry Ritholtz speaks with Joseph Baratta, who has served as global head of private equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management – since 2012. Baratta, who joined the firm in 1998, is also a member of the board of directors and management committee, and serves on many of the firm’s investment committees.See omnystudio.com/listener for privacy information.
14/04/23•1h 3m
Aswath Damodaran on the Future of Business Education
Bloomberg Radio host Barry Ritholtz speaks with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York University's Stern School of Business. A nine-time "Professor of the Year" winner at NYU, Damodaran teaches classes in corporate finance and valuation to MBA students. He has also written several books on corporate finance and equity valuation and has published widely in journals. He received his MBA and Ph.D. from the University of California at Los Angeles. His next book, "The Corporate Lifecycle: Business, Investment, and Management Implications," will be published in December. See omnystudio.com/listener for privacy information.
06/04/23•1h 59m
Ken Kencel on the Rise of Private Capital
Bloomberg Radio host Barry Ritholtz speaks with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor. Churchill Asset Management is an affiliate of Nuveen, the $1.1 trillion asset-management arm of TIAA. Kencel, who has more than three decades of experience in the investment industry, also serves as chairman of the board, president and CEO of Nuveen Churchill Direct Lending Inc., Churchill’s publicly registered business development company. See omnystudio.com/listener for privacy information.
31/03/23•1h 22m
Dominique Mielle on Luck and Resilience in Finance
Bloomberg Radio host Barry Ritholtz speaks with former hedge fund manager Dominique Mielle, author of 2021’s “Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y. She currently serves on the boards of four publicly traded firms and one private company. See omnystudio.com/listener for privacy information.
24/03/23•1h 10m
Cliff Asness on Quant Value Investing
Bloomberg Radio host Barry Ritholtz speaks with Cliff Asness, who cofounded AQR Capital Management — which has $100 billion in assets under management — and serves as its chief investment officer. Also an active researcher, Asness has contributed to publications such as The Journal of Portfolio Management, The Journal of Finance and The Journal of Financial Economics, and has received a variety of accolades, including the James R. Vertin Award from CFA Institute in recognition of his lifetime contribution to research. Asness earned his master's in business administration as well as his Ph.D. in finance from the University of Chicago. See omnystudio.com/listener for privacy information.
17/03/23•1h 53m
Richard Bernstein on Quantitative Analysis
Bloomberg Radio host Barry Ritholtz speaks with Richard Bernstein, the chief executive officer and chief investment officer of Richard Bernstein Advisors LLC, which manages $14.6 billion in assets. Bernstein, who was previously chief investment strategist at Merrill Lynch, has been named to the Institutional Investor’s “All-America Research Team” 18 times and has been inducted into the Institutional Investor Hall of Fame. He is also the author of “Style Investing: Unique Insight into Equity Management,” which is widely viewed as the seminal book on style-oriented investment strategies, as well as “Navigate the Noise: Investing in the New Age of Media and Hype.”See omnystudio.com/listener for privacy information.
10/03/23•1h 4m
Maria Vassalou on the Small-Cap Effect
Bloomberg Radio host Barry Ritholtz speaks with Dr. Maria Vassalou, who is co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. Prior to her career in asset management, Dr. Vassalou was an associate professor of finance at Columbia Business School, which she joined in 1995 and where she established many of the investment principles she employs today. She earned her Ph.D. in financial economics from London Business School. See omnystudio.com/listener for privacy information.
03/03/23•1h 7m
David Layton on Being an Outbound Global Driven Firm
Bloomberg Radio host Barry Ritholtz speaks with David Layton, who is the chief executive officer of Partners Group, a global private markets firm with more than $135 billion in assets under management. Layton, who joined Partners Group in 2005, leads the firm's executive team and global executive board and is also a member of the global investment committee. He was previously the head of Partners Group's private equity business department. See omnystudio.com/listener for privacy information.
24/02/23•1h 12m
Tim Buckley on Finding His Purpose With Vanguard
Bloomberg Radio host Barry Ritholtz speaks with Mortimer “Tim” Buckley, who is chairman and chief executive officer of Vanguard. Previously, Buckley was Vanguard’s chief investment officer and chief information officer, overseeing the company’s internally managed stock, bond, and money market portfolios as well as its investment research and methodology. Vanguard is one of the world’s largest investment management companies, with assets under management of over with $7 trillion. See omnystudio.com/listener for privacy information.
17/02/23•47m 47s
Rick Rieder on Fixed Income Investments
Bloomberg Radio host Barry Ritholtz speaks with Rick Rieder, who is BlackRock's chief investment officer of global fixed income, head of the fundamental fixed income business, and head of the global allocation investment team. He is responsible for some $2.4 trillion in assets. Before joining BlackRock in 2009, Rieder was president and chief executive officer of R3 Capital Partners. See omnystudio.com/listener for privacy information.
10/02/23•1h 21m
William D. Cohan on the Rise and Fall of GE
Bloomberg Radio host Barry Ritholtz speaks with financial journalist William D. Cohan, who is the bestselling author of Money and Power: How Goldman Sachs Came to Rule the World, House of Cards: A Tale of Hubris and Wretched Excess on Wall Street, and The Last Tycoons: The Secret History of Lazard Frères & Co., among other books. A former Wall Street M&A investment banker for 17 years, Cohan is also a founding partner at the media company Puck. His latest book, Power Failure: The Rise and Fall of an American Icon, was released in November. See omnystudio.com/listener for privacy information.
03/02/23•1h 48m
Neil Dutta on Economic Research
Bloomberg Radio host Barry Ritholtz speaks with Neil Dutta, partner and head of economic research at Renaissance Macro Research. Dutta analyzes global trends and cross-market investment themes. He was previously a senior economist at Bank of America Merrill Lynch and an analyst at Barron’s. He has appeared on Bloomberg TV and CNBC as well as in the Wall Street Journal, New York Times, Financial Times, Associated Press and Bloomberg News for his insights on interest rates, inflation, the manufacturing sector, employment and consumer spending.See omnystudio.com/listener for privacy information.
27/01/23•1h 15m
Steven Klinsky on Building Businesses
Bloomberg Radio host Barry Ritholtz speaks with Steven Klinsky, founder, CEO and managing director of New Mountain Capital, which has over $37 billion in assets under management. Prior to founding New Mountain Capital in 1999, Klinsky was co-founder of the leveraged buyout group at Goldman Sachs, where he helped execute over $3 billion of pioneering transactions for Goldman and its clients. Klinsky also previously served as general partner at Forstmann Little, helping to oversee seven private equity and debt partnerships totaling over $10 billion in capital. See omnystudio.com/listener for privacy information.
20/01/23•58m 2s
Jennifer Grancio on Passive Index Funds and ETFs
Bloomberg Radio host Barry Ritholtz speaks with Jennifer Grancio, the chief executive officer of impact investment group Engine No. 1. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. 1, she founded an advisory firm where she worked closely with CEOs to accelerate growth. She also served as a founding member of BlackRock’s iShares business, where she helped drive the development of the global ETF industry and iShares’ leadership role within it. See omnystudio.com/listener for privacy information.
13/01/23•50m 36s
John Mack on Life Lessons From Financial Crisis
Bloomberg Radio host Barry Ritholtz speaks with the legendary John Mack, former chief executive officer and chairman of the board at Morgan Stanley. His memoir of his life and 34-year tenure at Morgan Stanley — “Up Close and All In: Life Lessons From a Wall Street Warrior” — was published in October. See omnystudio.com/listener for privacy information.
06/01/23•1h 2m
Charlie Ellis on the Rules of Investing
Bloomberg Radio host Barry Ritholtz speaks with investing legend Charlie Ellis, who is the founder and former managing partner of Greenwich Associates. In addition to advising institutional investors, foundations and government organizations in more than 130 markets, Ellis has taught courses at Yale and Harvard and has written several books, including “Winning the Loser’s Game: Timeless Strategies for Successful Investing,” which is now in its eighth edition. See omnystudio.com/listener for privacy information.
23/12/22•1h 4m
Robert Koenigsberger on Emerging Markets
Bloomberg Radio host Barry Ritholtz speaks with Robert Koenigsberger, the managing partner and chief investment officer of Gramercy. A dedicated emerging markets investment manager, Gramercy — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management. See omnystudio.com/listener for privacy information.
16/12/22•1h 1m
Kathleen McCarthy on Real Estate Investments
Bloomberg Radio host Barry Ritholtz speaks with Kathleen McCarthy, the global co-head of Blackstone Real Estate. The largest owner of commercial real estate globally, Blackstone Real Estate has a $565 billion portfolio and $319 billion in investor capital under management. McCarthy previously served as Blackstone Real Estate's global chief operating officer; before joining Blackstone in 2010, she worked at Goldman Sachs. See omnystudio.com/listener for privacy information.
09/12/22•1h 19m
Luis Berruga on ETF Investments
Bloomberg Radio host Barry Ritholtz speaks with Luis Berruga, the chief executive officer at Global X ETFs. Before joining Global X, which has $42 billion in assets under management, Berruga was an investment banker at Jefferies.See omnystudio.com/listener for privacy information.
02/12/22•1h 7m
Boaz Weinstein on Investors' Unknown Risk
Bloomberg Radio host Barry Ritholtz speaks with Boaz Weinstein, the chief investment officer of Saba Capital Management LP, which Weinstein founded in 2009 as a lift-out of Saba Principal Strategies. Prior to founding Saba, Boaz Weinstein was co-head of global credit trading at Deutsche Bank, where he oversaw approximately 650 professionals. See omnystudio.com/listener for privacy information.
24/11/22•32m 11s
Marcus Shaw on Diversity in Wall Street and Finance
Bloomberg Radio host Barry Ritholtz speaks with Marcus Shaw, the chief executive officer and president of of AltFinance, a $90 million initiative to encourage students at historically Black colleges and universities to pursue careers in the alternative investment industry. Prior to joining AltFinance, Shaw founded Montgomery TechLab, an organization to support inclusive economic growth in Montgomery, Alabama, and was CEO of The Company Lab (CO.LAB) in Chattanooga, Tennessee; he has also spent more than a decade working in equity research and investment management. He received an MBA from Duke University’s Fuqua School of Business. See omnystudio.com/listener for privacy information.
18/11/22•1h 1m
Dave Nadig on Exchange-Traded Funds
Bloomberg Radio host Barry Ritholtz speaks with ETF industry pioneer Dave Nadig, who currently serves as financial futurist at the data, analytics and thought-leadership firm VettaFi. Nadig, who has more than 25 years of experience in the field — including as managing editor at ETF.com — co-authored a definitive book on ETFs, “A Comprehensive Guide To Exchange-Traded Funds,” for the CFA Institute. See omnystudio.com/listener for privacy information.
11/11/22•1h 26m
Edward Chancellor on the Real Story of Interest
Bloomberg Radio host Barry Ritholtz speaks with Edward Chancellor, who is a well-known financial historian, author, journalist and investment strategist. His most recent book, "The Price of Time: The Real Story of Interest," has been longlisted for the FT Business Book of the Year. He is also the author of the New York Times notable book "Devil Take the Hindmost: A History of Financial Speculation," which has been translated into more than a dozen languages, and is a recipient of the George Polk Award for financial reporting. See omnystudio.com/listener for privacy information.
04/11/22•1h 2m
Siegel and Schwartz on Stocks for the Long Run
Bloomberg Radio host Barry Ritholtz speaks with acclaimed Wharton finance professor Jeremy Siegel and Jeremy Schwartz, who is global chief investment officer at WisdomTree. Prior to joining WisdomTree, Schwartz was Siegel's head research assistant and helped with the research and writing of his classic book "Stocks for the Long Run," as well as "The Future for Investors." See omnystudio.com/listener for privacy information.
28/10/22•1h 18m
Marta Norton on Direct Indexing and Investments
Bloomberg Radio host Barry Ritholtz speaks with Marta Norton, CFA, who is an investment manager with Morningstar Investment Management. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation and portfolio management. Before joining Morningstar in 2005, Norton was an economist with the Bureau of Labor Statistics and a research analyst at LECG LLC.Atika Valbrun See omnystudio.com/listener for privacy information.
21/10/22•53m 50s
Thomas Rampulla on Vanguard's Mission
Bloomberg Radio host Barry Ritholtz speaks with Thomas Rampulla, managing director of Vanguard's Financial Advisor Services division. which provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. Rampulla has held a variety of management positions at Vanguard since he joined in 1988. He holds a bachelor's degree from Bloomsburg University of Pennsylvania and a master's degree from Drexel University. He is also a graduate of Harvard Business School's Advanced Management Program. See omnystudio.com/listener for privacy information.
14/10/22•54m 47s
Michael Levy on Real Estate Finance
Bloomberg Radio host Barry Ritholtz speaks with Michael Levy, who is chief executive officer at the real estate investment and development firm Crow Holdings. Previously, he worked in real estate finance and investment management at Morgan Stanley. Levy is currently a member of the Real Estate Roundtable, the Advisory Board at the Institute for Real Estate Operating Companies, and the Policy Advisory Board at the Fisher Center for Real Estate and Urban Economics at the University of California at Berkeley. He is also an Urban Land Institute Foundation governor. See omnystudio.com/listener for privacy information.
07/10/22•1h 13m
David McRaney on the Science Behind Persuasion
Bloomberg Radio host Barry Ritholtz speaks with science journalist David McRaney, who investigates the psychology of reasoning, decision-making and judgment on his blog "You Are Not So Smart." The blog, which he launched in 2009, spawned a bestselling book, now available in 17 languages, as well as a podcast. McRaney's most recent book, "How Minds Change: The Surprising Science of Belief, Opinion, and Persuasion," came out this year. See omnystudio.com/listener for privacy information.
30/09/22•1h 32m
Steve Case on Startup Entrepreneurship
Bloomberg Radio host Barry Ritholtz speaks with entrepreneur and investor Steve Case, who came to prominence as a co-founder of America Online and has spent the last 15 years with Washington-based investment firm Revolution. In addition to serving as chairman and chief executive officer at Revolution, Case is a partner at Revolution Growth, which has invested nearly $1 billion in growth-stage companies. He is also the author of the New York Times bestselling book “The Third Wave: An Entrepreneur’s Vision of the Future” and the upcoming “The Rise of the Rest: How Entrepreneurs in Surprising Places are Building the New American Dream.” See omnystudio.com/listener for privacy information.
23/09/22•1h 13m
Albert Wenger on Global Venture Capital Firms
Bloomberg Radio host Barry Ritholtz speaks with Albert Wenger, who is a managing partner at Union Square Ventures. Before joining USV, Wenger was the president of del.icio.us as well as an angel investor; he also founded or co-founded several companies. He holds a Ph.D. in information technology from MIT. See omnystudio.com/listener for privacy information.
16/09/22•55m 54s
Kristen Bitterly Michell on Wealth Management
Bloomberg Radio host Barry Ritholtz speaks with Kristen Bitterly Michell, who is Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. Prior to joining Citi, she led structured product sales to Latin American investors at Credit Suisse and provided structured derivative solutions to private investor clients at JPMorgan. See omnystudio.com/listener for privacy information.
09/09/22•1h 21m
Lynn Martin on Market Models and Meme Stock Trends
Bloomberg Radio host Barry Ritholtz speaks with Lynn Martin, who is the 68th president of NYSE Group. NYSE Group includes the New York Stock Exchange — the world’s largest stock exchange, with 2,400 listed companies and a combined market capitalization of $36 trillion — as well as four fully electronic equity markets and two options exchanges. NYSE is part of the Intercontinental Exchange (NYSE: ICE) and Martin is also chair of fixed income and data services at ICE, which includes ICE Bonds execution venues, securities pricing and analytics, reference data, indices, desktop solutions, consolidated feeds and connectivity services that cover all major asset classes. See omnystudio.com/listener for privacy information.
02/09/22•47m 7s
Eric Balchunas on the Vanguard Effect
Bloomberg Radio host Barry Ritholtz speaks with Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence who has more than a decade of experience working with ETF data, designing new functions and writing ETF research for the Bloomberg Terminal. Balchunas also contributes articles, feature stories and blog posts on ETFs for Bloomberg.com and appears each week on Bloomberg TV and Bloomberg Radio to discuss ETFs. His latest book is "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions." See omnystudio.com/listener for privacy information.
26/08/22•1h 38m
Bill Browder on High Finance, Murder and Justice (Podcast)
Bloomberg Radio host Barry Ritholtz speaks with Bill Browder, who is head of the Global Magnitsky Justice Campaign and author of the recently released “Freezing Order: A True Story of Money Laundering, Murder and Surviving Vladimir Putin’s Wrath.” The founder and CEO of Hermitage Capital Management, which was the investment adviser to the largest foreign investment fund in Russia until 2005, Browder is also the author of “Red Notice: A True Story of High Finance, Murder and One Man’s Fight for Justice.” See omnystudio.com/listener for privacy information.
19/08/22•1h 18m
Kenneth Tropin on Quantitative Hedge Fund Strategies
Bloomberg Radio host Barry Ritholtz speaks with Kenneth G. Tropin, who is the chairman and the founder of Graham Capital Management, a multi-strategy quantitative hedge fund with $18 billion in assets under management. Prior to founding GCM in 1994, Tropin was president and chief executive officer of hedge fund John W. Henry & Company, where he worked with such legendary traders as John Henry and Paul Tudor Jones.See omnystudio.com/listener for privacy information.
12/08/22•55m 48s
Anat Admati on Banking Regulations and Techlash
Bloomberg Radio host Barry Ritholtz speaks with Anat Admati, a professor of finance and economics at the Stanford Graduate School of Business. In addition to being a senior fellow at the Stanford Institute for Economic Policy Research and a director at the Corporations and Society Initiative, Admati is co-author of "The Bankers' New Clothes: What's Wrong With Banking and What to Do About It."See omnystudio.com/listener for privacy information.
05/08/22•1h 27m
Hannah Elliott on Automotive Industry Trends
Bloomberg Radio host Barry Ritholtz speaks with Bloomberg Businessweek staff writer Hannah Elliott, who reports on the automotive industry with a special focus on hyper-cars, motorcycles, and electric and luxury vehicles. She lives in Los Angeles, where car culture is enjoying a renaissance.See omnystudio.com/listener for privacy information.
29/07/22•1h 27m
Graham Weaver on Private Equity
Bloomberg Radio host Barry Ritholtz speaks with Graham Weaver, who is the founder and CEO of Alpine Investors, a PeopleFirst private equity firm in San Francisco which invests in software and services. Graham has been in private equity for over 20 years, having started Alpine in his dorm room at the Stanford Graduate School of Business. See omnystudio.com/listener for privacy information.
22/07/22•54m 14s
Antti Ilmanen on Expected Returns
Bloomberg Radio host Barry Ritholtz speaks with Antti Ilmanen, who is the principal and global co-head of the portfolio solutions group at AQR Capital Management. His most recent book, "Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least," was published in April.See omnystudio.com/listener for privacy information.
15/07/22•59m 19s
Spencer Jakab on the Death of Meme Stocks
Bloomberg Radio host Barry Ritholtz speaks with the Wall Street Journal’s Spencer Jakab, author of “The Revolution That Wasn’t: GameStop, Reddit and the Fleecing of Small Investors.” Jakab, who edits the Journal’s Heard on the Street column, also wrote “Heads I Win, Tails I Win: Why Smart Investors Fail and How to Tilt the Odds in Your Favor.” See omnystudio.com/listener for privacy information.
08/07/22•1h 27m
Perth Tolle on ETF Freedom Metrics
Bloomberg Radio host Barry Ritholtz speaks with Perth Tolle, who is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Tolle was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Tolle lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Tolle was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021. See omnystudio.com/listener for privacy information.
01/07/22•1h 10m
Jonathan Miller on Urban Real Estate
Bloomberg Radio host Barry Ritholtz speaks with Jonathan Miller, who is president, CEO and co-founder of the real-estate appraisal and consulting firm Miller Samuel Inc. Miller, a state-certified real-estate appraiser in New York and Connecticut, holds Counselor of Real Estate (CRE) and Certified Relocation Professional (CRP) credentials, and is an adjunct associate professor at Columbia University's graduate school of architecture and planning. See omnystudio.com/listener for privacy information.
24/06/22•1h 19m
Charles Strom on the Diagnostics Industry
Bloomberg Radio host Barry Ritholtz speaks with Dr. Charles Strom, who has spent the past 30 years in the fast-changing field of genetic testing. The CEO and co-founder of Liquid Diagnostics, which uses new technology to analyze ultra-short DNA fragments in saliva and blood, Strom previously served as medical director for genetic testing at Quest Diagnostics, did groundbreaking work in pre-implantation genetics while at the Reproductive Genetics Institute, and served as a faculty member at the University of Chicago, where he also earned his doctorate and medical degrees. See omnystudio.com/listener for privacy information.
17/06/22•1h 13m
Mark Mobius on Emerging Market Funds
Bloomberg Radio host Barry Ritholtz speaks with Mark Mobius, known as “the Godfather of Emerging Markets,” who has spent more than 40 years working in and traveling throughout developing economies. Prior to launching the eponymous Mobius Capital Partners in 2018, he served as executive chairman of Franklin Templeton Investments’ emerging markets group, which he helped to grow from $100 million across six markets to more than $40 billion in 70 countries. Mobius has a Ph.D. in economics from MIT and has authored 12 books. See omnystudio.com/listener for privacy information.
10/06/22•45m 18s
Arnold Schwarzenegger's Secret Weapon
Arnold Schwarzenegger, the movie star-turned-California governor, has been interested in business since long before he was Conan or the Terminator. For more than four decades, his behind-the-scenes partner has been Paul Wachter, whose Main Street Advisors was born 25 years ago, with Schwarzenegger's encouragement.The modern multihyphenate -- think LeBron, Drake, Billie Eilish -- are following a template the pair established in the 1980s, as Schwarzenegger successfully expanded his popularity and wealth through savvy dealmaking. The key element: Don't just endorse when you can own a piece of the product.See omnystudio.com/listener for privacy information.
07/06/22•42m 23s
Daniel C. Chung on Probability Theories for Investors
Bloomberg Radio host Barry Ritholtz speaks with Daniel C. Chung, who is chief executive officer and chief investment officer of the asset-management firm Alger. He is also portfolio manager of several Alger strategies, including the Spectra fund, which is worth $4.5 billion. Chung has nearly three decades of investment experience; prior to that, he attended Harvard Law School and Stanford University. He is also a CFA charterholder and a member of the CFA Institute. See omnystudio.com/listener for privacy information.
03/06/22•1h 25m
Adam Parker on Strategies and Valuations
Bloomberg Radio host Barry Ritholtz speaks with Adam Parker, who is the founder and CEO of Trivariate Research LP. From 2010 to early 2017, Adam was the chief US equity strategist and director of global quantitative research at Morgan Stanley, where he was acknowledged as a top strategist and quantitative researcher multiple times by Institutional Investor magazine. He was also a member of Morgan Stanley’s Global Investment Committee, a seven-person group responsible for asset allocation recommendations for the firm’s $2 trillion private wealth network. A prolific researcher, Parker co-authored a groundbreaking paper on gender diversity as a risk factor. He holds a Ph.D. in statistics from Boston University. See omnystudio.com/listener for privacy information.
27/05/22•1h 11m
Gerard O’Reilly on Academic Research and Stocks
Bloomberg Radio host Barry Ritholtz speaks with Gerard O’Reilly, who is co-chief executive officer and chief investment officer at Dimensional Fund Advisors, which has $650 billion in assets under management. O’Reilly is also a director at the firm. Prior to joining Dimensional in 2004, O’Reilly earned a Ph.D. in aeronautics from the California Institute of Technology. See omnystudio.com/listener for privacy information.
20/05/22•1h 14m
Boaz Weinstein on Credit Investments
Bloomberg Radio host Barry Ritholtz speaks with Boaz Weinstein, who is founder and chief investment officer of Saba Capital Management. Prior to launching Saba as an independent firm in 2009, Weinstein was co-head of global credit trading at Deutsche Bank, where he founded Saba Principal Strategies as a proprietary trading group in 1998. Weinstein first came to public notice as the fund manager on the other side of the derivatives trade from the London Whale, which ultimately cost JPMorgan Chase & Co. losses of at least $6.2 billion in 2012. See omnystudio.com/listener for privacy information.
13/05/22•1h 24m
Alex Gurevich on Global Macro Investing Strategies
Bloomberg Radio host Barry Ritholtz speaks with Alex Gurevich, the founder and chief investment officer of San Francisco-based global macro investment firm HonTe Advisors. Gurevich, who has more than 20 years of trading experience, formerly ran global macro at J.P. Morgan; he earned his Ph.D. in mathematics from the University of Chicago. His most recent book, "The Trades of March 2020: A Shield against Uncertainty," was published in paperback this year.See omnystudio.com/listener for privacy information.
06/05/22•1h 25m
Michael Lewis on His Journey to Wall Street
Bloomberg Radio host Barry Ritholtz speaks with author Michael Lewis, whose books include “Flash Boys: A Wall Street Revolt,” “Moneyball: The Art of Winning an Unfair Game,” “Liar’s Poker” and “The Fifth Risk.” He is also a Bloomberg Opinion columnist and hosts the podcast “Against the Rules.”See omnystudio.com/listener for privacy information.
29/04/22•1h 11m
Mark Jenkins on Leveraged Finance and Pension Plans
Bloomberg Radio host Barry Ritholtz speaks with Mark Jenkins, who is head of global credit at the investment firm The Carlyle Group. Carlyle has more than $300 billion of assets under management; its global credit platform manages over $73 billion. Jenkins is also a managing director and member of Carlyle's leadership team. He previously worked at CPPIB, Barclays Capital and Goldman Sachs.See omnystudio.com/listener for privacy information.
21/04/22•1h 2m
Luana Lopes Lara on Kalshi’s CFTC Approval Journey
Bloomberg Radio host Barry Ritholtz speaks with Luana Lopes Lara, who is the co-founder of KalshiEX LLC. Kalshi has developed an asset class – “event contracts” – and a financial exchange for trading on the outcome of events. After receiving approval from Commodity Futures Trading Commission (CFTC), it became the first regulated financial exchange dedicated to trading event contracts.See omnystudio.com/listener for privacy information.
14/04/22•47m 57s
Jonathan S. Lavine on Private Equity Investing (Podcast)
Bloomberg Radio host Barry Ritholtz speaks with Jonathan S. Lavine, who is chief investment officer of Bain Capital Credit and co-managing partner of Bain Capital, a leading private investment firm with some $160 billion in assets under management. Bain Capital Credit, which has $40 billion in assets under management, invests across the spectrum of credit strategies, including leveraged loans, high-yield bonds, distressed debt, private lending, structured products, nonperforming loans and equities. See omnystudio.com/listener for privacy information.
08/04/22•1h 15m
Bill Gross on Institutional Bond Trading (Podcast)
Bloomberg Radio host Barry Ritholtz speaks with "Bond King" Bill Gross, who has been a pioneer in fixed income investing for more than 40 years. Gross co-founded Pacific Investment Management Co. in 1971 and served as managing director and its chief investment officer until 2014, when he joined Janus Capital Group (now Janus Henderson Group). He retired in 2019 to focus on managing his charitable foundation. Gross is also the author of several books, including the just-published "I'm Still Standing: Bond King Bill Gross and the PIMCO Express."See omnystudio.com/listener for privacy information.
01/04/22•1h 48m
Samara Cohen on Managing ETFs (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Samara Cohen, who is chief investment officer of ETF and index investments at BlackRock. Her group oversees more than $3 trillion of BlackRock's $10 trillion in assets under management.See omnystudio.com/listener for privacy information.
25/03/22•55m 3s
Darren Palmer on the EV Revolution (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Darren Palmer, who was recently named Ford Motor Co.'s vice president for electric vehicle programs. Palmer was previously Ford's head of battery-electric vehicles, where he was responsible for leading the automaker's EV business in North America.See omnystudio.com/listener for privacy information.
18/03/22•1h 36m
Michelle Seitz on Alternative Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Michelle Seitz, chairman and CEO of Russell Investments Group LLC, a global investment solutions firm with $331.5 billion in assets under management and $2.8 trillion under advisement for clients in 32 countries. In 2020 and 2021, Seitz appeared on Barron’s "Most Influential Women in U.S. Finance" list. Before joining Russell, Seitz spent 22 years with William Blair & Co., including 16 as a member of the firm’s executive committee and CEO of William Blair Investment Management.See omnystudio.com/listener for privacy information.
11/03/22•1h 32m
David R. Kotok on Fed Studies of Pandemic Shocks (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with David R. Kotok, who is co-founder, chairman and chief investment officer of Cumberland Advisors, which has $4 billion in assets under management. Kotok is also a director at the nonprofit Global Interdependence Center, which promotes free trade and international dialogue, and has authored or co-authored four books, including "From Bear to Bull with ETFs" and "Adventures in Muniland: A Guide to Municipal Bond Investing in the Post-Crisis Era."See omnystudio.com/listener for privacy information.
04/03/22•1h 24m
Sebastian Mallaby on How Venture Capital Made Silicon Valley
Bloomberg Opinion columnist Barry Ritholtz speaks with journalist Sebastian Mallaby about his new book, “The Power Law: Venture Capital and the Making of the New Future.” Mallaby, a two-time Pulitzer Prize finalist, is a senior fellow at the Council on Foreign Relations. He is also the author of “More Money Than God: Hedge Funds and the Making of a New Elite.”See omnystudio.com/listener for privacy information.
25/02/22•1h 23m
Samantha McLemore on Longevity Risk Management
Bloomberg Opinion columnist Barry Ritholtz speaks with Samantha McLemore of Miller Value Partners, which has some $3.1 billion in assets under management. McLemore has worked alongside Miller Value Partners founder Bill Miller on opportunity equity for some two decades, and is expected to take over the Miller Opportunity Trust following his retirement. McLemore is also the founder, majority owner and chief investment officer of Patient Capital Management, an investment adviser that serves institutional clients in cooperation with Miller Value Partners, which has some $281 million in assets under management.See omnystudio.com/listener for privacy information.
18/02/22•1h 11m
James Anderson on Why Fund Management Is 'Broken' (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with James Anderson, a longtime partner at Edingburgh-based Baillie Gifford & Co. and joint manager of Scottish Mortgage Investment Trust PLC, who will be retiring in April. Last year, he drew headlines for criticizing the industry as “irretrievably broken.” Baillie Gifford currently has 326 billion pounds ($441 billion) in assets under management.See omnystudio.com/listener for privacy information.
11/02/22•1h 40m
Rebecca Patterson on Global Macro Investing (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Rebecca Patterson, who serves as director of investment research at the world's largest hedge fund, Bridgewater Associates. In addition to shaping the firm's research agenda, Patterson is a member of the executive committee, investment committee, and commercial and business strategy committee, and helps lead the firm’s diversity and inclusion efforts. She previously served as chief investment officer at Bessemer Trust, where she oversaw $85 billion in client assets, and is currently a member of the Council on Foreign Relations.See omnystudio.com/listener for privacy information.
04/02/22•1h 21m
David Conrod on Successor Funds and Growth Equity (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with David Conrod, who is co-founder and chief executive officer of FocusPoint Private Capital Group. Prior to co-founding FocusPoint — which raises capital for private equity, credit, real estate, real assets and direct transactions in developed and emerging markets — Conrod was a senior managing director at Guggenheim Partners, where he established its private fund group, obtaining more than $7 billion of fund allocations for general partnerships external to the firm.See omnystudio.com/listener for privacy information.
28/01/22•1h 5m
Tina Vandersteel on Emerging-Country Debt (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Tina Vandersteel, who is the head of GMO’s Emerging-Country Debt team. Prior to joining GMO in 2004, she worked at J.P. Morgan in fixed-income research developing quantitative arbitrage strategies for emerging debt and high-yield bonds. She began her career at Morgan Guaranty Trust, attending Morgan Finance Program #18, before establishing her career in emerging debt. See omnystudio.com/listener for privacy information.
21/01/22•1h 11m
Jim McKelvey on 'The Innovation Stack' (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with entrepreneur Jim McKelvey, author of “The Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time.” McKelvey is the CEO and founder of Invisibly and (with Jack Dorsey) co-founder of Square, where he currently sits on the board of directors. McKelvey also chairs the board of directors at the Federal Reserve Bank of St. Louis. See omnystudio.com/listener for privacy information.
14/01/22•1h 14m
Ray Dalio on the Key to Success: Failing Well (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Ray Dalio, who is founder, co-chair and co-chief investment officer of the world’s largest hedge fund, Bridgewater Associates. His most recent book is “Principles for Dealing With the Changing World Order: Why Nations Succeed and Fail.”See omnystudio.com/listener for privacy information.
07/01/22•1h 22m
Richard Nisbett on Flawed Reasoning and Societies (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with social psychologist Richard Nisbett, an emeritus professor at the University of Michigan who has studied how culture affects cognitive processes, among other issues. He is the author of several books, including "The Geography of Thought," "Intelligence and How to Get It," and, most recently, "Thinking: A Memoir." See omnystudio.com/listener for privacy information.
31/12/21•1h 34m
Max Chafkin on the Social Good of Tech Companies (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Bloomberg Businessweek features editor and tech reporter Max Chafkin, who is author of "The Contrarian: Peter Thiel and Silicon Valley's Pursuit of Power." Chafkin's work has also appeared in Fast Company, Vanity Fair and The New York Times Magazine. See omnystudio.com/listener for privacy information.
23/12/21•1h 21m
Michael Mauboussin on How to Read Stock Prices (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Michael Mauboussin, who is head of consilient research at Morgan Stanley Investment Management's Counterpoint Global and co-author of the recently revised and updated book "Expectations Investing: Reading Stock Prices for Better Returns." Mauboussin joined Morgan Stanley in 2020 and has more than three decades of experience. He previously served as director of research at BlueMountain Capital Management, head of global financial strategies at Credit Suisse, and chief investment strategist at Legg Mason Capital Management. He is also an adjunct professor of finance at Columbia Business School and chairman of the board of trustees at the Santa Fe Institute. See omnystudio.com/listener for privacy information.
17/12/21•1h 30m
Maureen Farrell on WeWork’s Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with New York Times business reporter Maureen Farrell, who co-authored the 2021 book "The Cult of We: WeWork, Adam Neumann, and the Great Startup Delusion" along with Eliot Brown. Before joining the New York Times, Farrell spent nearly 10 years at the Wall Street Journal.See omnystudio.com/listener for privacy information.
10/12/21•58m 30s
John Doerr on Sustainable Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with venture capitalist John Doerr, chairman of Kleiner Perkins and author of the recently published “Speed and Scale: An Action Plan for Solving Our Climate Crisis Now.” Doerr also authored 2018’s bestselling “Measure What Matters.”See omnystudio.com/listener for privacy information.
03/12/21•58m 0s
Steven L. Fradkin on the Creation of Wealth (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Steven Fradkin, president of Northern Trust's wealth management business unit, which has $355 billion in assets under management. Fradkin was previously chief financial officer and head of international business at Northern Trust, among other roles. He has been a member of the corporation’s management committee since 2004.See omnystudio.com/listener for privacy information.
24/11/21•56m 12s
Edwin Conway on BlackRock Alternative Investors (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Edwin Conway, the global head of BlackRock Alternative Investors (BAI). BAI, one of the fastest-growing parts of the investment giant BlackRock – which is itself the world’s largest asset manager, with $9.46 trillion in assets under management – manages more than $300 billion and has more than 1,000 employees. Conway chairs the BAI Executive Committee and oversees the strategic direction of BlackRock’s Alternatives platform.See omnystudio.com/listener for privacy information.
24/11/21•1h 10m
Robin Wigglesworth on the Creation of the Index Fund (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Robin Wigglesworth, who is the global finance correspondent for the Financial Times and author of the just-published “Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever.”See omnystudio.com/listener for privacy information.
12/11/21•1h 19m
Thomas S. Gayner on Things That Matter in Markets (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Markel Corp. co-chief executive officer Thomas S. Gayner. Gayner oversees investing activities for the company — which boasts a capital portfolio of $27 billion — as well as the Markel Ventures companies. He also serves on the boards of Colfax Corp., Graham Holdings Co., Cable One Inc. and Davis Funds, as well as that of Markel.See omnystudio.com/listener for privacy information.
05/11/21•1h 27m
Lisa Jones on Investing With a Purpose (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Lisa Jones, who leads the $100 billion U.S. arm of the French asset management giant Amundi, which has more than $2 trillion in assets under management globally. In addition to serving as president and chief executive officer of Amundi US Inc., Jones is president of Amundi Distributor US Inc., heads the U.S. executive committee and the U.S. management committee, and is a member of the global executive committee. She recently received her second Top Women in Asset Management Award from Money Management Executive.See omnystudio.com/listener for privacy information.
29/10/21•1h 15m
Sukhinder Singh Cassidy on Entrepreneurship (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Sukhinder Singh Cassidy, a tech executive and entrepreneur with more than two decades of experience founding, scaling and advising companies. She is founder and chair of theBoardlist, a premium talent marketplace, and author of the recent Wall Street Journal bestseller "Choose Possibility: Take Risks and Thrive (Even When You Fail)."See omnystudio.com/listener for privacy information.
22/10/21•1h 27m
Soraya Darabi on Social-Media Startups (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Soraya Darabi, who is co-founder and general partner at TMV, an early-stage venture firm which has funded a broad range of startups. Darabi is also the founder of Transact Global and host of the podcast "Business Schooled." She previously served as manager of digital partnerships and social media at The New York Times.See omnystudio.com/listener for privacy information.
16/10/21•1h 6m
Chamath Palihapitiya on Venture Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Chamath Palihapitiya, the founder and CEO of Social Capital LP, which backs breakthrough companies in areas such as health care, education, climate change and space. Prior to founding Social Capital, Palihapitiya was a member of Facebook's senior executive team. He is also owner and director of the NBA's Golden State Warriors. See omnystudio.com/listener for privacy information.
08/10/21•1h 28m
Jack Schwager on the Glory Days of Trading (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jack Schwager, an expert in futures and hedge funds and co-founder and chief research officer of FundSeeder. Schwager has also written many books, including the "Market Wizards" series; his most recent is "Unknown Market Wizards: The Best Traders You’ve Never Heard Of."See omnystudio.com/listener for privacy information.
01/10/21•1h 30m
Hubert Joly on the Heart of Business (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Hubert Joly, who earned a host of accolades during his tenure as chairman and CEO of Best Buy, and is currently a senior lecturer at Harvard Business School. Joly's new book is "The Heart of Business: Leadership Principles for the Next Era of Capitalism."See omnystudio.com/listener for privacy information.
24/09/21•1h 6m
Campbell Harvey on the Future of Finance (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Campbell Harvey, a Duke University finance professor whose courses have included “Innovation and Cryptoventures” and “Blockchain Business Models.” Dr. Harvey is also a research associate at NBER and a partner and senior adviser at Research Affiliates LLC, which oversees over $180 billion in client funds. He co-wrote the recent book “DeFi and the Future of Finance.”See omnystudio.com/listener for privacy information.
17/09/21•1h 32m
Jack Devine on the Afghan War’s Financial Disaster (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jack Devine, a 32-year veteran of the Central Intelligence Agency and the founding partner and president of the international risk consulting firm The Arkin Group. Devine is also the author of “Spymaster’s Prism: The Fight Against Russian Aggression” and “Good Hunting: An American Spymaster’s Story.”See omnystudio.com/listener for privacy information.
10/09/21•1h 13m
Robert Hormats on the Art of Business and Diplomacy (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Tiedemann Advisors managing director Robert Hormats, whose decades of experience in international trade and investment have brought him to posts in Western Europe, China, India, Russia, the Middle East and Southeast Asia. Prior to his work with Tiedemann Advisors, Hormats spent 25 years at Goldman Sachs (International), rising to vice chairman. He has also served five U.S. presidential administrations, most recently as undersecretary of state for economic growth, energy and the environment from 2009 through 2013. He has a Ph.D. in international economics from Tufts University.See omnystudio.com/listener for privacy information.
03/09/21•1h 33m
Joan Solotar on Private Equity Funds (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Joan Solotar, who is the global head of private wealth solutions at Blackstone, which has $684 billion in assets under management. Solotar also serves on Blackstone's management committee, and is a member of the board of trustees of East Harlem Tutorial Program and East Harlem Scholars Academies.See omnystudio.com/listener for privacy information.
27/08/21•1h 7m
Fran Kinniry on Private Equity Portfolio Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Fran Kinniry, who is global head of private investments at the $7 trillion Vanguard Group. During his more than two-decade tenure at Vanguard, Kinniry helped create the concept of advisor's alpha, and was previously principal in the investment strategy group and global head of portfolio construction. See omnystudio.com/listener for privacy information.
20/08/21•1h 1m
Greg Becker on the Innovation Business (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Greg Becker, who is the chief executive officer of Silicon Valley Bank — the only bank dedicated to the global innovation sector — and president and CEO of SVB Financial Group. Greg joined SVB in 1993 and has served as CEO since 2011; he previously held various senior positions including co-founder and managing director of SVB Capital, chief banking officer and president of Silicon Valley Bank.See omnystudio.com/listener for privacy information.
13/08/21•58m 35s
Sandy Rattray on Strategic Risk Management
Bloomberg Opinion columnist Barry Ritholtz speaks with Sandy Rattray, who co-invented the VIX index and is chief investment officer at Man Group, which has more than $125 billion in assets under management. Rattray is also co-author of the recent book "Strategic Risk Management: Designing Portfolios and Managing Risk."See omnystudio.com/listener for privacy information.
06/08/21•1h 19m
Charity Dean on the Lessons of Covid-19
Bloomberg Opinion columnist Barry Ritholtz speaks with public-health expert Dr. Charity Dean, who as a health official in California was among the first Americans to recognize the grave threat posed by Covid-19. Her story is recounted in Michael Lewis's latest book, "The Premonition: A Pandemic Story." She is the co-founder of The Public Health Company, which she also leads as chief executive officer.See omnystudio.com/listener for privacy information.
30/07/21•1h 10m
Brian Deese on Unleashing Competition (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Brian Deese, director of the National Economic Council under President Joe Biden, about the administration's plans to challenge anti-competitive forces across the economy.See omnystudio.com/listener for privacy information.
19/07/21•1h 5m
Mat Ishbia on Leadership and Mortgage Lending
Bloomberg Opinion columnist Barry Ritholtz speaks with Mat Ishbia, the chief executive officer of United Wholesale Mortgage, which is the top wholesale lender and No. 2 overall mortgage lender in the United States. The 9,000-person firm went public in the biggest SPAC ever. Ishbia is also the author of “Running the Corporate Offense: Lessons in Effective Leadership from the Bench to the Board Room.”See omnystudio.com/listener for privacy information.
16/07/21•45m 56s
Christine Hurtsellers on the Business of Trust (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Christine Hurtsellers, the chief executive officer of Voya Investment Management LLC. The firm manages approximately $252 billion in assets across fixed income, senior loans, equities, multi-asset strategies and solutions, private equity, and real assets, and also provides advisory services to individual and institutional investors. Hurtsellers also serves on Voya Financial Inc.’s executive committee.See omnystudio.com/listener for privacy information.
09/07/21•1h
Steven Romick on Portfolio Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Steven Romick of First Pacific Advisors, which manages approximately $28 billion. Romick is a managing partner and portfolio manager at FPA; prior to joining the firm in 1996, he was chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. He earned his bachelor’s degree from Northwestern University and is a CFA charterholder.See omnystudio.com/listener for privacy information.
02/07/21•1h 7m
Joe Moglia on Going From Football to Wall Street
Bloomberg Opinion columnist Barry Ritholtz speaks with Joe Moglia, who began his career as a football coach before moving into business and has more than 20 years of experience in each field. He is currently chairman of Fundamental Global Investors, which he also co-founded; chairman of Capital Wealth Advisors; and chair of athletics at Coastal Carolina University, where he was previously head football coach and recipient of multiple Coach of the Year honors. He was also previously CEO and chairman of the board at TD Ameritrade.See omnystudio.com/listener for privacy information.
25/06/21•1h
Robert Cialdini on the Psychology of Influence (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Dr. Robert Cialdini, whose bestselling books include "Influence: The Psychology of Persuasion" and "Pre-Suasion: A Revolutionary Way to Influence and Persuade." A professor emeritus of psychology and marketing at Arizona State University, he has conducted extensive research on the science of influence and is the founder of Influence At Work. See omnystudio.com/listener for privacy information.
18/06/21•1h 5m
Brad Stone on Big Tech Companies (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Brad Stone, author of the just-published “Amazon Unbound: Jeff Bezos and the Invention of a Global Empire” and senior executive editor for technology at Bloomberg News. Stone is also the author of the New York Times bestseller “The Everything Store: Jeff Bezos and the Age of Amazon,” and “The Upstarts: Uber, Airbnb, and the Battle for the New Silicon Valley.”See omnystudio.com/listener for privacy information.
11/06/21•1h 16m
Harin de Silva on Portfolio Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Harindra (Harin) de Silva, a portfolio manager and team lead for the Analytic Investors team at Wells Fargo Asset Management, which has $603 billion in assets under management. He was previously a principal at Analysis Group Inc., and holds a doctorate in finance from the University of California, Irvine.See omnystudio.com/listener for privacy information.
04/06/21•56m 38s
Carson Block on the Short-Selling Market (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Carson Block, who is the chief investment officer of Muddy Waters Capital LLC, an activist investment firm with $261 million in assets under management. Block was featured in the book "The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions" and the documentary "The China Hustle," and is the co-author of "Doing Business in China for Dummies."See omnystudio.com/listener for privacy information.
28/05/21•1h 22m
Scott Sperling on Innovative Investment Strategies (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Scott Sperling, who is co-CEO of private equity firm Thomas H. Lee Partners (THL), and a member of the firm’s management and investment committees. He previously spent more than a decade as managing partner of the affiliate of Harvard Management Company that managed all alternative asset classes for Harvard University’s endowment fund. He has an MBA from Harvard University.See omnystudio.com/listener for privacy information.
21/05/21•1h 7m
Daniel Kahneman on Behavioral Economics (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with behavioral economics expert Daniel Kahneman, who wrote the bestselling book "Thinking, Fast and Slow" and won the Nobel Prize in economics. Kahneman is a professor emeritus of psychology and public affairs at Princeton University and a fellow of the Center for Rationality at the Hebrew University of Jerusalem. His latest book, coauthored with Olivier Sibony and Cass Sunstein, is "Noise: A Flaw in Human Judgment."See omnystudio.com/listener for privacy information.
14/05/21•50m 47s
Michael Lewis on White House Pandemic Planning (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Michael Lewis, who is a Bloomberg Opinion columnist. His books include “Flash Boys: A Wall Street Revolt,” “Moneyball: The Art of Winning an Unfair Game,” “Liar’s Poker” and “The Fifth Risk.” He also has a podcast called “Against the Rules.” His published his latest book in May 2021: “The Premonition: A Pandemic Story.”See omnystudio.com/listener for privacy information.
04/05/21•1h 2m
Jonathan Miller on the Real Estate Industry (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jonathan Miller, president and CEO of Miller Samuel Inc., a real estate appraisal and consulting firm he co-founded in 1986. He is a state-certified real estate appraiser in New York and Connecticut who performs court testimony as an expert witness, and holds the Counselor of Real Estate (CRE) and Certified Relocation Professional (CRP) designations. He is also an "Appraiser A" member of the Real Estate Board of New York and a former two-term president of Relocation Appraisers and Consultants (RAC). See omnystudio.com/listener for privacy information.
30/04/21•1h 49m
Jack Brennan on Succeeding the Legendary John Bogle (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jack Brennan, chairman emeritus and senior adviser at The Vanguard Group, which as one of the world’s largest investment companies has more than $6 trillion in assets under management. Brennan joined Vanguard in 1982, was elected president in 1989, served as chief executive officer from 1996 to 2008, and served as chairman of the board from 1998 to 2009.See omnystudio.com/listener for privacy information.
26/04/21•1h 3m
Robert Arnott on Global Asset Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Robert Arnott, the founder and chairman of the board of Research Affiliates LLC. Arnott plays an active role in the firm’s research, portfolio management, product innovation, business strategy and client-facing activities. As of December 2020, $157 billion in assets were managed worldwide using investment strategies developed by Research Affiliates.See omnystudio.com/listener for privacy information.
16/04/21•1h 23m
John Schlifske on the Legacy of Northwestern Mutual (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with John Schlifske, who is chairman, president and chief executive officer at Northwestern Mutual. He rose through the ranks after having joined the company in 1987 as an investment specialist. Northwestern Mutual has more than $300 billion in total assets and $31 billion in revenues, and underwrites more than $2 trillion in life insurance.See omnystudio.com/listener for privacy information.
09/04/21•1h 10m
Shirl Penney on Building a $100 Billion RIA Platform (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.See omnystudio.com/listener for privacy information.
01/04/21•1h 7m
Gary Chropuvka on Financial Engineering (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Gary Chropuvka, who recently joined the quantitative asset management firm WorldQuant as president. He was previously the co-head of the quantitative investment strategies team at Goldman Sachs Asset Management.See omnystudio.com/listener for privacy information.
26/03/21•55m 28s
Bill Gurley on Entrepreneurs and Technology (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with legendary venture-capital investor Bill Gurley, who has spent more than 15 years as a general partner at Benchmark Capital. Prior his work in venture capital, Gurley spent four years on Wall Street as a top-ranked research analyst, including three years at Credit Suisse First Boston focusing on personal computer hardware and software. He was the lead analyst on the Amazon IPO. He is also the author of the long-running Above the Crowd blog, which focuses on the evolution and economics of technology businesses.See omnystudio.com/listener for privacy information.
19/03/21•1h 10m
Jeff Immelt on Crisis Management and Leadership (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jeff Immelt, who is a venture partner at the global venture capital and private equity firm New Enterprise Associates (NEA). Prior to joining NEA in 2018, Jeff was the ninth chairman of GE and served as chief executive officer for 16 years. He has received 15 honorary degrees and numerous awards for business leadership, and chaired the President’s Council on Jobs and Competitiveness under the Obama administration. His new book is “Hot Seat: What I Learned Leading a Great American Company,” a memoir of leadership in times of crisis.See omnystudio.com/listener for privacy information.
12/03/21•1h 2m
William J. Bernstein on Crowd Behavior (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with the financial theorist and retired neurologist William J. Bernstein, who co-founded the investment management firm Efficient Frontier Advisors and has written several books on finance and economic history. His titles include “The Birth of Plenty: How the Prosperity of the Modern World Was Created,” “A Splendid Exchange: How Trade Shaped the World,” and “Masters of the Word: How Media Shaped History.” He was also the 2017 winner of the James R. Vertin Award from CFA Institute. His latest book is “The Delusions of Crowds: Why People Go Mad in Groups.”See omnystudio.com/listener for privacy information.
05/03/21•1h 4m
Jean Hynes, Wellington’s Incoming CEO (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jean Hynes, Wellington’s incoming CEO, on rising through the ranks, managing one of the world’s largest asset managers, and investing in health care in the days of Covid. She manages the $51 billion Vanguard Health Care Fund.See omnystudio.com/listener for privacy information.
26/02/21•54m 15s
Doug Braunstein on Investment Banking (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Doug Braunstein, founder and managing partner at Hudson Executive Capital, which has underwritten several successful SPAC offerings and manages $1.6 billion in assets. Braunstein previously held several roles at JPMorgan Chase — including working directly with Jamie Dimon as chief financial officer and member of the executive committee — and served as head of JPMorgan’s Americas investment banking and global M&A.See omnystudio.com/listener for privacy information.
19/02/21•1h 15m
Ben Inker on Value and Asset Allocation (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Ben Inker, the head of asset allocation at GMO, which manages about $60 billion in assets. In his nearly three decades at GMO, Inker has served as an analyst for the quantitative equity and asset allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as a co-head of international quantitative equities, and as CIO of quantitative developed equities. He is also a member of the GMO board of directors and a CFA charterholder. See omnystudio.com/listener for privacy information.
12/02/21•1h 14m
Kevin Landis on Technology Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Kevin Landis, who is CEO and chief investment officer of Firsthand Capital Management. Landis founded Firsthand in 1994 and has since become one of the nation's best-known technology investors. He has been making venture capital investments in primary transactions since 1998, focusing on the technology and cleantech sectors. He has over two decades of experience in engineering, market research, product management and investing in the technology sector.See omnystudio.com/listener for privacy information.
05/02/21•1h 6m
Ron Baron on Investing in Tesla and SpaceX (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with legendary investor Ron Baron, who is the chairman, CEO and portfolio manager at Baron Funds. He founded Baron Capital Management and Baron Capital Inc. in 1982, and boasts more than a half century of research experience. Today, Baron Funds is known for its long-term, fundamental, active approach to growth investing; it has $49 billion in assets under management. See omnystudio.com/listener for privacy information.
29/01/21•1h 25m
Andrew Beer on the Hedge Fund Industry (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Andrew Beer, who serves as the managing member at Dynamic Beta investments LLC (formerly branded Beachhead Capital Management) and is co-portfolio manager of the firm's investment strategies. Beer has more than 25 years of experience in the alternative investment business. For more than a dozen years, his focus has been identifying strategies to match or outperform portfolios of leading hedge funds with low fees, daily liquidity and less downside risk. He started in the hedge fund industry in 1994, when he joined the Baupost Group as one of six generalist portfolio managers working for Seth Klarman.See omnystudio.com/listener for privacy information.
22/01/21•1h 9m
Adam Karr on Contrarian Investing
Bloomberg Opinion columnist Barry Ritholtz speaks with Adam Karr, a portfolio manager at Orbis Investment Management and head of the firm’s U.S. division.See omnystudio.com/listener for privacy information.
15/01/21•1h 11m
Sébastien Page on Smart Asset Allocation
Bloomberg Opinion columnist Barry Ritholtz speaks with Sébastien Page, author of 2020's "Beyond Diversification: What Every Investor Needs to Know About Asset Allocation" and head of T. Rowe Price's multi-asset division, which manages $363.5 billion. Page is also a member of T. Rowe Price's asset allocation committee and management committee. He was previously an executive vice president at Pimco and a senior managing director at State Street Global Markets.See omnystudio.com/listener for privacy information.
08/01/21•1h 15m
Dave Welling on What Financial Services Should Look Like
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.See omnystudio.com/listener for privacy information.
31/12/20•1h 14m
Jeff Poggi on the Art and Science of High-End Audio
Bloomberg Opinion columnist Barry Ritholtz speaks with Jeff Poggi, co-CEO of McIntosh Group, the legendary manufacturer of premium audio equipment. Despite the pandemic, the company has notched its best year for sales in its 70-year history. Prior to joining McIntosh Group, Poggi — an engineer by training — was at Harman International and Bose Corporation, and earned an MBA from Duke University.See omnystudio.com/listener for privacy information.
26/12/20•1h 18m
Tom Slater on Growth Investing (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Tom Slater, who is head of the U.S. equities team and a decision maker on long-term global growth portfolios at the U.K.-based investment firm Baillie Gifford.See omnystudio.com/listener for privacy information.
18/12/20•1h 5m
Mike Swell on Global Fixed Income Investors (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Mike Swell, co-head of global fixed income portfolio management at Goldman Sachs Asset Management (GSAM), where he is responsible for co-leading the global team of portfolio managers that oversee multi-sector portfolios. He joined the firm in 2007 as a managing director and head of structured products. Swell manages over $700 billion dollars in fixed income assets for GSAM.See omnystudio.com/listener for privacy information.
11/12/20•1h 5m
Catherine Keating on Wealth Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Catherine Keating, the chief executive officer of BNY Mellon Wealth Management and a member of the BNY Mellon Executive Committee, the company’s most senior leadership group. Prior to joining BNY Mellon, Keating was the chief executive officer of Commonfund and held a variety of senior positions at J.P. Morgan over two decades. She has been named one of the most powerful women in finance and one of the most powerful women in banking by American Banker, and is a member of the Council on Foreign Relations and the Economic Club of New York. BNY Mellon has $2 trillion dollars in assets under management.See omnystudio.com/listener for privacy information.
03/12/20•57m 44s
Greg Fleming on Shaping Wall Street (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Greg Fleming, who is the president and CEO of Rockefeller Capital Management. Prior to leading Rockefeller Capital Management, Fleming was the president of Morgan Stanley Wealth Management and Morgan Stanley Investment Management.See omnystudio.com/listener for privacy information.
25/11/20•1h 13m
Dennis Lynch on Global Portfolio Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Dennis Lynch, who is the head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 26 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Counterpoint Global is running $130 billion in assets.See omnystudio.com/listener for privacy information.
19/11/20•1h 7m
Penny Pennington on Wealth Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Penny Pennington, who is the managing partner of Edward Jones, a Fortune 500 financial services firm. She began her Edward Jones career in 2000 as a financial adviser in Livonia, Michigan. Penny is also senior executive sponsor of the firm’s LGBT+ & Allies Business Resource Group, and was recently named No. 33 on the Fortune Most Powerful Women in Business list, in her second appearance.See omnystudio.com/listener for privacy information.
13/11/20•1h 9m
Adam S. Posen on the Need for Fiscal Stimulus (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Adam S. Posen, who has been president of the Peterson Institute for International Economics since January 2013. Over the course of his career, he has contributed to research and public policy regarding monetary and fiscal policies in the G-20, the challenges of European integration since the adoption of the euro, China-U.S. economic relations, and developing new approaches to financial recovery and stability.See omnystudio.com/listener for privacy information.
06/11/20•1h 17m
Mario Giannini on the Art of Investing (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Mario Giannini, who is the CEO of private markets firm Hamilton Lane, one of the few publicly traded PE shops. The firm oversees more than $500 billion in privately invested assets, with $68 billion in directly managed funds. See omnystudio.com/listener for privacy information.
30/10/20•57m 51s
Ray Dalio on the Decline of Real Interest Rates (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Ray Dalio, who is the founder, co-chief investment officer and co-chairman of the world’s largest hedge fund, Bridgewater Associates. Dalio is known for his practical yet unconventional understanding of economics, which he spells out in his video “How the Economic Machine Works.” He's also the author of the New York Times bestseller “Principles: Life and Work.”See omnystudio.com/listener for privacy information.
22/10/20•1h 28m
Lisa Cook on Gender and Race in Economics (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Dr. Lisa Cook, a professor in the department of economics and in international relations at Michigan State University. As the first Marshall Scholar from Spelman College, she received a second B.A. from Oxford University before earning her Ph.D. from the University of California, Berkeley. She has served as a senior economist at the Council of Economic Advisers under President Barack Obama and has held positions or conducted research at the National Bureau of Economic Research; the Federal Reserve banks of Minneapolis, New York and Philadelphia; and the World Bank. In 2019, she was elected to serve on the executive committee of the American Economic Association, where she is director of the AEA Summer Training Program.See omnystudio.com/listener for privacy information.
14/10/20•55m 30s
Joel Greenblatt on Relative Value Investing (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Joel Greenblatt, who serves as managing principal and co-chief investment officer of Gotham Asset Management. Greenblatt is also an adjunct professor at Columbia Business School, where he teaches value and special situation investing, and is the author of numerous best-selling books. His latest is “Common Sense: The Investor's Guide to Equality, Opportunity, and Growth."See omnystudio.com/listener for privacy information.
09/10/20•1h 4m
Dave Portnoy on the Business of Sports Media (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Portnoy, who founded the blog Barstool Sports in 2003 and has since built it into a sports media powerhouse. The company was recently valued at $450 million.See omnystudio.com/listener for privacy information.
02/10/20•55m 5s
Pedro Earp on the Business of Beer (Podcast)
Boomberg Opinion columnist Barry Ritholtz speaks with Pedro Earp, the chief marketing officer of international brewing powerhouse AB InBev. Earp also leads AB InBev's incubator and venture-capital arm, ZX Ventures.See omnystudio.com/listener for privacy information.
25/09/20•50m 6s
Doug DeMuro on the Business of Reviewing Cars (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with high-profile car critic Doug DeMuro, whose YouTube channel has more than 3 million subscribers. In addition to creating videos, DeMuro has written for Autotrader, Jalopnik, GQ and The Week, and has appeared as a guest on "Jay Leno's Garage." He recently launched the modern enthusiast car auction site Cars & Bids. See omnystudio.com/listener for privacy information.
18/09/20•1h 5m
Will Danoff on Innovation and Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Will Danoff, who is the Contrafund portfolio manager at Fidelity. During his nearly 30-year tenure, the Fidelity Contrafund has outperformed the S&P 500 in 100% of rolling 10-year time periods. The Fidelity Contrafund is a large-cap growth fund with $139 billion in assets under management. See omnystudio.com/listener for privacy information.
11/09/20•1h 20m
Morgan Housel on the Culture of Finance (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Morgan Housel, who is a partner at Collaborative Fund and author of the new book "The Psychology of Money: Timeless Lessons on Wealth, Greed and Happiness." A former columnist at The Motley Fool and The Wall Street Journal, he is also a two-time winner of the Best in Business Award from the Society for Advancing Business Editing and Writing (formerly the Society of American Business Editors and Writers). See omnystudio.com/listener for privacy information.
04/09/20•1h 13m
Salim Ramji on ESG Investing (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with BlackRock Senior Managing Director Salim Ramji, who is global head of iShares and index investments (the total AUM is over $4 trillion) and a member of the firm’s global executive committee. Ramji was previously head of BlackRock's U.S. wealth advisory business and global head of corporate strategy. Before joining BlackRock, he was a senior partner at McKinsey & Company where he led the asset and wealth management practice areas. He started his career as a corporate finance and mergers and acquisitions lawyer in London and Hong Kong. See omnystudio.com/listener for privacy information.
28/08/20•57m 51s
Mandell Crawley on the Private Wealth Business (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Mandell Crawley, who is Morgan Stanley's head of private and international wealth management. Crawley also co-leads the institutional client coverage group, and is a member of the firm’s management committee, global wealth management operating committee, multicultural client strategy committee and global securities operating committee. He was previously Morgan Stanley's chief marketing officer. He joined the firm as a high school intern in 1992 and never left.See omnystudio.com/listener for privacy information.
21/08/20•1h
Claudia Sahm on Economic Policy (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Claudia Sahm, director of macroeconomic policy at the Washington Center for Equitable Growth. She has policy and research expertise on consumer spending, fiscal stimulus, and the financial well-being of households, and is known for developing the “Sahm Rule.”See omnystudio.com/listener for privacy information.
14/08/20•1h 10m
Paul Wraith on the Design Business (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with automotive design expert Paul Wraith, who is the chief designer for Ford Motor Company’s relaunch of the iconic Ford Bronco.See omnystudio.com/listener for privacy information.
07/08/20•48m 16s
Simon Hallett on Investing and Soccer (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Simon Hallett, who is co-chief investment officer at Harding Loevner, a firm that manages more than $72 billion in assets. Previously, Hallett was the director/investment manager at Jardine Fleming Investment Management in Hong Kong. He is also the chairman and majority owner of Plymouth Argyle Football Club in the U.K.See omnystudio.com/listener for privacy information.
31/07/20•1h
David Enrich on Deutsche Bank’s Clean-Up (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with New York Times business investigations editor David Enrich, whose latest book is “Dark Towers: Deutsche Bank, Donald Trump, and an Epic Trail of Destruction.” He is also the author of “The Spider Network: How a Math Genius and Gang of Scheming Bankers Pulled Off One of The Greatest Scams in History.”See omnystudio.com/listener for privacy information.
24/07/20•1h 6m
Introducing: Blood River, A New Podcast From Bloomberg
The killers of Berta Caceres had every reason to believe they’d get away with murder. More than 100 other environmental activists in Honduras had been killed in the previous five years, yet almost no one had been punished for the crimes. Bloomberg’s Blood River follows a four-year quest to find her killers – a twisting trail that leads into the country’s circles of power.Blood River premieres on July 27.See omnystudio.com/listener for privacy information.
21/07/20•3m 43s
Martin Franklin on Building Businesses (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Sir Martin Ellis Franklin, the founder and CEO of Mariposa Capital LLC and chairman and controlling shareholder of Royal Oak Enterprises LLC. Franklin is also the founder and executive chairman of Element Solutions Inc. (previously known as Platform Specialty Products Corporation), a director of Restaurant Brands International Inc., and a director of APi Group Corporation. In addition, he was the youngest CEO of a corporation listed on the NYSE.See omnystudio.com/listener for privacy information.
17/07/20•46m 25s
Bill Miller on the Classical Value Portfolio (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Bill Miller, founder of Miller Value Partners. Miller serves as the firm's chairman and chief investment officer, and is also co-portfolio manager for opportunity equity and income strategy. Prior his work with Miller Value Partners, Bill and his partner, Ernie Kiehne, founded Legg Mason Capital Management and served as portfolio managers of the Legg Mason Capital Management Value Trust from its inception in 1982. Bill took over as sole manager in December 1990 and served in this role for the next 20 years.See omnystudio.com/listener for privacy information.
10/07/20•1h 15m
Robin King on the Navy SEAL Foundation (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Robin King, chief executive officer of the Navy SEAL Foundation, which serves the Naval Special Warfare community and their families with specialized programs designed to improve health, build resiliency, preserve legacies, and empower and educate.See omnystudio.com/listener for privacy information.
02/07/20•47m 2s
Ron Carson on Financial Advisers' Trust (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Carson Group founder and CEO Ron Carson. Carson Group serves financial advisers and investors through its family of businesses including Carson Wealth (which has $12 billion in assets under management) and Carson Coaching (which has grown to be one of the leading adviser coaching programs in the U.S.). He is the author of several books, including "The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life."See omnystudio.com/listener for privacy information.
26/06/20•1h 4m
Introducing Foundering
Adam Neumann had a vision: to make his startup WeWork a wildly successful company that would change the world. He convinced thousands of other people -- customers, employees, investors -- that he could make that dream a reality. And for a while, he did. He was one of the most successful startup founders in the world. But then, in the span of just a few months, everything changed.Foundering is a new serialized podcast from the journalists at Bloomberg Technology. This season, we’ll tell you the story of WeWork, a company that captured the startup boom of the 2010s and also may be remembered as a spectacular bust that marked the end of an era.Catch the first two episodes of Foundering, now available on Apple Podcasts, Spotify, or wherever you listen.See omnystudio.com/listener for privacy information.
26/06/20•3m 34s
Jeremy Siegel on the Stock Market Under Covid-19 (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jeremy Siegel, who is the Russell E. Palmer professor of finance at the University of Pennsylvania's Wharton School and senior investment strategy adviser at WisdomTree Asset Management. His book "Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies" was named by The Washington Post as one of the 10 best investment books of all time. He is also the author of "The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New."See omnystudio.com/listener for privacy information.
19/06/20•1h 6m
Luke Ellis on the Hedge Fund Business (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Luke Ellis, who is the chief executive officer of Man Group, the world’s largest listed hedge fund and a pioneer in the application of systematic trading since 1987. Man Group has five investment engines that manage more than $104 billion in a range of liquid and private markets. Ellis was previously a managing director at J.P. Morgan in London and global head of the firm’s equity derivatives and equity proprietary trading businesses.See omnystudio.com/listener for privacy information.
12/06/20•58m 27s
Jonathan Litt on Real Estate Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jonathan Litt, who is the founder and chief investment officer of Land & Buildings. Litt founded Land & Buildings in the summer of 2008 and has built it into a prominent activist hedge fund in the real-estate space. He has more than 25 years of experience as a strategist and an investor in both public real-estate securities and direct property.See omnystudio.com/listener for privacy information.
05/06/20•52m 19s
David Rosenberg on Emergency Policy Decisions (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with David Rosenberg, who is president, chief economist and strategist of Rosenberg Research & Associates Inc. From 2002 to 2009, he was chief North American economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings.See omnystudio.com/listener for privacy information.
29/05/20•51m 29s
Michael Lewis on the Power of Intelligent Leadership (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with author Michael Lewis, whose books include “Flash Boys: A Wall Street Revolt,” “Moneyball: The Art of Winning an Unfair Game,” “Liar’s Poker” and “The Fifth Risk.” He is also a Bloomberg Opinion columnist, and hosts the podcast “Against the Rules.”See omnystudio.com/listener for privacy information.
25/05/20•58m 32s
Jon Taffer on Bars, Restaurants and Hotels on Lockdown (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jonathan Taffer, an American entrepreneur and television personality. He is best known for creating the concept for NFL Sunday Ticket. He is also known as the host of the reality series “Bar Rescue” on the Paramount Network.See omnystudio.com/listener for privacy information.
22/05/20•48m 50s
Henry Cornell on Merchant Banking (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Henry Cornell, founder and senior partner of Cornell Capital. Prior to founding the firm, Henry was the vice chairman and one of the original architects of the merchant banking division of Goldman Sachs.See omnystudio.com/listener for privacy information.
15/05/20•46m 34s
Jim Bianco on the Market Crisis and the Fed
Bloomberg Opinion columnist Barry Ritholtz speaks with Jim Bianco, president and macro strategist at Bianco Research LLC. In addition to having spent nearly 20 years with Bianco Research, he is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). See omnystudio.com/listener for privacy information.
08/05/20•1h 7m
Jim Chanos on Financial Fraud (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Jim Chanos, founder and managing partner of Kynikos Associates. Throughout his investment career, Mr. Chanos has identified and sold short the shares of numerous well-known corporate financial disasters. He is currently a lecturer in finance and a Becton Fellow at the Yale School of Management, where he teaches a class on the history of financial fraud.See omnystudio.com/listener for privacy information.
02/05/20•1h 1m
Chris Whalen on PPP Loans (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Richard Christopher Whalen, investment banker and chairman of Whalen Global Advisors LLC. Mr. Whalen is the author of several books, including his most recent work, “Ford Men: From Inspiration to Enterprise.”See omnystudio.com/listener for privacy information.
24/04/20•48m 0s
James Montier on Fear and Investment (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with James Montier, who is a member of the asset allocation team at Grantham, Mayo, Van Otterloo & Co. (GMO). Prior to that, he was the co-head of global strategy at Société Générale. Montier is also the author of several market-leading books, including “The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy.”See omnystudio.com/listener for privacy information.
17/04/20•57m 21s
Barry Ritholtz Discusses WFH’s Impact on the Economy (Podcast)
Bloomberg Opinion Columnist Barry Ritholtz speaks with a variety of guests who share their work-from-home experiences during the Covid-19 quarantine.See omnystudio.com/listener for privacy information.
11/04/20•1h 5m
John Mousseau on Risk in the Fixed Income Market (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with John R. Mousseau, who is president, chief executive officer and director of fixed income at Cumberland Advisors. Mousseau is also co-author of the book “Adventures in Muniland: A Guide to Municipal Bond Investing in the Post-Crisis Era.” See omnystudio.com/listener for privacy information.
11/04/20•40m 29s
Jonathan Miller on Real Estate After the Coronavirus
Bloomberg Opinion columnist Barry Ritholtz interviews Jonathan Miller, president and CEO of the real-estate appraisal and consulting firm Miller Samuel.See omnystudio.com/listener for privacy information.
03/04/20•35m 56s
Ben Cohen on the Science of Winning Streaks
Bloomberg Opinion columnist Barry Ritholtz speaks with Ben Cohen, NBA correspondent for the Wall Street Journal. His new book is “The Hot Hand: The Mystery and Science of Streaks.”See omnystudio.com/listener for privacy information.
27/03/20•1h 33m
Announcing Prognosis Daily: Coronavirus
Harnessing Bloomberg's reporting from every continent, Bloomberg's daily Prognosis podcast brings the news, data and analysis you need for living in the time of Covid-19. In around ten minutes, we will explain the latest developments in health and science, the impact on individuals, industries and governments and the adaptions they are making in the face of the global pandemic. Come back every weekday afternoon for a short dose of the best information about the novel coronavirus from more than 120 bureaus around the world.First episode drops Thursday, March 26. Subscribe to Prognosis Daily: Coronavirus on Apple Podcasts, Spotify, or wherever you listen.See omnystudio.com/listener for privacy information.
26/03/20•56s
David Dunning on the Dunning-Kruger Effect
Bloomberg Opinion columnist Barry Ritholtz interviews social psychologist David Dunning – of “Dunning-Kruger effect” fame – who is best known for studying why people have problems recognizing their own incompetence.See omnystudio.com/listener for privacy information.
21/03/20•1h 28m
Cristiano Amon Discusses the Promise of 5G
Bloomberg Opinion columnist Barry Ritholtz interviews Cristiano Amon, who as president of Qualcomm Inc. oversees all activities related to the company's semiconductor business. See omnystudio.com/listener for privacy information.
13/03/20•48m 51s
Jan van Eck on Successful Thematic Investing
Bloomberg Opinion columnist Barry Ritholtz interviews Jan van Eck, CEO of Van Eck Associates Corp., which manages $49 billion dollars in ETFs and funds.See omnystudio.com/listener for privacy information.
06/03/20•1h 14m
Danielle DiMartino Booth on What’s Wrong With the Fed
Bloomberg Opinion columnist Barry Ritholtz interviews Danielle DiMartino Booth, author of “Fed Up: An Insider’s Take on Why the Federal Reserve Is Bad for America.” She spent nearly a decade at the Federal Reserve Bank of Dallas, where she acted as adviser to the president, before founding the research firm Quill Intelligence, where she now serves as CEO and chief strategist. She also contributes analysis to Bloomberg Opinion.See omnystudio.com/listener for privacy information.
27/02/20•1h 32m
Brian Deese on What’s Driving ESG Investing
Bloomberg Opinion columnist Barry Ritholtz interviews BlackRock’s global head of sustainable investing, Brian Deese. Deese previously served as senior adviser for climate change and energy policy to former president Barack Obama, and helped draft the Paris climate accord.See omnystudio.com/listener for privacy information.
21/02/20•51m 25s
Paul Krugman on Challenging Zombie Ideas
Bloomberg Opinion columnist Barry Ritholtz interviews economist, bestselling author and New York Times columnist Paul Krugman, whose most recent book is “Arguing With Zombies: Economics, Politics, and the Fight for a Better Future.” Krugman has authored or edited more than 20 books and 200 scholarly articles, and was awarded the Nobel Memorial Prize in Economic Sciences in 2008.See omnystudio.com/listener for privacy information.
14/02/20•1h 28m
Hannah Elliott on All Things Automotive
Bloomberg Opinion columnist Barry Ritholtz interviews Hannah Elliott, who as a staff writer and car critic for Bloomberg Businessweek has spent six years covering luxury autos and motorcycles. Prior to that, she worked for eight years at Forbes magazine covering luxury cars, fashion and culture. See omnystudio.com/listener for privacy information.
07/02/20•1h 45m
Christopher Davis Discusses Smart Value Investing
Bloomberg Opinion columnist Barry Ritholtz interviews Christopher Davis, chairman of Davis Advisors, which has more than $25 billion under management. In addition to leading Davis Advisors, he is on the board of directors at Coca-Cola and is vice chairman of the American Museum of Natural History. See omnystudio.com/listener for privacy information.
31/01/20•1h 30m
Barbara Tversky on How the Mind Works
Bloomberg Opinion columnist Barry Ritholtz interviews cognitive psychologist Barbara Tversky, author of 2019's "Mind in Motion: How Action Shapes Thought." Tversky is a professor emerita of psychology at Stanford University and a professor of psychology and education at Teachers College, Columbia University.See omnystudio.com/listener for privacy information.
24/01/20•1h 32m
Safi Bahcall on Why You Need to Take Crazy Risks
Bloomberg Opinion columnist Barry Ritholtz interviews physicist and biotech entrepreneur Safi Bahcall, author of 2019's "Loonshots: How to Nurture the Crazy Ideas That Win Wars, Cure Diseases and Transform Industries."See omnystudio.com/listener for privacy information.
17/01/20•1h 28m
Matthew Benkendorf on Managing Equities
Bloomberg Opinion columnist Barry Ritholtz interviews Matthew Benkendorf, CIO of Vontobel’s Quality Growth boutique, which manages about $35 billion.See omnystudio.com/listener for privacy information.
10/01/20•1h 22m