PODCAST

Masters in Business

Bloomberg

Barry Ritholtz speaks with the people that shape markets, investing and business.

business investing

All Episodes

68:20

David Einhorn: Market Structures Are Broken

Masters in Business ·

2024/02/08

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

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12:40

At the Money: Stock Picking vs. Value Investing

Masters in Business ·

2024/02/07

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.

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46:03

Tom Hancock on Quality Stocks and Launching ETFs

Masters in Business ·

2024/02/01

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.

en-US

13:46

At the Money: Forecasting Recessions with Claudia Sahm

Masters in Business ·

2024/01/31

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.

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50:32

Sarah Kirshbaum Levy on the Value of Marketing

Masters in Business ·

2024/01/25

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

en-US

12:45

At the Money: How to Pay Less Capital Gains Taxes

Masters in Business ·

2024/01/24

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,

en-US

51:26

Shomik Dutta on Climate Tech Investments

Masters in Business ·

2024/01/19

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.

en-US

12:40

At the Money: What Investors Really Want

Masters in Business ·

2024/01/17

What do investors really want? Long-term capital appreciation and income are the obvious answers. But, it turns out they actually want a lot more than that. On this episode, Barry Ritholtz speaks to Meir Statman, Professor of Finance at Santa Clara University. Statman is an award-winning expert on investor behavior and financial decision making. His book “What Investors Really Want” has become a classic that explains what drives investors.See omnystudio.com/listener for privacy information.

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62:50

Cathy Marcus on Commercial Real Estate

Masters in Business ·

2024/01/11

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

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9:11

At the Money: Investor Incompetence

Masters in Business ·

2024/01/10

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

en-US

61:53

Matt Levine on Money and Stuff

Masters in Business ·

2024/01/04

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.

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12:09

At the Money: Contrarian Investing

Masters in Business ·

2024/01/03

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.

en-US

64:11

Team Favorite: Jenny Johnson on Managing a...

Masters in Business ·

2023/12/29

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

en-US

15:28

At the Money: The Best Way to Sell Your House

Masters in Business ·

2023/12/27

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.

en-US

96:47

Stephen Suttmeier on Chart Portfolio of Global Markets

Masters in Business ·

2023/12/21

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

en-US

16:11

At the Money: Seasonality In Stocks

Masters in Business ·

2023/12/20

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.

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44:15

Mike Rockefeller on Launching a New Hedge Fund

Masters in Business ·

2023/12/14

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.

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0:51

Introducing: Bloomberg News Now

Masters in Business ·

2023/12/14

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.

en-US

10:36

At the Money: Mutual Funds vs. ETFs

Masters in Business ·

2023/12/13

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.

en-US

70:23

Joel Tillinghast on Fidelity Investments

Masters in Business ·

2023/12/08

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

en-US

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