Masters in Business

Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

https://www.bloomberg.com/audio/shows

Eine durchschnittliche Folge dieses Podcasts dauert 1h9m. Bisher sind 577 Folge(n) erschienen. Jede Woche gibt es eine neue Folge dieses Podcasts.

Gesamtlänge aller Episoden: 26 days 15 hours 12 minutes

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Savita Subramanian on Equity and Quantitative Strategy

[transcript]


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...


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   1h18m
 
 

At the Money: Hot & Cold Investments

[transcript]


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.


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   11m
 
 

Jim O'Shaughnessy on How AI Will Change Everything From Arts to Stocks

[transcript]


 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.


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   1h32m
 
 

At the Money: Building A Concentrated Portfolio

[transcript]


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...


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   12m
 
 

Joanne Bradford on the Power of Marketing

[transcript]


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...


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   58m
 
 

At the Money: Should You Be A Stock Picker?

[transcript]


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...


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   10m
 
 

Ed Yardeni on Long-Term Bull Market

[transcript]


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...


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   1h23m
 
 

At the Money: What Data Matters and What Doesn't

[transcript]


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.


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   12m
 
 

Goldman Sachs Ashish Shah on Reading the Market With AI and Technology

[transcript]


 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...


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   1h7m
 
 

At the Money: Avoid Closet Indexing

[transcript]


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...


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 April 17, 2024  16m