Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
https://www.bloomberg.com/audio/shows
Gesamtlänge aller Episoden: 26 days 7 hours 47 minutes
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.
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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...
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.
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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...
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...
At the Money: Woke Investing vs. Values-Based Investing
There's been criticism of what some call “Woke Investing.” But “Value-based investing” is more politically agnostic than its critics realize. Used by Pro-life investors like the Catholic Church, it aligns capital with deeply held beliefs – be they left or right. In 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...
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...
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...
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...
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...