Gesamtlänge aller Episoden: 26 days 5 hours 7 minutes
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.
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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...
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...
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.
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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.
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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...
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...
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.
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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.
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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...