Masters in Business podcast

Masters in Business

·

  Bloomberg  

Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

 

#609

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] (https://omnystudio.com/listener) for privacy information. ... Read more

17 hrs Ago

12 MINS

12:31

17 hrs Ago


#608

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] (https://url.avanan.click/v2/r01/___https://bit.ly/4eIFhe5___.YXAzOnJ3czphOmc6MjNiM2JiNmFlZTc1Y2UzZDhjZGNiMGY4OTRlMDc3ZjE6Nzo3YTY2OjgwNjEwYzM4MGYyMDAxNDZhNjY1NDViYzM1NmYxMGQ0MTQxYmYwYWM5NmUyOTlmNWE4Zjg1NGJmN2E1ZmVmNjc6aDpUOk4) .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] (https://omnystudio.com/listener) for privacy information. ... Read more

14 Nov 2024

1 HR 28 MINS

1:28:57

14 Nov 2024


#607

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] (https://bit.ly/48b5Rdn) .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] (https://omnystudio.com/listener) for privacy information. ... Read more

13 Nov 2024

12 MINS

12:02

13 Nov 2024


#606

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] (https://url.avanan.click/v2/r01/___https://bit.ly/4eIFhe5___.YXAzOnJ3czphOmc6MjNiM2JiNmFlZTc1Y2UzZDhjZGNiMGY4OTRlMDc3ZjE6Nzo3YTY2OjgwNjEwYzM4MGYyMDAxNDZhNjY1NDViYzM1NmYxMGQ0MTQxYmYwYWM5NmUyOTlmNWE4Zjg1NGJmN2E1ZmVmNjc6aDpUOk4) . 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] (https://omnystudio.com/listener) for privacy information. ... Read more

08 Nov 2024

1 HR 17 MINS

1:17:35

08 Nov 2024


#605

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] (https://bit.ly/48b5Rdn) . 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] (https://omnystudio.com/listener) for privacy information. ... Read more

06 Nov 2024

14 MINS

14:21

06 Nov 2024


#604

Listen Now: US Election Coverage on Bloomberg Podcasts

Be in the know this election with Bloomberg Podcasts. Follow [Bloomberg News Now] (https://link.podtrac.com/vdimgcgu) for up-to-the minute election results, all night long. And go deeper with [The Big Take] (https://link.podtrac.com/xf1sau2f) podcast, featuring in-depth global analysis of the US election every day this week.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

04 Nov 2024

01 MINS

01:05

04 Nov 2024


#603

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] (https://omnystudio.com/listener) for privacy information. ... Read more

31 Oct 2024

1 HR 04 MINS

1:04:48

31 Oct 2024


#602

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] (https://url.avanan.click/v2/r01/___https://bit.ly/4eIFhe5___.YXAzOnJ3czphOmc6MjNiM2JiNmFlZTc1Y2UzZDhjZGNiMGY4OTRlMDc3ZjE6Nzo3YTY2OjgwNjEwYzM4MGYyMDAxNDZhNjY1NDViYzM1NmYxMGQ0MTQxYmYwYWM5NmUyOTlmNWE4Zjg1NGJmN2E1ZmVmNjc6aDpUOk4) .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] (https://omnystudio.com/listener) for privacy information. ... Read more

30 Oct 2024

11 MINS

11:32

30 Oct 2024


#601

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] (https://omnystudio.com/listener) for privacy information. ... Read more

25 Oct 2024

55 MINS

55:11

25 Oct 2024


#600

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] (https://bit.ly/48b5Rdn) . 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] (https://omnystudio.com/listener) for privacy information. ... Read more

23 Oct 2024

13 MINS

13:06

23 Oct 2024


#599

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] (https://bit.ly/48b5Rdn) .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] (https://omnystudio.com/listener) for privacy information. ... Read more

18 Oct 2024

1 HR 02 MINS

1:02:03

18 Oct 2024


#598

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] (https://omnystudio.com/listener) for privacy information. ... Read more

16 Oct 2024

13 MINS

13:41

16 Oct 2024


#597

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] (https://omnystudio.com/listener) for privacy information. ... Read more

11 Oct 2024

33 MINS

33:44

11 Oct 2024


#596

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] (https://omnystudio.com/listener) for privacy information. ... Read more

09 Oct 2024

13 MINS

13:37

09 Oct 2024


#595

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] (https://omnystudio.com/listener) for privacy information. ... Read more

03 Oct 2024

1 HR 01 MINS

1:01:09

03 Oct 2024


#594

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] (https://omnystudio.com/listener) for privacy information. ... Read more

02 Oct 2024

14 MINS

14:15

02 Oct 2024


#593

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] (https://omnystudio.com/listener) for privacy information. ... Read more

26 Sep 2024

1 HR 22 MINS

1:22:43

26 Sep 2024


#592

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] (https://omnystudio.com/listener) for privacy information. ... Read more

25 Sep 2024

10 MINS

10:34

25 Sep 2024


#591

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] (https://omnystudio.com/listener) for privacy information. ... Read more

19 Sep 2024

1 HR 10 MINS

1:10:49

19 Sep 2024


#590

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] (https://omnystudio.com/listener) for privacy information. ... Read more

18 Sep 2024

12 MINS

12:32

18 Sep 2024


#589

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] (https://omnystudio.com/listener) for privacy information. ... Read more

12 Sep 2024

55 MINS

55:21

12 Sep 2024


#588

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] (https://omnystudio.com/listener) for privacy information. ... Read more

11 Sep 2024

13 MINS

13:33

11 Sep 2024


#587

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] (https://omnystudio.com/listener) for privacy information. ... Read more

09 Sep 2024

17 MINS

17:12

09 Sep 2024


#586

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] (https://omnystudio.com/listener) for privacy information. ... Read more

05 Sep 2024

57 MINS

57:51

05 Sep 2024


#585

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] (https://omnystudio.com/listener) for privacy information. ... Read more

04 Sep 2024

14 MINS

14:30

04 Sep 2024


#584

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] (https://omnystudio.com/listener) for privacy information. ... Read more

29 Aug 2024

56 MINS

56:05

29 Aug 2024


#583

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] (https://omnystudio.com/listener) for privacy information. ... Read more

28 Aug 2024

10 MINS

10:34

28 Aug 2024


#582

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] (https://omnystudio.com/listener) for privacy information. ... Read more

22 Aug 2024

1 HR 03 MINS

1:03:45

22 Aug 2024


#581

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] (https://omnystudio.com/listener) for privacy information. ... Read more

21 Aug 2024

15 MINS

15:46

21 Aug 2024