Masters in Business podcast

Masters in Business

·

  Bloomberg  

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

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

 

#551

Introducing: Big Take Asia

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 hrs Ago

01 MINS

01:30

19 hrs Ago


#550

Savita Subramanian on Equity and Quantitative Strategy

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. Subramanian is on the advisory board of the UCLA Master of Financial Engineering program, on the membership committee of Q Group, and is a member of the Chicago Quantitative Alliance and the Society of Quantitative Analysts.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

16 May 2024

1 HR 18 MINS

1:18:39

16 May 2024


#549

At the Money: Hot & Cold Investments

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

15 May 2024

11 MINS

11:30

15 May 2024


#548

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

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

09 May 2024

1 HR 32 MINS

1:32:47

09 May 2024


#547

At the Money: Building A Concentrated Portfolio

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

08 May 2024

12 MINS

12:50

08 May 2024


#546

Joanne Bradford on the Power of Marketing

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

02 May 2024

58 MINS

58:08

02 May 2024


#545

At the Money: Should You Be A Stock Picker?

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. Most of the rest have not earned their costs. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

01 May 2024

10 MINS

10:27

01 May 2024


#544

Ed Yardeni on Long-Term Bull Market

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.  He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York and at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

26 Apr 2024

1 HR 23 MINS

1:23:32

26 Apr 2024


#543

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

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

24 Apr 2024

12 MINS

12:45

24 Apr 2024


#542

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

 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. Prior to joining the firm, Shah was chief investment officer for global credit and head of fixed income for AllianceBernstein LP, where he oversaw all credit-related strategies. Shah was previously managing director and head of global credit strategy at Barclays Capital Inc., responsible for the high-grade, high-yield, structured credit and municipal strategy groups and the special situations research team, and head of credit strategy at Lehman Brothers Holdings Inc.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 Apr 2024

1 HR 07 MINS

1:07:32

19 Apr 2024


#541

At the Money: Avoid Closet Indexing

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. He speaks with Barry Ritholtz about the best ways to avoid the funds that charge high fees but fail to provide the benefits of active management. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

17 Apr 2024

16 MINS

16:39

17 Apr 2024