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Masters in Business

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Bloomberg

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

#477

Armen Panossian on Credit in a Time of Rising Rates

Bloomberg Radio host Barry Ritholtz speaks with Armen Panossian, managing director and head of performing credit at Oaktree Capital Management LP, which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Panossian holds an MS degree in health services research from Stanford Medical School; a JD degree from Harvard Law School; and an MBA from Harvard Business School. He serves on the advisory board of the Stanford Institute for Economic Policy Research and is a member of the state bar of California. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

22 Sep 2023

1 HR 06 MINS

1:06:15

22 Sep 2023

#476

Elizabeth Burton on Liquidity in Pension Funds

Bloomberg Radio host Barry Ritholtz speaks with Elizabeth Burton, managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. Prior to joining the firm, Elizabeth was chief investment officer at the Employees' Retirement System of the State of Hawaii. Before that, she served as a managing director in the quantitative strategies group at the Maryland State Retirement Agency, where she was responsible for the agency's absolute return portfolio and oversaw risk management. Elizabeth serves on the board of directors of the Chartered Alternative Investment Association. In addition, she serves on the board of the Hill School. Elizabeth earned an MBA in finance and econometrics and statistics from the University of Chicago in 2011. She is a charterholder of CAIA. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

15 Sep 2023

1 HR 01 MINS

1:01:22

15 Sep 2023

#475

INTRODUCING: Bloomberg News Now

[Bloomberg News Now] (https://omny.fm/shows/bloomberg-news-now) is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. Listen and Subscribe on: Apple: [apple.co/3Eyz9EX] (https://podcasts.apple.com/us/podcast/bloomberg-news-now/id1701403307) Spotify: [spoti.fi/45IG5LR] (https://open.spotify.com/show/5q8wg5rFYbbeDk0kk7t6Uc) Anywhere: [bit.ly/460OMka] (https://omny.fm/shows/bloomberg-news-now) See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

11 Sep 2023

00 MINS

00:30

11 Sep 2023

#474

Jon McAuliffe on Innovation and Statistical Methods

Bloomberg Radio host Barry Ritholtz speaks with Jon McAuliffe, who is co-founder and chief investment officer at the Voleon Group, heading the firm’s investment-strategy research and development. McAuliffe has a substantial track record of successful innovation in applying statistical methods to real-life prediction problems, particularly in the financial markets. McAuliffe is also an adjunct professor of statistics at the University of California, Berkeley, where he earned his Ph.D. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

08 Sep 2023

1 HR 10 MINS

1:10:07

08 Sep 2023

#473

Jonathan Miller on High Mortgage Rates

Bloomberg Radio host Barry Ritholtz speaks with Jonathan Miller. He's the founder and CEO of Miller Samuel, a real estate appraisal & consulting firm founded in 1986. They discuss the current environment for US housing, mortgage rates, and his favorite New York City penthouse apartment. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

01 Sep 2023

1 HR 56 MINS

1:56:20

01 Sep 2023

#472

Greg Davis on Vanguard Portfolio Management

Bloomberg Radio host Barry Ritholtz speaks with Vanguard’s Greg Davis, who in his role as chief investment officer is responsible for the oversight of approximately $7 trillion managed by Vanguard fixed income, equity index, and quantitative equity groups. Davis also serves as a member of the Treasury Borrowing Advisory Committee of the US Treasury Department. He has more than 20 years of investment management experience. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

25 Aug 2023

58 MINS

58:20

25 Aug 2023

#471

Cass Sunstein on Behavioral Finance and Wealth

Bloomberg Radio host Barry Ritholtz speaks with legal scholar Cass Sunstein, who founded and leads Harvard Law School’s program on behavioral economics and public policy. He authored several books, including the bestselling “Nudge: Improving Decisions About Health, Wealth and Happiness” (written with Richard H. Thaler); his most recent is “How to Interpret the Constitution.” See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

18 Aug 2023

1 HR 27 MINS

1:27:13

18 Aug 2023

#470

Ted Seides on the World’s Elite Money Managers

Bloomberg Radio host Barry Ritholtz speaks with asset management expert Ted Seides, founder of Capital Allocators LLC. His most recent book is “Capital Allocators: How the World’s Elite Money Managers Lead and Invest”; he is also the host of the popular “Capital Allocators” podcast, which reached 16 million downloads in June. Seides is a CFA charterholder and has an MBA from Harvard Business School. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

11 Aug 2023

1 HR 21 MINS

1:21:31

11 Aug 2023

#469

Dan Harris on Becoming a Business-Minded Entrepreneur

Bloomberg Radio host Barry Ritholtz speaks with journalist and entrepreneur Dan Harris, author of the New York Times bestselling book “10% Happier: How I Tamed the Voice in My Head, Reduced Stress Without Losing My Edge, and Found Self-Help That Actually Works.” Harris also launched the app Ten Percent Happier, and hosts the Wondery podcast “Ten Percent Happier with Dan Harris.” He lives in New York City. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

04 Aug 2023

56 MINS

56:13

04 Aug 2023

#468

Liz Hoffman on the Pandemic Stories Impacting Markets

Bloomberg Radio host Barry Ritholtz speaks with Liz Hoffman, who is the business and finance editor at Semafor and author of “Crash Landing: The Inside Story of How the World's Biggest Companies Survived an Economy on the Brink.” She was previously a senior reporter at The Wall Street Journal, where she covered financial markets and corporate dealmaking. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

28 Jul 2023

1 HR 10 MINS

1:10:25

28 Jul 2023

#467

Jawad S. Mian on Global Investment Research

Bloomberg Radio host Barry Ritholtz speaks with Jawad S. Mian, who is the founder and managing editor at Stray Reflections, an independent global macro research and trading advisory firm with a focus on major investment themes. His clients include some of the world’s largest hedge funds, family offices and institutional investors. Mian studied finance and economics at the University of Western Ontario, and is a CFA and CMT charterholder. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

21 Jul 2023

1 HR 01 MINS

1:01:09

21 Jul 2023

#466

Thomas Wagner on Sports Investing With Tom Brady

Bloomberg Radio host Barry Ritholtz speaks with Thomas Wagner, co-chairman and co-founder of Knighthead Capital Management LLC, which has $10 billion in assets under management. He is a co-investor, with Tom Brady, in several sports assets, including a pickleball team, the English Football League's Birmingham City club and an endurance auto racing team. Before founding Knighthead Capital, Wagner was a managing director responsible for running the distressed and high-yield credit trading desks at Goldman Sachs & Co. Wagner began his career doing hedge fund accounting at Ernst & Young; prior to joining Goldman in 2000, he was a high-yield trader and special-situations desk analyst at Credit Suisse First Boston. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

14 Jul 2023

1 HR 42 MINS

1:42:36

14 Jul 2023

#465

Jenny Johnson on Managing a Trillion-Dollar Firm

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. She also led the historic acquisition of Legg Mason in 2020, with the combined organization managing more than $1.5 trillion globally. Among many other accolades, she has been named to Barron's list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

07 Jul 2023

1 HR 04 MINS

1:04:11

07 Jul 2023

#464

Ilana Weinstein on the War for Talent at Hedge Funds

Bloomberg Radio host Barry Ritholtz speaks with Ilana Weinstein, who is founder and chief executive officer of The IDW Group LLC, an executive search firm focused on placing senior hedge fund and business professionals across the investment landscape. Weinstein is also a frequent guest on Bloomberg and CNBC television programs, discussing market trends and the hedge fund universe. She holds an MBA from Harvard Business School and a bachelor’s degree from the University of Pennsylvania. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

30 Jun 2023

1 HR 29 MINS

1:29:30

30 Jun 2023

#463

Peter Borish on Lessons From the 1987 Market Crash

Bloomberg Radio host Barry Ritholtz speaks with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm whose largest consulting client is the Canadian Imperial Bank of Commerce (CIBC). Borish was previously founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation, where he was director of research for 10 years. Borish also previously served as chief strategist for Quad Group LLC. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

23 Jun 2023

1 HR 08 MINS

1:08:41

23 Jun 2023

#462

Gretchen Morgenson: From Wall Street to Journalism

Bloomberg Radio host Barry Ritholtz speaks with Gretchen Morgenson, senior financial reporter for the NBC News investigative unit. A former stockbroker and alumna of the New York Times and Wall Street Journal, she won the Pulitzer Prize in 2002 for her “trenchant and incisive” reporting on finance. She and coauthor Joshua Rosner recently published “These Are the Plunderers: How Private Equity Runs ― and Wrecks ― America.” They also wrote the 2011 bestseller “Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon,” about the mortgage crisis. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

16 Jun 2023

1 HR 11 MINS

1:11:16

16 Jun 2023

#461