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.

 

#628

Jonathan Clements Explains Why Dying is Hard Work

Barry speaks with Jonathan Clements, Founder and Editor of the HumbleDollar and veteran personal finance columnist for the Wall Street Journal. He wrote over a thousand columns for the Journal and for the Wall Street Journal Sunday before spending six years as Citigroup's Director of Financial Education. He also held positions at Euromoney and Forbes. Jonathan is the author of 9 personal finance books including "My Money Journey" and "From Here to Financial Happiness." He received a Stage 4 Lung Cancer diagnosis last year, an experience he's used to expound on the relationship between money, well-being, and life satisfaction. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

17 Jan 2025

1 HR 08 MINS

1:08:25

17 Jan 2025


#627

At the Money: Lessons in Allocating to Alternative Asset Classes

Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes:  How much capital do you need? What percentage of your portfolio should be allocated? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, dealmaking and operations.” 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

15 Jan 2025

15 MINS

15:43

15 Jan 2025


#626

From AQR Quant to Founder & CIO with Brian Hurst

Barry speaks with Brian Hurst, Founder and Chief Investment Officer of ClearAlpha. Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading and the first non-Founding Partner at the firm. Brian also led numerous operating and investment committees including AQR's Strategic Planning Committee and the Risk Committee. He was instrumental in the design and implementation of AQR's trading platform and his time as senior portfolio manager placed him in charge of over $15 billion in hedge fund assets. Brian also Serves as a Member of the Yale New Haven Children's Hospital Council. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

10 Jan 2025

55 MINS

55:54

10 Jan 2025


#625

At the Money: The Tech Behind a Crypto Future

What is the value of crypto-currencies as a technology? How do the technologies that underlie Bitcoin and Ethereum work, and what are their futures? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the future of crypto-technology. His firm runs over $10 billion in client crypto assets.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

08 Jan 2025

15 MINS

15:00

08 Jan 2025


#624

From Biotech to Asset Management with Sunaina Sinha

Barry speaks with Sunaina Sinha, Global Head of Private Capital Advisory at Raymond James. Prior to joining Raymond James, Sunaina founded Cebile Capital, which was acquired by Raymond James in 2021. She was named one of the 50 Most Influential People in Private Equity for 2 years in a row by Dow Jones Private Equity News. She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023. Additionally, Sunaina serves as Chairman of the Board of Directors of SFC Energy AG and on the boards of the Stanford Institution for Economic Policy Research and the Stanford LEAD Council. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

02 Jan 2025

1 HR 02 MINS

1:02:42

02 Jan 2025


#623

Team Favorite 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

01 Jan 2025

13 MINS

13:33

01 Jan 2025


#622

Team Favorite: Fueling Success for Mercedes F1 with Toto Wolff

On this staff favorite episode, 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

26 Dec 2024

55 MINS

55:11

26 Dec 2024


#621

Team Favorite 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

25 Dec 2024

11 MINS

11:31

25 Dec 2024


#620

Amazon's 'Everything War' with Dana Mattioli

Barry Ritholtz speaks with Dana Mattioli, an investigative reporter covering Amazon for the Wall Street Journal. Since starting at the Journal in 2006 Dana has produced a string of front-page articles on everything from the troubles at Kodak and J.C. Penney to Pfizer's $150 billion deal to buy Allergan. She was a recipient of the 2021 Gerald Loeb Award for Beat Reporting as well as the 2021 WERT Prize from the Women’s Economic Round Table. Additionally, she was part of a 2016 Gerald Loeb Award team win in the breaking news category and a Pulitzer Prize finalist in 2020 for her team's investigation into Amazon. She is the author of the book "The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power." On this episode, Barry and Dana discuss her path into journalism, the current era of antitrust enforcement, and Amazon's growth into the powerhouse it is today. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 Dec 2024

1 HR 05 MINS

1:05:19

19 Dec 2024


#619

Team Favorite 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

18 Dec 2024

10 MINS

10:34

18 Dec 2024


#618

The ROI Rules of AI: Procuring Success (Sponsored Content)

Finding and onboarding new suppliers is a time-consuming process for procurement staff. Dun & Bradstreet has partnered with IBM to apply artificial intelligence to the process, enabling staff to query its databases in plain English to find suppliers who fit the criteria they need. The result is a simpler, faster process that is saving companies time and money. This episode is sponsored by IBM. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

16 Dec 2024

09 MINS

09:50

16 Dec 2024


#617

From Technology in Focus to Finance with BlackRock's Tony Kim

Barry Ritholtz speaks with Tony Kim, Managing Director and Head of the Fundamental Equities’ Global Technology Team at BlackRock. Prior to joining BlackRock in 2013, Tony held key roles at institutions like Artisan Partners, Neuberger Berman, and Merrill Lynch. He is also a member of the Advisory Board for Columbia Business School’s Digital Future Initiative. On this episode, Barry and Tony discuss the success of passive investing at BlackRock, the general tech investing landscape, and what it takes to build a career that combines a passion for technology with finance. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

12 Dec 2024

1 HR 08 MINS

1:08:25

12 Dec 2024


#616

At the Money: Optimizing Personal Health in Finance

Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about how the traders are seeking better returns by optimizing for personal health. 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 Dec 2024

15 MINS

15:42

11 Dec 2024


#615

Opportunities for Digital Transformation Capital with David Roux

Barry Ritholtz speaks with David Roux, co-founder and executive chairman of BayPine, a private equity firm focused on digital transformation at core economy businesses. Previously he co-founded Silver Lake Partners and served as the chairman and co-CEO. David has also held leadership positions at Oracle, Central Point and Lotus Development. He currently serves on the boards of Bristol Seafoods and The Institute for Health Metrics and Evaluation at the University of Washington. On this episode, Barry and David discuss the tech investing landscape, AI's future development, and sectors of opportunity for BayPine's "digital transformation capital." See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

05 Dec 2024

1 HR 06 MINS

1:06:03

05 Dec 2024


#614

At the Money: Deferring Capital Gains on Appreciated Equity

Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and chief investment officer of Cambria Investments, speaks with Barry Ritholtz about a new ETF that may be the solution to the challenge of concentrated equity positions. 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

04 Dec 2024

17 MINS

17:06

04 Dec 2024


#613

The Basic Tribal Instincts that Drive Us with Michael Morris

Barry Ritholtz speaks with Michael Morris, cultural psychologist and Chavkin-Chang Professor of Leadership at the Columbia Business School. Prior to joining Columbia, Michael was a tenured professor at Stanford's Graduate School of Business and Psychology Department. He also served as a visiting professor at various institutions including the University of Hong Kong and Harvard Business School. Michael has published over 200 articles in leading behavioral science journals and has received countless international awards from scholarly societies across several fields. Michael serves as a consulting editor at the Journal of International Business and at Management and Organization Review. On this episode, Barry and Michael discuss the connection between psychology and leadership, the basic tribal instincts that drive us, and his new book Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

27 Nov 2024

1 HR 24 MINS

1:24:12

27 Nov 2024


#612

At the Money: Crypto Curious

Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins? How can investors get exposure to the space? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

26 Nov 2024

18 MINS

18:43

26 Nov 2024


#611

Targeting Pain (Sponsored Content)

Damian Sanchez, (Damian J to music fans) is a Miami-based jazz musician. A car accident landed him in the hospital with multiple fractures to his leg. Once there, he faced the difficult decision of whether or not to take the pain medication that was offered to him. With patients like Damian in mind, Dr. Paul Negulescu and the research team at Vertex are thinking differently about pain – they’re investigating potential non-opioid based treatment options that aim to target pain differently. This episode of Targeting the Toughest Diseases is sponsored by Vertex Pharmaceuticals. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

25 Nov 2024

13 MINS

13:11

25 Nov 2024


#610

The Concept of Return Stacking with Corey Hoffstein

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 Corey Hoffstein, CEO and CIO of Newfound Research. Corey pioneered the concept of 'return stacking' and is one of the masterminds behind the Return Stacked ETF Suite, which manages roughly $750 million across five ETFs. Corey's work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular podcast on quantitative investing "Flirting with Models." On this episode, Barry and Corey discuss the creation of Newfound Research, what it takes to launch an ETF, and how return stacking actually works. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

21 Nov 2024

1 HR 40 MINS

1:40:51

21 Nov 2024


#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

20 Nov 2024

12 MINS

12:31

20 Nov 2024


#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