Masters in Business

Masters in Business episodes:

• 04.11.2024

  Samara Cohen on Global Markets Insights With BlackRock

   Bloomberg Radio host Barry Ritholtz speaks to Samara Cohen, senior managing director at BlackRock Inc. and chief investment officer of the firm's ETF & Index Investments. She is also a member of BlackRock's Global Executive Committee and its investment and...

  
• 04.10.2024

  At the Money: Staying the Course

  Markets go up and down as news breaks, companies miss earnings estimates, and economic data disappoints. It's not too hard to see why staying the course can be a challenge for investors. Larry Swedroe, Head of Financial and Economic Research...

  
• 04.04.2024

  Ed Hyman on How Investors Should Use Economic Data

  Bloomberg Radio host Barry Ritholtz speaks to Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore Inc. He also heads Evercore ISI’s economic research team. Hyman was the chairman and founder of ISI Group...

  
• 04.03.2024

  At The Money: Managing a Portfolio in a Higher Rate Environment

  Interest rates have increased by over 500 basis points over the past 24 months. It is a new interest rate regime, and TINA is no more. Investors should be considering capturing some of that yield in their portfolios. Jim Bianco,...

  
• 03.28.2024

  Angus Deaton on the Financial Advantage of College Degrees

  Bloomberg Radio host Barry Ritholtz speaks to Angus Deaton, senior scholar at the Princeton School of Public and International Affairs. In 1976, he became a professor of econometrics at the University of Bristol and moved to Princeton as a professor...

  
• 03.27.2024

  At the Money: Using Volatility to Rebalance Portfolios

  The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sonders, Chief Investment Strategist and Managing Director at...

  
• 03.26.2024

  Listen Now: The Big Take

  The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon. See omnystudio.com/listener...

  
• 03.22.2024

  Liz Ann Sonders on Behavioral and Sentiment Measures in Markets

  Bloomberg Radio host Barry Ritholtz speaks to Liz Ann Sonders, managing director and chief investment strategist at Charles Schwab & Co. Inc. A keynote speaker at numerous company and industry conferences, Sonders has appeared on CNBC, Bloomberg, CNN, CBS News,...

  
• 03.20.2024

  At the Money: Benefits of Quantitative Investing

  Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. In this episode, Barry Ritholtz speaks to Jim O'Shaughnessy, former...

  
• 03.14.2024

  Mark Wiedman on Managing Money at BlackRock

  Bloomberg Radio host Barry Ritholtz speaks to Mark Wiedman, senior managing director, head of the global client business and member of the global executive committee of BlackRock. He joined the firm in 2004 to help start the Financial Markets Advisory...

  
• 03.13.2024

  At the Money: How To Know When The Fed Will Cut

  Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. What data should investors be following for insight into when they will begin? Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C., speaks...

  
• 03.07.2024

  Sean Dobson on the US Real Estate Industry

  Bloomberg Radio host Barry Ritholtz speaks to Sean Dobson, chairman, CEO and CIO of Amherst Holdings LLC, which manages $16.8 billion and focuses on single-family rentals, mortgage-backed securities and commercial real estate. Dobson and Amherst advised the White House, senators,...

  
• 03.06.2024

  At the Money: Knowing When You've Whipped Inflation

  Investors hate inflation. How can they evaluate what inflation means to the Federal Reserve and possibly future rate cutes? Former Federal Reserve economist Claudia Sahm, best known for the rule bearing her name, speaks with Barry Ritholtz about using CPI...

  
• 03.01.2024

  David Snyderman on Specialty Finance and Data in Investing

  Bloomberg Radio host Barry Ritholtz speaks to David Snyderman, global head of Magnetar Capital LLC’s alternative credit and fixed income business. He also serves as chairman of Magnetar's investment committee and as a member of its management committee. Snyderman, who...

  
• 03.01.2024

  Introducing: The Deal with Alex Rodriguez and Jason Kelly

  The Deal, hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business titans, sports champions and game-changing entrepreneurs who reveal their investment philosophies, pivotal career moves and the ones that got away. From Bloomberg Podcasts and Bloomberg Originals,...

  
• 02.28.2024

  At the Money: Woke Investing vs. Values-Based Investing

   There's been criticism of what some call “Woke Investing.” But “Value-based investing” is more politically agnostic than its critics realize. Used by Pro-life investors like the Catholic Church, it aligns capital with deeply held beliefs – be they left or...

  
• 02.22.2024

  Andrew Slimmon on Quantitative Factors in Markets

  Bloomberg Radio host Barry Ritholtz speaks to Andrew Slimmon, managing director at Morgan Stanley Investment Management. He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member...

  
• 02.21.2024

  At the Money: Why Self-Insight Is So Important

  How well do you understand yourself? For investors, it is an important question. We're co-conspirators in self-deception and this prevents us from having accurate self-knowledge. This does not lead to good results in the markets.  To explain, Barry Ritholtz welcomes David...

  
• 02.15.2024

  Bill Dudley on Monetary Policies

  Bloomberg Radio host Barry Ritholtz speaks to Bill Dudley, a Bloomberg Opinion columnist and former president and chief executive officer of the Federal Reserve Bank of New York, where he also served as vice chairman and a permanent member of...

  
• 02.14.2024

  At the Money: Is War Good for Markets?

  What does history tell us about how war impacts the stock market? What is the correlation between geopolitical conflict and inflation? Can these patterns inform us of future bull market behavior? In this episode, Barry Ritholtz speaks with Jeffrey Hirsch...

  
• 02.13.2024

  Bonus: Barry Ritholtz joins Elon, Inc.

  On Tuesday, Barry sat down with Bloomberg's Elon, Inc. podcast to discuss his thoughts on the most consequential and controversial business leader of our time - Elon Musk. Ritholtz shares his views on SpaceX, Tesla, and Musk's leadership of his companies over the years. He also digs...

  
• 02.08.2024

  David Einhorn: Market Structures Are Broken

  Market structures are broken and value investing is dead. That's the view from David Einhorn. On this episode, the president of Greenlight Capital sits down for a wide-ranging discussion with Bloomberg Radio host Barry Ritholtz. Einhorn is also chairman of...

  
• 02.07.2024

  At the Money: Stock Picking vs. Value Investing

  How much you pay for stocks really matters. Should value investing be part of that strategy? To find out more, Barry Ritholtz speaks with Jeremy Schwartz. Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm's investment strategy team...

  
• 02.01.2024

  Tom Hancock on Quality Stocks and Launching ETFs

  Bloomberg Radio host Barry Ritholtz speaks to Tom Hancock, a partner at GMO LLC, where he is also head of the focused equity team. He manages the focused quality fund and its new Quality ETF, and is the portfolio manager...

  
• 01.31.2024

  At the Money: Forecasting Recessions with Claudia Sahm

  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...

  
• 01.25.2024

  Sarah Kirshbaum Levy on the Value of Marketing

  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...

  
• 01.24.2024

  At the Money: How to Pay Less Capital Gains Taxes

  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...

  
• 01.19.2024

  Shomik Dutta on Climate Tech Investments

  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.  See omnystudio.com/listener for...

  
• 01.17.2024

  At the Money: What Investors Really Want

  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...

  
• 01.11.2024

  Cathy Marcus on Commercial Real Estate

  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...

  
• 01.10.2024

  At the Money: Investor Incompetence

  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...

  
• 01.04.2024

  Matt Levine on Money and Stuff

  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...

  
• 01.03.2024

  At the Money: Contrarian Investing

  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...

  
• 12.29.2023

  Team Favorite: 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...

  
• 12.27.2023

  At the Money: The Best Way to Sell Your House

  Is it a seller's market? That seems to be the consensus, but there are still tips and tricks to getting the biggest return for your home. On today's episode, Barry Ritholtz speaks with Jonathan Miller, President of Miller Samuel. They...

  
• 12.21.2023

  Stephen Suttmeier on Chart Portfolio of Global Markets

  Bloomberg Radio host Barry Ritholtz speaks to Stephen Suttmeier, director and chief equity technical strategist at Merrill Lynch. His research appears regularly in Monthly Chart Portfolio of Global Markets, Market Analysis Comment, Sectors and Stocks on the Move, Thematic Stock...

  
• 12.20.2023

  At the Money: Seasonality In Stocks

  How do historical patterns and seasonality affect equities? Can these patterns successfully inform future investments? In this episode, Barry Ritholtz speaks with Jeffrey Hirsch about seasonal patterns in equities. Hirsch is editor of the Stock Trader's Almanac & Almanac Investor...

  
• 12.14.2023

  Mike Rockefeller on Launching a New Hedge Fund

  Bloomberg Radio host Barry Ritholtz speaks to Mike Rockefeller, co-chief investment officer of Woodline Partners LP. Woodline is an investment firm with a market-neutral equity strategy focused on the global health care and technology sectors. Woodline's subsector portfolio manager model...

  
• 12.14.2023

  Introducing: Bloomberg News Now

  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.        on Apple: trib.al/Mx9TCh1      on Spotify: trib.al/T4BG8s4      Anywhere: trib.al/O4EX6BA See...

  
• 12.13.2023

  At the Money: Mutual Funds vs. ETFs

  What's the best instrument for your investments? Mutual funds or ETFs? On today's edition of At the Money, Barry Ritholtz speaks to Dave Nadig about the pros and cons of these two investment vehicles. Listen to find out which is...

  
• 12.08.2023

  Joel Tillinghast on Fidelity Investments

  Barry speaks to Joel Tillinghast, a portfolio manager in the equity division at Fidelity Investments. Tillinghast co-manages Fidelity's Low-Priced Stock and Fidelity Series Intrinsic Opportunities funds, as well as portfolios for Canadian and Japanese investors. Tillinghast previously worked as an...

  
• 12.06.2023

  At the Money: Investing Skill vs. Luck

  Is it better to be lucky or good? How much of a role does luck pay in investing? And how can you tell the difference between chance and skill? In this episode of At the Money, Barry Ritholtz discusses the...

  
• 12.01.2023

  Michael Fisch on Private Equity Funds

  Bloomberg Radio host Barry Ritholtz speaks to Michael Fisch, CEO and co-founder of American Securities LLC. He is a managing member of the general partners of the American Securities Partners' series of private equity funds and a member of the...

  
• 11.29.2023

  At the Money: Here's Why Stocks Are Your Best Bet

  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...

  
• 11.27.2023

  Cliff Asness on Celebrating 25 Years With AQR

  Bloomberg Radio host Barry Ritholtz speaks to Cliff Asness, co-founder, managing principal and chief investment officer at AQR Capital Management LLC, which holds more than $100 billion in assets under management. Prior to co-founding AQR, he was a managing director...

  
• 11.22.2023

  Peter Atwater on Consumers’ Decision-Making Process

  Bloomberg Radio host Barry Ritholtz speaks with Peter Atwater, president of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware. He studies the impact of changing confidence on consumer decision-making and advises investors, businesses...

  
• 11.22.2023

  Bonus Episode: Barry Joins Bloomberg Hot Pursuit!

  Barry Ritholtz joins Hannah Elliott as co-host for this week's edition of the Hot Pursuit! podcast. It's a new show focused entirely on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.      If you...

  
• 11.22.2023

  At the Money: How Much Money Is Too Much?

  Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held senior investment roles...

  
• 11.19.2023

  Introducing: Bloomberg Hot Pursuit!

  Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.      If you like this episode, download more and subscribe on Apple, Spotify or anywhere...

  
• 11.17.2023

  Brad Gerstner on Tech Investing

  Bloomberg Radio host Barry Ritholtz speaks with Brad Gerstner, founder and CEO of Altimeter Capital, a technology-focused investment firm, which has about $8 billion in assets under management. Altimeter manages a variety of venture and public funds and serves as...