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 right.  In this episode, Barry Ritholtz speaks to Meir Statman, Professor of Finance at Santa Clara University.  Statman is an award-winning expert on investor behavior and financial decision-making.  His book “What Investors Really Want” has become a classic that explains what drives investors.

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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 of the Morgan Stanley Wealth Management Global Investment Committee. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co. Previously, he was an analyst and portfolio manager for Brown Brothers Harriman and a buy-side equity research analyst with ARCO Investment Management. 

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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 Dunning to the podcast. Dunning is a professor of psychology at the University of Michigan. Dunning’s research focuses on decision-making in various settings. In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms and emotion.

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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 the Federal Open Market Committee. He is the chair of the Bretton Woods Committee, and has been a nonexecutive director at Swiss bank UBS since 2019. Previously, he was executive vice president of the Markets Group at the New York Fed, where he also managed the System Open Market Account. He has also been a partner and managing director at Goldman Sachs & Co. and was the firm's chief US economist; vice president at the former Morgan Guaranty Trust Co. Ltd.; and chairman of the Committee on the Global Financial System of the Bank for International Settlements. 

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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 about what happens to equities after global conflicts. Hirsch is editor of the Stock Trader's Almanac & Almanac Investor Newsletter. He's devoted much of his career to the study of historical patterns and market seasonality in conjunction with fundamental and technical analysis.

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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 into Musk's relationship with Wall Street.

Listen to this clip, then head over to the Elon, Inc. feed for the whole episode.

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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 the boards of Greenlight Capital Re Ltd. and Green Brick Partners Inc. He started the Einhorn Collaborative, which seeks to help Americans build stronger relationships, embrace their differences, and rediscover shared values and humanity.

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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 in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios.

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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 for quality strategies. He previously served as co-head of the firm's global equity team. Prior to joining GMO, he was a research scientist at Siemens and a software engineer at IBM. 

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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 her name. In this episode, she speaks with Barry Ritholtz about using labor data to forecast recessions.

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