Masters in Business

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, President and macro strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about the alternatives to equity that are producing real yield. 

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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 of economics and international affairs in 1983. He became an emeritus professor in 2016. In 2015, he received the Nobel Memorial Prize in Economic Sciences. He is the author of almost 200 papers and six books, including The Great Escape: Health, Wealth, and the Origins of Inequality; Economics in America: An Immigrant Economist Explores the Land of Inequality; and, with Anne Case, of Deaths of Despair and the Future of Capitalism.

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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 Schwab where she helps clients invest $8.5 Trillion in assets. Sonders observes that volatility is the norm, and investors should take advantage of swings to rebalance their portfolio. Or as she describes it, “add low, trim high.”

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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.

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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, Yahoo Finance and Fox Business News. She has been named best market strategist by Kiplinger Personal Finance and one of SmartMoney magazine's Power 30. She has also been named to the Barron's 100 Most Influential Women in Finance, Think Advisor IA25 and Forbes 50 Over 50 lists. 

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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 chairman and founder of O'Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” -- the first quantitative investing book available to the general public.

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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 business. Mark led BlackRock's 2008 creation of PennyMac, now the No. 2 US mortgage bank, and served on its public board from 2013 to 2019. He previously served as senior adviser to the undersecretary for domestic finance at the US Treasury and a consultant at McKinsey & Co. He serves on the boards of the National Committee for US-China Relations and Focusing Capital on the Long Term.

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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 with Barry Ritholtz about using initial unemployment claims data and wage gain to identify when the Fed will lower rates. 

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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, congressmen, the Federal Reserve Board and investors during the global financial crisis. He currently serves as a governing trustee for the Dana-Farber Cancer Institute in Boston and is a co-founder of CapCityKids.

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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 data to anticipate future Fed action and changes in interest rates. 

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