Masters in Business

*Originally aired 11/6/24*
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. 

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Barry speaks with Charles Ellis, author and Founder of Greenwich Associates. Prior to founding Greenwich Associates in 1972, Charles worked with the Rockefeller family investments office and Donaldson, Lufkin, and Jenrette. Charles was appointed to the faculty of the Yale School of Management and twice to the Harvard Business School. He also served as a trustee at Yale from 1997 to 2008. After stepping down as Managing Partner at Greenwich, Charles served on the Vanguard Group Board of Directors, was a trustee of the Robert Wood Johnson Foundation, and an advisor to the GIC of Singapore. He currently serves as chair of the Board of Directors at the Whitehead Institute for Biomedical Research. On this episode, Barry and Charles discuss his path through finance, the evolution of his investing philosophy, and his new book Rethinking Investing. 

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Wars, national defense spending, technology innovations – historically, these have had big impacts on the economy. The result: A spike in inflation and a huge surge in market prices.  How can you take advantage of these Superbooms?

Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. He wrote the 2011 book, “Super Boom: Why the Dow Jones Will Hit 38,820 and How You Can Profit From It.” He sees a similar sort of cycle today.

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.

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Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Ritholtz speaks with Professor Aswath Damodaran of NYU Stern School of Business. He has written numerous books on valuation and finance. 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.

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Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. She spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. Christine also helped launched the ‘Next 50 Emerging Markets Fund’, AllianceBernstein’s Frontier fund. She also worked as JPMorgan Asset Management equity research associate for US Tech. On this episode, Barry and Christine discuss her path through finance, the structural differences in emerging markets, and the latest market trends.

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Barry speaks with Sahil Bloom, Founder and Managing Partner of SRB Ventures, a Venture Capital focused on accelerating compelling startups. He also owns and operates SRB Holdings. Prior to SRB, Sahil spent roughly 7 years in high finance, serving as Vice President of a private equity fund with $3.5 billion in assets under management. He holds multiple degrees from Stanford University, where he also played Division I baseball. Sahil is an avid public speaker and content creator. His newsletter 'The Curiosity Chronicle' is read by over 800,000 subscribers on a weekly basis. On this episode, Barry and Sahil discuss his path through finance, his latest book The 5 Types of Wealth, and what it truly takes to live a healthier, wealthier life.

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Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? 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.

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Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there was top-ranked by Institutional Investor in fixed income and equities for ten of those years. Additionally, he spent time in Paris at the OECD as well as at the IMF's division responsible for writing the World Economic Outlook. He has developed several content platforms including Apollo Academy and the Daily Spark on which he publishes frequently. On this episode, Barry and Torsten break down their thoughts on the US economy, inflation abroad, and what sectors are most exposed to the second Trump administration's policy agenda.

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What does history inform us about how newly elected presidents impact the market cycle? What should investors expect from the next 4 years? Jeffrey Hirsch, editor of the Stock Trader’s Almanac, speaks with Barry Ritholtz about how each year of any President’s term impacts markets in a different way.

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 for privacy information.

Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.

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