Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
This podcast episode focuses on equity valuation, contrasting price and intrinsic value. The interview begins by defining the difference between a trader's focus on price and an investor's focus on intrinsic value, which is determined by cash flows, growth, and risk. The discussion then explores various valuation met...
This podcast features an interview with Christine Phillpotts of Ariel Investments, an expert in emerging and frontier market investing. The conversation covers her career path, insights into the differences between emerging and frontier markets (using MSCI definitions), and her current focus on identifying undervalue...
This podcast features an interview with Sahil Bloom, author of "The 5 Types of Wealth," discussing his book's central theme: redefining success beyond solely financial wealth. The conversation explores Bloom's personal journey from a high-pressure finance career to prioritizing time, relationships, health, and purpos...
This podcast episode discusses hedge fund investing, interviewing Ted Seides, a hedge fund expert. The conversation covers the appeal of hedge funds, realistic return expectations (high single digits, not the sensationalized high percentages reported in the media), and the importance of considering risk before perform...
This interview podcast features Barry Ritholtz interviewing Torsten Slok, Apollo Global Management's Chief Economist, about the current state of the US and global economies. The conversation begins with Slok's background and career progression, then delves into his surprisingly accurate economic predictions over the p...
This interview podcast explores the Stock Traders' Almanac's presidential cycle theory, which posits that presidential election cycles significantly influence stock market performance. The discussion covers the theory's historical accuracy across various presidencies, noting exceptions like the 1990s dot-com boom. Th...
This Trumponomics podcast episode, hosted by Stephanie Flanders, previews its coverage of Donald Trump's second term and its economic implications. The podcast introduces Flanders and her team of experts who will analyze Trump's economic policies, including tariffs and their impact on the global economy. The preview ...
This interview podcast features Barry Ritholtz interviewing Mike Freno, Chairman and CEO of Barings, a global asset management firm overseeing over $431 billion. The conversation begins with Freno's career journey, transitioning from accounting to trading and ultimately leading Barings. They discuss Barings' unique p...
This interview podcast explores the surprising parallels between wealth management and health management. Host Barry Ritholtz interviews Phil Pearlman, who discusses how consistent, small improvements in health compound over time, similar to compound interest in investments. Pearlman emphasizes four key elements of h...
This interview podcast features Barry Ritholtz interviewing Jonathan Clements, a renowned personal finance columnist, about his career and life reflections, particularly in light of his terminal cancer diagnosis. The conversation begins with Clements' background in financial journalism and his early advocacy for index...
This interview podcast focuses on alternative investments. Host Barry Ritholtz interviews Ted Seides, discussing the appeal of alternative investments like private equity, private credit, hedge funds, and venture capital, highlighting their varying risk and reward profiles. Seides explains that illiquidity premiums c...
In this podcast, Brian Hurst, CEO of ClearAlpha, shares insights from his impressive journey in finance, beginning at Wharton and leading to his time at Goldman Sachs with Cliff Asness, before co-founding AQR Capital. The conversation highlights the shift in hedge fund strategies from single to multi-manager and multi-...
In this episode of Bloomberg's "At The Money" podcast, the focus is on cryptocurrencies, particularly Bitcoin and Ethereum. The hosts start by explaining Bitcoin as a digital store of wealth and Ethereum as a form of programmable money. They dive into the exciting possibilities of smart contracts, such as their potenti...
In this episode of the Masters in Business podcast, Sunaina Sinha, the Global Head of the Private Capital Advisory Group at Raymond James, shares her fascinating career path, which spans biotech, hedge funds, and now advising on private equity and capital raising. She delves into the contrasting private equity markets ...
In this episode of Bloomberg's "At The Money" podcast, the focus is on how to manage bond duration in a landscape of fluctuating interest rates. Host Karen Vera, who leads US Fixed Income Strategy at BlackRock, shares her insights on bond duration and its effects on investment portfolios. She reflects on the significan...
This podcast features an interview with Toto Wolff, CEO and Principal of the Mercedes Formula One team. The conversation traces Wolff's career path from a finance dropout and racer to a successful venture capitalist and ultimately his leadership role at Mercedes, highlighting his team's unprecedented eight consecutive...
In this episode of Bloomberg's "At the Money" podcast, Barry Ritholtz talks with Jan van Eck, CEO of Van Eck Funds, about finding investment opportunities in overlooked asset classes. They delve into the cyclical nature of markets and stress the importance of a critical, benchmark-aware strategy for building a portfoli...
This podcast features an engaging interview with Dana Mattioli, the author of "The Everything War." They delve into Amazon's aggressive business strategies and its overwhelming influence in various industries. Mattioli highlights some of the company's ethically dubious practices, such as predatory pricing, imitating co...
In this podcast episode, the host delves into the difficulties and drawbacks of stock picking as an investment strategy. The expert guest points out that while a few individuals have seen remarkable success with stock picking, most retail investors actually lag behind the market. This underperformance is largely due to...
Dun & Bradstreet has teamed up with IBM and its Watson X AI platform to create "Ask Procurement," a user-friendly interface that transforms how procurement professionals conduct supplier research. This AI-driven tool enables users to swiftly access important information such as financial health, ESG scores, and risk pr...
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