Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
In this podcast episode, Joe Lonsdale takes us through his journey, starting from his early days at PayPal and Clarium Capital to the groundbreaking developments at Palantir in data analytics and AI. He shares valuable insights from his experiences in finance with Adapar and Opto, emphasizing how they contribute to mod...
In this podcast episode, listeners gain valuable insights into measuring intrinsic value and understanding the gap between price and value. Professor Damodaran emphasizes the importance of grasping a business's fundamentals for long-term investment success. He shares practical intrinsic valuation methods and highlights...
In this podcast episode, Aita shares his shifting perspective on biotech investing, moving from a purely scientific approach to a more holistic probabilistic analysis that reveals market mispricings and opportunities in drug development. He recounts his journey through top hedge funds like Millennium and Citadel before...
In this episode of the podcast, Soraya Darabi explores the transformative potential of seeking investment opportunities outside traditional startup ecosystems. She shares TMV's approach to uncovering undervalued startups and founders by embracing non-traditional entrepreneurs from varied backgrounds. By combining empir...
This podcast episode features Kyla exploring the intricate relationship between financial literacy, economic perceptions, and societal issues, emphasizing a "people-centric" approach that bridges theoretical economic concepts with real-life applications. Through discussions on common economic myths, the crucial role of...
This podcast episode provides valuable insights into long-term investment strategies, emphasizing the importance of a 7 to 10-year horizon for stock investments, diversifying across the market, and considering bear markets as opportunities rather than threats. Guest Schwartz argues for the resilience of stocks over cas...
This podcast episode features Khosla's transformative journey from proprietary trading to establishing his own firm, Strategic Value Partners. Through insightful discussions on the evolution of distressed debt investing, the management of hard assets, and the future landscape shaped by central bank policies, Khosla lay...
This podcast episode delves into the complex relationship between money, happiness, and self-worth, illustrating how financial status affects our well-being and perspectives on life. The discussion highlights that while money can enhance day-to-day contentment up to a point, deeper satisfaction comes from meaningful in...
This podcast episode features David Rubenstein discussing his journey in building Carlyle Group and his shift from finance to publishing, while reflecting on the polarization of American politics and the significance of the presidency. Through his experiences, Rubenstein emphasizes the importance of talent recruitment,...
This podcast episode provides an in-depth analysis of interest rate risk and its profound impact on bond prices, particularly amidst the challenging market conditions of 2022, where rising interest rates significantly influenced bond performance. Karen Verra elaborates on vital concepts such as duration and the implica...
This podcast episode highlights the alarming rise of ransomware attacks in the gaming industry, illustrated through a detailed account of a specific attack on a video game studio, emphasizing the critical need for robust security measures, proactive policies, and a strong security culture to protect valuable intellectu...
This podcast episode features Mike Wilson, who reflects on his evolution from a trader to a strategist, emphasizing the significance of admitting mistakes and adapting strategies in the investment world. He outlines his comprehensive approach to market analysis by merging macro and micro perspectives, while acknowledgi...
This podcast episode delves into the complexities of the current housing market, highlighting the chronic inventory shortage driven by various factors including underbuilding, pandemic-related demand shifts, and homeowners' reluctance to move due to low mortgage rates. It also examines the increasing trend of cash purc...
This podcast episode emphasizes the significance of long-term investing, as highlighted by Heather from Diamond Hill, who contrasts it with the prevalent short-termism driven by quarterly earnings and market expectations. Through her discussion, she illustrates how focusing on intrinsic value, high-quality companies, a...
This podcast episode explores the transformative influence of Vanguard and its founder, John C. Bogle, on the investment industry, detailing how Vanguard's low-fee approach and introduction of index funds reshaped investor behavior and generated significant cost savings. It further examines the rise of ETFs as an effic...
This podcast episode delves into the evolving landscape of equity investing, outlining Eminence Capital's multifaceted investment strategies such as long-only, long-short, and alpha extension, while emphasizing the significance of short sellers in maintaining market integrity. Sandler highlights the transition towards ...
This podcast episode delves into the complexities of the corporate life cycle as described by Professor Damodaran, outlining the distinct stages from startup to distress, each requiring unique management strategies to navigate critical transition points. It emphasizes the varying durations of these stages across indust...
This podcast episode examines the evolution of investment strategies through the experiences of Greene, detailing his transition from small cap value investing to the integration of derivatives and hedge funds, while addressing the broader implications of passive investing on market dynamics. Greene shares valuable ins...
This podcast episode highlights the innovative approach of direct indexing, which empowers investors to customize their portfolios according to personal values and preferences, allowing for greater flexibility and potential tax advantages compared to traditional index funds. Ari Rosenbaum from O'Shaughnessy Asset Manag...
This podcast episode profoundly examines the evolution of behavioral finance, advocating for a holistic understanding of well-being that transcends mere financial stability. Professor Statman emphasizes the interconnectedness of various forms of capital—financial, social, cultural, and personal—and their crucial role i...
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