Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
This podcast episode discusses the impact of the Federal Reserve's low interest rate policy on investor behavior and market volatility, as well as the challenges faced by active managers in the era of rising indexing. It also explores the opportunities available in fixed income and the key differences between fixed inc...
This podcast episode explores the multifaceted interests and career trajectory of Sir Angus Deaton, a Nobel Prize-winning economist. Deaton's research spans various topics such as consumption, poverty, welfare, wealth, health inequality, and data interpretation for public policy. The episode delves into his accidental ...
This podcast episode emphasizes the importance of tailoring investment strategies to individual circumstances and the crucial role of investor behavior in achieving long-term financial well-being. It highlights the need for a comprehensive financial plan, sound investment disciplines, and aligning financial risk tolera...
This podcast episode of "The Big Take" focuses on global economic news and analysis, with hosts David Gurra, Sarah Holder, and Salaya Mohsin discussing the current economic situation, the challenges facing Western nations, the potential for Mexico to elect its first female president, and the tensions between the United...
This podcast episode features Lizanne Saunders, the chief investment strategist at Schwab, discussing her early career, the influence of mentors like Marty Zweig, the importance of sentiment and behavior in investing, and the current market landscape. Saunders emphasizes the significance of focusing on what can be cont...
This podcast episode explores the concept of quantitative investing, which involves using empirical evidence to analyze various factors affecting investment performance. By relying on data rather than subjective analysis, quantitative investors aim to make more informed and evidence-based investment decisions. The epis...
This podcast episode highlights the journey of Mark Wiedman, a prominent figure in the financial industry, from his education to his roles at BlackRock and beyond. It explores the complexities of executive compensation, the growth of ETFs, the challenges posed by market environments, and the significance of long-term i...
This podcast episode explores the significance of rate cuts and hikes in the market cycle, particularly in the context of the recent return of yield to the bond market. The speakers argue that the Fed's aggressive rate hiking cycle in 2022 has permanently shifted the inflation landscape, making it a more critical facto...
This podcast episode highlights the journey of Sean Dobson and his company, Amherst Group, in the real estate and mortgage industries. The episode explores the company's expertise in quantitative analytics, its role in the 2008 financial crisis, and its current focus on single-family rentals. It also delves into the im...
This podcast episode provides a comprehensive overview of inflation, its various measures, and the challenges associated with predicting and controlling it. It explores the multifaceted nature of inflation and the different indices used to track it, including CPI and PCE. The episode discusses the differences between i...
This podcast episode features David Snyderman, the global head of alt credit and fixed income and managing partner at Magnetar, delving into his career journey and the investment strategies of his firm. Snyderman discusses the importance of seeking opportunities in less efficient markets, utilizing data and technology ...
This podcast episode of "The Deal" focuses on the world of sports, media, and entertainment and the significance of deal-making in shaping the success of individuals and organizations within these industries. Drawing from the experiences of renowned guests like Maria Sharapova and Michael Strahan, the hosts dissect the...
This podcast episode explores the concept of values-based investing, an approach that seeks to align investment decisions with personal beliefs and values. It involves both advocating for positive change ("waving banners") and making investments that are consistent with those values ("pulling clouds"). While socially r...
This wide-ranging episode delves into the strategies and philosophies of Andrew Slimmons, an experienced asset manager. Through discussions on applied investing, concentrated portfolios, recency bias, and market dynamics, the podcast highlights the complexities of investing and the importance of considering both fundam...
This podcast episode explores the challenges of knowing ourselves, both in terms of character and competence. The speakers discuss how we overestimate our agency in the world and our own knowledge, leading to an illusion of understanding. They also highlight the invisibility of our flaws and foibles, as well as the unr...
This podcast episode explores the careers and perspectives of notable figures in economics and central banking, including Bill Dudley, Paul Volcker, and former Fed Chairman Alan Greenspan. It delves into the dynamics of financial markets, the importance of transparency and communication in monetary policy, and the impa...
This podcast episode explores the historical pattern of 500% rallies in the stock market following wars and inflation. The speakers draw parallels between past wars and the COVID-19 pandemic, highlighting similarities in government spending, inflation, and economic growth. They also compare the current economic climate...
This podcast episode examines the similarities and leadership styles of Elon Musk and Steve Jobs. It highlights Musk's emulation of Jobs' persona and tactics, which have been instrumental in Tesla's success. However, the discussion also raises concerns about the challenges Tesla faces in finding a suitable successor to...
This podcast episode delves into the journey of David Einhorn, the founder of Greenlight Capital, exploring his background, the factors that shaped his career as an investor, and the key principles that have driven the success of Greenlight Capital. The episode highlights the challenges and rewards of value investing i...
This podcast episode explores the principles and evolution of value investing, focusing on its emphasis on intrinsic value, long-term outperformance, and risk mitigation strategies. It discusses Warren Buffett's approach and the impact of interest rates on value and growth stock performance. The episode examines the pr...
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