Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
Honeywell is undergoing a major structural transformation, splitting into three focused entities—Aerospace, Automation, and Advanced Materials—to better capitalize on sector-specific growth opportunities. This transition reflects a broader shift from traditional automation to autonomy, where artificial intelligence ser...
The traditional boundary between public and private markets is eroding as financial firms package private credit and equity into retail-accessible vehicles like closed-end, interval, and tender offer funds. These products often serve as exit liquidity for institutional investors during bull markets, frequently charging...
Sheila Bair, former FDIC chairperson, examines the persistent flaws in the financial system, emphasizing that the 2008 financial crisis bailouts lacked sufficient accountability and set a dangerous precedent for future government interventions. The current financial landscape faces new risks, particularly through the r...
The modern IPO process has evolved from a mechanism for raising growth capital into a liquidity event for private equity insiders, fundamentally altering market dynamics. This shift creates significant distortions when massive, thin-float companies like SpaceX receive accelerated inclusion into major indexes like the N...
Stablecoins are transforming global finance by enabling faster, cheaper, and 24/7 cross-border transactions that bypass traditional banking inefficiencies. Financial institutions, such as Checkout.com, are actively integrating stablecoin infrastructure to facilitate immediate settlement for enterprise merchants, partic...
Howard Lindzon, co-founder of Social Leverage, details his evolution from a comedy-minded entrepreneur to a prominent seed investor and media figure. He introduces the "degenerate economy," a phenomenon driven by frictionless, gamified trading platforms and social media, where retail investors increasingly engage in hi...
Traditional market-cap-weighted indexes, such as the S&P 500, create excessive market concentration and heightened risk by over-weighting a handful of expensive stocks. To address this, Rob Arnott, founder of Research Affiliates, introduces the Research Affiliates Growth Index, which shifts the focus from valuation to ...
iCapital CEO Lawrence Calcano details the evolution of his firm into a trillion-dollar platform that bridges the gap between wealth managers and alternative investments. The discussion centers on the necessity of a technology-driven "chassis" to automate manual processes like subscription documents, capital calls, and ...
Small business owners and solo practitioners face complex choices when optimizing retirement savings, primarily between SEP IRAs and Solo 401k plans. Dan LaRosa, an expert in corporate qualified retirement accounts, highlights that while SEP IRAs offer simplicity, Solo 401k plans—particularly those featuring a Mega Bac...
David Gardner, co-founder of The Motley Fool, details his "Rule Breaker" investing philosophy, which prioritizes identifying visionary companies in emerging industries over traditional valuation metrics. Successful long-term wealth building relies on selecting top-dog, first-mover companies with sustainable competitive...
Market cap-weighted indexes suffer from inherent structural flaws, specifically the tendency to over-allocate to expensive, high-momentum stocks and the costly "flip-flop" phenomenon where companies are added at peak valuations and removed after significant declines. Rob Arnott, founder of Research Affiliates, advocate...
Tax planning serves as a foundational element of comprehensive wealth management, directly impacting cash flow, estate planning, and long-term investment success. Bill Artzerounian, Director of Tax Services at Ritholtz Wealth Management, emphasizes that proactive, year-round strategy—rather than reactive year-end adjus...
Mike Pyle, Deputy Head of BlackRock's Portfolio Management Group, shares insights on navigating markets amidst geopolitical uncertainty and policy shifts. Pyle emphasizes the U.S. economy's resilience, particularly its insulation from global energy shocks due to its robust natural gas supply. He highlights the shift fr...
Managed futures as a portfolio diversifier, especially through efficient ETFs, is the central topic. Andrew Beer, founder of Dynamic Beta Investments, explains how his ETF DBMF aims to replicate pricier managed futures portfolios, offering a solution for the traditional 60-40 investor needing diversification beyond sto...
The podcast explores the transformative potential of AI across various sectors, particularly gaming and venture capital. Songyee Yoon, founder and managing partner at Principal Venture Partners, discusses AI's role in augmenting existing processes versus completely redesigning workflows, emphasizing the importance of d...
The conversation explores the world of short selling, fraud detection, and the evolving role of AI in financial markets with Carson Block of Muddy Waters. Block recounts his early experiences with fraudulent Chinese companies and how low interest rates correlate with increased dishonesty in markets. He expresses concer...
The podcast explores market design, focusing on how resources are allocated in unconventional markets. Judd Kessler, Wharton professor and author of "Lucky by Design," discusses how understanding hidden economic rules can improve outcomes in everyday situations, from securing restaurant reservations to navigating colle...
The podcast explores the Freedom Index, a strategy for emerging market investing that prioritizes countries based on civil, political, and economic freedoms rather than market capitalization. Perth Toll, founder of Life and Liberty Indexes and creator of the Freedom 100 Emerging Market ETF (FRDM), explains how the inde...
Leadership excellence stems from the pivotal moments where individuals put their practice into action, navigating the thin line between success and failure. By examining the trajectories of world leaders, bank bosses, and fashion icons, this series uncovers the internal drives and external pressures that shape global i...
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