Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
In this podcast, Tony Kim, a Managing Director at BlackRock who specializes in technology investments, shares his career journey that spans engineering, investment banking, and now portfolio management. He advocates for a systematic and holistic approach to technology investing, emphasizing the importance of grasping e...
In this podcast episode, we dive into the concept of "Fitness Alpha," which posits that better personal health can lead to improved financial performance, especially in high-stakes environments like Wall Street. The guest emphasizes that by prioritizing four essential areas—nutrition, exercise, sleep, and social connec...
In this podcast, David Roux, the executive chairman of BayPine, a private equity firm focused on digital transformation, shares insights from his career. He reflects on his early days in tech startups and his role in co-founding Silver Lake, where he and his team made successful investments in technology during the dot...
In this podcast episode, we explore the difficulties investors face when managing concentrated equity positions and introduce the Cambria TaxAware ETF (TAX). Many investors end up with a significant portion of their portfolio tied up in a single stock, which complicates diversification due to capital gains taxes. The T...
In this podcast, Professor Michael Morris, the author of "Tribal," delves into how tribalism affects both individuals and organizations. He highlights that our tribal instincts—such as the peer instinct (the drive to conform), the hero instinct (the desire to excel), and the ancestor instinct (the respect for tradition...
In this podcast episode, the focus is on responsible cryptocurrency investment for everyday investors. Matt Hougan, Chief Investment Officer at Bitwise Asset Management, shares insights on how crypto has become much more accessible and secure, thanks to the rise of crypto ETFs. These ETFs provide institutional-level cu...
In this episode of the Bloomberg podcast, sponsored by Vertex Pharmaceuticals, the focus is on acute pain and Vertex's groundbreaking perspective of treating it as a disease rather than merely a symptom. The episode features musician Damian Sanchez, who shares his experience with severe leg injuries and the overwhelmin...
In this episode of the Masters in Business podcast, Corey Hoffstein, the founder of Newfound Research, shares his unique path into quantitative investing, which began with licensing models from his college dorm. He recounts a major SEC investigation triggered by a client's misuse of his models and reflects on how his v...
In this podcast episode, the hosts explore how market noise—like news updates, earnings reports, and economic data—affects long-term investing. They argue that for long-term investors, reacting to this constant influx of information is mostly pointless, as the market quickly reflects these details in asset prices. The ...
In this episode of the Masters in Business podcast, host Colin Camerer, a leading expert in neuroeconomics, delves into the fascinating link between neuroscience and economics. The conversation centers on how brain activity influences decision-making, especially in the realm of finance. Camerer shares insights from his...
In this episode of "At the Money," hosts Barry Ritholtz and Bill McBride delve into how to effectively interpret economic data for better investment decisions. They stress the importance of focusing on essential indicators like the unemployment rate, payroll reports, housing starts, and inflation metrics (CPI and PCE),...
In this podcast, Peter Goodman, author of "How the World Ran Out of Everything," shares insights on global supply chain challenges. He explains how the push for "lean" manufacturing and just-in-time delivery—often influenced by consultants focused on short-term stock gains—contributed to significant shortages during th...
In this podcast episode, the focus is on the timeless nature of human behavior and its influence on financial markets. While events like recessions and wars may vary, our reactions to them have remained surprisingly consistent over time. The episode highlights the significant role of narratives in shaping investment ch...
This podcast dives into the upcoming election, focusing on tight races and the possibility of delayed results. Listeners are invited to stay updated with Bloomberg News Now for quick election updates and to check out The Big Take for a deeper analysis of how the election could affect global markets. The uncertainty of ...
In this podcast episode, Annie Lamont, co-founder of Oak HCFT, shares her inspiring journey from traditional venture capital to a modern, service-focused approach in healthcare and technology. She reflects on her early career, how her investment strategies have evolved, and her commitment to creating a supportive envir...
In this podcast episode, the focus is on shareholder yield and its importance for investors. It explains how shareholder yield combines dividends and share buybacks to assess a company's financial health. Meb Faber shares insights into the evolution of shareholder returns since the 1980s, providing strong evidence that...
In this podcast episode, we follow Toto Wolff's incredible journey from venture capitalist to a pivotal player in Formula One. We see how he rose through the ranks at Williams and Mercedes, blending sharp business skills with effective racing strategies. The discussion highlights the importance of culture, talent reten...
In this podcast episode, listeners are introduced to bond ladders, a smart investment strategy designed to help bond investors manage interest rate risks while securing steady income. Karen Vera from BlackRock breaks down how to build a bond ladder using bonds with different maturity dates and shares tips for optimizin...
In this podcast episode, Barry Ritholtz interviews Brian Higgins, founder of King Street Capital Management. They discuss Higgins' wealth of experience in distressed debt and the firm's successful investment strategies, which have thrived in challenging markets. The conversation covers Higgins' career path, the evoluti...
In this episode of the podcast, we explore the complex relationship between finance and personal behavior, emphasizing how ego, emotions, attention, and conservatism influence our financial choices. Dr. Crosby challenges the common belief that money equates to happiness and highlights the value of delayed gratification...
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