Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
This podcast episode explores the connection between the invention of paper money in Europe and the future of cryptocurrency. It emphasizes the importance of ignoring noise and distractions in the market, such as news releases and economic data, which are quickly adjusted for by the market. The section also highlights ...
This podcast episode explores the speaker's transition from applied mathematics to financial engineering and discusses their experiences in the finance industry, including setting up a new firm during the financial crisis. The episode also delves into the tightness of credit spreads, the impact of fiscal stimulus and i...
This podcast episode explores the concept of a financial quarterback who serves as a single point of contact for all financial matters, offering top-shelf advice and services to individuals regardless of their wealth status. It emphasizes the benefits of using appreciated stock and donor advice funds in charitable givi...
This podcast episode explores the transformative power of India and the journey of a writer in a diverse and stratified society. It delves into the impact of the caste system and deep-rooted inequalities in India on the author's perception of human inequality. The episode also discusses the limitations of the American ...
This podcast episode explores the evolution of money, highlighting the inefficiencies of the current global payment system and the limitations of the traditional banking system. It discusses the emergence of Bitcoin and its potential to disrupt the financial industry, as well as the concept of blockchain and its role i...
This podcast episode explores the concept of the behavior gap, which refers to the difference between investment returns and the returns earned by individual investors. The section discusses the underlying causes of the behavior gap, such as suboptimal investment choices and emotional decision-making. It also emphasize...
This podcast episode introduces The Big Take Asia, a weekly news podcast from Bloomberg that dives deep into the complex and diverse region of Asia. It aims to provide valuable insights into Asia's fastest-growing economies, markets, tycoons, and businesses, answering tough questions and shedding light on how events in...
This podcast episode features Savita Subramanian, head of equity and quantitative strategies at Bank of America, who combines quantitative investing with behavioral finance. Savita's expertise sets her apart and the conversation explores her background, career journey, and the importance of indicators and market sentim...
This podcast episode explores the importance of understanding market dynamics, being skeptical about everything, and analyzing different asset classes. It discusses the core asset class of U.S. equities and identifies commodities as a tactical asset class driven by global growth indicators. The conversation also delves...
This podcast episode explores the fascinating career of Jim O'Shaughnessy, his expertise in finance, and his innovative approach to investing. The conversation covers topics such as stock selection strategies, the advantages of custom indexing, the importance of tax loss harvesting, and the potential of AI in various i...
This podcast episode explores the benefits of having a concentrated portfolio with just a few stocks or sectors. It discusses the potential for better returns by selecting high-performing stocks and eliminating underperforming ones, while also maintaining diversification within the limited number of positions. The impo...
This podcast episode explores Joanne Bradford's fascinating career journey in technology, marketing, and finance. From selling billions of dollars worth of advertising to leading groundbreaking initiatives at Microsoft, Yahoo!, and Pinterest, Joanne showcases her entrepreneurial spirit and ability to turn challenges in...
This podcast episode explores the myth of stock picking and emphasizes the importance of index funds for average investors. It suggests that Warren Buffett's success was not solely based on his stock picking skills but on identifying specific traits of stocks. The research shows that most stocks underperform the averag...
This podcast episode introduces Ed Yardeni's academic journey and the influence of his peers on his career. It discusses the reasons why economists failed to predict inflation accurately in the 1970s and emphasizes the importance of historical events and data in understanding economic trends. It explores Yardeni's earl...
This podcast episode discusses the importance of economic data in understanding the economy and making investment decisions. The speaker highlights the key data series to follow, such as the employment report, GDP report, and housing data. They emphasize the predictive value of housing starts and new home sales, but ca...
This podcast episode explores the experiences and insights of Aseesh Shah, the co-head and CIO of Public Investing at Goldman Sachs Asset Management (GSAM). Shah's diverse background in technology, innovation, equity, and fixed income has shaped his unique perspective on the financial industry. The episode discusses th...
This podcast episode explores the rise of closet indexing, where active managers closely track an index to minimize performance volatility and retain clients. The speakers discuss the business incentives behind closet indexing and provide examples of its impact on investor returns. They also delve into the concepts of ...
This podcast episode explores the role and impact of ETFs in the financial market, discussing their transparency, resilience, and accessibility. It highlights the parallels between theater and asset management, emphasizing the importance of casting the right people and collaboration. The episode also delves into the li...
This podcast episode explores the common mistakes investors make when trying to time the market, emphasizing the dangers of recency bias and short-termism. It highlights the advice from experienced investors like Warren Buffett, who caution against market timing due to the unpredictable nature of market crashes and boo...
This podcast episode explores the career and insights of Ed Hyman, a legendary figure on Wall Street. Hyman's practical approach to economics, influenced by Peter Lynch and his background in engineering, has been key to his success. The episode also discusses the evolution of data resources, the history and challenges ...
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