Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
This podcast episode offers valuable insights into the world of quality investing, providing a holistic perspective on the evolution of GMO, a leading investment management firm. Through candid conversations with Tom Hancock, the portfolio manager at GMO known for his exceptional track record, the discussion sheds ligh...
This podcast episode delves into the topic of recessions, examining the Sahm Rule as an indicator for predicting economic downturns. Despite the rule's historically accurate performance, the episode questions its reliability in the current economic climate due to disruptions caused by COVID-19. The discussion emphasize...
This podcast episode covers various topics related to marketing, branding, financial digital tools, and the challenges faced by traditional media during the transition to streaming. The guest speaker, Sara Kirschbaum Levy, shares her experiences and insights from her career journey in media, brand building, and digital...
This podcast episode explores the concept of direct indexing, a strategy that allows investors to maximize after-tax returns on equity investments. By replicating the performance of an index through direct investment in underlying stocks, investors gain greater control over their tax liability. Direct indexing enhances...
This podcast episode explores the interplay between climate change and venture investing, featuring Shomik Datta, co-founder and managing partner of Overture Climate VC. It highlights the urgency of investing in climate change technologies to address the environmental crisis while emphasizing the economic opportunities...
This podcast episode explores the multifaceted nature of investing, emphasizing the importance of considering both financial and non-monetary factors. The discussion highlights that investments can fulfill expressive and emotional needs, thereby influencing decision-making. It also emphasizes that risk tolerance depend...
This podcast episode follows Kathy Marcus, co-CEO and global COO of PGIM Real Estate, as she discusses her journey into the world of real estate, PGIM's investment strategy, the challenges and opportunities facing the real estate market, and her advice for recent college graduates interested in pursuing a career in rea...
This podcast episode explores the Dunning-Kruger Effect, a cognitive bias that leads people to overestimate their abilities. This effect is particularly pronounced when individuals lack expertise in a specific area, making it difficult for them to recognize their own lack of knowledge. To mitigate the Dunning-Kruger Ef...
This podcast episode features Matt Levine, a financial journalist known for his unique perspective and ability to simplify complex financial concepts. Starting from his diverse career path as an M&A attorney, a derivative specialist, and then a writer, he shares his insights on various financial trends and developments...
This episode discusses the reasons why it's hard to go against the crowd, including survival, blame, asset prices, and the fear of conforming to the group. However, the episode also highlights the wisdom of contrarian investing, which involves buying assets when they're unpopular and selling them when they're popular, ...
This podcast episode explores the evolution of Franklin Templeton over the decades, its acquisition strategy, and key takeaways for financial professionals and investors. The company's long-term focus, disciplined approach to growth, and emphasis on technology and data analytics have enabled it to adapt to changing fin...
This podcast episode discusses the current state of the housing market and provides insights for potential sellers. The main takeaway is that sellers need to be aware that the market has slowed down and that they need to price their homes accordingly. Overpricing a home can damage its value in the perception of the mar...
This podcast episode delves into the realm of technical analysis and its role in stock investing. Through discussions with technical strategist Steve Sutmeyer and insights from experts, the episode explores the complementary relationship between technical and fundamental analysis. It highlights the influence of legenda...
This episode of "Elon Inc" examines the captivating world of Elon Musk and his ventures, inviting you to dive into the intricacies of his empire and explore the interconnecting factors shaping its success. The podcast analyzes his ambitious pursuits, highlighting the influence of market seasonality on investment decisi...
This podcast episode features veteran investor Mike Rockefeller of Woodline partners, a hedge fund expert with extensive experience at reputable firms such as Citadel and Morgan Stanley. Rockefeller details the unique structure of Woodline, a specialist sector-focused fund with 13 portfolio managers covering various su...
This podcast episode provides updates on various news headlines, including the Israel-Hamas war, Fed chair Jay Powell's speech, President Biden's reelection fight, Bitcoin reaching a 19-month high, and signs of improving U.S.-China relations. It also highlights the availability of the Bloomberg News Now podcast for the...
This podcast episode explores the changing landscape of investment funds, discussing the decline of mutual funds in popularity and the rise of exchange-traded funds (ETFs). The expert guest, Dave Noddig, highlights the advantages of ETFs over mutual funds, including greater flexibility, liquidity, and tax efficiency.
This podcast episode delves into the world of successful stock picking, featuring insights from industry veterans. Joel Tillinghast highlights his journey and outperformance in the Fidelity Low Price Stock Fund. Peter Lynch emphasizes self-awareness and focusing on industries with strong comprehension, incorporating gr...
This podcast episode highlights the complex relationship between skill and luck, particularly in the field of investing. The discussion emphasizes the difficulty of distinguishing between the two, especially when outcomes can be influenced by random events. To accurately identify skilled investors, the speakers suggest...
This podcast episode delves into the world of private equity, with insights from industry experts. The speaker's journey illustrates the path to the industry and its evolution over time. Key takeaways include the strategies for making platform investments and the importance of relationships and management teams. The ep...
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