Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
This episode explores the market movements of several major companies, focusing on the factors driving significant stock price changes. Against the backdrop of mixed earnings reports, AT&T's exceeding mobile customer acquisition expectations led to a 4.5% stock increase, contrasting with Verizon's recent miss. More sig...
This episode explores the world of growth equity investing through a conversation with Martine Escobar, co-president and head of global growth equity at General Atlantic. Against the backdrop of Escobar's unique background—born in Bolivia, building a company in Brazil, and educated in the United States—the discussion ...
This episode explores the complex relationship between money and happiness, challenging the common assumption that wealth automatically equates to contentment. Against the backdrop of Maslow's Hierarchy of Needs, the discussion establishes that money primarily eliminates misery by providing basic necessities and mitig...
This episode explores the evolution and current state of opportunistic credit investing, featuring Tony Yoseloff, CIO and Managing Partner at Davidson Kempner. Against the backdrop of several major financial crises over the past 25 years, Yoseloff recounts his career path and the firm's strategic adaptations. More sig...
This episode explores the complexities of hedge fund investing, addressing the appeal, potential returns, and associated risks. Against the backdrop of a multi-trillion dollar hedge fund market, the discussion highlights the discrepancy between media portrayals of rock-star fund managers and the reality of average retu...
This episode explores the evolution of wealth management and the challenges and opportunities in the current economic climate, featuring Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management. The discussion begins with Shalett's unconventional career path, highlighting her transition from a drive-...
This episode explores the significant stock market movements of several companies on a particular Tuesday. Against the backdrop of these market fluctuations, the discussion centers on Newsmax, a media company experiencing a dramatic surge in share price, reaching a market cap of $30 billion after its IPO, a stark cont...
This episode explores the insightful work of Michael Lewis in his new book, "Who is Government?", which delves into the often-overlooked contributions of public servants. Against the backdrop of his previous book, "The Fifth Risk," which highlighted the dangers of neglecting government expertise during presidential tr...
This episode explores the strategies employed by Boaz Weinstein, founder of Saba Capital, to generate alpha by targeting mispricings in closed-end funds. Against the backdrop of Weinstein's 16-year experience on Wall Street, the discussion centers on his unique approach of identifying and exploiting discounts between ...
This podcast features an interview with Jim O'Shaughnessy, author of "Two Thoughts," discussing his career trajectory from Bear Stearns to founding O'Shaughnessy Asset Management (OSAM) and O'Shaughnessy Ventures. The conversation covers his quantitative investment strategies, the creation of his book "Two Thoughts" (...
This podcast episode of "At The Money" interviews Matt Hougan, Chief Investment Officer at Bitwise Asset Management, to discuss cryptocurrencies, specifically Bitcoin and Ethereum. The conversation covers the basic functionalities of these crypto assets, exploring their potential use cases like programmable money for ...
This podcast features an interview with Stephanie Kelton, a professor of economics and public policy, discussing her book "The Deficit Myth" and modern monetary theory (MMT). The conversation covers Kelton's background, her time as chief economist for the US Senate Budget Committee, and a detailed exploration of MMT p...
This podcast episode explores "Fitness Alpha," a concept suggesting that improved personal health directly correlates with enhanced financial market performance. The interview features Phil Pearlman, who explains how better nutrition, exercise, sleep, and social connections improve stress tolerance, decision-making, a...
This podcast features an interview with Philipp Carlsson-Szlezak, Global Chief Economist for the Boston Consulting Group, discussing his book "Shocks, Crises, and False Alarms." The conversation centers on the limitations of traditional macroeconomic models in predicting economic events, highlighting the frequent inac...
This podcast episode features an interview with Austan Goolsbee, President of the Federal Reserve Bank of Chicago, discussing inflation and the Federal Reserve's response. The conversation covers the surprising lack of recession despite high inflation, the role of supply chain issues and labor force participation, and...
This podcast features an interview with JPMorgan's Melissa Smith, co-head of commercial banking, discussing the bank's strategy in serving middle-market companies (up to $2 billion in revenue). The conversation covers JPMorgan's expansion into this market segment, its approach to serving VC-backed and PE-backed compan...
This podcast episode of "At The Money" interviews Morgan Housel, author of "Same as Ever," to discuss the unchanging aspects of human behavior and its impact on finance. The conversation explores how consistent human responses to economic events are throughout history, emphasizing the predictability of behavior over t...
This podcast features an interview with Charlie Ellis, a legendary investor, discussing his new book, "Rethinking Investing." The conversation covers his career trajectory, starting with the Rockefeller family office and moving to founding Greenwich Associates, alongside the evolution of the investment landscape from ...
This podcast episode discusses the correlation between war, inflation, and bull markets in the stock market. Host Barry Ritholtz interviews Jeff Hirsch, who presents a historical analysis showing how significant government spending during wartime and subsequent inflation have historically led to substantial market gai...
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