Bloomberg View columnist Barry Ritholtz interviews Felix Zulauf, the founder and president at Zulauf Asset Management AG. He founded the firm in 1990, focusing on macro and strategic issues, and has more than 30 years of experience in the financial markets and asset management. He now runs Zulauf Consulting and manages his own wealth in his family office. See omnystudio.com/listener for privacy information.
Nov 21, 2017•1 hr 17 min
Bloomberg View columnist Barry Ritholtz interviews Greg Sands, founder and managing partner at Costanoa Ventures. Prior to founding Costanoa, Sands was a Managing Director at Sutter Hill, where he invested in early stage enterprise software startups, such as Merced Systems, AllBusiness, Youku, Quinstreet, and Feedburner. He was the first product manager at Netscape Communications where he wrote the initial business plan, coined the name Netscape, and built the SuiteSpot Business unit from $0-$14...
Nov 16, 2017•1 hr 8 min
Bloomberg View columnist Barry Ritholtz interviews Jean Case, a philanthropist, investor and pioneer in the world of interactive technologies. She worked in the private sector as a technology executive for nearly two decades, including at America Online Inc., before she and her husband, Steve, created the Case Foundation in 1997. In addition to her role as CEO of the Case Foundation, Jean is chairman of the National Geographic Society Board of Trustees and also serves on the boards of impact of ...
Nov 10, 2017•59 min
Bloomberg View columnist Barry Ritholtz interviews John Montgomery, who founded Bridgeway Capital Management in 1993. The firm manages $8.4 billion dollars, and -- somewhat uniquely -- donates half of its profits to nonprofit organizations. Montgomery serves as chairman and chief investment officer, and is responsible for portfolio management, research, risk oversight and (his favorite) mentoring. Montgomery worked with computer modeling and statistical methods as a research engineer at MIT in t...
Nov 03, 2017•1 hr 2 min
Bloomberg View columnist Barry Ritholtz interviews Scott Galloway, professor of marketing at NYU's Stern School of Business and author of the recent New York Times bestseller "The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google." Galloway is also the founder of several companies, including the business intelligence firm L2 , and is the creator of the Digital IQ Index, a global ranking of prestige brands' digital competence. He has also been named one of the World Economic Forum's "Gl...
Oct 27, 2017•1 hr 20 min
Bloomberg View columnist Barry Ritholtz interviews Jim Ross, the executive vice president of State Street Global Advisors and chairman of global SPDR. He also serves as chairman of the board of SSGA Funds Management, and as chairman and chief executive officer of State Street Global Advisors Funds Distributors. In addition, he won the 2016 ETF Lifetime Achievement Award. Ross explains how SPY, the S&P 500 ETF offered by State Street, became one of the biggest exchange-traded funds. He also d...
Oct 20, 2017•55 min
Bloomberg View columnist Barry Ritholtz interviews Paul Wilmott, the financial consultant specializing in derivatives, risk management and quantitative finance. He has worked with many leading U.S. and European financial institutions and has written several books, including the recent "The Money Formula: Dodgy Finance, Pseudo Science, and How Mathematicians Took Over the Markets." Wilmott really wants you to know his feelings about quantitative models -- he calls them the “engine room of both th...
Oct 13, 2017•55 min
Fred Fox is the founder and CEO of Planalytics, a company specializes in business weather intelligence -- the study, development and commercialization of weather analytics. His clients are companies and NGOs who seek to better understand the impact of weather-related events. Fox advocates developing a corporate weather history in order to make assessments when future events occur. Planalytics gets granular with its data -- so much so that it can reasonably forecast how much an inch of snow will ...
Oct 05, 2017•1 hr 6 min
Ranji Nagaswami is chief executive officer of Hirtle Callaghan, a firm that helped popularize the idea of the outsourced CIO. Previously, she was co-head of U.S. fixed income at UBS Asset Management; she also was chief investment officer of Alliance Bernstein Investments, the group’s retail/mutual fund division, and served as chief investment adviser to the city of New York during the administration of Mayor Michael R. Bloomberg (founder of Bloomberg LP). She discusses the agnostic approach to i...
Sep 28, 2017•1 hr 10 min
Bloomberg View columnist Barry Ritholtz interviews Matthew Rothman, the head of global quantitative equity research at Credit Suisse and a senior lecturer in finance at the MIT Sloan School of Management. He was hired a few years before the financial crisis hit to be the global head of quantitative research at Lehman Brothers (and then moved to Barclays Capital, following the Lehman bankruptcy). In the midst of the quant crash in 2007, he published “Turbulent Times in Quant Land,” which became t...
Sep 21, 2017•1 hr 9 min
Bloomberg View columnist Barry Ritholtz interviews the fascinating Victor Niederhoffer, a nationally ranked squash champion and former Berkeley professor of finance and statistics. An undeniably brilliant man who was still unable to adequately manage risk, he offers crucial lessons for all traders. In his first book, "The Education of a Speculator," he reveals the risk-embracing style that created his first fortune. In his follow-up, "Practical Speculation," he almost -- but doesn’t quite -- acc...
Sep 15, 2017•1 hr 4 min
Not many strategists begin studying technicals in college, but that was the route Katie Stockton took. As an undergraduate at the University of Richmond, she studied graduate level coursework in technicals, eventually becoming an intern at technical analysis firm Dorsey Wright. Stockton discusses how the total volume of stock-market trading has fallen since the financial crisis. Is it algos or indexing or HFT causing the fall-off? Some combination of all of the above? She describes her favorite ...
Sep 08, 2017•1 hr 5 min
What happens when Paul McCartney asks, “What are you doing for the next few years?” For Lawrence Juber, you think about it for a nano second, before saying “I guess I am playing with you.” The session guitarist, musicologist, former Wings guitarist and Grammy-award winning composer with 25 albums to his name describes rehearsing with Paul and Linda before their next tour. McCartney wanted to record some tracks, but his favorite studio, Abbey Road, was unavailable -- so he built an exact reproduc...
Aug 31, 2017•1 hr 4 min
Bloomberg View columnist Barry Ritholtz interviews Steven Clifford. Compensation consultants are parasites, so says Steven Clifford, author of " The CEO Pay Machine: How it Trashes America and How to Stop it ." Clifford is a former tech company chief executive officer who has grown disillusioned with the procedures and practices that serve no corporate purpose other than enriching the CEO and senior management. What was supposed to be pay for performance, he said, has become a scheme to transfer...
Aug 25, 2017•1 hr 15 min
Bloomberg View columnist Barry Ritholtz interviews Ellen Zentner, the chief U.S. economist at Morgan Stanley. She explains why Texas came through the financial crisis so well, courtesy of its rainy day fund. Her career took her from the Texas Comptroller's office to Morgan Stanley, where she leads the North American Economics group. She said starting in government gave her time to think “deep thoughts” and develop her analytical approach. See omnystudio.com/listener for privacy information....
Aug 18, 2017•1 hr 13 min
Bloomberg View columnist Barry Ritholtz interviews Matt Wallaert, a behavioral scientist who works at the intersection of technology and human behavior. After several years in academia and two successful startups, he joined Microsoft, where he led a team of experts using technology to help people live happier, healthier lives. During his time with Microsoft, he was a director at Microsoft Ventures, the firm’s venture capital arm. He sits on the boards of a variety of startups and nonprofits. Wal...
Aug 10, 2017•1 hr 15 min
Bloomberg View columnist Barry Ritholtz interviews Richard Clarida, a global strategic adviser for PIMCO and former assistant secretary of U.S. Treasury. His first day at the Treasury Department was Sept. 11, 2001, and he describes what it was like to start work during such a chaotic period. He also reminds us that during the financial crisis, many were originally concerned with a deflation scare. He gives the Fed high marks for crisis management during the Great Recession, but says that since t...
Aug 03, 2017•1 hr 24 min
Bloomberg View columnist Barry Ritholtz interviews Rich Barton, the Microsoft engineer who developed Expedia while working for Bill Gates and Steve Ballmer in the 1990s. Barton then co-founded real estate app Zillow and jobs site Glassdoor, and joined the board of directors at Netflix, where he remains to this day. Barton tells Ritholtz that his companies bring transparency to industries that have traditionally lacked it. “Power to the people” says Barton, is not a political slogan, but “a techn...
Jul 28, 2017•1 hr 21 min
Alan Shaw, founder of the Market Technicians Association and former managing director of the technical research department at Smith Barney, tells Bloomberg View columnist Barry Ritholtz that he's happy he's not working today: It's much more difficult to be a technician and be in institutional sales than it was when he was working.\u0010\u0010(Note: This is a podcast extra which will not air on Bloomberg Radio.) See omnystudio.com/listener for privacy information....
Jul 26, 2017•55 min
Jesse Eisinger, the Pulitzer-winning journalist now working at ProPublica, tells Bloomberg View columnist Barry Ritholtz how the collapse of Arthur Andersen, Enron and WorldCom led to a neutered Justice Department. The title of his new book, "The Chickenshit Club," comes from a speech that then-Southern District U.S. Attorney James Comey gave to prosecutors saying that if they were never losing, they were only taking on easy cases. This interview aired on Bloomberg Radio. See omnystudio.com/list...
Jul 23, 2017•1 hr 3 min
Bloomberg View columnist Barry Ritholtz interviews Ed Thorp, one of the most storied people in finance. A math professor at MIT and UC Ivine, Thorp figured out how to beat Las Vegas at blackjack and baccarat, created statistical arbitrage, and ran a hedge fund that not only beat the market by a wide margin, but never had a losing quarter. He is the author of several books, including "Beat the Dealer" and "Beat the Market"; his latest book is "A Man for All Markets." Thorp tells Ritholtz that the...
Jul 14, 2017•1 hr 41 min
Bloomberg View columnist Barry Ritholtz interviews Duff McDonald, a journalist and author of two critically acclaimed books, "The Golden Passport: Harvard Business School, the Limits of Capitalism, and the Moral Failure of the MBA Elite" and "The Firm: The Story of McKinsey and Its Secret Influence on American Business." McDonald tells Barry Ritholtz why the elite institutions that feed into government, business and finance are broken, and what must be done to fix them. This interview aired on B...
Jul 07, 2017•1 hr 12 min
Bloomberg View columnist Barry Ritholtz interviews Chris Anderson, a co-founder and CEO of 3D Robotics, and the founder of DIY Drones. He was with the Economist for seven years before joining WIRED magazine as the editor-in chief. Anderson tells Ritholtz that the dot-com collapse masked the organic growth of the internet by real users. The innovations of the late 1990s are obvious at Amazon, Facebook, Google and Apple, but there is a new crop of disruptive and innovative technologies coming up r...
Jul 05, 2017•1 hr 39 min
Bloomberg View columnist Barry Ritholtz interviews Anindya Ghose, a professor of information, operations and management sciences as well as marketing at New York University's Leonard N. Stern School of Business, tells Bloomberg View columnist Barry Ritholtz that technology is changing things even more rapidly than we might have guessed only a few years ago. The future as envisioned in such science fiction films as Philip K. Dick’s “Minority Report” isn’t several decades away -- it's only two or ...
Jun 22, 2017•1 hr 15 min
Bloomberg View columnist Barry Ritholtz interviews Ned Davis, a senior investment strategist who founded the Ned Davis Research Group (NDRG). He is the author of "Being Right or Making Money" and "The Triumph of Contrarian Investing." This interview aired on Bloomberg Radio. See omnystudio.com/listener for privacy information.
Jun 15, 2017•1 hr 4 min
Bloomberg View columnist Barry Ritholtz interviews Daron Acemoglu, Elizabeth and James Killian Professor of Economics at MIT. He is the recipient of several awards, including the 2005 John Bates Clark Medal. He is the co-author of "Why Nations Fail: The Origins of Power, Prosperity and Poverty" and among the most cited economists in the world. This interview aired on Bloomberg Radio. See omnystudio.com/listener for privacy information.
Jun 09, 2017•51 min
Bloomberg View columnist Barry Ritholtz interviews William F. Sharpe, the STANCO 25 professor of finance, emeritus, at Stanford University’s Graduate School of Business. Sharpe is a past president of the American Finance Association and received the Nobel Prize in Economic Sciences in 1990. This interview aired on Bloomberg Radio. See omnystudio.com/listener for privacy information.
Jun 02, 2017•1 hr 55 min
Bloomberg View columnist Barry Ritholtz interviews Brian Greene, professor of physics and mathematics at Columbia University. Professor Greene is world-renowned for his groundbreaking discoveries in the field of superstring theory, including the co-discovery of mirror symmetry and the discovery of spatial topology change. He is the director of Columbia’s Center for Theoretical Physics. This interview aired on Bloomberg Radio. See omnystudio.com/listener for privacy information....
May 26, 2017•1 hr 16 min
Bloomberg View columnist Barry Ritholtz interviews Marc Andreessen, co-founder and general partner of the venture capital firm Andreessen Horowitz. He serves on the boards of the following Andreessen Horowitz portfolio companies: Anki, Honor, Lytro, Mori, OpenGov, Samsara and TinyCo. He is also on the boards of Facebook, Hewlett-Packard and MODE Media. This interview aired on Bloomberg Radio. See omnystudio.com/listener for privacy information....
May 19, 2017•1 hr 22 min
Bloomberg View columnist Barry Ritholtz interviews Byron Scott and Charlie Norris. Scott is a former head coach and player with the Los Angeles Lakers; Norris is the chairman of the board at Freshpet Inc. They are the co-authors of “Slam-Dunk Success: Leading from Every Position on Life's Court." This interview aired on Bloomberg Radio. See omnystudio.com/listener for privacy information.
May 12, 2017•52 min