Bloomberg Opinion columnist Barry Ritholtz speaks with legendary investor Ron Baron, who is the chairman, CEO and portfolio manager at Baron Funds. He founded Baron Capital Management and Baron Capital Inc. in 1982, and boasts more than a half century of research experience. Today, Baron Funds is known for its long-term, fundamental, active approach to growth investing; it has $49 billion in assets under management. See omnystudio.com/listener for privacy information....
Jan 29, 2021•1 hr 25 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Andrew Beer, who serves as the managing member at Dynamic Beta investments LLC (formerly branded Beachhead Capital Management) and is co-portfolio manager of the firm's investment strategies. Beer has more than 25 years of experience in the alternative investment business. For more than a dozen years, his focus has been identifying strategies to match or outperform portfolios of leading hedge funds with low fees, daily liquidity and less dow...
Jan 22, 2021•1 hr 10 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Adam Karr, a portfolio manager at Orbis Investment Management and head of the firm’s U.S. division. See omnystudio.com/listener for privacy information.
Jan 15, 2021•1 hr 11 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Sébastien Page, author of 2020's "Beyond Diversification: What Every Investor Needs to Know About Asset Allocation" and head of T. Rowe Price's multi-asset division, which manages $363.5 billion. Page is also a member of T. Rowe Price's asset allocation committee and management committee. He was previously an executive vice president at Pimco and a senior managing director at State Street Global Markets. See omnystudio.com/listener for priva...
Jan 08, 2021•1 hr 15 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business. See omnystudio.com/listener for privacy information.
Dec 31, 2020•1 hr 15 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Jeff Poggi, co-CEO of McIntosh Group, the legendary manufacturer of premium audio equipment. Despite the pandemic, the company has notched its best year for sales in its 70-year history. Prior to joining McIntosh Group, Poggi — an engineer by training — was at Harman International and Bose Corporation, and earned an MBA from Duke University. See omnystudio.com/listener for privacy information....
Dec 26, 2020•1 hr 19 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Tom Slater, who is head of the U.S. equities team and a decision maker on long-term global growth portfolios at the U.K.-based investment firm Baillie Gifford. See omnystudio.com/listener for privacy information.
Dec 18, 2020•1 hr 6 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Mike Swell, co-head of global fixed income portfolio management at Goldman Sachs Asset Management (GSAM), where he is responsible for co-leading the global team of portfolio managers that oversee multi-sector portfolios. He joined the firm in 2007 as a managing director and head of structured products. Swell manages over $700 billion dollars in fixed income assets for GSAM. See omnystudio.com/listener for privacy information....
Dec 11, 2020•1 hr 5 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Catherine Keating, the chief executive officer of BNY Mellon Wealth Management and a member of the BNY Mellon Executive Committee, the company’s most senior leadership group. Prior to joining BNY Mellon, Keating was the chief executive officer of Commonfund and held a variety of senior positions at J.P. Morgan over two decades. She has been named one of the most powerful women in finance and one of the most powerful women in banking by Ameri...
Dec 03, 2020•58 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Greg Fleming, who is the president and CEO of Rockefeller Capital Management. Prior to leading Rockefeller Capital Management, Fleming was the president of Morgan Stanley Wealth Management and Morgan Stanley Investment Management. See omnystudio.com/listener for privacy information.
Nov 25, 2020•1 hr 14 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Dennis Lynch, who is the head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 26 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Counterpoint Global is running $130 billion in assets. See omnystudio.com/listener for privacy information.
Nov 19, 2020•1 hr 7 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Penny Pennington, who is the managing partner of Edward Jones, a Fortune 500 financial services firm. She began her Edward Jones career in 2000 as a financial adviser in Livonia, Michigan. Penny is also senior executive sponsor of the firm’s LGBT+ & Allies Business Resource Group, and was recently named No. 33 on the Fortune Most Powerful Women in Business list, in her second appearance. See omnystudio.com/listener for privacy informatio...
Nov 13, 2020•1 hr 9 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Adam S. Posen, who has been president of the Peterson Institute for International Economics since January 2013. Over the course of his career, he has contributed to research and public policy regarding monetary and fiscal policies in the G-20, the challenges of European integration since the adoption of the euro, China-U.S. economic relations, and developing new approaches to financial recovery and stability. See omnystudio.com/listener for ...
Nov 06, 2020•1 hr 18 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Mario Giannini, who is the CEO of private markets firm Hamilton Lane, one of the few publicly traded PE shops. The firm oversees more than $500 billion in privately invested assets, with $68 billion in directly managed funds. See omnystudio.com/listener for privacy information.
Oct 30, 2020•58 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Ray Dalio, who is the founder, co-chief investment officer and co-chairman of the world’s largest hedge fund, Bridgewater Associates. Dalio is known for his practical yet unconventional understanding of economics, which he spells out in his video “How the Economic Machine Works.” He's also the author of the New York Times bestseller “Principles: Life and Work.” See omnystudio.com/listener for privacy information....
Oct 22, 2020•1 hr 28 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Dr. Lisa Cook, a professor in the department of economics and in international relations at Michigan State University. As the first Marshall Scholar from Spelman College, she received a second B.A. from Oxford University before earning her Ph.D. from the University of California, Berkeley. She has served as a senior economist at the Council of Economic Advisers under President Barack Obama and has held positions or conducted research at the ...
Oct 14, 2020•56 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Joel Greenblatt, who serves as managing principal and co-chief investment officer of Gotham Asset Management. Greenblatt is also an adjunct professor at Columbia Business School, where he teaches value and special situation investing, and is the author of numerous best-selling books. His latest is “Common Sense: The Investor's Guide to Equality, Opportunity, and Growth." See omnystudio.com/listener for privacy information....
Oct 09, 2020•1 hr 4 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Portnoy, who founded the blog Barstool Sports in 2003 and has since built it into a sports media powerhouse. The company was recently valued at $450 million. See omnystudio.com/listener for privacy information.
Oct 02, 2020•55 min
Boomberg Opinion columnist Barry Ritholtz speaks with Pedro Earp, the chief marketing officer of international brewing powerhouse AB InBev. Earp also leads AB InBev's incubator and venture-capital arm, ZX Ventures. See omnystudio.com/listener for privacy information.
Sep 25, 2020•50 min
Bloomberg Opinion columnist Barry Ritholtz speaks with high-profile car critic Doug DeMuro, whose YouTube channel has more than 3 million subscribers. In addition to creating videos, DeMuro has written for Autotrader, Jalopnik, GQ and The Week, and has appeared as a guest on "Jay Leno's Garage." He recently launched the modern enthusiast car auction site Cars & Bids. See omnystudio.com/listener for privacy information.
Sep 18, 2020•1 hr 6 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Will Danoff, who is the Contrafund portfolio manager at Fidelity. During his nearly 30-year tenure, the Fidelity Contrafund has outperformed the S&P 500 in 100% of rolling 10-year time periods. The Fidelity Contrafund is a large-cap growth fund with $139 billion in assets under management. See omnystudio.com/listener for privacy information.
Sep 11, 2020•1 hr 21 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Morgan Housel, who is a partner at Collaborative Fund and author of the new book "The Psychology of Money: Timeless Lessons on Wealth, Greed and Happiness." A former columnist at The Motley Fool and The Wall Street Journal, he is also a two-time winner of the Best in Business Award from the Society for Advancing Business Editing and Writing (formerly the Society of American Business Editors and Writers). See omnystudio.com/listener for priva...
Sep 04, 2020•1 hr 14 min
Bloomberg Opinion columnist Barry Ritholtz speaks with BlackRock Senior Managing Director Salim Ramji, who is global head of iShares and index investments (the total AUM is over $4 trillion) and a member of the firm’s global executive committee. Ramji was previously head of BlackRock's U.S. wealth advisory business and global head of corporate strategy. Before joining BlackRock, he was a senior partner at McKinsey & Company where he led the asset and wealth management practice areas. He star...
Aug 28, 2020•58 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Mandell Crawley, who is Morgan Stanley's head of private and international wealth management. Crawley also co-leads the institutional client coverage group, and is a member of the firm’s management committee, global wealth management operating committee, multicultural client strategy committee and global securities operating committee. He was previously Morgan Stanley's chief marketing officer. He joined the firm as a high school intern in 1...
Aug 21, 2020•1 hr 1 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Claudia Sahm, director of macroeconomic policy at the Washington Center for Equitable Growth. She has policy and research expertise on consumer spending, fiscal stimulus, and the financial well-being of households, and is known for developing the “Sahm Rule.” See omnystudio.com/listener for privacy information.
Aug 14, 2020•1 hr 10 min
Bloomberg Opinion columnist Barry Ritholtz speaks with automotive design expert Paul Wraith, who is the chief designer for Ford Motor Company’s relaunch of the iconic Ford Bronco. See omnystudio.com/listener for privacy information.
Aug 07, 2020•48 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Simon Hallett, who is co-chief investment officer at Harding Loevner, a firm that manages more than $72 billion in assets. Previously, Hallett was the director/investment manager at Jardine Fleming Investment Management in Hong Kong. He is also the chairman and majority owner of Plymouth Argyle Football Club in the U.K. See omnystudio.com/listener for privacy information.
Jul 31, 2020•1 hr
Bloomberg Opinion columnist Barry Ritholtz speaks with New York Times business investigations editor David Enrich, whose latest book is “Dark Towers: Deutsche Bank, Donald Trump, and an Epic Trail of Destruction.” He is also the author of “The Spider Network: How a Math Genius and Gang of Scheming Bankers Pulled Off One of The Greatest Scams in History.” See omnystudio.com/listener for privacy information.
Jul 24, 2020•1 hr 6 min
The killers of Berta Caceres had every reason to believe they’d get away with murder. More than 100 other environmental activists in Honduras had been killed in the previous five years, yet almost no one had been punished for the crimes. Bloomberg’s Blood River follows a four-year quest to find her killers – a twisting trail that leads into the country’s circles of power. Blood River premieres on July 27. See omnystudio.com/listener for privacy information....
Jul 21, 2020•4 min
Bloomberg Opinion columnist Barry Ritholtz speaks with Sir Martin Ellis Franklin, the founder and CEO of Mariposa Capital LLC and chairman and controlling shareholder of Royal Oak Enterprises LLC. Franklin is also the founder and executive chairman of Element Solutions Inc. (previously known as Platform Specialty Products Corporation), a director of Restaurant Brands International Inc., and a director of APi Group Corporation. In addition, he was the youngest CEO of a corporation listed on the N...
Jul 17, 2020•46 min
