Market structures are broken and value investing is dead. That's the view from David Einhorn. On this episode, the president of Greenlight Capital sits down for a wide-ranging discussion with Bloomberg Radio host Barry Ritholtz. Einhorn is also chairman of the boards of Greenlight Capital Re Ltd. and Green Brick Partners Inc. He started the Einhorn Collaborative, which seeks to help Americans build stronger relationships, embrace their differences, and rediscover shared values and humanity. See ...
Feb 08, 2024•1 hr 8 min
How much you pay for stocks really matters. Should value investing be part of that strategy? To find out more, Barry Ritholtz speaks with Jeremy Schwartz. Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm's investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. See omnystudio.com/listener for privacy information.
Feb 07, 2024•13 min
Bloomberg Radio host Barry Ritholtz speaks to Tom Hancock, a partner at GMO LLC, where he is also head of the focused equity team. He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. He previously served as co-head of the firm's global equity team. Prior to joining GMO, he was a research scientist at Siemens and a software engineer at IBM. See omnystudio.com/listener for privacy information....
Feb 01, 2024•46 min
Investors don't like recessions. But how can they tell if one's coming? There's an indicator for that. It's called the "Sahm Rule," named for economist Claudia Sahm. Sahm is a former Federal Reserve economist best known for the rule bearing her name. In this episode, she speaks with Barry Ritholtz about using labor data to forecast recessions. See omnystudio.com/listener for privacy information.
Jan 31, 2024•14 min
Bloomberg Radio host Barry Ritholtz speaks to Sarah Kirshbaum Levy, chief executive officer of Betterment LLC, an independent digital investment adviser with $40 billion in assets under management. Prior to joining Betterment, Levy was chief operating officer of Viacom Media Networks, where she oversaw global strategy, finance and operations. Previously, Levy served as COO at Nickelodeon, where she spearheaded Nickelodeon's entry into new segments, including consumer products, resorts, Broadway ...
Jan 25, 2024•51 min
We're coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. But how can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, Barry Ritholtz speaks to Ari Rosenbaum about investment vehicles designed to avoid big tax bills. Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management. He leads the team that delivers OSAM strategies to advisors, co...
Jan 24, 2024•13 min
Bloomberg Radio host Barry Ritholtz speaks to Shomik Dutta, founder and managing partner at Overture, a venture capital firm focused on climate tech and sustainability startups. He is also co-founder and general partner of Higher Ground Labs. See omnystudio.com/listener for privacy information.
Jan 19, 2024•51 min
Bloomberg Radio host Barry Ritholtz speaks to Cathy Marcus, co-chief executive officer and global chief operating officer of PGIM Real Estate. As co-CEO, Marcus develops and leads the company's global strategy. As global COO, she is responsible for overseeing business and investment operations globally. Marcus is co-chair of the board of directors of RealAssetX, PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry. She was previously senior portfolio ma...
Jan 11, 2024•1 hr 3 min
Investor incompetence might play a larger role in poor performance than you think. That's thanks to a phenomenon called the Dunning-Kruger Effect. To explain, Barry welcomes David Dunning to the podcast. Dunning is a professor of psychology at the University of Michigan. Dunning’s research focuses on decision-making in various settings. In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms ...
Jan 10, 2024•9 min
Bloomberg Radio host Barry Ritholtz speaks to Matt Levine, a Bloomberg Opinion columnist and the author of Money Stuff , a daily newsletter about Wall Street and finance. A former investment banker at Goldman Sachs, he was a mergers and acquisitions lawyer at Wachtell, Lipton, Rosen & Katz; a clerk for the US Court of Appeals for the Third Circuit; and an editor of Dealbreaker. See omnystudio.com/listener for privacy information....
Jan 04, 2024•1 hr 2 min
Is contrarian investing a solid strategy, or a fool's errand? In this episode, Barry Ritholtz discusses the issue with Michael J. Mauboussin. Mauboussin is Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Previously, he was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management. See omnystudio.com/listener for privacy information....
Jan 03, 2024•12 min
On a special 500th-episode edition of Masters in Business, Bloomberg Radio host Barry Ritholtz speaks with Jenny Johnson, the president and chief executive officer of Franklin Templeton. Johnson joined the firm in 1988 and held leadership roles in all its major divisions, including investment management, distribution, technology, operations and high-net-worth, before becoming CEO in February 2020. She also led the historic acquisition of Legg Mason in 2020, with the combined organization managin...
Dec 29, 2023•1 hr 4 min
Is it a seller's market? That seems to be the consensus, but there are still tips and tricks to getting the biggest return for your home. On today's episode, Barry Ritholtz speaks with Jonathan Miller, President of Miller Samuel. They discuss what to do, and NOT do, when selling a house. See omnystudio.com/listener for privacy information.
Dec 27, 2023•15 min
Bloomberg Radio host Barry Ritholtz speaks to Stephen Suttmeier, director and chief equity technical strategist at Merrill Lynch. His research appears regularly in Monthly Chart Portfolio of Global Markets, Market Analysis Comment, Sectors and Stocks on the Move, Thematic Stock Charts, and Chart Blast. Stephen ranked No. 4 in the 2015 Institutional Investor All America Research Poll and was the winner in the Best Bank for Equity Research category in the 2016 and 2017 Technical Analyst Awards. He...
Dec 21, 2023•1 hr 37 min
How do historical patterns and seasonality affect equities? Can these patterns successfully inform future investments? In this episode, Barry Ritholtz speaks with Jeffrey Hirsch about seasonal patterns in equities. Hirsch is editor of the Stock Trader's Almanac & Almanac Investor Newsletter. He's devoted much of his career to the study of historical patterns and market seasonality in conjunction with fundamental and technical analysis. See omnystudio.com/listener for privacy information....
Dec 20, 2023•16 min
Bloomberg Radio host Barry Ritholtz speaks to Mike Rockefeller, co-chief investment officer of Woodline Partners LP. Woodline is an investment firm with a market-neutral equity strategy focused on the global health care and technology sectors. Woodline's subsector portfolio manager model enables a focus on generating idiosyncratic alpha and avoiding systemic risk factors. See omnystudio.com/listener for privacy information.
Dec 14, 2023•44 min
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. on Apple: trib.al/Mx9TCh1 on Spotify: trib.al/T4BG8s4 Anywhere: trib.al/O4EX6BA See omnystudio.com/listener for privacy information.
Dec 14, 2023•51 sec
What's the best instrument for your investments? Mutual funds or ETFs? On today's edition of At the Money, Barry Ritholtz speaks to Dave Nadig about the pros and cons of these two investment vehicles. Listen to find out which is right for you. Nadig is the Financial Futurist for ETF Trends and ETF Database. He has been involved in researching, reporting and analyzing the investment management industry for more than 20 years. See omnystudio.com/listener for privacy information....
Dec 13, 2023•11 min
Barry speaks to Joel Tillinghast, a portfolio manager in the equity division at Fidelity Investments. Tillinghast co-manages Fidelity's Low-Priced Stock and Fidelity Series Intrinsic Opportunities funds, as well as portfolios for Canadian and Japanese investors. Tillinghast previously worked as an analyst covering coal, personal care, appliances, natural gas and tobacco at FMR Co. Before joining Fidelity in 1986, he served as a director of research and strategy at Bank of America Futures, a rese...
Dec 08, 2023•1 hr 10 min
Bloomberg Radio host Barry Ritholtz speaks to Michael Fisch, CEO and co-founder of American Securities LLC. He is a managing member of the general partners of the American Securities Partners' series of private equity funds and a member of the investment committee of AS Birch Grove. He was previously a partner in two private equity funds, a consultant in the Paris office of Bain & Co., and worked in the mergers and acquisitions department of Goldman Sachs. See omnystudio.com/listener for pri...
Dec 01, 2023•1 hr 3 min
Are equities the best long-term investment? If so, is that always true? In this episode of At the Money, Barry Ritholtz speaks with Jeremy Schwartz about why you should, or should not, go heavy on stocks. Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm's investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. See omnystudio.com/listener for privacy information....
Nov 29, 2023•11 min
Bloomberg Radio host Barry Ritholtz speaks to Cliff Asness, co-founder, managing principal and chief investment officer at AQR Capital Management LLC, which holds more than $100 billion in assets under management. Prior to co-founding AQR, he was a managing director and director of quantitative research for the asset management division of Goldman Sachs Group Inc. See omnystudio.com/listener for privacy information.
Nov 27, 2023•38 min
Bloomberg Radio host Barry Ritholtz speaks with Peter Atwater, president of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware. He studies the impact of changing confidence on consumer decision-making and advises investors, businesses and policymakers. He coined the term “K-shaped recovery" to describe the pandemic's effects on the economy. Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, ...
Nov 22, 2023•1 hr 20 min
Barry Ritholtz joins Hannah Elliott as co-host for this week's edition of the Hot Pursuit! podcast. It's a new show focused entirely on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple , Spotify or anywhere you get your podcasts . Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information....
Nov 22, 2023•15 min
Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, 'The Geometry of Wealth' and 'The Investors Paradox.' See omnystudio.com/listener for privacy information....
Nov 22, 2023•13 min
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple , Spotify or anywhere you get your podcasts . Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information....
Nov 19, 2023•25 min
Bloomberg Radio host Barry Ritholtz speaks with Brad Gerstner, founder and CEO of Altimeter Capital, a technology-focused investment firm, which has about $8 billion in assets under management. Altimeter manages a variety of venture and public funds and serves as a long-term partner to companies as they enter the public markets. (This episode was recorded on Nov. 8.) See omnystudio.com/listener for privacy information.
Nov 17, 2023•1 hr 14 min
Buying a house in today's climate can be challenging. Interest rates are near the highest level in 20 years. Housing inventory is near record lows. So what's a potential home buyer to do? Jonathan Miller, President of Miller Samuel, joins Barry Ritholtz to discuss the best approach for purchasing a home today. See omnystudio.com/listener for privacy information.
Nov 15, 2023•15 min
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple , Spotify or anywhere you get your podcasts . Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information....
Nov 12, 2023•58 sec
Bloomberg Radio host Barry Ritholtz speaks with Linda Gibson, who is chair and chief executive officer of PGIM Quantitative Solutions LLC, a pioneer in quant investing. Gibson holds a bachelor’s degree in mathematics from Bates College and a law degree from Boston University, and is a graduate of the Advanced Management Program at Harvard Business School. See omnystudio.com/listener for privacy information.
Nov 10, 2023•53 min
