Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
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Jean Hynes, Wellington’s Incoming CEO (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Jean Hynes, Wellington’s incoming CEO, on rising through the ranks, managing one of the world’s largest asset managers, and investing in health care in the days of Covid. She manages the $51 billion Vanguard Health Care Fund.על ידי Bloomberg Radio
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Doug Braunstein on Investment Banking (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Doug Braunstein, founder and managing partner at Hudson Executive Capital, which has underwritten several successful SPAC offerings and manages $1.6 billion in assets. Braunstein previously held several roles at JPMorgan Chase — including working directly with Jamie Dimon as chief financial off…
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Ben Inker on Value and Asset Allocation (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Ben Inker, the head of asset allocation at GMO, which manages about $60 billion in assets. In his nearly three decades at GMO, Inker has served as an analyst for the quantitative equity and asset allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as a co…
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Kevin Landis on Technology Investments (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Kevin Landis, who is CEO and chief investment officer of Firsthand Capital Management. Landis founded Firsthand in 1994 and has since become one of the nation's best-known technology investors. He has been making venture capital investments in primary transactions since 1998, focusing on the te…
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Ron Baron on Investing in Tesla and SpaceX (Podcast)
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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 approac…
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Andrew Beer on the Hedge Fund Industry (Podcast)
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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…
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Adam Karr on Contrarian Investing
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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.על ידי Bloomberg Radio
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Sébastien Page on Smart Asset Allocation
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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 wa…
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Dave Welling on What Financial Services Should Look Like
1:19:17
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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.…
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Jeff Poggi on the Art and Science of High-End Audio
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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 Corp…
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Tom Slater on Growth Investing (Podcast)
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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.על ידי Bloomberg Radio
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Mike Swell on Global Fixed Income Investors (Podcast)
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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 p…
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Catherine Keating on Wealth Management (Podcast)
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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 position…
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Masters in Business


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Greg Fleming on Shaping Wall Street (Podcast)
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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.על ידי Bloomberg Radio
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Masters in Business


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Dennis Lynch on Global Portfolio Management (Podcast)
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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 b…
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Masters in Business


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Penny Pennington on Wealth Management (Podcast)
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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 recen…
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Masters in Business


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Adam S. Posen on the Need for Fiscal Stimulus (Podcast)
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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 ad…
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Masters in Business


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Mario Giannini on the Art of Investing (Podcast)
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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.על ידי Bloomberg Radio
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Masters in Business


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Ray Dalio on the Decline of Real Interest Rates (Podcast)
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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 …
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Masters in Business


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Lisa Cook on Gender and Race in Economics (Podcast)
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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 …
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Masters in Business


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Joel Greenblatt on Relative Value Investing (Podcast)
1:07:11
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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…
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Masters in Business


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Dave Portnoy on the Business of Sports Media (Podcast)
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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.על ידי Bloomberg Radio
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Masters in Business


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Pedro Earp on the Business of Beer (Podcast)
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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.על ידי Bloomberg Radio
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Masters in Business


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Doug DeMuro on the Business of Reviewing Cars (Podcast)
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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 auctio…
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Masters in Business


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Will Danoff on Innovation and Investments (Podcast)
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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.…
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Masters in Business


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Morgan Housel on the Culture of Finance (Podcast)
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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 Soc…
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Masters in Business


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Salim Ramji on ESG Investing (Podcast)
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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 stra…
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Masters in Business


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Mandell Crawley on the Private Wealth Business (Podcast)
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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 …
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Masters in Business


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Claudia Sahm on Economic Policy (Podcast)
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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.”…
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Masters in Business


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Paul Wraith on the Design Business (Podcast)
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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.על ידי Bloomberg Radio
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Masters in Business


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Simon Hallett on Investing and Soccer (Podcast)
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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…
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Masters in Business


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David Enrich on Deutsche Bank’s Clean-Up (Podcast)
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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 His…
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Introducing: Blood River, A New Podcast From Bloomberg
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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 cou…
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Masters in Business


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Martin Franklin on Building Businesses (Podcast)
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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 o…
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Masters in Business


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Bill Miller on the Classical Value Portfolio (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Bill Miller, founder of Miller Value Partners. Miller serves as the firm's chairman and chief investment officer, and is also co-portfolio manager for opportunity equity and income strategy. Prior his work with Miller Value Partners, Bill and his partner, Ernie Kiehne, founded Legg Mason Capita…
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Masters in Business


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Robin King on the Navy SEAL Foundation (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Robin King, chief executive officer of the Navy SEAL Foundation, which serves the Naval Special Warfare community and their families with specialized programs designed to improve health, build resiliency, preserve legacies, and empower and educate.…
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Masters in Business


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Ron Carson on Financial Advisers' Trust (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Carson Group founder and CEO Ron Carson. Carson Group serves financial advisers and investors through its family of businesses including Carson Wealth (which has $12 billion in assets under management) and Carson Coaching (which has grown to be one of the leading adviser coaching programs in th…
Adam Neumann had a vision: to make his startup WeWork a wildly successful company that would change the world. He convinced thousands of other people -- customers, employees, investors -- that he could make that dream a reality. And for a while, he did. He was one of the most successful startup founders in the world. But then, in the span of just a…
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Masters in Business


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Jeremy Siegel on the Stock Market Under Covid-19 (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Jeremy Siegel, who is the Russell E. Palmer professor of finance at the University of Pennsylvania's Wharton School and senior investment strategy adviser at WisdomTree Asset Management. His book "Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment S…
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Luke Ellis on the Hedge Fund Business (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Luke Ellis, who is the chief executive officer of Man Group, the world’s largest listed hedge fund and a pioneer in the application of systematic trading since 1987. Man Group has five investment engines that manage more than $104 billion in a range of liquid and private markets. Ellis was prev…
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Jonathan Litt on Real Estate Investments (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Jonathan Litt, who is the founder and chief investment officer of Land & Buildings. Litt founded Land & Buildings in the summer of 2008 and has built it into a prominent activist hedge fund in the real-estate space. He has more than 25 years of experience as a strategist and an investor in both…
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Masters in Business


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David Rosenberg on Emergency Policy Decisions (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with David Rosenberg, who is president, chief economist and strategist of Rosenberg Research & Associates Inc. From 2002 to 2009, he was chief North American economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings.…
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Michael Lewis on the Power of Intelligent Leadership (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with author Michael Lewis, whose books include “Flash Boys: A Wall Street Revolt,” “Moneyball: The Art of Winning an Unfair Game,” “Liar’s Poker” and “The Fifth Risk.” He is also a Bloomberg Opinion columnist, and hosts the podcast “Against the Rules.”…
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Masters in Business


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Jon Taffer on Bars, Restaurants and Hotels on Lockdown (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Jonathan Taffer, an American entrepreneur and television personality. He is best known for creating the concept for NFL Sunday Ticket. He is also known as the host of the reality series “Bar Rescue” on the Paramount Network.על ידי Bloomberg Radio
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Henry Cornell on Merchant Banking (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Henry Cornell, founder and senior partner of Cornell Capital. Prior to founding the firm, Henry was the vice chairman and one of the original architects of the merchant banking division of Goldman Sachs.על ידי Bloomberg Radio
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Masters in Business


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Jim Bianco on the Market Crisis and the Fed
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Bloomberg Opinion columnist Barry Ritholtz speaks with Jim Bianco, president and macro strategist at Bianco Research LLC. In addition to having spent nearly 20 years with Bianco Research, he is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA).על ידי Bloomberg Radio
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Masters in Business


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Jim Chanos on Financial Fraud (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Jim Chanos, founder and managing partner of Kynikos Associates. Throughout his investment career, Mr. Chanos has identified and sold short the shares of numerous well-known corporate financial disasters. He is currently a lecturer in finance and a Becton Fellow at the Yale School of Management,…
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Masters in Business


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Chris Whalen on PPP Loans (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Richard Christopher Whalen, investment banker and chairman of Whalen Global Advisors LLC. Mr. Whalen is the author of several books, including his most recent work, “Ford Men: From Inspiration to Enterprise.”על ידי Bloomberg Radio
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Masters in Business


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James Montier on Fear and Investment (Podcast)
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59:06
Bloomberg Opinion columnist Barry Ritholtz speaks with James Montier, who is a member of the asset allocation team at Grantham, Mayo, Van Otterloo & Co. (GMO). Prior to that, he was the co-head of global strategy at Société Générale. Montier is also the author of several market-leading books, including “The Little Book of Behavioral Investing: How …
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Barry Ritholtz Discusses WFH’s Impact on the Economy (Podcast)
1:07:08
1:07:08
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אהבתי
1:07:08
Bloomberg Opinion Columnist Barry Ritholtz speaks with a variety of guests who share their work-from-home experiences during the Covid-19 quarantine.על ידי Bloomberg Radio