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Masters in Business
71 minutes | 5 days ago
Andrew Beer on the Hedge Fund Industry (Podcast)
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 downside risk. He started in the hedge fund industry in 1994, when he joined the Baupost Group as one of six generalist portfolio managers working for Seth Klarman.
73 minutes | 12 days ago
Adam Karr on Contrarian Investing
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.
76 minutes | 19 days ago
Sébastien Page on Smart Asset Allocation
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.
77 minutes | a month ago
Dave Welling on What Financial Services Should Look Like
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.
80 minutes | a month ago
Jeff Poggi on the Art and Science of High-End Audio
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.
67 minutes | a month ago
Tom Slater on Growth Investing (Podcast)
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.
66 minutes | 2 months ago
Mike Swell on Global Fixed Income Investors (Podcast)
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.
59 minutes | 2 months ago
Catherine Keating on Wealth Management (Podcast)
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 American Banker, and is a member of the Council on Foreign Relations and the Economic Club of New York. BNY Mellon has $2 trillion dollars in assets under management.
75 minutes | 2 months ago
Greg Fleming on Shaping Wall Street (Podcast)
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.
68 minutes | 2 months ago
Dennis Lynch on Global Portfolio Management (Podcast)
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.
71 minutes | 2 months ago
Penny Pennington on Wealth Management (Podcast)
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.
79 minutes | 3 months ago
Adam S. Posen on the Need for Fiscal Stimulus (Podcast)
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.
58 minutes | 3 months ago
Mario Giannini on the Art of Investing (Podcast)
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.
90 minutes | 3 months ago
Ray Dalio on the Decline of Real Interest Rates (Podcast)
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.”
57 minutes | 3 months ago
Lisa Cook on Gender and Race in Economics (Podcast)
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 National Bureau of Economic Research; the Federal Reserve banks of Minneapolis, New York and Philadelphia; and the World Bank. In 2019, she was elected to serve on the executive committee of the American Economic Association, where she is director of the AEA Summer Training Program.
66 minutes | 4 months ago
Joel Greenblatt on Relative Value Investing (Podcast)
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."
56 minutes | 4 months ago
Dave Portnoy on the Business of Sports Media (Podcast)
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.
52 minutes | 4 months ago
Pedro Earp on the Business of Beer (Podcast)
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.
67 minutes | 4 months ago
Doug DeMuro on the Business of Reviewing Cars (Podcast)
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.
82 minutes | 5 months ago
Will Danoff on Innovation and Investments (Podcast)
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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