Masters in Business

Bill McBride of Calculated Risk has spent the past 20 years taking apart economic data, creating “opinion-free” analysis of the economy, and accurately identifying booms, busts, bubbles, and recoveries in real-time, including the great financial crisis and its subsequent housing bottom + recovery.  He speaks with Barry Ritholtz about the data that matters, and the data that doesn’t, and how investors can tell them apart.

See omnystu...

 Bloomberg Radio host Barry Ritholtz speaks to Ashish Shah, co-head of Goldman Sachs Asset Management LP’s global fixed income and liquidity solutions business. He is also the chief investment officer for public investing, and serves as global head of GSAM’s cross-sector strategy and as a member of the fixed income strategy group. Prior to joining the firm, Shah was chief investment officer for global credit and head of fixed incom...

Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? If so, you are the victim of closet indexing.

Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, leads the Applied Equity Advisors team and serves as Senior Portfolio Manager for all long equity ...

 Bloomberg Radio host Barry Ritholtz speaks to Samara Cohen, senior managing director at BlackRock Inc. and chief investment officer of the firm's ETF & Index Investments. She is also a member of BlackRock's Global Executive Committee and its investment and talent subcommittees. Cohen is also the Global Executive Committee's sponsor for BlackRock’s Women’s Initiative & Allies Network and a member of the Global Diversity, Eq...

Markets go up and down as news breaks, companies miss earnings estimates, and economic data disappoints. It's not too hard to see why staying the course can be a challenge for investors. Larry Swedroe, Head of Financial and Economic Research at Buckingham Strategic Wealth, which manages or advises on $70 Billion in client assets, speaks with Barry Ritholtz about the best ways to navigate through this sea of noise and stay the cours...

Bloomberg Radio host Barry Ritholtz speaks to Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore Inc. He also heads Evercore ISI’s economic research team. Hyman was the chairman and founder of ISI Group LLC. He previously served as vice chairman and board member of C.J. Lawrence Inc. and was an economic consultant at Data Resources Inc. 

See omnystudio.com/listener for privacy information...

Bloomberg Radio host Barry Ritholtz speaks to Angus Deaton, senior scholar at the Princeton School of Public and International Affairs. In 1976, he became a professor of econometrics at the University of Bristol and moved to Princeton as a professor of economics and international affairs in 1983. He became an emeritus professor in 2016. In 2015, he received the Nobel Memorial Prize in Economic Sciences. He is the author of almost 2...

The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sonders, Chief Investment Strategist and Managing Director at Schwab where she helps clients invest $8.5 Trillion in assets. Sonders observes that volatility is the norm, and investors should take advantage of swings to rebalance their por...

Bloomberg Radio host Barry Ritholtz speaks to Liz Ann Sonders, managing director and chief investment strategist at Charles Schwab & Co. Inc. A keynote speaker at numerous company and industry conferences, Sonders has appeared on CNBC, Bloomberg, CNN, CBS News, Yahoo Finance and Fox Business News. She has been named best market strategist by Kiplinger Personal Finance and one of SmartMoney magazine's Power 30. She has also been...

Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. In this episode, Barry Ritholtz speaks to Jim O'Shaughnessy, former chairman and founder of O'Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” -- the first quantitative...

Bloomberg Radio host Barry Ritholtz speaks to Mark Wiedman, senior managing director, head of the global client business and member of the global executive committee of BlackRock. He joined the firm in 2004 to help start the Financial Markets Advisory business. Mark led BlackRock's 2008 creation of PennyMac, now the No. 2 US mortgage bank, and served on its public board from 2013 to 2019. He previously served as senior adviser to t...

Bloomberg Radio host Barry Ritholtz speaks to Sean Dobson, chairman, CEO and CIO of Amherst Holdings LLC, which manages $16.8 billion and focuses on single-family rentals, mortgage-backed securities and commercial real estate. Dobson and Amherst advised the White House, senators, congressmen, the Federal Reserve Board and investors during the global financial crisis. He currently serves as a governing trustee for the Dana-Farber Ca...

Bloomberg Radio host Barry Ritholtz speaks to David Snyderman, global head of Magnetar Capital LLC’s alternative credit and fixed income business. He also serves as chairman of Magnetar's investment committee and as a member of its management committee. Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served a...

The Deal, hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business titans, sports champions and game-changing entrepreneurs who reveal their investment philosophies, pivotal career moves and the ones that got away. From Bloomberg Podcasts and Bloomberg Originals, The Deal is available on Apple Podcasts, Spotify, iHeart, Bloomberg Carplay, or wherever you get your podcasts. You can also watch The Deal ...

 There's been criticism of what some call “Woke Investing.” But “Value-based investing” is more politically agnostic than its critics realize. Used by Pro-life investors like the Catholic Church, it aligns capital with deeply held beliefs – be they left or right.  In this episode, Barry Ritholtz speaks to Meir Statman, Professor of Finance at Santa Clara University.  Statman is an award-winning expert on investor behavior and finan...