Bloomberg
Masters in Business
Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
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Episodes
Jeff Immelt on Crisis Management and Leadership (Podcast) 12.03.2021 1:02:34
Bloomberg Opinion columnist Barry Ritholtz speaks with Jeff Immelt, who is a venture partner at the global venture capital and private equity firm New Enterprise Associates (NEA). Prior to joining NEA in 2018, Jeff was the ninth chairman of GE and served as chief executive officer for 16 years. He has received 15 honorary degrees and numerous awards for business leadership, and chaired the Preside...
William J. Bernstein on Crowd Behavior (Podcast) 05.03.2021 1:04:27
Bloomberg Opinion columnist Barry Ritholtz speaks with the financial theorist and retired neurologist William J. Bernstein, who co-founded the investment management firm Efficient Frontier Advisors and has written several books on finance and economic history. His titles include “The Birth of Plenty: How the Prosperity of the Modern World Was Created,” “A Splendid Exchange: How Trade Shaped the Wo...
Jean Hynes, Wellington’s Incoming CEO (Podcast) 26.02.2021 54:15
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. See omnystudio.com/listener for privacy information.
Doug Braunstein on Investment Banking (Podcast) 19.02.2021 1:15:41
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 officer and member of the executive committee — and s...
Ben Inker on Value and Asset Allocation (Podcast) 12.02.2021 1:14:45
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-head of international quantitative equities, and...
Kevin Landis on Technology Investments (Podcast) 05.02.2021 1:06:00
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 technology and cleantech sectors. He has over two d...
Ron Baron on Investing in Tesla and SpaceX (Podcast) 29.01.2021 1:25:08
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 asset...
Andrew Beer on the Hedge Fund Industry (Podcast) 22.01.2021 1:09:51
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...
Adam Karr on Contrarian Investing 15.01.2021 1:11:18
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.
Sébastien Page on Smart Asset Allocation 08.01.2021 1:15:22
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...
Dave Welling on What Financial Services Should Look Like 31.12.2020 1:14:33
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.
Jeff Poggi on the Art and Science of High-End Audio 26.12.2020 1:18:45
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. S...
Tom Slater on Growth Investing (Podcast) 18.12.2020 1:05:53
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.
Mike Swell on Global Fixed Income Investors (Podcast) 11.12.2020 1:05:04
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 i...
Catherine Keating on Wealth Management (Podcast) 03.12.2020 57:44
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 na...
Greg Fleming on Shaping Wall Street (Podcast) 25.11.2020 1:13:52
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.
Dennis Lynch on Global Portfolio Management (Podcast) 19.11.2020 1:07:17
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...
Penny Pennington on Wealth Management (Podcast) 13.11.2020 1:09:26
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...
Adam S. Posen on the Need for Fiscal Stimulus (Podcast) 06.11.2020 1:17:35
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,...
Mario Giannini on the Art of Investing (Podcast) 30.10.2020 57:51
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.
Ray Dalio on the Decline of Real Interest Rates (Podcast) 22.10.2020 1:28:06
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 “Principle...
Lisa Cook on Gender and Race in Economics (Podcast) 14.10.2020 55:30
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 o...
Joel Greenblatt on Relative Value Investing (Podcast) 09.10.2020 1:04:26
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 Equalit...
Dave Portnoy on the Business of Sports Media (Podcast) 02.10.2020 55:05
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.
Pedro Earp on the Business of Beer (Podcast) 25.09.2020 50:06
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.
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