Masters in Business

Masters in Business

Bloomberg

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Episode (200)

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191
From Investment Banker to CIO with Mike Wilson

From Investment Banker to CIO with Mike Wilson

Sep 05, 2024

Barry Ritholtz speaks with Mike Wilson, Chief Investment Officer and Chief US Equity Strategist at Morgan Stanley. Prior to becoming CIO, Mike began his career with the firm in 1989 as an investment b...

192
At the Money: The Best Way to Buy a House

At the Money: The Best Way to Buy a House

Sep 04, 2024

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 Mil...

193
From Equity Research to International Investing With Heather Brilliant

From Equity Research to International Investing With Heather Brilliant

Aug 29, 2024

Barry Ritholtz speaks to Heather Brilliant, chief executive officer of Diamond Hill Investment Group. Before joining the firm in 2019, she worked for First State Investments. She has also worked for M...

194
At the Money: Why Fees Really Matter

At the Money: Why Fees Really Matter

Aug 28, 2024

Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins B...

195
From GameStop to Meme Stocks with Ricky Sandler

From GameStop to Meme Stocks with Ricky Sandler

Aug 22, 2024

Barry Ritholtz speaks to Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Prior to launching Eminenc...

196
At the Money: Learning Lifecycles of Companies

At the Money: Learning Lifecycles of Companies

Aug 21, 2024

The Magnificent Seven, the Nifty Fifty, FAANG: Each of these are popular groups of companies investors erroneously believed they could “set & forget” But as history informs us, the list of once-great ...

197
Mike Green on Why Passive Investing Is Hurting Market Structure

Mike Green on Why Passive Investing Is Hurting Market Structure

Aug 15, 2024

Barry Ritholtz speaks to Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He previously served in the same roles for Logica Capital Advisers LLC. Prior to Logica, ...

198
At the Money: Aligning Investments With Personal Values

At the Money: Aligning Investments With Personal Values

Aug 14, 2024

The term 'ESG' gets thrown around in investing all the time. But, there's a better way to align your investments with your personal values. In this week's episode, Barry Ritholtz speaks with Ari Rosen...

199
Trust in Finance and Consumer Confidence With Meir Statman

Trust in Finance and Consumer Confidence With Meir Statman

Aug 09, 2024

 Barry Ritholtz speaks to Meir Statman, the Glenn Klimek Professor of Finance at Santa Clara University. Statman’s research has been published in the Journal of Finance, the Journal of Financial Econo...

200
At The Money: Humans Are Not Built For Investing

At The Money: Humans Are Not Built For Investing

Aug 07, 2024

Of all the many things Humans do brilliantly well, investing isn’t one of them.  As a group, we are easily excited, focused on the wrong things, and filled with unjustified overconfidence. In this epi...

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