The Big Picture

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

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Arthur Zeikel’s Investing Rules

The Big Picture

Arthur Zeikel was a founding principal of Standard & Poor’s/InterCapital, Inc., and served as Chairman of the Board. He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He was an adjunct professor at NYU STern School of Business. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition.

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At The Money: How to Buy Alternatives

The Big Picture

At the Money: Lessons in Allocating to Alternative Asset Classes. (January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes: How much capital do you need? What percentage of your portfolio should be allocated? Full transcript below. ~~~ About this week’s guest: Ted Seides is founder and CIO of Capital Allocators , and learned about alts working under the legendar

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At The Money: Optimizing Personal Health in Finance

The Big Picture

At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? We discuss how to obtain “Fitness Alpha.” Full transcript below. ~~~ About this week’s guest: Phil Pearlman, is former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute.

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At the Money: Shareholder Yield

The Big Picture

At the Money: Getting More Out of Dividends with Shareholder Yield. Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. One alternative is shareholder yield, which includes not only dividends, but also share buybacks and debt paydowns as indicators of future gains.

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Transcript: Sonal Desai, Franklin Templeton Fixed Income CIO

The Big Picture

The transcript from this week’s, MiB: Sonal Desai, Franklin Templeton Fixed Income CIO , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News.

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Rabbithole: What Do People Get Wrong About Money?

The Big Picture

Money Delusions: What Do People Get Wrong About Money? David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). His new podcast is called “Rabbithole” because Dave does not do broad and shallow; rather, he picks a narrow topic and goes deep down the rabbithole for 30 minutes — which is only a few questions.