The Big Picture

AUGUST 29, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry. RITHOLTZ: Great to have you.

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The Big Picture

DECEMBER 14, 2022

She and her team manages over $565 billion in real estate assets. And if you are at all interested in commercial real estate, residential real estate, logistics, warehouse, laboratory and medical facilities, multifamily and apartments, offices, on and on in the U.S., Tell us a little bit about that experience.

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Assets Investing Investments Portfolio 154

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. Not only do they do distressed investing and deep value investing, but they have an insurance business, they have a sports practice. That’s really interesting.

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Investing Investments Assets Insurance 130

The Big Picture

AUGUST 8, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have yet another extra special guest, Professor Anat Admati, teaches at the Stanford Graduate School of Business. So, let’s talk a little bit about your background. You have a lot of degrees. Tell us a little bit about your academic journey.

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Banking Government Insurance Taxes 198

The Big Picture

AUGUST 15, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, once again, I am fortunate to have another extra special guest. Let’s talk a little bit about your alternative investments career. I had a mild passing interest in it, but he mentioned in this class that they hired one person a year. SEIDES: Yeah.

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Management Investing Investments Government 130

The Big Picture

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. And I think, yes, people still remember them. He helps to oversee $2.5

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

AUGUST 29, 2022

I have an extra special guest. I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. But I find those to be some of the best conversations because there’s no pretense, there’s no marketing, it’s just people talking about things that genuinely interest them. Time to start.”

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Assets Management Marketing Marketing 164

The Big Picture

JULY 24, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. Jawad Mian publishes a fascinating macro advisory letter that is read by many of the most well-known and influential investors on not just Wall Street but around the world. Tell us a little bit about that. You have a good voice.

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Marketing Marketing Economy Valuation 130

The Big Picture

SEPTEMBER 5, 2023

There are few people more knowledgeable about what’s going on in the state of real estate, why it got to where it is today, how it’s changing, and what you should know about prices and supply in the near future than Jonathan. What are the, you know, I’d literally have it in my handheld. MILLER: Sixth. RITHOLTZ: Sixth.

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Sales Numbers Taxes Marketing 130

Good Financial Cents

SEPTEMBER 9, 2022

Meanwhile, the Federal Reserve is attempting to turn back the tide by increasing interest rates. The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. Dealing with rising prices at the budget level is an individual decision.

Investing 90

Investing Investments Portfolio Food 90

Good Financial Cents

APRIL 14, 2023

Get a Part-time Job – The Rates Have Gone Up! Selling E-books If you have an idea for an e-book, this might be one of the very best ways to create a regular income. According to Amazon , thousands of independent authors have self-published e-books and earning more than $50,000. Buying Websites to Generate Passive Income 32.

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Communication Investing Investments Accounting 90

The Big Picture

FEBRUARY 28, 2023

They also have headquarters here in the U.S., They have a very thoughtful approach and a very long-term approach to making investments in the private markets. He is the chief executive officer of the Partners Group, which is Europe’s biggest listed private equity and buyout firm, with a market cap of about $25 billion.

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The Big Picture

MARCH 26, 2024

I have the delightful Liz Ann Sonders on. Liz Ann was one of the earliest guests on the show, and we reminisce a little bit about that, that first appearance. Not only do they have a giant research team, but she gets to see fun flows. And the spot was your front teeth, which are perfect and white and still perfect and white.

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Investing Investments Marketing Marketing 143

The Big Picture

MARCH 12, 2024

Barry Ritholtz : This week on the podcast, I have an extra special guest. If you’re interested in, in any aspect of commercial, residential, mortgage backed real estate, then you should absolutely listen to this. And then it, and then I think the question was, you know, what were you doing or what were your interest in?

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

DECEMBER 12, 2023

Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. The low price stock fund now runs about $25 billion. a year since 1989. Many years ago.

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The Big Picture

MARCH 21, 2023

Let’s start out a little bit going over some of your background. Tell us a little bit about that. Fama-French still don’t include it in their official five-factor model. The way I always describe it is one of the scariest moments of my life was going to Gene’s office. ASNESS: Yeah. RITHOLTZ: Really?

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Valuation Investing Investments Numbers 164

The Big Picture

MAY 21, 2024

She’s a regular on the institutional investor all star. Her work is super high quality and is relied on by a lot of institutional, as well as main street investors. 00:01:29 [Barry Ritholtz] I I, I try not to butcher people’s names, but let’s talk a little bit about your, your background. Subramanian.

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Numbers Management Banking Marketing 143

The Big Picture

DECEMBER 20, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. If you’re interested in what it’s like investing in emerging market debt, how that part of the investment firm has changed over the decades as the world itself has changed. The 1980s was the lost decade in Latin America.

Banking 154

Banking Assets Government Investing 154

The Big Picture

APRIL 25, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. RITHOLTZ: It’s great to have you. So now I have to disclose that also. What led to the interest in finance? HAMBURGER: Quite frankly, the interest in finance started when I was young. She was an investor.

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Sara Grillo

FEBRUARY 13, 2023

And also Dr. Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge. Don’t let your clients get taken! Listen to this show.

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Investing Investments Clients Portfolio 72

The Big Picture

JULY 19, 2022

BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. Before that, I had been nerdy kid with interesting esoteric things like royal family trees or track and field statistic trading. ILMANEN: Yes. RITHOLTZ: Right.

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Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economy 143

Economy Clients Economics Banking 143

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. You may not have millions or even thousands to get started – and that’s okay! Let’s break that down a bit more: Passive – requiring little or none of your most precious resource, your time!

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 11, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran. And then meld in a little psychology and behavioral finance, and you have what is truly a masterclass by one of the great professors in the world of finance.

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The Big Picture

DECEMBER 26, 2023

00:00:08 [ Barry Ritholtz ] This week on the podcast, I have a special guest. He has both A-A-C-M-T and a CFA looks at the world from a very interesting perspective. So, yeah, I’m glad to have you. So, so let’s talk a little bit about your background. 00:00:57 [ Stephen Suttmeier ] Thank you very much, Barry.

Marketing 154

Marketing Marketing Financial Advisor Clients 154

The Big Picture

FEBRUARY 7, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Bill Cohan is a fixture on Wall Street for a long time, both as an investment banker at Lazard Freres and eventually Merrill and JPMorgan Chase, as well as an author. Tell us a little bit about what you were doing there.

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Engineering Banking Management Numbers 254

The Big Picture

NOVEMBER 21, 2023

I have an extra special guest. Brad Gerstner is a founder and investor in technology startups. That’s after returning a big chunk of capital and profits to their investors. They’re no longer very much of a seed investor, although Brad, himself was a very successful entrepreneur. What can I say? Once again?

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Investing Investments Startup Accounting 246

Brown Advisory

MAY 16, 2016

This year, for the first time, the meeting was webcast, so in-person attendance declined a bit from the record 45,000 at the 50th anniversary meeting in 2015. Related topics are grouped together and I have put my thoughts and comments in brackets to distinguish them from the comments of Buffett and Munger. Berkshire Hathaway.

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Insurance Investing Investments Banking 52

The Big Picture

FEBRUARY 12, 2024

Barry Ritholtz : This week on the podcast, I have an extra special guest, David Einhorn, founder of Greenlight Capital. What a fascinating investor and what a fascinating career David has had. Let’s start out talking a little bit about your background. I, the one thing you get in college is you have control over your time.

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Management Investing Investments Economy 286

The Big Picture

NOVEMBER 15, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. And so if it sounds like just two idiots talking about really interesting stuff in great detail, and me probably speaking more than I usually do during the podcast, well, that’s probably because it is. RITHOLTZ: Interesting.

Management 270

Management Assets Portfolio Investing 270

The Big Picture

MAY 16, 2023

. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest. And less than a guest doing a Q&A is just kind of me goofing around with Howard and having a conversation. He was a pre-IPO investor in companies like Facebook and Twitter. How did those two interests combine?

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Media Investing Investments Valuation 281

The Big Picture

OCTOBER 3, 2023

Really a fascinating career, a really, really interesting person. If you’re at all interested in that, you’ll find this to be an absolutely masterclass in how legislation is assembled, how it’s shepherded through the house, through the senate, through all the competing interest groups.

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Taxes Banking Clients Management 271

The Big Picture

NOVEMBER 7, 2023

I found the book to be really entertaining and, and amusing and a little bit horrifying. He, he’s really a, a, an interesting guy with a, a fascinating history and the story of how he unraveled all of the mayhem in the world of crypto. Let’s talk a little bit about your career and, and what led you to write this book.

Numbers 154

Numbers Banking Accounting Taxes 154

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I have interviewed Professor Siegel several times.

Numbers 143

Numbers Investing Investments Marketing 143

The Big Picture

JANUARY 23, 2024

00:00:09 [Barry Ritholtz] This week on the podcast, I have an extra special guest, Shik Dadda. Thanks for having me. You know, watching the president sort of go from a US senator who’s still paying off his law school loans to stepping into the most important job in the world was an inspiring and crazy experience.

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Government Startup Manufacturing Investing 130

The Big Picture

NOVEMBER 28, 2023

Barry Ritholtz : This week on the podcast, I have a special guest. Barry Ritholtz : So, so let’s talk a little bit about your, your background, which I find is, is kind of fascinating. Peter Atwater : 00:01:37 Yeah, I have a very traditional finance background. Tell us a little bit about that job.

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Banking Media Economics Food 253

Aleph

FEBRUARY 11, 2023

companies face reduced cash flows and higher tax bills as they are hit by a double whammy of interest-rate hikes and a tax-law change [link] Fascinating headwinds for corporate earnings. Misses a major reason for buybacks: makes a company less of a takeover target #buybacksaregood Feb 07, 2023 Newbie investors got burned in 2022.

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Banking Government Economics Taxes 59