Masters in Business

Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, 'The Geometry of Wealth' and 'The Investors Paradox.'See omnystudio.com/listener for privacy information.

Barry speaks with Anthony Yoseloff, Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He holds a J.D. from Columbia Law School and an M.B.A. from Columbia Graduate School of Business Administration. Aside from his time at Davidson Kempner, Tony also holds various board seats, including the Board of Trustees of Princeton University and the Board of Directors of PRINCO. Additionally, he serves as a member of the Board of Trustees and Chair of the investment committee of The New York Public Library. He is also a member of the Council on Foreign Relations. In this episode, Barry and Tony discuss his path in finance and how it led him to over 20 years at the same firm, the importance of absolute return in a portfolio, and the rise of alternative investing.See omnystudio.com/listener for privacy information.

Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, deal-making and operations." Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry speaks with Lisa Shalett, Chief Investment Officer at Morgan Stanley. Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. On this episode, Barry and Lisa discuss the philosophy of managing billions of dollars in assets and wealth management today.  See omnystudio.com/listener for privacy information.

Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market.Listen on Apple: https://apple.co/4kJ43ONListen on Spotify: https://tinyurl.com/mr385jv6Listen on other platforms: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.

Barry speaks with author and financial journalist Michael Lewis. Michael has written countless New York Times bestsellers including Flash Boys and Going Infinite. His book The Big Short was turned into an Oscar-winning film, alongside his Oscar-nominated books-turned film The Blind Side and Moneyball. On this episode, Barry and Michael breakdown the ins and outs of government and his latest book Who is Government: The Untold Story of Public Service.See omnystudio.com/listener for privacy information.

What happens when a fund is trading below its NAV (net asset value)? How can investors force management to allow the fund to trade back to fair value? Boaz Weinstein, founder and manager of Saba Capital Management, speaks with Barry Ritholtz about activist investing in closed end funds. His firm runs over $7 billion in client assets, and he manages the SABA Closed End Funds ETF (CEFS).   Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Stock Movers is a new, five-minute report on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets.      Listen on Apple: https://podcasts.apple.com/us/podcast/stock-movers/id1803209456      Listen on Spotify: https://open.spotify.com/show/1LhpIazkwQ9bSkxHsjknI8?si=1233c9c58f1e4e16&nd=1&dlsi=b25af9cebbca4895      Listen Anywhere: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.

Barry speaks with Jim O'Shaughnessy, Founder and CEO of O'Shaughnessy Ventures LLC. Prior to founding O'Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O'Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. He also served as Senior Managing Director and Executive Director of Systematic Equity for Bear Stearns. His book "What Works on Wall Street" was a New York Times bestseller. On this episode, Barry and Jim discuss his path through the world of business, the power of well-chosen words, and his new book "Two Thoughts: A Timeless Collection of Infinite Wisdom."See omnystudio.com/listener for privacy information.

What is the value of crypto-currencies as a technology? How do the technologies that underlie Bitcoin and Ethereum work, and what are their futures? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the future of crypto-technology. His firm runs over $10 billion in client crypto assets. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry speaks with Stephanie Kelton, Professor of Economics and Public Policy at Stony Brook University and Senior Fellow at the Schwartz Center for Economic Policy Analysis. Previously, Professor Kelton was Chair of the Department of Economics at the University of Missouri, Kansas City. In addition to her work in academia, Stephanie has held numerous roles in the political sphere. She served as chief economist on the U.S. Senate Budget Committee, and was senior economic adviser for Bernie Sanders’ 2016 and 2020 presidential campaigns. She has made virtually all the 'top 50 lists' including POLITICO's 50 Most Influential Thinkers in 2016 and Bloomberg Businessweek's 50 People Who Defined 2019. She was also named to Barron's 100 Most Influential Women in Finance. She has held several visiting professorships and has written for publications such as the Financial Times, The New York Times, CNN, and more. On this episode, Barry and Stephanie discuss US fiscal policy, recession risks, and her New York Times bestseller The Deficit Myth: Modern Monetary Theory and the Birth of the People’s Economy.See omnystudio.com/listener for privacy information.

Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about how the traders are seeking better returns by optimizing for personal health. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry speaks with Philipp Carlsson-Szlezak, Boston Consulting Group's Global Chief Economist. Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for Economic Co-operation and Development (OECD) as well as McKinsey & Company. He was also Chief Economist at Stanford C. Bernstein. He is a frequent contributor to Harvard Business Review, World Economic Forum, and various other business publications. Philipp also leads the Center for Macroeconomics at the BCG Henderson Institute. On this episode, Barry and Philipp discuss structural changes to the global economy, doom-saying, and his book Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk.See omnystudio.com/listener for privacy information.

Tariffs are in effect raising fears of sparking a new round of inflation and hurting economic activity. Will they reduce the likelihood of the Fed cutting rates any time soon? On this special episode, Barry Ritholtz speaks with Austan Goolsbee, President of the Chicago Federal Reserve. Goolsbee, a voting member of the FOMC, breaks down the impact of tariffs, the drivers of inflation, and what the FOMC is watching.  Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry speaks with Melissa Smith. She is co-Head of Commercial Banking at JPMorgan. Previously she was Co-Head of Innovation Economy and Head of Specialized Industries. Melissa has been with JPMorgan for over 20 years. She works with founders, CEOs and CFOs, delivering a cohesive banking experience to startups and fast-growing companies. On this episode, Barry and Melissa discuss her path through finance and dance, the complexities of middle market banking, and how J.P Morgan is preparing for the next wave of technological disruption.See omnystudio.com/listener for privacy information.

*Originally aired 11/6/24*As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. On this episode, Barry Ritholtz speaks with Morgan Housel, author of the book “Same as Ever: A Guide to What Never Changes.” Together, they break down what never changes when it comes to money. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.

Barry speaks with Charles Ellis, author and Founder of Greenwich Associates. Prior to founding Greenwich Associates in 1972, Charles worked with the Rockefeller family investments office and Donaldson, Lufkin, and Jenrette. Charles was appointed to the faculty of the Yale School of Management and twice to the Harvard Business School. He also served as a trustee at Yale from 1997 to 2008. After stepping down as Managing Partner at Greenwich, Charles served on the Vanguard Group Board of Directors, was a trustee of the Robert Wood Johnson Foundation, and an advisor to the GIC of Singapore. He currently serves as chair of the Board of Directors at the Whitehead Institute for Biomedical Research. On this episode, Barry and Charles discuss his path through finance, the evolution of his investing philosophy, and his new book Rethinking Investing. See omnystudio.com/listener for privacy information.

Wars, national defense spending, technology innovations – historically, these have had big impacts on the economy. The result: A spike in inflation and a huge surge in market prices.  How can you take advantage of these Superbooms? Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. He wrote the 2011 book, “Super Boom: Why the Dow Jones Will Hit 38,820 and How You Can Profit From It.” He sees a similar sort of cycle today. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Ritholtz speaks with Professor Aswath Damodaran of NYU Stern School of Business. He has written numerous books on valuation and finance. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. She spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. Christine also helped launched the ‘Next 50 Emerging Markets Fund’, AllianceBernstein’s Frontier fund. She also worked as JPMorgan Asset Management equity research associate for US Tech. On this episode, Barry and Christine discuss her path through finance, the structural differences in emerging markets, and the latest market trends.See omnystudio.com/listener for privacy information.

Barry speaks with Sahil Bloom, Founder and Managing Partner of SRB Ventures, a Venture Capital focused on accelerating compelling startups. He also owns and operates SRB Holdings. Prior to SRB, Sahil spent roughly 7 years in high finance, serving as Vice President of a private equity fund with $3.5 billion in assets under management. He holds multiple degrees from Stanford University, where he also played Division I baseball. Sahil is an avid public speaker and content creator. His newsletter 'The Curiosity Chronicle' is read by over 800,000 subscribers on a weekly basis. On this episode, Barry and Sahil discuss his path through finance, his latest book The 5 Types of Wealth, and what it truly takes to live a healthier, wealthier life.See omnystudio.com/listener for privacy information.

Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, dealmaking and operations." Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there was top-ranked by Institutional Investor in fixed income and equities for ten of those years. Additionally, he spent time in Paris at the OECD as well as at the IMF's division responsible for writing the World Economic Outlook. He has developed several content platforms including Apollo Academy and the Daily Spark on which he publishes frequently. On this episode, Barry and Torsten break down their thoughts on the US economy, inflation abroad, and what sectors are most exposed to the second Trump administration's policy agenda.See omnystudio.com/listener for privacy information.

What does history inform us about how newly elected presidents impact the market cycle? What should investors expect from the next 4 years? Jeffrey Hirsch, editor of the Stock Trader’s Almanac, speaks with Barry Ritholtz about how each year of any President’s term impacts markets in a different way. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.See omnystudio.com/listener for privacy information.

Barry speaks with Mike Freno, Barings LLC Chairman and CEO. In his nearly 20 years with the firm, Mike has held various positions including Managing Director, Head of Global High Yield, and Head of Global Markets. He also spent 5 years as the company's President, overseeing a majority of Barings’ business sectors including investments, sales, operations and tech. Additionally, Mike served as Chairman of the Board of Barings BDC. Alongside his Chairman and CEO duties, he is a current member of the MassMutual Executive Leadership team. On this episode, Barry and Mike discuss the evolution of the asset management industry, his well-rounded business experience, and what it takes to lead with "confident humility."See omnystudio.com/listener for privacy information.

We understand how wealth compounds over time, but did you know you can also compound your health? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about the parallels between wealth and health management. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry speaks with Jonathan Clements, Founder and Editor of the HumbleDollar and veteran personal finance columnist for the Wall Street Journal. He wrote over a thousand columns for the Journal and for the Wall Street Journal Sunday before spending six years as Citigroup's Director of Financial Education. He also held positions at Euromoney and Forbes. Jonathan is the author of 9 personal finance books including "My Money Journey" and "From Here to Financial Happiness." He received a Stage 4 Lung Cancer diagnosis last year, an experience he's used to expound on the relationship between money, well-being, and life satisfaction.See omnystudio.com/listener for privacy information.

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? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, dealmaking and operations.” Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry speaks with Brian Hurst, Founder and Chief Investment Officer of ClearAlpha. Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading and the first non-Founding Partner at the firm. Brian also led numerous operating and investment committees including AQR's Strategic Planning Committee and the Risk Committee. He was instrumental in the design and implementation of AQR's trading platform and his time as senior portfolio manager placed him in charge of over $15 billion in hedge fund assets. Brian also Serves as a Member of the Yale New Haven Children's Hospital Council.See omnystudio.com/listener for privacy information.

What is the value of crypto-currencies as a technology? How do the technologies that underlie Bitcoin and Ethereum work, and what are their futures? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the future of crypto-technology. His firm runs over $10 billion in client crypto assets. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry speaks with Sunaina Sinha, Global Head of Private Capital Advisory at Raymond James. Prior to joining Raymond James, Sunaina founded Cebile Capital, which was acquired by Raymond James in 2021. She was named one of the 50 Most Influential People in Private Equity for 2 years in a row by Dow Jones Private Equity News. She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023. Additionally, Sunaina serves as Chairman of the Board of Directors of SFC Energy AG and on the boards of the Stanford Institution for Economic Policy Research and the Stanford LEAD Council.See omnystudio.com/listener for privacy information.

How should investors manage bond duration in an era of rising – and soon likely falling – interest rates?   The challenge is that the longer the duration your bonds are, the higher yield usually is, but the more vulnerable those bonds are to rising rates. When rates fall, long-duration bonds go up (shorter duration much less). There are many ways investors can take advantage of changing interest rates. For more on the subject, Barry Ritholtz speaks with Karen Veraa, Head of iShares US Fixed Income Strategy at BlackRock. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

On this staff favorite episode, Barry Ritholtz speaks with Toto Wolff, Team Principal & CEO of the Mercedes-AMG PETRONAS F1 Team. Prior to joining Mercedes, Toto spent time in the investment world, founding his own company Marchfifteen in 1998 and Marchsixteen in 2004. In 2009 Toto combined his passion for racing and business by investing in the Williams F1 Team. He eventually came to be the team's Executive Director, helping to lead them toward their first win at the Spanish Grand Prix in eight years. Shortly after that win, Toto became Managing Partner of the Mercedes F1 team, where he now holds a 33% stake. In his time with Mercedes, the team has won eight Formula One Constructors' Championships and seven Drivers' Championships.  See omnystudio.com/listener for privacy information.

What should you do when an investment suddenly becomes hot or cold? How should investors think about sectors that fall in and out of favor? Should you be looking at countries like India and Japan or technologies like AI? Jan van Eck, CEO of Van Eck Funds, which oversees $75 billion in ETFs, speaks with Barry Ritholtz about how to identify when an asset class falls into or out of favor.See omnystudio.com/listener for privacy information.

Barry Ritholtz speaks with Dana Mattioli, an investigative reporter covering Amazon for the Wall Street Journal. Since starting at the Journal in 2006 Dana has produced a string of front-page articles on everything from the troubles at Kodak and J.C. Penney to Pfizer's $150 billion deal to buy Allergan. She was a recipient of the 2021 Gerald Loeb Award for Beat Reporting as well as the 2021 WERT Prize from the Women’s Economic Round Table. Additionally, she was part of a 2016 Gerald Loeb Award team win in the breaking news category and a Pulitzer Prize finalist in 2020 for her team's investigation into Amazon. She is the author of the book "The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power." On this episode, Barry and Dana discuss her path into journalism, the current era of antitrust enforcement, and Amazon's growth into the powerhouse it is today.See omnystudio.com/listener for privacy information.

We know it’s challenging, but should you try your hand at stock picking? It's fun, it gives you something to talk about at parties, but is it profitable? 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 challenges of picking stocks. Only a few people have been successful at it over time, and they have become household names. Most of the rest have not earned their costs.See omnystudio.com/listener for privacy information.

Finding and onboarding new suppliers is a time-consuming process for procurement staff. Dun & Bradstreet has partnered with IBM to apply artificial intelligence to the process, enabling staff to query its databases in plain English to find suppliers who fit the criteria they need. The result is a simpler, faster process that is saving companies time and money. This episode is sponsored by IBM. See omnystudio.com/listener for privacy information.

Barry Ritholtz speaks with Tony Kim, Managing Director and Head of the Fundamental Equities’ Global Technology Team at BlackRock. Prior to joining BlackRock in 2013, Tony held key roles at institutions like Artisan Partners, Neuberger Berman, and Merrill Lynch. He is also a member of the Advisory Board for Columbia Business School’s Digital Future Initiative. On this episode, Barry and Tony discuss the success of passive investing at BlackRock, the general tech investing landscape, and what it takes to build a career that combines a passion for technology with finance.See omnystudio.com/listener for privacy information.

Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about how the traders are seeking better returns by optimizing for personal health. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry Ritholtz speaks with David Roux, co-founder and executive chairman of BayPine, a private equity firm focused on digital transformation at core economy businesses. Previously he co-founded Silver Lake Partners and served as the chairman and co-CEO. David has also held leadership positions at Oracle, Central Point and Lotus Development. He currently serves on the boards of Bristol Seafoods and The Institute for Health Metrics and Evaluation at the University of Washington. On this episode, Barry and David discuss the tech investing landscape, AI's future development, and sectors of opportunity for BayPine's "digital transformation capital."See omnystudio.com/listener for privacy information.

Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and chief investment officer of Cambria Investments, speaks with Barry Ritholtz about a new ETF that may be the solution to the challenge of concentrated equity positions. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Barry Ritholtz speaks with Michael Morris, cultural psychologist and Chavkin-Chang Professor of Leadership at the Columbia Business School. Prior to joining Columbia, Michael was a tenured professor at Stanford's Graduate School of Business and Psychology Department. He also served as a visiting professor at various institutions including the University of Hong Kong and Harvard Business School. Michael has published over 200 articles in leading behavioral science journals and has received countless international awards from scholarly societies across several fields. Michael serves as a consulting editor at the Journal of International Business and at Management and Organization Review. On this episode, Barry and Michael discuss the connection between psychology and leadership, the basic tribal instincts that drive us, and his new book Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together. See omnystudio.com/listener for privacy information.

Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins? How can investors get exposure to the space? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets.See omnystudio.com/listener for privacy information.

Damian Sanchez, (Damian J to music fans) is a Miami-based jazz musician. A car accident landed him in the hospital with multiple fractures to his leg. Once there, he faced the difficult decision of whether or not to take the pain medication that was offered to him. With patients like Damian in mind, Dr. Paul Negulescu and the research team at Vertex are thinking differently about pain – they’re investigating potential non-opioid based treatment options that aim to target pain differently. This episode of Targeting the Toughest Diseases is sponsored by Vertex Pharmaceuticals.See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Barry Ritholtz speaks with Corey Hoffstein, CEO and CIO of Newfound Research. Corey pioneered the concept of 'return stacking' and is one of the masterminds behind the Return Stacked ETF Suite, which manages roughly $750 million across five ETFs. Corey's work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular podcast on quantitative investing "Flirting with Models." On this episode, Barry and Corey discuss the creation of Newfound Research, what it takes to launch an ETF, and how return stacking actually works.See omnystudio.com/listener for privacy information.

A constant stream of noise distracts investors: earnings reports, news releases, upgrades, downgrades, economic data, geopolitics. How should we best manage this firehose of distractions? Larry Swedrow, head of financial and economic research at Buckingham Strategic Wealth, speaks with Barry Ritholtz about managing through the noise. His firm manages or advises on over 70 billion dollars in client assets. Swedrow has co-written 20 books on investing.See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Barry Ritholtz speaks with Colin Camerer, Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. Prior to joining Caltech in 1994, Camerer was a faculty member at various institutions including the University of Chicago GSB and the Kellogg Graduate School of Business at Northwestern University. He also held a visiting professorship at Oxford University. He is a member of the American Academy of Arts and Sciences and holds fellowship at the Econometric Society, and the Society for the Advancement of Economic Theory. Camerer has also authored numerous academic papers and books, like "Behavioral Game Theory: Experiments in Strategic Interaction." On today's episode, Barry and Colin breakdown the behaviors that drive our financial decision making. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.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 omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Barry Ritholtz speaks with New York Times Global Economic Correspondent Peter Goodman. Prior to the New York Times, Peter began his career as a freelance writer in Southeast Asia before serving as The Washington Post's Asia Economic Correspondent and later Shanghai Bureau Chief. He has since reported from over 36 countries, holds two Gerald Loeb awards and eight prizes from the Society of American Business Editors and Writers. He was also a Pulitzer finalist for his work covering the 2008 financial crisis. On today's episode, Peter breaks down his path as a journalist and the work behind his book How the World Ran Out of Everything: Inside the Global Supply Chain.See omnystudio.com/listener for privacy information.