Masters in Business

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 banker. He has since held various positions within Morgan Stanley’s Institutional Equity Division, including Head of Content Distribution for North American Equities. On this episode, Mike shares his experience at Morgan Stanley, the path to CIO, and his thoughts on the forces shaping today's markets. See omnystudio.com/listener for privacy information.

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 Miller, President of Miller Samuel, joins Barry Ritholtz to discuss the best approach for purchasing a home today. See omnystudio.com/listener for privacy information.

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 Morningstar Inc., where she served as global head of equity and credit research before becoming CEO of Morningstar Australasia. She served on the board of the CFA Institute from 2013 to 2020 and was chair of the board in 2018-19. See omnystudio.com/listener for privacy information.

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 Barry Ritholtz to discuss how fees can significantly impact your portfolio. See omnystudio.com/listener for privacy information.

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 Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC. He currently serves as a member of the board of directors to the University of Wisconsin Foundation and is a member of its development committee, investment committee and traditional asset subcommittee. Ricky Sandler is also a Chartered Financial Analyst and a member of the New York Society of Security Analysts. See omnystudio.com/listener for privacy information.

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 companies that dominated their eras and then declined is long. In this episode, Professor Aswath Damodaran of NYU Stern School of Business explains what a normal corporate life cycle is. He has written numerous books on valuation and finance. His new book, “The Corporate Life Cycle: Business Investment and Management Implications" is out 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.

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, Michael managed macro strategies at Thiel Macro LLC; founded Ice Farm Advisors LP, a discretionary global macro hedge fund seeded by Soros Fund Management; and founded and managed the New York office of Canyon Capital Advisors, a $23 billion multi-strategy hedge fund. He is a CFA holder. See omnystudio.com/listener for privacy information.

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 Rosenbaum, principal at O’Shaughnessy Asset Management, about how to tailor investments to your ideological preferences. See omnystudio.com/listener for privacy information.

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 Economics and other publications. He is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. He is also an associate editor for the Journal of Behavioral Finance and the Journal of Investment Management. Statman was named one of the 25 most influential people by Investment Advisor. His most recent book is A Wealth of Well-Being: A Holistic Approach to Behavioral Finance. See omnystudio.com/listener for privacy information.

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 episode, Dr. Daniel Crosby sits down with Barry Ritholtz to explain why when it comes to investing, “we are just not built for it.” Crosby is Chief Behavioral Officer at Orion Advisor Solutions, where he helps financial advisors apply behavioral science in their practice. He is the author of "The Laws of Wealth: Psychology and the Secret to Investing Success." 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 to Lakshman Achuthan, co-founder of the Economic Cycle Research Institute. Achuthan met his mentor, Geoffrey H. Moore, at Columbia University in 1990; they formed ECRI with Anirvan Banerji in 1996. He serves on the board of governors for the Levy Economics Institute of Bard College. In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit From Turning Points in the Economy. See omnystudio.com/listener for privacy information.

Investing can be complicated. But what if there was a simple solution? On this episode of 'At the Money,' Barry Ritholtz talks to Dave Nadig about one simple approach to the matter. Nadig is the Financial Futurist for ETF Trends and ETF Database. He has been involved in researching, reporting and analyzing the investment management industry for more than 20 years. See omnystudio.com/listener for privacy information.

Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers and the enterprises that serve them. She is also a member of Orion’s board of directors. She previously served as CEO of AssetMark; she also worked for First Eagle Investment Management, Pershing, Charles Schwab and American Express. This year, Barron’s named Wolfsen to its 100 Most Influential Women in U.S. Finance list. See omnystudio.com/listener for privacy information.

We focus most of our investing efforts on obtaining information. But is that where we generate the highest ROI? As it turns out, managing your behavior has a much greater impact on your portfoio than any single data point. In this episode, Morgan Housel sits down with Barry Ritholtz to explain why behavior often beats knowledge. Housel is a partner at the Collaborative Fund and author of “The Psychology of Money: Timeless lessons on wealth, greed, and happiness.” 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.

Listen to the 'Here's Why' podcast: - on Apple: https://apple.co/3Lg3RGn - on Spotify: https://spoti.fi/3LiIX9q - or Anywhere: https://bit.ly/3xYsHHy. Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes. See omnystudio.com/listener for privacy information.

Barry Ritholtz speaks to Gregory Peters, co-chief investment officer of PGIM Fixed Income and a co-head of the firm's multisector team. Prior to joining PGIM in 2014, Peters was Morgan Stanley's global director of fixed income & economic research and chief global cross-asset strategist. He previously worked at Salomon Smith Barney and the US Treasury Department. Peters is a member of the Fixed Income Analyst Society and the Securities Industry and Financial Markets Association. See omnystudio.com/listener for privacy information.

We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Can your capital make an impact? In this episode, Soraya Darabi sits down with Barry Ritholtz to explain Impact Investing, Darabi is partner in the venture firm TMV. She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, that Spotify and Twitter later acquired. 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 to Matt Eagan, portfolio manager and head of the full discretion team at Loomis Sayles & Co. LP, where he is also a member of the board of directors. He joined Loomis Sayles in 1997 as a fixed income research analyst for the multisector fixed income team. Previously, Eagan was a senior fixed income analyst at Liberty Mutual Insurance Co. and a senior credit analyst at BancBoston Financial Co. Eagan is a co-founder of the Loomis Sayles Allies group and a member of the leadership council for Boston Scores. He is also a member of the Boston Economic Club and CFA Society Boston. See omnystudio.com/listener for privacy information.

Why is investing so hard? It's because our brains have been trained, over thousands of years, to trust our fear instincts. In this episode, Brian Portnoy sits down with Barry Ritholtz to explain why humans aren't built to be good investors. 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.' 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 to Brian Klaas, associate professor of global politics at University College London and affiliate researcher at the University of Oxford. He is the author of five books, including Fluke: Chance, Chaos, and Why Everything We Do Matters and Corruptible: Who Gets Power and How It Changes Us. Klaas writes the popular The Garden of Forking Paths Substack and created the award-winning Power Corrupts podcast. He previously was a columnist for the Washington Post and now contributes to the Atlantic. See omnystudio.com/listener for privacy information.