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Masters in Business

Author: Bloomberg Radio

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Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

337 Episodes
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Bloomberg Opinion columnist Barry Ritholtz speaks with Jean Hynes, Wellington’s incoming CEO, on rising through the ranks, managing one of the world’s largest asset managers, and investing in health care in the days of Covid. She manages the $51 billion Vanguard Health Care Fund.
Bloomberg Opinion columnist Barry Ritholtz speaks with Doug Braunstein, founder and managing partner at Hudson Executive Capital, which has underwritten several successful SPAC offerings and manages $1.6 billion in assets. Braunstein previously held several roles at JPMorgan Chase — including working directly with Jamie Dimon as chief financial officer and member of the executive committee — and served as head of JPMorgan’s Americas investment banking and global M&A.
Bloomberg Opinion columnist Barry Ritholtz speaks with Ben Inker, the head of asset allocation at GMO, which manages about $60 billion in assets. In his nearly three decades at GMO, Inker has served as an analyst for the quantitative equity and asset allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as a co-head of international quantitative equities, and as CIO of quantitative developed equities. He is also a member of the GMO board of directors and a CFA charterholder.
Bloomberg Opinion columnist Barry Ritholtz speaks with Kevin Landis, who is CEO and chief investment officer of Firsthand Capital Management. Landis founded Firsthand in 1994 and has since become one of the nation's best-known technology investors. He has been making venture capital investments in primary transactions since 1998, focusing on the technology and cleantech sectors. He has over two decades of experience in engineering, market research, product management and investing in the technology sector.
Bloomberg Opinion columnist Barry Ritholtz speaks with legendary investor Ron Baron, who is the chairman, CEO and portfolio manager at Baron Funds. He founded Baron Capital Management and Baron Capital Inc. in 1982, and boasts more than a half century of research experience. Today, Baron Funds is known for its long-term, fundamental, active approach to growth investing; it has $49 billion in assets under management.
Bloomberg Opinion columnist Barry Ritholtz speaks with Andrew Beer, who serves as the managing member at Dynamic Beta investments LLC (formerly branded Beachhead Capital Management) and is co-portfolio manager of the firm's investment strategies. Beer has more than 25 years of experience in the alternative investment business. For more than a dozen years, his focus has been identifying strategies to match or outperform portfolios of leading hedge funds with low fees, daily liquidity and less downside risk. He started in the hedge fund industry in 1994, when he joined the Baupost Group as one of six generalist portfolio managers working for Seth Klarman.
Bloomberg Opinion columnist Barry Ritholtz speaks with Adam Karr, a portfolio manager at Orbis Investment Management and head of the firm’s U.S. division.
Bloomberg Opinion columnist Barry Ritholtz speaks with Sébastien Page, author of 2020's "Beyond Diversification: What Every Investor Needs to Know About Asset Allocation" and head of T. Rowe Price's multi-asset division, which manages $363.5 billion. Page is also a member of T. Rowe Price's asset allocation committee and management committee. He was previously an executive vice president at Pimco and a senior managing director at State Street Global Markets.
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.
Bloomberg Opinion columnist Barry Ritholtz speaks with Jeff Poggi, co-CEO of McIntosh Group, the legendary manufacturer of premium audio equipment. Despite the pandemic, the company has notched its best year for sales in its 70-year history. Prior to joining McIntosh Group, Poggi — an engineer by training — was at Harman International and Bose Corporation, and earned an MBA from Duke University.
Bloomberg Opinion columnist Barry Ritholtz speaks with Tom Slater, who is head of the U.S. equities team and a decision maker on long-term global growth portfolios at the U.K.-based investment firm Baillie Gifford.
Bloomberg Opinion columnist Barry Ritholtz speaks with Mike Swell, co-head of global fixed income portfolio management at Goldman Sachs Asset Management (GSAM), where he is responsible for co-leading the global team of portfolio managers that oversee multi-sector portfolios. He joined the firm in 2007 as a managing director and head of structured products. Swell manages over $700 billion dollars in fixed income assets for GSAM.
Bloomberg Opinion columnist Barry Ritholtz speaks with Catherine Keating, the chief executive officer of BNY Mellon Wealth Management and a member of the BNY Mellon Executive Committee, the company’s most senior leadership group. Prior to joining BNY Mellon, Keating was the chief executive officer of Commonfund and held a variety of senior positions at J.P. Morgan over two decades. She has been named one of the most powerful women in finance and one of the most powerful women in banking by American Banker, and is a member of the Council on Foreign Relations and the Economic Club of New York. BNY Mellon has $2 trillion dollars in assets under management.
Bloomberg Opinion columnist Barry Ritholtz speaks with Greg Fleming, who is the president and CEO of Rockefeller Capital Management. Prior to leading Rockefeller Capital Management, Fleming was the president of Morgan Stanley Wealth Management and Morgan Stanley Investment Management.
Bloomberg Opinion columnist Barry Ritholtz speaks with Dennis Lynch, who is the head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 26 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Counterpoint Global is running $130 billion in assets.
Bloomberg Opinion columnist Barry Ritholtz speaks with Penny Pennington, who is the managing partner of Edward Jones, a Fortune 500 financial services firm. She began her Edward Jones career in 2000 as a financial adviser in Livonia, Michigan. Penny is also senior executive sponsor of the firm’s LGBT+ & Allies Business Resource Group, and was recently named No. 33 on the Fortune Most Powerful Women in Business list, in her second appearance.
Bloomberg Opinion columnist Barry Ritholtz speaks with Adam S. Posen, who has been president of the Peterson Institute for International Economics since January 2013. Over the course of his career, he has contributed to research and public policy regarding monetary and fiscal policies in the G-20, the challenges of European integration since the adoption of the euro, China-U.S. economic relations, and developing new approaches to financial recovery and stability.
Bloomberg Opinion columnist Barry Ritholtz speaks with Mario Giannini, who is the CEO of private markets firm Hamilton Lane, one of the few publicly traded PE shops. The firm oversees more than $500 billion in privately invested assets, with $68 billion in directly managed funds.
Bloomberg Opinion columnist Barry Ritholtz speaks with Ray Dalio, who is the founder, co-chief investment officer and co-chairman of the world’s largest hedge fund, Bridgewater Associates. Dalio is known for his practical yet unconventional understanding of economics, which he spells out in his video “How the Economic Machine Works.” He's also the author of the New York Times bestseller “Principles: Life and Work.”
Bloomberg Opinion columnist Barry Ritholtz speaks with Dr. Lisa Cook, a professor in the department of economics and in international relations at Michigan State University. As the first Marshall Scholar from Spelman College, she received a second B.A. from Oxford University before earning her Ph.D. from the University of California, Berkeley. She has served as a senior economist at the Council of Economic Advisers under President Barack Obama and has held positions or conducted research at the National Bureau of Economic Research; the Federal Reserve banks of Minneapolis, New York and Philadelphia; and the World Bank. In 2019, she was elected to serve on the executive committee of the American Economic Association, where she is director of the AEA Summer Training Program.
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Comments (23)

Bhargav Bhat

great episode :)

Nov 30th
Reply

Mermadone

This episode is pure leftist dribble. Don't bother listening to this episode.

Nov 7th
Reply

G Grewal

Barry kept cutting off the guest... super annoying

Jun 28th
Reply

Lamont Nelson

Barry, I would like to get you on board with pasture born and raised lamb. Born and raised in the USA.

May 13th
Reply

Abul Azad

Someone get Cristiano Amon a tissue please.

Apr 15th
Reply

Manjunatha Bhatta

Red Notice not Red Capital

Feb 12th
Reply

Schafer Newman

Man this interviewer keeps talking over the guest...

Jan 3rd
Reply

Mermadone

This guy Spence gyrates away from the mic more than a rocket going to the moon

Oct 27th
Reply (1)

Dan Galbraith

This was an excellent interview from an amazing man with incite on life as well as investments!

Feb 19th
Reply

Dorian Smith

Loved this interview!

Jan 11th
Reply

Bee Lor

I don't like how the ads are 10x louder than the podcast itself. thanks for killing my ears..

Nov 28th
Reply

Lorenz König

I’m new to this and I hardly understand a word what they say - way to geeky.

Oct 9th
Reply (1)

Bill Slikkerveer

unable to download or stream

Jul 14th
Reply

Blake Reynolds

Not MBA level material

Jun 7th
Reply

KilYong Lee

.ㆍㅊㆍㄷㆍㅈ느ㅡㄷ ㅈㆍ ㄴㄸㅈ ㅈㄴ ㅈ

Apr 28th
Reply

Edis Eminovic

das Fahrrad

Apr 25th
Reply

Delta Decay

great podcast with very good nuggets of wisdom

Apr 24th
Reply

Artur Gorbenko

He interrupts too much. please let the person speak.

Mar 31st
Reply

iTunes User

Favorite new podcast. Amazing guests, Barry knows his stuff and gets his guests fully engaged.

Aug 30th
Reply

iTunes User

These are really interesting in-depth interviews with some high profile names. Keep them coming.

Aug 30th
Reply
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