Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34
Introduction
00:00 • 2min
What Was Your First Job at Merrill Lynch?
02:11 • 2min
How Can I Help Value Managers?
04:11 • 2min
What Is Your Career Path From Quant to Chief Investment Strategist?
05:52 • 3min
Are You Too Bullish?
08:52 • 2min
The Macro Investor's Best?
10:27 • 2min
What Does the Pandemic Do to the Macro Economy?
12:20 • 2min
Investing in Cryptocurrencies in 2021?
14:01 • 3min
How Do You Know What's Causing the Stock Market to Outperform?
17:29 • 2min
How Do You Measure Liquidity?
19:21 • 2min
How Do You Use Sentiment Indicators in Stock Markets?
21:00 • 2min
Is M3 Odd Lots Like a Graveyard?
22:55 • 2min
Financial Advisors - What Can Rich Bernstein Do for Me?
25:09 • 2min
Is Pactive Investing for the Active Management of Passive Investments?
26:51 • 2min
The Goldman Basket of Profitless Stocks Is One of the Market Leaders
28:31 • 2min
Is There a Wage and Price Spirale?
30:29 • 2min
Are You a Two Time Union Member?
32:02 • 2min
Are We Bringing More Workers Into Labor Force?
33:51 • 2min
Is the Fed Doing Its Job?
35:25 • 3min
Is the Story of Secular Inflation Changing?
38:43 • 4min
The End of Globalization
42:18 • 2min
Is There Too Much Focus on These Big Macro Events?
43:58 • 2min
Fixed Income Money Management
45:56 • 2min
How Long Should We Hire for Longer?
48:09 • 2min
Is the 6040 Portfolio Dead?
49:59 • 2min
What Sectors Look Attractive to You?
51:37 • 3min
Is the Yield Curve a Good Signal of Recession?
54:12 • 2min
Are We Going to Have a Profit Recession?
55:42 • 2min
How Do You Know if You're a Bearish Investor?
58:07 • 2min
The Sell Side Indicator on Wall Street
01:00:24 • 2min
10 Lessons Learned Over 20 Years
01:01:56 • 2min
What Are You Streaming Now?
01:03:38 • 2min
What Advice Would You Give to Recent College Grads in Finance or Asset Management?
01:05:12 • 2min
Bloomberg Radio - Masters in Business on Bloomberg Radio
01:06:59 • 2min


