Masters in Business

Barry Ritholtz talks with Dr. Ed Yardeni about forecasting recessions, market breadth, mega-cap stocks, and economic indicators. They dive into the housing market, AI trends, and historical market comparisons. The conversation also touches on Elon Musk, financial crises, and investment insights, wrapping up with a mention of the Carter Economic Forum.

Bill McBride, an economic analyst with 20 years of experience, discusses the importance of key economic indicators like non-farm payrolls, GDP, and housing sales in predicting economic trends. He also explores the impact of rents on inflation measurement, the real estate market, and essential economic indicators for investors such as the unemployment rate and inflation figures.

Guest Ashish Shah from Goldman Sachs discusses transitioning from trading to tech startups, leveraging technology in asset management, navigating turbulent times at Lehman Brothers, engaging with policymakers, blending public and private investing strategies, and sharing mentorship advice and recommended investment books.

Andrew Slimmon, Managing Director at Morgan Stanley, discusses the dangers of closet indexing in mutual funds. They explore the risks of not deviating from benchmark indexes and how transparency and active share impact performance. The conversation touches on the benefits of low-cost passive vs. concentrated active investing strategies.

Samara Cohen, Senior managing director at BlackRock Inc. and chief investment officer, discusses the rise of ETFs, index investing, active strategies, Bitcoin ETFs, and BlackRock's potential dominance in the market. The conversation also touches on personal interests in streaming, sci-fi, and reflections on uniqueness in a financial crisis.

Larry Swedroe, Head of Financial and Economic Research at Buckingham Strategic Wealth, discusses navigating market volatility, the folly of predicting crashes, emotional investment decisions, and long-term investment challenges in a volatile market with Barry Ritholtz

Barry Ritholtz talks to Ed Hyman, founder of Evercore ISI Intl Ltd. They discuss the evolution of data resources in finance, navigating financial forecasts, market insights, economic indicators for a potential recession, Jerome Powell's views, cybercrime preparedness, and mentorship in investing.

Jim Bianco, President of Bianco Research, L.L.C., discusses capturing yield in portfolios in a new interest rate regime. Topics include alternatives to equity, impact of central bank policies, market behavior amid policy changes, cyber preparedness in finance, active vs. passive investing, and strategic portfolio management.

Nobel Prize-winning economist Angus Deaton discusses wealth inequality, healthcare systems, and the impact of education on societal divides. The conversation covers topics such as cyber preparedness for finance leaders, the minimum wage study debate, and the effects of education on social and health dynamics.

Liz Ann Sonders, Chief Investment Strategist at Schwab, discusses using volatility to rebalance portfolios. She emphasizes 'add low, trim high.' Sonders highlights market swings, new highs, and the importance of taking advantage of volatility to adjust investments.