Masters in Business

Barry Ritholtz welcomes David Dunning, a psychology professor, to discuss the importance of self-insight for investors. They explore self-deception, decision-making in economic games, and the impact of social media on self-awareness. They also touch on overconfidence in claiming expertise and navigating information overload.

Bill Dudley, former president of the Federal Reserve Bank of NY, discusses the impact of interest rates on real estate, his career journey, market pricing, the importance of Fed independence, 2% inflation target rationale, cyber preparedness, shortcomings of owners equivalent rent, and TV streaming preferences.

Explore the correlation between war, inflation, and stock market behavior. Learn about historical patterns and market seasonality from expert Jeffrey Hirsch. Discover the significant market gains that followed previous wars and analyze the current economic sentiment. Challenge common beliefs about market lows and identify the start of a new bull market.

Barry Ritholtz, business expert and commentator, discusses Elon Musk's leadership of SpaceX and Tesla, his relationship with Wall Street, and the parallels between Musk and Steve Jobs. They also explore Musk's successes in physics and challenges on social media, including concerns over his Twitter behavior's impact on Tesla sales.

David Einhorn, Chairman of Greenlight Capital, discusses broken market structures and the death of value investing. He shares his successful shorting of Lehman Brothers and explores the psychology behind wealthy investors. Einhorn also discusses Greenlight Capital's decision-making process, investment strategy, and the SEC's handling of accounting fraud allegations against Tesla. He delves into the process of writing quarterly letters and post-mortems, a day at Greenlight, and the Fed's handling of inflation. Einhorn Collaborative's effort to bridge people together and advice for recent college grads are also discussed.

Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, discusses the importance of value investing and long-term performance, Warren Buffett's investment strategy, the challenges and sustainability of growth investments, and the advantages of value investing for long-term returns.

Tom Hancock, partner at GMO LLC and head of focused equity team, discusses quality stocks and launching ETFs. Topics include transition from computer science to finance, definition and analysis of quality stocks, impact of high interest rates on real estate market, and the success and future of ETFs at GMO.

Claudia Sahm, former Federal Reserve economist and creator of the Sahm Rule for forecasting recessions, speaks about using labor data to forecast recessions. She discusses the effectiveness of the Sahm Rule, automatic stimulus checks, post-pandemic shortages, and the unemployment rate as a warning sign for a possible recession.

Sarah Kirshbaum Levy, CEO of Betterment and former COO of Viacom Media Networks and Nickelodeon, discusses the value of marketing and branding, the rapid growth of digital advisors, expanding the business and deepening brand engagement at Nickelodeon, Nickelodeon's branding and licensing strategies, technological disruption, leadership, and the importance of content, and learning from success and failure in digital investment platforms.

In this podcast, Barry Ritholtz speaks with Ari Rosenbaum about investment strategies to avoid big tax bills. They discuss direct indexing and tax loss harvesting, the benefits of diversification, and reducing capital gains taxes through risk-aware exposure. The podcast explores how these strategies can save investors money on their tax bills and optimize their returns.