Masters in Business

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.

Shomik Dutta, founder and managing partner at Overture, a venture capital firm focused on climate tech and sustainability startups, discusses the shift towards renewable energy sources, the potential for climate tech investments, the challenges of nuclear power, and the impact of private-public partnerships on technological advancements.

Cathy Marcus, Co-CEO and Global COO of PGIM Real Estate, discusses real estate investments and their impact on wellness, the difference between private and public markets in real estate, the slowdown in transactions and preferences of investors in commercial real estate, the potential impact of geopolitics and elections on commercial real estate, and the global real estate investing and the importance of being a global provider.

Barry welcomes David Dunning, a professor of psychology at the University of Michigan, to discuss the Dunning-Kruger Effect. They explore the impact of overconfidence and the importance of metacognition in decision-making, specifically in investing. They provide strategies for avoiding incompetence, such as continuous learning and seeking alternative perspectives.

Matt Levine, Bloomberg Opinion columnist and author of Money Stuff, discusses his journey from investment banker to writer. Topics include insider trading, retail investors in the meme stock era, Elon Musk's interest in buying Twitter, the origins and evolution of Money Stuff, and reflections on the world of finance.

Barry Ritholtz discusses contrarian investing with Michael J. Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. They explore the challenges of going against the crowd, the role of asset prices in decision-making, and the importance of diversity and incentives. They also discuss the evolutionary reasons behind conformity, the use of violent metaphors in contrarian investing, and the impact of investor expectations on this strategy.

Jenny Johnson, President and CEO of Franklin Templeton, discusses the importance of team performance, the history of acquisitions at Franklin Templeton, the transformative power of AI in business, remote work adaptation, long-termism vs short-termism in asset management, the impact of changing interest rates on running a firm, and recent watchlist and favorite books.

Learn strategies for selling a home in today's real estate market, including adjusting expectations, correctly pricing houses, and working with a real estate agent. Explore the challenges of for sale by owners, timing the market, and selling vacation properties. Discover the best time to list a house, and the importance of staging, decluttering, and curb appeal.

Bloomberg Radio host interviews Stephen Suttmeier, director and chief equity technical strategist at Merrill Lynch. They discuss the transition to Merrill Lynch, defining technical analysis, analyzing market trends with moving averages, predicting market rallies and corrections, analyzing gold's cup and handle pattern, the impact of COVID-19 on the bond market, and the seasonality of the stock market.

Explore the impact of historical patterns and seasonality on equities. Learn about the repetitive market behaviors caused by events like tax payments and regular contributions. Discover the seasonal patterns of the Santa Claus rally and the January effect, as well as the significance of the January barometer. Dive into the seasonality factor in the stock market and the scientific analysis of black box systems. Uncover the historical trends in stock market performance and the market's reaction to presidential election years. Discuss the bullishness of a president running for reelection and the influence of algorithmic trading and AI.