Masters in Business

The hosts introduce their new podcast and discuss topics such as Formula One, Ferraris, hybrids, and Audis. They also explore the declining ticket prices in the Formula One race hosted by Las Vegas and its connection to broader economic trends. The chapter also includes a discussion on driving an electric SUV, comparing German, British, and Italian engineering in cars, and memories of their first cars.

Brad Gerstner, Founder and CEO of Altimeter Capital, talks about the importance of trustworthy data in AI, his journey with Forest River, and the rise and potential of AI. They also discuss the transformation of Twitter, the role of social media, and propose a fix for wealth inequality through investment accounts for every child in America. The chapter concludes with a discussion on creating a 401k-like account for children and the state of the IPO environment.

Explore the challenges facing home buyers today, including high mortgage rates and low inventory. Learn about the psychology of purchasing a house and the importance of finding the right home. Discover the evolving perception of high-end houses and the role of real estate agents. Understand how terms, rather than price, impact offers on a house. Get insights on navigating new construction and tips for buyers in the current market.

The podcast discusses the auto industry with a focus on electric vehicles, car shows, new car releases, and being a 'Corvette guy'.

Linda Gibson, Chair and CEO of PGIM Quantitative Solutions LLC, discusses her unique career path from mathematics to law, managing quants and building a global sales team, transitioning to a large asset management firm, variable compensation and quant strategies employed by PGM, navigating volatile times with a data-driven approach, the importance of soft skills in a tech-enabled environment, and event promotion.

The podcast discusses the impact of fees on investment returns, the trend of falling fees in ETFs, the significance of ETFs and mutual funds in asset management, and the correlation between lower fees and better long-term performance.

Dive into the enigma of Elon Musk and his multifaceted influence across various industries. The discussion unpacks the evolution of Musk's public image and the controversies that surround him. Guests share insights into the latest developments in his empire, from Tesla to SpaceX. Expect a mix of analysis and engaging commentary as the complexities of this tech mogul are unveiled, providing a fresh perspective on his impact on the business world.

Investigative reporter Zeke Faux discusses crypto's wild rise and staggering fall, including topics such as crypto price movements, NFTs and their challenges, the story of a crypto game gone wrong funding North Korea, skepticism towards Tether, notable players in crypto and the dark side of scams and corruption. They also explore motivations for CFTC regulation, the portrayal of crypto in Michael Lewis's book, streaming preferences, mentors, and nonfiction adventure books.

Barry Ritholtz speaks with Ari Rosenbaum, Principal at O’Shaughnessy Asset Management, about aligning investments with personal values. They discuss tailoring investments to ideological preferences, utilizing direct indexing, and setting custom screens. Topics also include gender diversity, environmental investing, and creating animal-friendly portfolios. Overall, it explores different ways to create a values-based portfolio and the expressive benefits of these portfolios.

Michael Carmen, Co-head of private investments at Wellington Management Co. LLP, discusses late-stage venture capital, IPOs, predicting the future of companies, investing across different areas, and considerations in late-stage venture capital and IPO investments. He also talks about private team management, CEO journey, diversity progress, entertainment recommendations, TV series, mentors, and reflections on the past and future implications.