Episodios

  • From Investment Banker to CIO with Mike Wilson
    Sep 5 2024

    Barry Ritholtz speaks with Mike Wilson, Chief Investment Officer and Chief US Equity Strategist at Morgan Stanley. Prior to becoming CIO, Mike began his career with the firm in 1989 as an investment banker. He has since held various positions within Morgan Stanley’s Institutional Equity Division, including Head of Content Distribution for North American Equities. On this episode, Mike shares his experience at Morgan Stanley, the path to CIO, and his thoughts on the forces shaping today's markets.

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    58 m
  • At the Money: The Best Way to Buy a House
    Sep 4 2024

    Buying a house in today's climate can be challenging. Interest rates are near the highest level in 20 years. Housing inventory is near record lows. So what's a potential home buyer to do? Jonathan Miller, President of Miller Samuel, joins Barry Ritholtz to discuss the best approach for purchasing a home today.

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    15 m
  • From Equity Research to International Investing With Heather Brilliant
    Aug 29 2024

    Barry Ritholtz speaks to Heather Brilliant, chief executive officer of Diamond Hill Investment Group. Before joining the firm in 2019, she worked for First State Investments. She has also worked for Morningstar Inc., where she served as global head of equity and credit research before becoming CEO of Morningstar Australasia. She served on the board of the CFA Institute from 2013 to 2020 and was chair of the board in 2018-19.

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    56 m
  • At the Money: Why Fees Really Matter
    Aug 28 2024

    Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins Barry Ritholtz to discuss how fees can significantly impact your portfolio.

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    11 m
  • From GameStop to Meme Stocks with Ricky Sandler
    Aug 22 2024

    Barry Ritholtz speaks to Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC. He currently serves as a member of the board of directors to the University of Wisconsin Foundation and is a member of its development committee, investment committee and traditional asset subcommittee. Ricky Sandler is also a Chartered Financial Analyst and a member of the New York Society of Security Analysts.

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    1 h y 4 m
  • At the Money: Learning Lifecycles of Companies
    Aug 21 2024

    The Magnificent Seven, the Nifty Fifty, FAANG: Each of these are popular groups of companies investors erroneously believed they could “set & forget” But as history informs us, the list of once-great companies that dominated their eras and then declined is long. In this episode, Professor Aswath Damodaran of NYU Stern School of Business explains what a normal corporate life cycle is. He has written numerous books on valuation and finance. His new book, “The Corporate Life Cycle: Business Investment and Management Implications" is out today.

    Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

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    16 m
  • Mike Green on Why Passive Investing Is Hurting Market Structure
    Aug 15 2024

    Barry Ritholtz speaks to Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He previously served in the same roles for Logica Capital Advisers LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro LLC; founded Ice Farm Advisors LP, a discretionary global macro hedge fund seeded by Soros Fund Management; and founded and managed the New York office of Canyon Capital Advisors, a $23 billion multi-strategy hedge fund. He is a CFA holder.

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    1 h y 14 m
  • At the Money: Aligning Investments With Personal Values
    Aug 14 2024

    The term 'ESG' gets thrown around in investing all the time. But, there's a better way to align your investments with your personal values. In this week's episode, Barry Ritholtz speaks with Ari Rosenbaum, principal at O’Shaughnessy Asset Management, about how to tailor investments to your ideological preferences.

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    10 m