Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies. Join Corey Hoffstein, Chief Investment Officer of Newfound Research, on a journey to explore systematic investment strategies, ranging from value to momentum and merger arbitrage to managed futures. For more on Newfound Research, visit www.thinknewfound.com.
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Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
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Embracing Global Opportunities with Jeffrey Becker of Jennison Associates
56:05
56:05
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56:05Barry speaks with Jeffrey Becker, Chairman and CEO of Jennison Associates LLC. Prior to joining Jennison in 2016, Jeff served as the CEO of Voya Investment Management, formerly ING. He held various positions with ING including Vice Chairman, Chief Operating Officer, and Chief Financial Officer. He is a member of the Economic Club of New York and al…
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The New Stock Movers Podcast: Sample Episode
4:19
4:19
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4:19Listen to the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.…
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Roxton McNeal and Siddharth Sethi – Building Multi-Strategy QIS Portfolios (S7E16)
56:03
56:03
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56:03My guests today are Roxton McNeal, Managing Director and Head PM of QIS Investments and Siddharth Sethi, portfolio manager and Head of QIS structuring. Together, they’re spearheading the development of QIS-driven solutions at Simplify. In this conversation, we explore what it takes to build and manage a multi-strategy QIS portfolio—from infrastruct…
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Trends in Emerging Markets with Martín Escobari
1:03:59
1:03:59
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1:03:59Barry speaks with Martín Escobari, Co-President and Head of Global Growth Equity at General Atlantic. Prior to joining General Atlantic in 2012, Martín served as Managing Director at Advent International and Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer. He also spent time with The Boston Consulting Group. In addition to …
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Team Favorite At the Money: How Much Money Is Too Much?
12:33
12:33
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12:33Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, 'The Geo…
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The Absolute Return Revival with Tony Yoseloff
1:31:38
1:31:38
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1:31:38Barry speaks with Anthony Yoseloff, Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He holds a J.D. from Columbia Law School and an M.B.A. from Columbia Graduate School of Business Administration. Aside from his time at Davidson Kempner, Tony also holds various board seats, including the Board of Trustees of Princeton Un…
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Team Favorite At the Money: Are Hedge Funds Are Right For You?
16:08
16:08
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16:08Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale …
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Wealth Management and the 'Great Normalization' with Lisa Shalett
1:10:10
1:10:10
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1:10:10Barry speaks with Lisa Shalett, Chief Investment Officer at Morgan Stanley. Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. On this episode, Barry and Lis…
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Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.…
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'Who is Government' with Michael Lewis
1:05:25
1:05:25
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1:05:25Barry speaks with author and financial journalist Michael Lewis. Michael has written countless New York Times bestsellers including Flash Boys and Going Infinite. His book The Big Short was turned into an Oscar-winning film, alongside his Oscar-nominated books-turned film The Blind Side and Moneyball. On this episode, Barry and Michael breakdown th…
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At the Money Special: Activist Investing for NAV
41:30
41:30
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41:30What happens when a fund is trading below its NAV (net asset value)? How can investors force management to allow the fund to trade back to fair value? Boaz Weinstein, founder and manager of Saba Capital Management, speaks with Barry Ritholtz about activist investing in closed end funds. His firm runs over $7 billion in client assets, and he manages…
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E10. Live Q&A - Managed Futures Trend & Carry Flash Update
59:58
59:58
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59:58Join us for an engaging live session as Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management Global, Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Asset Management Global, discuss recent macroeconomic events and their impact on managed future strategies, specifically trend f…
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A Timeless Collection of Infinite Wisdom with Jim O'Shaughnessy
1:22:19
1:22:19
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1:22:19Barry speaks with Jim O'Shaughnessy, Founder and CEO of O'Shaughnessy Ventures LLC. Prior to founding O'Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O'Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. He also served as Senior Managing Director and Executive Director of Systematic Equity for Bear Stearns…
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Team Favorite At the Money: The Tech Behind a Crypto Future
14:46
14:46
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14:46What is the value of crypto-currencies as a technology? How do the technologies that underlie Bitcoin and Ethereum work, and what are their futures? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the future of crypto-technology. His firm runs over $10 billion in client crypto assets. Each week, “A…
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US Fiscal Policy and the 'Deficit Myth' with Stephanie Kelton
1:29:30
1:29:30
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1:29:30Barry speaks with Stephanie Kelton, Professor of Economics and Public Policy at Stony Brook University and Senior Fellow at the Schwartz Center for Economic Policy Analysis. Previously, Professor Kelton was Chair of the Department of Economics at the University of Missouri, Kansas City. In addition to her work in academia, Stephanie has held numero…
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Team Favorite At the Money: Optimizing Personal Health in Finance
15:43
15:43
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15:43Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about how the traders are seeking better returns by optimizing for personal health. Each week…
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Economic Risks Versus Media Alarmism with Philipp Carlsson-Szlezak
1:08:51
1:08:51
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1:08:51Barry speaks with Philipp Carlsson-Szlezak, Boston Consulting Group's Global Chief Economist. Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for Economic Co-operation and Development (OECD) as well as McKinsey & Company. He was also Chief Economist at Stanford C. Bernstein. He is a frequent con…
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At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation
37:56
37:56
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37:56Tariffs are in effect raising fears of sparking a new round of inflation and hurting economic activity. Will they reduce the likelihood of the Fed cutting rates any time soon? On this special episode, Barry Ritholtz speaks with Austan Goolsbee, President of the Chicago Federal Reserve. Goolsbee, a voting member of the FOMC, breaks down the impact o…
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Scott Phillips - Finding Ugly Edges in Crypto Markets (S7E15)
1:08:24
1:08:24
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1:08:24Scott Phillips is just the second independent trader I’ve interviewed for this show. Like many independent traders, Scott found that his constraints – including the size of their capital pool, the ability to execute trades efficiently, and a lack of supporting infrastructure – made trading anything but loose-pants trend following almost impossible …
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JPMorgan’s Melissa Smith on Middle Market Banking
57:57
57:57
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57:57Barry speaks with Melissa Smith. She is co-Head of Commercial Banking at JPMorgan. Previously she was Co-Head of Innovation Economy and Head of Specialized Industries. Melissa has been with JPMorgan for over 20 years. She works with founders, CEOs and CFOs, delivering a cohesive banking experience to startups and fast-growing companies. On this epi…
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Team Favorite At the Money: What Never Changes with Money
14:21
14:21
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14:21*Originally aired 11/6/24* As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. On this episode, Barry Ritholtz speaks with Morgan Housel, author of the book “Same as Ever: A Guide to What Never Changes.” Together, they break down what nev…
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Rethinking Investing with Greenwich Associates' Charles Ellis
52:25
52:25
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52:25Barry speaks with Charles Ellis, author and Founder of Greenwich Associates. Prior to founding Greenwich Associates in 1972, Charles worked with the Rockefeller family investments office and Donaldson, Lufkin, and Jenrette. Charles was appointed to the faculty of the Yale School of Management and twice to the Harvard Business School. He also served…
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Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms”
14:14
14:14
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14:14Wars, national defense spending, technology innovations – historically, these have had big impacts on the economy. The result: A spike in inflation and a huge surge in market prices. How can you take advantage of these Superbooms? Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. He wrote the 2011 book, “Super Bo…
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Team Favorite At the Money: Valuation Is an Exercise in Faith
13:37
13:37
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13:37Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Ritholtz speaks with Professor Aswath Damodaran of NYU Stern School of Business. He has written numerous books on valuation and finance. Each week, “At th…
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E9. Discover the Return Stacked® Bonds & Merger Arbitrage ETF (RSBA)
57:54
57:54
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57:54In today’s ever-evolving investment landscape, finding compelling alternatives to traditional fixed income is critical for building resilient portfolios.Enter RSBA, a first-of-its-kind ETF that combines U.S. Treasuries with a merger arbitrage strategy to offer what we believe is a smarter approach to fixed-income diversification. Investors should c…
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