Episódios

  • The US Economy and Trump Administration Policy with Apollo's Torsten Slok
    Jan 30 2025

    Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there was top-ranked by Institutional Investor in fixed income and equities for ten of those years. Additionally, he spent time in Paris at the OECD as well as at the IMF's division responsible for writing the World Economic Outlook. He has developed several content platforms including Apollo Academy and the Daily Spark on which he publishes frequently. On this episode, Barry and Torsten break down their thoughts on the US economy, inflation abroad, and what sectors are most exposed to the second Trump administration's policy agenda.

    See omnystudio.com/listener for privacy information.

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    1 hora e 11 minutos
  • Jeff Hirsch on Presidential Market Cycles
    Jan 29 2025

    What does history inform us about how newly elected presidents impact the market cycle? What should investors expect from the next 4 years? Jeffrey Hirsch, editor of the Stock Trader’s Almanac, speaks with Barry Ritholtz about how each year of any President’s term impacts markets in a different way.

    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.

    See omnystudio.com/listener for privacy information.

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    14 minutos
  • Introducing: Trumponomics
    Jan 28 2025

    Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.

    See omnystudio.com/listener for privacy information.

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    2 minutos
  • From Managing Portfolios to Running an Organization with Mike Freno
    Jan 23 2025

    Barry speaks with Mike Freno, Barings LLC Chairman and CEO. In his nearly 20 years with the firm, Mike has held various positions including Managing Director, Head of Global High Yield, and Head of Global Markets. He also spent 5 years as the company's President, overseeing a majority of Barings’ business sectors including investments, sales, operations and tech. Additionally, Mike served as Chairman of the Board of Barings BDC. Alongside his Chairman and CEO duties, he is a current member of the MassMutual Executive Leadership team. On this episode, Barry and Mike discuss the evolution of the asset management industry, his well-rounded business experience, and what it takes to lead with "confident humility."

    See omnystudio.com/listener for privacy information.

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    1 hora e 1 minuto
  • At the Money: Compounding Health and Wealth
    Jan 22 2025

    We understand how wealth compounds over time, but did you know you can also compound your health? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about the parallels between wealth and health management.

    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.

    See omnystudio.com/listener for privacy information.

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    16 minutos
  • Jonathan Clements Explains Why Dying is Hard Work
    Jan 17 2025

    Barry speaks with Jonathan Clements, Founder and Editor of the HumbleDollar and veteran personal finance columnist for the Wall Street Journal. He wrote over a thousand columns for the Journal and for the Wall Street Journal Sunday before spending six years as Citigroup's Director of Financial Education. He also held positions at Euromoney and Forbes. Jonathan is the author of 9 personal finance books including "My Money Journey" and "From Here to Financial Happiness." He received a Stage 4 Lung Cancer diagnosis last year, an experience he's used to expound on the relationship between money, well-being, and life satisfaction.

    See omnystudio.com/listener for privacy information.

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    1 hora e 8 minutos
  • At the Money: Lessons in Allocating to Alternative Asset Classes
    Jan 15 2025

    Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes:  How much capital do you need? What percentage of your portfolio should be allocated? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, dealmaking and operations.”

    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.

    See omnystudio.com/listener for privacy information.

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    16 minutos
  • From AQR Quant to Founder & CIO with Brian Hurst
    Jan 10 2025

    Barry speaks with Brian Hurst, Founder and Chief Investment Officer of ClearAlpha. Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading and the first non-Founding Partner at the firm. Brian also led numerous operating and investment committees including AQR's Strategic Planning Committee and the Risk Committee. He was instrumental in the design and implementation of AQR's trading platform and his time as senior portfolio manager placed him in charge of over $15 billion in hedge fund assets. Brian also Serves as a Member of the Yale New Haven Children's Hospital Council.

    See omnystudio.com/listener for privacy information.

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    56 minutos