Bloomberg Opinion columnist Barry Ritholtz speaks with Samantha McLemore of Miller Value Partners, which has some $3.1 billion in assets under management. McLemore has worked alongside Miller Value Partners founder Bill Miller on opportunity equity for some two decades, and is expected to take over the Miller Opportunity Trust following his retirement. McLemore is also the founder, majority owner and chief investment officer of Patient Capital Management, an investment adviser that serves institutional clients in cooperation with Miller Value Partners, which has some $281 million in assets under management. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Masters in Business

Samantha McLemore on Longevity Risk Management

Bloomberg Opinion columnist Barry Ritholtz speaks with James Anderson, a longtime partner at Edingburgh-based Baillie Gifford & Co. and joint manager of Scottish Mortgage Investment Trust PLC, who will be retiring in April. Last year, he drew headlines for criticizing the industry as “irretrievably broken.” Baillie Gifford currently has 326 billion pounds ($441 billion) in assets under management. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

James Anderson on Why Fund Management Is 'Broken' (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Rebecca Patterson, who serves as director of investment research at the world's largest hedge fund, Bridgewater Associates. In addition to shaping the firm's research agenda, Patterson is a member of the executive committee, investment committee, and commercial and business strategy committee, and helps lead the firm’s diversity and inclusion efforts. She previously served as chief investment officer at Bessemer Trust, where she oversaw $85 billion in client assets, and is currently a member of the Council on Foreign Relations. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Rebecca Patterson on Global Macro Investing (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with David Conrod, who is co-founder and chief executive officer of FocusPoint Private Capital Group. Prior to co-founding FocusPoint — which raises capital for private equity, credit, real estate, real assets and direct transactions in developed and emerging markets — Conrod was a senior managing director at Guggenheim Partners, where he established its private fund group, obtaining more than $7 billion of fund allocations for general partnerships external to the firm. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

David Conrod on Successor Funds and Growth Equity (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Tina Vandersteel, who is the head of GMO’s Emerging-Country Debt team. Prior to joining GMO in 2004, she worked at J.P. Morgan in fixed-income research developing quantitative arbitrage strategies for emerging debt and high-yield bonds. She began her career at Morgan Guaranty Trust, attending Morgan Finance Program #18, before establishing her career in emerging debt.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tina Vandersteel on Emerging-Country Debt (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with entrepreneur Jim McKelvey, author of “The Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time.” McKelvey is the CEO and founder of Invisibly and (with Jack Dorsey) co-founder of Square, where he currently sits on the board of directors. McKelvey also chairs the board of directors at the Federal Reserve Bank of St. Louis.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jim McKelvey on 'The Innovation Stack' (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Ray Dalio, who is founder, co-chair and co-chief investment officer of the world’s largest hedge fund, Bridgewater Associates. His most recent book is “Principles for Dealing With the Changing World Order: Why Nations Succeed and Fail.” Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ray Dalio on the Key to Success: Failing Well (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with social psychologist Richard Nisbett, an emeritus professor at the University of Michigan who has studied how culture affects cognitive processes, among other issues. He is the author of several books, including "The Geography of Thought," "Intelligence and How to Get It," and, most recently, "Thinking: A Memoir."  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Nisbett on Flawed Reasoning and Societies (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Bloomberg Businessweek features editor and tech reporter Max Chafkin, who is author of "The Contrarian: Peter Thiel and Silicon Valley's Pursuit of Power." Chafkin's work has also appeared in Fast Company, Vanity Fair and The New York Times Magazine.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Max Chafkin on the Social Good of Tech Companies (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Michael Mauboussin, who is head of consilient research at Morgan Stanley Investment Management's Counterpoint Global and co-author of the recently revised and updated book "Expectations Investing: Reading Stock Prices for Better Returns." Mauboussin joined Morgan Stanley in 2020 and has more than three decades of experience. He previously served as director of research at BlueMountain Capital Management, head of global financial strategies at Credit Suisse, and chief investment strategist at Legg Mason Capital Management. He is also an adjunct professor of finance at Columbia Business School and chairman of the board of trustees at the Santa Fe Institute.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Michael Mauboussin on How to Read Stock Prices (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with New York Times business reporter Maureen Farrell, who co-authored the 2021 book "The Cult of We: WeWork, Adam Neumann, and the Great Startup Delusion" along with Eliot Brown. Before joining the New York Times, Farrell spent nearly 10 years at the Wall Street Journal. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Maureen Farrell on WeWork’s Investments (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with venture capitalist John Doerr, chairman of Kleiner Perkins and author of the recently published “Speed and Scale: An Action Plan for Solving Our Climate Crisis Now.” Doerr also authored 2018’s bestselling “Measure What Matters.” Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

John Doerr on Sustainable Investments (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Steven Fradkin, president of Northern Trust's wealth management business unit, which has $355 billion in assets under management. Fradkin was previously chief financial officer and head of international business at Northern Trust, among other roles. He has been a member of the corporation’s management committee since 2004. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Steven L. Fradkin on the Creation of Wealth (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Edwin Conway, the global head of BlackRock Alternative Investors (BAI). BAI, one of the fastest-growing parts of the investment giant BlackRock – which is itself the world’s largest asset manager, with $9.46 trillion in assets under management – manages more than $300 billion and has more than 1,000 employees. Conway chairs the BAI Executive Committee and oversees the strategic direction of BlackRock’s Alternatives platform. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Edwin Conway on BlackRock Alternative Investors (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Robin Wigglesworth, who is the global finance correspondent for the Financial Times and author of the just-published “Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever.” Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Robin Wigglesworth on the Creation of the Index Fund (Podcast)

Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

hubhopper

Masters in Business

hubhopper