Finding Value Investments with Patient Capital's Samantha McLemore

Finding Value Investments with Patient Capital's Samantha McLemore

Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways her firm is using AI.

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Episoder(739)

The Absolute Return Revival with Tony Yoseloff

The Absolute Return Revival with Tony Yoseloff

Barry 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 ...

11 Apr 20251h 31min

Team Favorite At the Money: Are Hedge Funds Are Right For You?

Team Favorite At the Money: Are Hedge Funds Are Right For You?

Hedge 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 a...

9 Apr 202516min

Wealth Management and the 'Great Normalization' with Lisa Shalett

Wealth Management and the 'Great Normalization' with Lisa Shalett

Barry 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...

3 Apr 20251h 10min

The Stock Movers Podcast from Bloomberg

The Stock Movers Podcast from Bloomberg

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/4kJ43ONListen on Spotify: ...

1 Apr 20255min

'Who is Government' with Michael Lewis

'Who is Government' with Michael Lewis

Barry 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 int...

27 Mar 20251h 5min

At the Money Special: Activist Investing for NAV

At the Money Special: Activist Investing for NAV

What 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 Capit...

26 Mar 202541min

Introducing: Stock Movers

Introducing: Stock Movers

Stock Movers is a new, five-minute report on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets. Listen on Apple: https://podcasts.apple.c...

24 Mar 202530s

A Timeless Collection of Infinite Wisdom with Jim O'Shaughnessy

A Timeless Collection of Infinite Wisdom with Jim O'Shaughnessy

Barry 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) whi...

20 Mar 20251h 22min

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