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.

See omnystudio.com/listener for privacy information.

Episoder(740)

At the Money: Using Volatility to Rebalance Portfolios

At the Money: Using Volatility to Rebalance Portfolios

The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sond...

27 Mar 202412min

Listen Now: The Big Take

Listen Now: The Big Take

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories tha...

26 Mar 20241min

Liz Ann Sonders on Behavioral and Sentiment Measures in Markets

Liz Ann Sonders on Behavioral and Sentiment Measures in Markets

Bloomberg Radio host Barry Ritholtz speaks to Liz Ann Sonders, managing director and chief investment strategist at Charles Schwab & Co. Inc. A keynote speaker at numerous company and industry confere...

22 Mar 20241h 16min

At the Money: Benefits of Quantitative Investing

At the Money: Benefits of Quantitative Investing

Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. In this episode, Barry Ri...

20 Mar 202416min

Mark Wiedman on Managing Money at BlackRock

Mark Wiedman on Managing Money at BlackRock

Bloomberg Radio host Barry Ritholtz speaks to Mark Wiedman, senior managing director, head of the global client business and member of the global executive committee of BlackRock. He joined the firm i...

14 Mar 202456min

At the Money: How To Know When The Fed Will Cut

At the Money: How To Know When The Fed Will Cut

Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. What data should investors be following for insight into when they will begin? Jim Bianco, President and Macro...

13 Mar 202412min

Sean Dobson on the US Real Estate Industry

Sean Dobson on the US Real Estate Industry

Bloomberg Radio host Barry Ritholtz speaks to Sean Dobson, chairman, CEO and CIO of Amherst Holdings LLC, which manages $16.8 billion and focuses on single-family rentals, mortgage-backed securities a...

7 Mar 20241h 13min

At the Money: Knowing When You've Whipped Inflation

At the Money: Knowing When You've Whipped Inflation

Investors hate inflation. How can they evaluate what inflation means to the Federal Reserve and possibly future rate cutes? Former Federal Reserve economist Claudia Sahm, best known for the rule beari...

6 Mar 202416min

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