Matthew Benkendorf on Managing Equities

Matthew Benkendorf on Managing Equities

Bloomberg Opinion columnist Barry Ritholtz interviews Matthew Benkendorf, CIO of Vontobel’s Quality Growth boutique, which manages about $35 billion.

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Episoder(741)

From Equity Research to International Investing With Heather Brilliant

From Equity Research to International Investing With Heather Brilliant

Barry Ritholtz speaks to Heather Brilliant, chief executive officer of Diamond Hill Investment Group. Before joining the firm in 2019, she worked for First State Investments. She has also worked for M...

29 Aug 202456min

At the Money: Why Fees Really Matter

At the Money: Why Fees Really Matter

Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins B...

28 Aug 202410min

From GameStop to Meme Stocks with Ricky Sandler

From GameStop to Meme Stocks with Ricky Sandler

Barry Ritholtz speaks to Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Prior to launching Eminenc...

22 Aug 20241h 3min

At the Money: Learning Lifecycles of Companies

At the Money: Learning Lifecycles of Companies

The Magnificent Seven, the Nifty Fifty, FAANG: Each of these are popular groups of companies investors erroneously believed they could “set & forget” But as history informs us, the list of once-great ...

21 Aug 202415min

Mike Green on Why Passive Investing Is Hurting Market Structure

Mike Green on Why Passive Investing Is Hurting Market Structure

Barry Ritholtz speaks to Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He previously served in the same roles for Logica Capital Advisers LLC. Prior to Logica, ...

15 Aug 20241h 14min

At the Money: Aligning Investments With Personal Values

At the Money: Aligning Investments With Personal Values

The term 'ESG' gets thrown around in investing all the time. But, there's a better way to align your investments with your personal values. In this week's episode, Barry Ritholtz speaks with Ari Rosen...

14 Aug 20249min

Trust in Finance and Consumer Confidence With Meir Statman

Trust in Finance and Consumer Confidence With Meir Statman

Barry Ritholtz speaks to Meir Statman, the Glenn Klimek Professor of Finance at Santa Clara University. Statman’s research has been published in the Journal of Finance, the Journal of Financial Econom...

9 Aug 20241h 13min

At The Money: Humans Are Not Built For Investing

At The Money: Humans Are Not Built For Investing

Of all the many things Humans do brilliantly well, investing isn’t one of them.  As a group, we are easily excited, focused on the wrong things, and filled with unjustified overconfidence. In this epi...

7 Aug 202415min

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