James Montier on Fear and Investment (Podcast)

James Montier on Fear and Investment (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with James Montier, who is a member of the asset allocation team at Grantham, Mayo, Van Otterloo & Co. (GMO). Prior to that, he was the co-head of global strategy at Société Générale. Montier is also the author of several market-leading books, including “The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy.”

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Episoder(742)

Stock Market Stories via the Narrative Machine 

Stock Market Stories via the Narrative Machine 

Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found Ben Hunt is founder of Perscient, a fi...

17 Des 202518min

 Building New Financial Products with BlackRock's Stephen Cohen

Building New Financial Products with BlackRock's Stephen Cohen

Barry speaks with BlackRock’s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusse...

12 Des 20251h 1min

Year-End Tax Planning Moves

Year-End Tax Planning Moves

There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry – there...

11 Des 202516min

How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo

How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo

Barry sits down with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management. They discuss the state of alternatives and Paul's "30 Pearls of Investment Wisdom." They also dis...

6 Des 20251h 6min

At The Money: Finding the Hidden Alpha in SEC filings

At The Money: Finding the Hidden Alpha in SEC filings

Is there Alpha to be found hidden in SEC filings? Management does seem to hide lots of bad news by just barely complying with the law. Recent indicators are this is getting worse. Michelle Leder is a ...

3 Des 202516min

Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design

Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design

Barry sits down with A. Lange & Sohne CEO Wilhelm Schmid at the Audrain Newport Concours & Motor Week for a special edition of Masters in Business. Barry and Wilhelm compare watch and car design. They...

28 Nov 202532min

At The Money: How to Use Narrative Information

At The Money: How to Use Narrative Information

Do fundamentals or narratives drive market valuations? That is the question so many are wrestling with in today’s 24/7 algo-based platforms and AI-driven mediascape. Ben Hunt is founder of Perscient, ...

26 Nov 202514min

The Art of Spending Money with Bestselling Author Morgan Housel

The Art of Spending Money with Bestselling Author Morgan Housel

Barry sits down with New York Times Bestselling author of The Psychology of Money, The Art of Spending Money, and Same As Ever. They discussed different sections of market cycles and the psychology of...

21 Nov 20251h 17min

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