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(743)

At The Money: Monetizing Dirt

At The Money: Monetizing Dirt

Land is more than just a place to build a house, commercial building or farm. Real assets can be monetized through Mineral and gas rights, solar and wind, recreation, even AI. Brandon Zick is Chief I...

29 Okt 202516min

Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders

Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders

Barry speaks with Liz Ann Sonders, chief investment strategist at Charles Schwab. Liz Ann focuses on the entire economy. She’s also the cohost of the On Investing podcast and a keynote speaker at nume...

24 Okt 20251h 10min

At The Money: How Big Can Active ETFS Get?

At The Money: How Big Can Active ETFS Get?

ETFs gained a reputation for providing investors with low-cost index exposure, but many of the newest funds are actively managed. Some are costly and speculative. What is an ETF investor to do? Dave N...

22 Okt 202518min

Introducing: The Mishal Husain Show

Introducing: The Mishal Husain Show

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations wit...

19 Okt 20252min

Carta CEO Henry Ward on Private Credit & Private Markets

Carta CEO Henry Ward on Private Credit & Private Markets

Barry speaks with Henry Ward, Chief Executive Officer at Carta, a technology company that provides capitalization table management and valuation software for startups. They discuss founding a business...

17 Okt 202557min

At The Money: Don’t Underperform Your Own Investments!

At The Money: Don’t Underperform Your Own Investments!

Are you underperforming our own investments? Did you know that many, maybe even most, investors do worse than the ETFs and Mutual Funds they hold do? The annual Morningstar study “Mind the Gap” has fo...

15 Okt 202514min

'Barbell' Investing Strategies With Jurrien Timmer

'Barbell' Investing Strategies With Jurrien Timmer

Barry Ritholtz speaks with Jurrien Timmer, director of global macro at Fidelity investments. They discuss his career path, key market charts and Timmer's "barbell approach" to investing in both high-f...

10 Okt 20251h 28min

At The Money: Farmland Investing

At The Money: Farmland Investing

Farmland is a real asset that can be accessed through private funds. The asset has seen broad, non-correlated gains, hedged against rising prices. And farming acreage shrinks every year. Brandon Zick ...

8 Okt 202517min

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