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(745)

 RenMac's Head of Economics Neil Dutta on Recession Indicators

RenMac's Head of Economics Neil Dutta on Recession Indicators

Barry speaks with Neil Dutta, head of economics at Renaissance Macro Research. Neil leads their macroeconomic research efforts, with an emphasis on analyzing the US economy, Federal Reserve, global tr...

17 Jul 20251h 6min

At The Money: The Right Way to Spend Your Money in Retirement

At The Money: The Right Way to Spend Your Money in Retirement

One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly diff...

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Barry speaks with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. Rich has over 35 years′ experience on Wall Street, most recently as the Chief Investment Strategis...

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What do you do when the business model of your chosen career changes radically? How can you adapt to changing conditions? Sam Ro is a veteran markets journalist and CFA. After decades of working for ...

9 Jul 202514min

Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

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Barry speaks with Kate Moore, chief investment officer at Citi Wealth. They discuss Kate's extensive and diverse career which saw her as Head of Thematic Strategy and a portfolio manager for the Globa...

3 Jul 20251h 11min

At The Money: Planning Your Retirement? 

At The Money: Planning Your Retirement? 

Thinking about retirement? Do you know how you will spend your time? And perhaps most significantly, how much retirement can you afford?Christine Benz is Director of Personal Finance & Retirement Plan...

2 Jul 202515min

Swiss Re's Velina Peneva on the Business of Reinsurance

Swiss Re's Velina Peneva on the Business of Reinsurance

Barry speaks with Velina Peneva, group chief investment officer at Swiss Re about the business of reinsurance, managing risk, her career path and more. Peneva started her career at Bain & Company in 1...

27 Jun 20251h 12min

At The Money: Navigating War, Tariffs and Geopolitics

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Israel attacked Iran with drones; the U.S. bombed Iran’s nuclear sites. This after months of Tariffs announcements and geopolitical wrangling. What are investors supposed to do? Sam Ro, an award winni...

25 Jun 202519min

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