Michael Mauboussin on How to Read Stock Prices (Podcast)

Michael Mauboussin on How to Read Stock Prices (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Michael Mauboussin, who is head of consilient research at Morgan Stanley Investment Management's Counterpoint Global and co-author of the recently revised and updated book "Expectations Investing: Reading Stock Prices for Better Returns." Mauboussin joined Morgan Stanley in 2020 and has more than three decades of experience. He previously served as director of research at BlueMountain Capital Management, head of global financial strategies at Credit Suisse, and chief investment strategist at Legg Mason Capital Management. He is also an adjunct professor of finance at Columbia Business School and chairman of the board of trustees at the Santa Fe Institute.

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Episoder(742)

At The Money: Better Results By NOT Investing with Dictators!

At The Money: Better Results By NOT Investing with Dictators!

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Using AI to Find Investing Stories with Perscient Co-Founder Ben Hunt

Using AI to Find Investing Stories with Perscient Co-Founder Ben Hunt

Barry speaks with Ben Hunt is president and co-founder of Perscient, an AI research firm and software company that pioneered the use of language models and unstructured data analysis for investment st...

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At The Money: Fan Favorite - Algorithmic Harm

At The Money: Fan Favorite - Algorithmic Harm

On this fan favorite episode of "At The Money", Barry speaks with Cass Sunstein, professor at Harvard Law School and co-author of the book, “Algorithmic Harm: Protecting People in the Age of Artificia...

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Why Private Assets Are Essential: Masters in Business with Stephanie Drescher

Barry sits down with Stephanie Drescher, Apollo’s Chief Client and Product Development Officer and a member of the Firm’s Leadership Team. He and Stephanie discuss her start at JP Morgan, creating com...

2 Jan 56min

At The Money: Tax Management for Investors

At The Money: Tax Management for Investors

There are important issues that all investors face when it comes to managing their taxes: more than just capital gains, there is also asset location, tax-qualified accounts, income timing, loss use, a...

31 Des 202518min

Jay Leno on the Future of Late Night & Car Collecting

Jay Leno on the Future of Late Night & Car Collecting

Barry sits down with Jay Leno at the Audrain Newport Concours & Motor Week. They discuss the future of late night comedy after The Late Show with Stephen Colbert was canceled. They also discuss Jay's ...

26 Des 202535min

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The New Deregulatory SEC

Big changes are afoot at the Securities and Exchange Commission. More IPOs, more crypto, and less enforcement are coming as the SEC becomes smaller and much more corporate-friendly. What might this me...

24 Des 202517min

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 h...

19 Des 202551min

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