Samantha McLemore on Longevity Risk Management

Samantha McLemore on Longevity Risk Management

Bloomberg Opinion columnist Barry Ritholtz speaks with Samantha McLemore of Miller Value Partners, which has some $3.1 billion in assets under management. McLemore has worked alongside Miller Value Partners founder Bill Miller on opportunity equity for some two decades, and is expected to take over the Miller Opportunity Trust following his retirement. McLemore is also the founder, majority owner and chief investment officer of Patient Capital Management, an investment adviser that serves institutional clients in cooperation with Miller Value Partners, which has some $281 million in assets under management.

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Episoder(745)

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...

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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

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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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Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York

On this special edition of Masters in Business, Barry speaks with Nobel Prize winning economist Richard Thaler, along with Alex Imas, Professor of Behavioral Science, Economics, and Applied AI at the ...

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Getting Earnings Right with Deutsche Bank's Binky Chadha

Getting Earnings Right with Deutsche Bank's Binky Chadha

Barry speaks with Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities. They discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also...

14 Nov 20251h 18min

Alternate Investing: Masters in Business with Kristin Olson

Alternate Investing: Masters in Business with Kristin Olson

Barry speaks with Kristin Olson, global head of alternatives for wealth at Goldman Sachs. They discuss the alternate investing space. Kristen and Barry also discuss allocating money long-term and maki...

12 Nov 202551min

Targeting IgA Nephropathy (Sponsored Content)

Targeting IgA Nephropathy (Sponsored Content)

Rachel Benton is a loving mother to an adorable 2-year-old boy named Stetson. Stetson doesn’t know it, but he may have already saved his mom’s life. A routine medical checkup, that Rachel only had bec...

9 Nov 202518min

Ceres Partners CIO Brandon Zick on How Private Equity Invests in Farmland

Ceres Partners CIO Brandon Zick on How Private Equity Invests in Farmland

Barry speaks with Brandon Zick, Chief Investment Officer at Ceres Partners. They discuss how his private equity company invests in farmland, and food, agriculture and water. They also discussed his p...

7 Nov 20251h 9min

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