At the Money: What Data Matters and What Doesn't
Bill McBride of Calculated Risk has spent the past 20 years taking apart economic data, creating “opinion-free” analysis of the economy, and accurately identifying booms, busts, bubbles, and recoverie...
24 Apr 202412min
Goldman Sachs Ashish Shah on Reading the Market With AI and Technology
Bloomberg Radio host Barry Ritholtz speaks to Ashish Shah, co-head of Goldman Sachs Asset Management LP’s global fixed income and liquidity solutions business. He is also the chief investment officer ...
19 Apr 20241h 7min
At the Money: Avoid Closet Indexing
Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an inde...
17 Apr 202416min
Samara Cohen on Global Markets Insights With BlackRock
Bloomberg Radio host Barry Ritholtz speaks to Samara Cohen, senior managing director at BlackRock Inc. and chief investment officer of the firm's ETF & Index Investments. She is also a member of Black...
11 Apr 20241h 6min
At the Money: Staying the Course
Markets go up and down as news breaks, companies miss earnings estimates, and economic data disappoints. It's not too hard to see why staying the course can be a challenge for investors. Larry Swedroe...
10 Apr 202413min
Ed Hyman on How Investors Should Use Economic Data
Bloomberg Radio host Barry Ritholtz speaks to Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore Inc. He also heads Evercore ISI’s economic research team. ...
4 Apr 20241h 1min
At The Money: Managing a Portfolio in a Higher Rate Environment
Interest rates have increased by over 500 basis points over the past 24 months. It is a new interest rate regime, and TINA is no more. Investors should be considering capturing some of that yield in t...
3 Apr 202412min
Angus Deaton on the Financial Advantage of College Degrees
Bloomberg Radio host Barry Ritholtz speaks to Angus Deaton, senior scholar at the Princeton School of Public and International Affairs. In 1976, he became a professor of econometrics at the University...
28 Mar 20241h 34min
