Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner

Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner

Barry speaks with Ellen Zentner, Chief Economist Strategist and Global Head of Thematic and Macro Investing for Morgan Stanley Wealth Management and a member of the Firm’s Global Investment Committee. She and her team are responsible for generating event-driven and forward-looking secular thematic insights, identifying how they can contribute to Morgan Stanley’s individual- and institutional-investor portfolios, and guiding stakeholders and internal teams to support the firm's investment strategies. Ellen previously worked as a Senior Economist for the Texas State government, Bank of Tokyo-Mitsubishi UFJ Ltd., and Nomura Securities International.

In this episode, they discuss everything from tariffs to Fed independence to data integrity at the BLS.

See omnystudio.com/listener for privacy information.

Episoder(712)

Masters in Business: Janus Capital Group Bill Gross (Audio)

Masters in Business: Janus Capital Group Bill Gross (Audio)

Jan. 17 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Bill Gross, a fund manager at Janus Capital Group Inc. and former chief investment officer of Pacific Investment Management Co. They discuss his departure from Pimco, the firm he co-founded in 1971. This comment aired on Bloomberg Radio.See omnystudio.com/listener for privacy information.

17 Jan 201551min

Masters in Business: OSAM Patrick O’Shaughnessy (Audio)

Masters in Business: OSAM Patrick O’Shaughnessy (Audio)

Jan. 11 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Patrick O’Shaughnessy, portfolio asset manager at O'Shaughnessy Asset Management and author of the book Millennial Money. They discuss the Millennial generation and their investments. This comment aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

11 Jan 201559min

Masters in Business: Bloomberg L.P. Grueskin (Audio)

Masters in Business: Bloomberg L.P. Grueskin (Audio)

Dec. 13 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Bill Grueskin, Executive Editor at Bloomberg LP, a Wall Street Journal veteran and former academic dean at the Columbia Journalism School. They discuss the business of journalism. This commentary aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

13 Des 201443min

Masters in Business: CEO Jonathan J. Miller (Audio)

Masters in Business: CEO Jonathan J. Miller (Audio)

Dec. 6 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Jonathan J. Miller, president and CEO of Miller Samuel Inc., a real estate appraisal and consulting firm he co-founded in 1986. He holds the Counselors of Real Estate (CRE) and Certified Relocation Professional (CRP) designations. They discuss the housing data in the world of real estate. This comment aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

6 Des 20141h 31min

Masters in Business: COO of ECRI Lakshman Achuthan (Audio)

Masters in Business: COO of ECRI Lakshman Achuthan (Audio)

Nov. 29 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Lakshman Achuthan, Co-Founder & Chief Operations Officer of ECRI, and the managing editor of ECRI's forecasting publications. They discuss the relationship between the economy and the market. This comment aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

29 Nov 20141h 33min

Masters in Business: Yale Professor Robert Shiller (Audio)

Masters in Business: Yale Professor Robert Shiller (Audio)

Nov. 22 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Robert J. Shiller, Sterling Professor of Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He was awarded the Nobel Prize in Economic Sciences in 2013. They discuss Real Estate investments. This commentary aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

22 Nov 20141h 8min

Masters in Business: Altegris Group CIO Jack Rivkin (Audio)

Masters in Business: Altegris Group CIO Jack Rivkin (Audio)

Nov. 15 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Jack Rivkin, Chief Investment Officer of Altegris Advisors, LLC. They discuss the Harvard Business School Case studies. This commentary aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

15 Nov 20141h 32min

Masters in Business: Dallas Mavericks Mark Cuban (Audio)

Masters in Business: Dallas Mavericks Mark Cuban (Audio)

Nov. 8 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Mark Cuban, owner of Dallas Mavericks, co-founder of Broadcast.com, and regular on ABC’s Shark Tank. They discuss modern day entrepreneurship. This commentary aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

8 Nov 20141h 36min

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