Matthew Benkendorf on Managing Equities

Matthew Benkendorf on Managing Equities

Bloomberg Opinion columnist Barry Ritholtz interviews Matthew Benkendorf, CIO of Vontobel’s Quality Growth boutique, which manages about $35 billion.

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At the Money: Should You Be A Stock Picker?

At the Money: Should You Be A Stock Picker?

We know it’s challenging, but should you try your hand at stock picking? It's fun, it gives you something to talk about at parties, but is it profitable? Larry Swedroe, Head of Financial and Economic ...

1 Maj 202410min

Ed Yardeni on Long-Term Bull Market

Ed Yardeni on Long-Term Bull Market

Bloomberg Radio host Barry Ritholtz speaks to Dr. Ed Yardeni, President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations. He prev...

26 Apr 20241h 23min

At the Money: What Data Matters and What Doesn't

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

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

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

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

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

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

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