Economic Risks Versus Media Alarmism with Philipp Carlsson-Szlezak
Barry speaks with Philipp Carlsson-Szlezak, Boston Consulting Group's Global Chief Economist. Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for ...
7 Mars 20251h 8min
At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation
Tariffs are in effect raising fears of sparking a new round of inflation and hurting economic activity. Will they reduce the likelihood of the Fed cutting rates any time soon? On this special episode,...
5 Mars 202537min
JPMorgan’s Melissa Smith on Middle Market Banking
Barry speaks with Melissa Smith. She is co-Head of Commercial Banking at JPMorgan. Previously she was Co-Head of Innovation Economy and Head of Specialized Industries. Melissa has been with JPMorgan f...
27 Feb 202557min
Team Favorite At the Money: What Never Changes with Money
*Originally aired 11/6/24*As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. On this ep...
26 Feb 202514min
Rethinking Investing with Greenwich Associates' Charles Ellis
Barry speaks with Charles Ellis, author and Founder of Greenwich Associates. Prior to founding Greenwich Associates in 1972, Charles worked with the Rockefeller family investments office and Donaldson...
21 Feb 202552min
Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms”
Wars, national defense spending, technology innovations – historically, these have had big impacts on the economy. The result: A spike in inflation and a huge surge in market prices. How can you take...
19 Feb 202514min
Team Favorite At the Money: Valuation Is an Exercise in Faith
Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Rith...
19 Feb 202513min
Christine Phillpotts on Investing in Emerging Markets
Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin ...
13 Feb 20251h 10min
