On the Road (to Camp Kotok)
Econ on the Road Labor, Consumers, Inflation & Data Earlier this month, I spent two and a half hours each way in a car —...
Lessons for Investors from Mini-Panics
The first post-pandemic presentation I pulled together for my pal Joe Fitzgerald (we worked together in the late 2000s) was a new deck...
12 Things Everyone Got Wrong About Inflation
On today’s show I join Downtown Josh Brown to discuss my recent piece “A Dozen Contrarian Thoughts About Inflation.”...
Majority of Hedge Funds Fail to Meet Benchmarks
Barry Ritholtz, “Masters in Business” Radio and Podcast Host discusses the environment of hedge funds and the war on talent...
Masters in Business: The Emerging Manager Playbook
The video from last week’s panel is above Bloomberg Masters in Business host Barry Ritholtz discusses the current...
Big Tech, Big Returns?
A quick note before everybody scampers off for the holidays. The impact of Technology on indices since the GFC is...
Asness on Value Investing & Humility
Sonali Basak interviews AQR Capital Management’s Cliff Asness. They discuss AQR’s 60/40 portfolio strategy and the risks...
Interest Rates, HELOCs, & 401ks
Today I had some fun recording portfolio rescue with Ben and Duncan. They always do a great job (I pop in around the 17-minute mark). We...
The Street vs. The Fed
Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host,...
Powell Should Declare Victory & Go Home
Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses the...