Remove investor 2019 11 13 the-investment-case-for-culture
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Transcript: Michael Carmen, Wellington

Barry Ritholtz

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. Michael Carmen: 00:01:13 Thank you, Barry. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Really interesting.

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Transcript: Tom Wagner, Knighthead Capital

Barry Ritholtz

They run about $10 billion across all sorts of really fascinating investing lines. Not only do they do distressed investing and deep value investing, but they have an insurance business, they have a sports practice.  The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. WAGNER: Exactly.

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Transcript: Armen Panossian

Barry Ritholtz

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

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Transcript: Jonathan Miller

Barry Ritholtz

 The transcript from this week’s, MiB: Jonathan Miller on Post-Pandemic Residential Real Estate , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is just simply the go-to guy when it comes to residential real estate. We love it.

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Transcript: Ilana Weinstein

Barry Ritholtz

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. There are few people in the industry as insightful and influential as she is.