Barry Ritholtz

SEPTEMBER 19, 2023

She provides advice to institutions in high net worth investors that isn’t limited by the typical buckets or lines or structure that you, you so often see. She provides advice to institutions in high net worth investors that isn’t limited by the typical buckets or lines or structure that you, you so often see. Two reasons.

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

DECEMBER 14, 2022

Kathleen McCarthy is the global co-head of real estate for private equity giant Blackstone.  . The transcript from this week’s, MiB: Kathleen McCarthy, Global co-head of Blackstone Real Estate , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. That’s really an astonishing return.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

MARCH 26, 2024

We’ve been working with Schwab for a long time. She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors. I have the delightful Liz Ann Sonders on. I don’t know what else to say about her.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

DECEMBER 12, 2023

Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. The low price stock fund now runs about $25 billion. The s and p 500 has underperformed his fund by 3.7%

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. You go to a few firms before you end up at Merrill Lynch in 1988, not too long after the crash.  The transcript from this week’s, MiB: Richard Bernstein, CEO/CIO at RBA , is below.

Quantitative Analysis 61

Quantitative Analysis Investments Valuation Marketing 61

Barry Ritholtz

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That’s just unprecedented. And I’ll keep saying, no one will ever beat that, that that streak.

Economics 57

Economics Marketing Forecasting Numbers 57

Barry Ritholtz

FEBRUARY 20, 2024

 The transcript from this week’s, MiB: Bill Dudley, NY Fed Chief , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Bill Dudley, former New York Fed President, multiple positions at Goldman Sachs on the Federal Reserve at the New York Fed.

Treasury 57

Treasury Marketing Economics Banking 57