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 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. Michael Carmen is co-head of private Markets at Wellington Management. Just really a fascinating history from, from a private company to a public company back to a, a partnership. Really interesting.

Investments 60

Investments Marketing Numbers Valuation 60

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The firm runs about $34 billion. I’ve been intrigued by Orbis for quite a while.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. And I said, none.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Treasury 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

DECEMBER 26, 2023

Long story short, you know, get outta college, it was a tough time. The transcript from this week’s, MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So you get an MBA from Fordham.

Marketing 60

Marketing Leadership Finance Investments 60

Barry Ritholtz

NOVEMBER 21, 2023

Brad Gerstner is a founder and investor in technology startups. That’s after returning a big chunk of capital and profits to their investors. They invest primarily in private and public companies. They’re no longer very much of a seed investor, although Brad, himself was a very successful entrepreneur.

Investments 98

Investments Marketing Startups Accounting 98