Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. The firm runs about $34 billion. What is that?

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Barry Ritholtz: 00:00:06 This week on the podcast, I have an extra special guest.

Investments 60

Investments Marketing Numbers Valuation 60

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.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

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 56

Economics Marketing Forecasting Numbers 56

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 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

DECEMBER 26, 2023

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. 00:00:08 [ Barry Ritholtz ] This week on the podcast, I have a special guest. I was there from 9 89 to 93.

Marketing 60

Marketing Leadership Finance Investments 60