Masters in Business

Sander Gerber, CEO and CIO of Hudson Bay Capital, is a finance innovator known for developing the Gerber Statistic, which enhances risk management strategies. In the discussion, he dives into the vital role of ETFs in market liquidity and the evolving credit landscape affecting real estate investments. Gerber shares insights on blending philosophical perspectives with financial acumen, and highlights his adaptive investment strategies. He emphasizes the importance of fostering a collaborative corporate culture and the growing influence of AI in finance.

In this BONUS live edition of Masters in Business, Barry Ritholtz speaks with Harvey Schwartz. He's the CEO of the Carlyle Group. They talk about his New Jersey roots, how his mentors helped him grow on Wall Street and how geopolitics will play a critical role in investor fortunes.  They speak at the Future Proof Miami conference on March 18, 2025. See omnystudio.com/listener for privacy information.

Barry speaks with Jeffrey Becker, Chairman and CEO of Jennison Associates LLC. Prior to joining Jennison in 2016, Jeff served as the CEO of Voya Investment Management, formerly ING. He held various positions with ING including Vice Chairman, Chief Operating Officer, and Chief Financial Officer. He is a member of the Economic Club of New York and also serves as an Advisory Board member of Institutional Investor’s U.S. Institute. Additionally, he is Vice Chair of the AmeriCares Board of Directors, and Chair of the AmeriCares Free Clinics Board of Directors. On this episode, Barry and Jeff discuss his path through finance, managing risks in today's environment, and global trends and opportunities.See omnystudio.com/listener for privacy information.

Dive into the latest trends in the stock market! Discover why AT&T is celebrating strong earnings, Tesla's stock is on the rise despite mixed reports, and how Intel's job cuts are reflecting positively on its stock price. Plus, learn about SAP's remarkable profit growth. These insights reveal the dynamic movements shaping today's market landscape.

Martín Escobari, Co-President and Head of Global Growth Equity at General Atlantic, shares his fascinating journey from a communist upbringing in Bolivia to thriving in Brazil's e-commerce sector. He discusses navigating investment opportunities amidst chaos, highlighting sectors like technology and healthcare driving growth in emerging markets. Escobari also emphasizes the importance of health span and innovative solutions for societal challenges. His insights on patience in investment and reflections on life offer valuable lessons for aspiring entrepreneurs and investors.

Brian Portnoy, author of 'The Geometry of Wealth' and former hedge fund executive, joins to tackle the age-old question: can money buy happiness? They discuss how wealth impacts happiness and the critical threshold where money becomes beneficial. Portnoy highlights the importance of spending on meaningful experiences rather than mere accumulation. The conversation also delves into the emotional challenges of envy and the need for clear financial goals, ultimately urging listeners to make purposeful financial decisions for true fulfillment.

Anthony Yoseloff, Managing Partner and CIO of Davidson Kempner, shares his journey through the finance industry after transitioning from law. He emphasizes the importance of absolute return strategies in today’s climate, focusing on adaptability amidst market volatility. Yoseloff discusses the growth of distressed investments and the anticipated revival of mergers and acquisitions, influenced by new market conditions. He also reflects on innovative real estate strategies and offers advice for future finance professionals, highlighting the need for diverse investment perspectives.

Ted Seides, Founder and CIO of Capital Allocators, draws on his experience at Yale’s investments office to unravel the complexities of hedge funds. He examines the explosive growth of this asset class, now over $5 trillion, and the evolving perceptions of its performance. Seides stresses the importance of realistic expectations versus media sensationalism, discusses the significance of risk management, and explores the changed landscape of fees since the financial crisis. Ultimately, he helps listeners evaluate if hedge funds fit their investment strategies.

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, shares her extensive knowledge in asset management, having held leadership roles at major firms. She discusses the challenges of adapting to the 'Great Normalization' in markets, emphasizing the psychological barriers investors face during downturns. Shalett highlights the role of technology in enhancing client services and the exciting potential of generative AI in investment strategies. With a journey spanning significant mergers, she reflects on the future of wealth management and the importance of personalized financial planning.

The podcast dives into Newsmax's astonishing 179% stock surge post-IPO, spotlighting its $30 billion valuation amid market volatility. It also tackles the entertainment industry's ticket scalping issues, featuring high-profile examples like Taylor Swift's concert. Additionally, there's an engaging talk about Bon Iver's upcoming album and a review of PVH's strong earnings, infused with pop culture references that add a humorous twist to the financial discussion.