Masters in Business

Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and author of "The Laws of Wealth," teams up with finance leader Barry Ritholtz to explore why humans struggle with investing. They discuss how emotional biases, such as overconfidence, cloud our judgment and emphasize the need for a systematic, rules-based approach to investing. The importance of professional guidance is highlighted, showcasing how financial advisors can mitigate these biases and enhance decision-making, especially in unpredictable markets.

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute and co-author of a book on economic predictions, shares his insights on the interconnectedness of growth, employment, and inflation. He discusses the impact of restrictive immigration policies and COVID-19 on the labor supply. The conversation explores the influence of economic stimulus measures, challenges of setting inflation targets, and the intricate dynamics of economic cycles. Achuthan also highlights how geopolitical events and demographic trends shape economic forecasts.

Dave Nadig, the Financial Futurist for ETF Trends and ETF Database, delves into the complexities of investing. He simplifies the process with a focus on low-cost diversification and the power of indexed ETFs. Nadig discusses the importance of aligning investments with personal goals and the role of risk management, emphasizing that processes matter more than outcomes. He also highlights the relevance of target date funds and the necessity of commitment in investment choices, reminding us that luck plays a part in financial success.

CEO of Orion, Natalie Wolfsen, discusses career journey, implementing changes for client service, evolution in financial services, tax preparation, ESG investing, AI technology, human vulnerability in security, alternative investments, and technology in financial advisory.

Morgan Housel, author of 'The Psychology of Money', discusses how behavior beats knowledge in investing with Barry Ritholtz. They explore managing fear, greed, and luck, and how to find happiness in financial decisions. The podcast emphasizes the impact of behavior over intelligence in navigating market volatility and the importance of understanding the psychology of money in investing.

Experts at Bloomberg explain complex news stories in just a few minutes, covering topics such as market fluctuations, worldwide elections, and central bank decisions. Simplified insights on key business narratives are provided by a diverse team of experts on the 'Here's Why' podcast.

Gregory Peters, Co-CIO at PGIM Fixed Income, discusses managing a diverse fixed income portfolio, dual leadership benefits, navigating credit risks, shifting interest rate expectations post-COVID, and the transition to fiscal stimulus-heavy 2020s. Insights on tax policies, mentor influences, and US Treasuries investment strategies are shared.

Soraya Darabi, an early investor in successful companies, joins Barry Ritholtz to discuss impact investing. They explore investing in tech-enabled sustainable solutions, healthcare, AI, and investing in companies with positive societal impacts. The podcast highlights the intersection of impact investing and AI innovation, successful investments like Clockwise AI, and investing in Ridwell, a company focused on upcycling hard-to-recycle items. They also touch on the demographic of impact fund investors and the growing trend of impact investing among younger generations and women.

Matt Eagan, Portfolio manager at Loomis Sayles, shares insights on bond assessment, market evaluation, and Fed predictions. He discusses his journey from commercial banking to fixed income investing, managing fixed income portfolios, reflections on the 2008 financial crisis, dynamics of the bond market, and advice for college grads entering the investment industry.

Financial expert Barry Ritholtz and Brian Portnoy discuss how human instincts and evolutionary history impact investment decisions. They explore the challenges of investing, including our tendency to trust fear instincts, seek safety in numbers, and be driven by emotions. The conversation sheds light on the importance of managing emotions and understanding evolutionary mismatches in the world of finance.