Masters in Business

Barry Ritholtz talks to Ed Hyman, founder of Evercore ISI Intl Ltd. They discuss the evolution of data resources in finance, navigating financial forecasts, market insights, economic indicators for a potential recession, Jerome Powell's views, cybercrime preparedness, and mentorship in investing.

Jim Bianco, President of Bianco Research, L.L.C., discusses capturing yield in portfolios in a new interest rate regime. Topics include alternatives to equity, impact of central bank policies, market behavior amid policy changes, cyber preparedness in finance, active vs. passive investing, and strategic portfolio management.

Nobel Prize-winning economist Angus Deaton discusses wealth inequality, healthcare systems, and the impact of education on societal divides. The conversation covers topics such as cyber preparedness for finance leaders, the minimum wage study debate, and the effects of education on social and health dynamics.

Liz Ann Sonders, Chief Investment Strategist at Schwab, discusses using volatility to rebalance portfolios. She emphasizes 'add low, trim high.' Sonders highlights market swings, new highs, and the importance of taking advantage of volatility to adjust investments.

Exploring global economies and market dynamics, including the potential of Mexico electing its first female president and China's influence. The urgency in drug development and economic challenges from fake paperwork are discussed.

Exploring market sentiment and performance dynamics, Liz Ann Sonders discusses behavioral measures in finance, AI tackling online issues, and navigating complex market dynamics. From car safety features to Florida real estate history, she provides investing advice while reflecting on past conversations.

Explore the benefits of quantitative investing over emotional decision-making in the market. Learn about strategies like buying undervalued stocks with positive price momentum and combining value factors with price momentum for successful outcomes. Discover how quality-screened micro cap stocks can mimic the returns of private equity. Understand the importance of a systematic and disciplined approach in investing to navigate emotional investment decisions.

Explore Mark Wiedman's journey at BlackRock, from financial advisory to iShares division. Learn about ETFs revolutionizing the market, stock options, and long-term value creation. Delve into AI's impact on investing, carbon emissions in agriculture, and insights for recent finance graduates.

Markets eagerly await the Fed's rate cuts. Insights on using unemployment claims data and wage growth to predict rate adjustments. Discussion on historical rates and labor market indicators. Effects of rate cuts on stock market and predictive indicators discussed.

Explore the complexities of real estate investments and mortgage markets, including the impact of the 2009 housing crisis and strategies for sustainable portfolio management. Dive into the changing landscape of real estate markets post-COVID and the role of large investors in housing dynamics. Discover the key to success in finance through family, partners, and mentors with valuable insights from Sean Dobson.