Masters in Business

Former Federal Reserve economist Claudia Sahm discusses using CPI data to anticipate future Fed action and changes in interest rates. The podcast explores the impact of inflation on investors, comparing current trends to the 1970s. It also provides insights on various measures of inflation and core inflation, offering strategies for consumers and investors to address inflation concerns.

From corporate finance to hedge fund management, David Snyderman shares insights on risk management strategies, unique CDO investment tactics, and the evolution of investment strategies. He emphasizes the importance of cyber preparedness, AI ventures, corporate culture, and career advice in the finance industry.

Podcast features intimate conversations with business titans, sports champions, and entrepreneurs revealing their investment philosophies and career moves. Discusses preparation for future uncertainties and opportunities with EY and upcoming event Power Players Jeddah.

Explore Andrew Slimmon's journey from fundamental analysis to quantitative strategies in portfolio management. Learn about market trends post-March lows, applied investing strategies, and factors affecting stock price returns. Discover insights on market behaviors, fiscal stimulus impact, and evolution of products in investment management.

Barry Ritholtz welcomes David Dunning, a psychology professor, to discuss the importance of self-insight for investors. They explore self-deception, decision-making in economic games, and the impact of social media on self-awareness. They also touch on overconfidence in claiming expertise and navigating information overload.

Bill Dudley, former president of the Federal Reserve Bank of NY, discusses the impact of interest rates on real estate, his career journey, market pricing, the importance of Fed independence, 2% inflation target rationale, cyber preparedness, shortcomings of owners equivalent rent, and TV streaming preferences.

Explore the correlation between war, inflation, and stock market behavior. Learn about historical patterns and market seasonality from expert Jeffrey Hirsch. Discover the significant market gains that followed previous wars and analyze the current economic sentiment. Challenge common beliefs about market lows and identify the start of a new bull market.

Barry Ritholtz, business expert and commentator, discusses Elon Musk's leadership of SpaceX and Tesla, his relationship with Wall Street, and the parallels between Musk and Steve Jobs. They also explore Musk's successes in physics and challenges on social media, including concerns over his Twitter behavior's impact on Tesla sales.

David Einhorn, Chairman of Greenlight Capital, discusses broken market structures and the death of value investing. He shares his successful shorting of Lehman Brothers and explores the psychology behind wealthy investors. Einhorn also discusses Greenlight Capital's decision-making process, investment strategy, and the SEC's handling of accounting fraud allegations against Tesla. He delves into the process of writing quarterly letters and post-mortems, a day at Greenlight, and the Fed's handling of inflation. Einhorn Collaborative's effort to bridge people together and advice for recent college grads are also discussed.

Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, discusses the importance of value investing and long-term performance, Warren Buffett's investment strategy, the challenges and sustainability of growth investments, and the advantages of value investing for long-term returns.