Masters in Business

Tom Hancock, partner at GMO LLC and head of focused equity team, discusses quality stocks and launching ETFs. Topics include transition from computer science to finance, definition and analysis of quality stocks, impact of high interest rates on real estate market, and the success and future of ETFs at GMO.

Claudia Sahm, former Federal Reserve economist and creator of the Sahm Rule for forecasting recessions, speaks about using labor data to forecast recessions. She discusses the effectiveness of the Sahm Rule, automatic stimulus checks, post-pandemic shortages, and the unemployment rate as a warning sign for a possible recession.

Sarah Kirshbaum Levy, CEO of Betterment and former COO of Viacom Media Networks and Nickelodeon, discusses the value of marketing and branding, the rapid growth of digital advisors, expanding the business and deepening brand engagement at Nickelodeon, Nickelodeon's branding and licensing strategies, technological disruption, leadership, and the importance of content, and learning from success and failure in digital investment platforms.

In this podcast, Barry Ritholtz speaks with Ari Rosenbaum about investment strategies to avoid big tax bills. They discuss direct indexing and tax loss harvesting, the benefits of diversification, and reducing capital gains taxes through risk-aware exposure. The podcast explores how these strategies can save investors money on their tax bills and optimize their returns.

Shomik Dutta, founder and managing partner at Overture, a venture capital firm focused on climate tech and sustainability startups, discusses the shift towards renewable energy sources, the potential for climate tech investments, the challenges of nuclear power, and the impact of private-public partnerships on technological advancements.

Cathy Marcus, Co-CEO and Global COO of PGIM Real Estate, discusses real estate investments and their impact on wellness, the difference between private and public markets in real estate, the slowdown in transactions and preferences of investors in commercial real estate, the potential impact of geopolitics and elections on commercial real estate, and the global real estate investing and the importance of being a global provider.

Barry welcomes David Dunning, a professor of psychology at the University of Michigan, to discuss the Dunning-Kruger Effect. They explore the impact of overconfidence and the importance of metacognition in decision-making, specifically in investing. They provide strategies for avoiding incompetence, such as continuous learning and seeking alternative perspectives.

Matt Levine, Bloomberg Opinion columnist and author of Money Stuff, discusses his journey from investment banker to writer. Topics include insider trading, retail investors in the meme stock era, Elon Musk's interest in buying Twitter, the origins and evolution of Money Stuff, and reflections on the world of finance.

Barry Ritholtz discusses contrarian investing with Michael J. Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. They explore the challenges of going against the crowd, the role of asset prices in decision-making, and the importance of diversity and incentives. They also discuss the evolutionary reasons behind conformity, the use of violent metaphors in contrarian investing, and the impact of investor expectations on this strategy.

Jenny Johnson, President and CEO of Franklin Templeton, discusses the importance of team performance, the history of acquisitions at Franklin Templeton, the transformative power of AI in business, remote work adaptation, long-termism vs short-termism in asset management, the impact of changing interest rates on running a firm, and recent watchlist and favorite books.