Masters in Business

Learn strategies for selling a home in today's real estate market, including adjusting expectations, correctly pricing houses, and working with a real estate agent. Explore the challenges of for sale by owners, timing the market, and selling vacation properties. Discover the best time to list a house, and the importance of staging, decluttering, and curb appeal.

Bloomberg Radio host interviews Stephen Suttmeier, director and chief equity technical strategist at Merrill Lynch. They discuss the transition to Merrill Lynch, defining technical analysis, analyzing market trends with moving averages, predicting market rallies and corrections, analyzing gold's cup and handle pattern, the impact of COVID-19 on the bond market, and the seasonality of the stock market.

Explore the impact of historical patterns and seasonality on equities. Learn about the repetitive market behaviors caused by events like tax payments and regular contributions. Discover the seasonal patterns of the Santa Claus rally and the January effect, as well as the significance of the January barometer. Dive into the seasonality factor in the stock market and the scientific analysis of black box systems. Uncover the historical trends in stock market performance and the market's reaction to presidential election years. Discuss the bullishness of a president running for reelection and the influence of algorithmic trading and AI.

Mike Rockefeller, co-chief investment officer of Woodline Partners LP, discusses their unique hedge fund strategy focused on healthcare and technology sectors. He shares his journey from neuroscience to finance, the challenges of launching a hedge fund, and the importance of deep specialization, risk management, and generating alpha. The podcast also explores personalized medicine, platform business models in the hedge fund industry, and the importance of investing fundamentals.

The podcast introduces sponsors and their services, including AI capabilities and efficiency-boosting features.

Exploring the shift from mutual funds to ETFs and their implications for the future of the mutual fund industry. Comparing the investment and tax considerations of mutual funds and ETFs. Differences in capital gains distributions and the tax efficiency of ETFs. The evolving landscape of mutual funds and ETFs and the importance of tax implications.

Portfolio manager at Fidelity Investments, Joel Tillinghast, discusses his journey to Fidelity, investing strategies, and the importance of staying informed. He also explores the concept of data analysis, active vs passive investing, and achieving market-leading outcomes. Tillinghast shares insights on teaching the next generation of fund managers and reflects on the unpredictability of investing.

Barry Ritholtz interviews Michael Fisch, CEO and co-founder of American Securities LLC. They discuss the secret to growing a successful private equity firm, impact of interest rates on cash flow, refinancing strategies, survivorship bias, investing in stable industrial businesses, and the growth and evolution of the private equity industry.

In this podcast, Barry Ritholtz discusses the advantages and disadvantages of investing in stocks, including their historical outperformance and volatility. They explore the relationship between inflation and stocks as a hedge, the benefits of diversification through broad market portfolios, and the risk and expected returns of stocks and bonds.

Cliff Asness, co-founder of AQR Capital Management, discusses his journey from academia to finance, the challenges of their value-focused approach during market crashes, the evolution of their investment strategies and the importance of diversification. They also touch on the usefulness of value and momentum factors, the changing investment landscape, and the influence of central banks.