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Masters in Business

Latest episodes

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8 snips
Oct 9, 2024 • 14min

At the Money: Valuation Is an Exercise in Faith

Aswath Damodaran, a renowned Professor at NYU Stern School of Business, specializes in valuation and finance. He dives into the critical distinction between price and intrinsic value in the stock market. Damodaran discusses how faith plays a pivotal role in investing, especially regarding the mean reversion of assets. He also emphasizes the importance of fundamental analysis over mere market metrics and shares a personal valuation case study of Nvidia. Additionally, he touches on the psychological aspects of finance and how therapy can bolster emotional balance for investors.
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Oct 3, 2024 • 1h 1min

The DNA Behind Good Investing with Vincent Aita

Vincent Aita, founder and CIO of Cutter Capital Management and former molecular genetics researcher, shares his unique journey from academia to finance. He discusses how insights from the Human Genome Project shape his biotech investment strategies. Aita highlights the appeal of market-neutral strategies and the importance of adaptability in navigating healthcare investments post-COVID. The conversation delves into the transformative effects of genomic medicine and the complexities of drug approval processes in the U.S. and Europe.
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Oct 2, 2024 • 14min

At the Money: Finding Overlooked Private Investments

Soraya Darabi, a venture partner at TMV and early investor in notable firms, joins market expert Barry Ritholtz to explore the inefficiencies in private markets. They delve into the overlooked startup ecosystems outside traditional hotspots like California and New York. The conversation highlights the importance of investing in diverse founders and non-traditional geographies, revealing impressive returns from innovative investments in emerging cities. Darabi shares strategies for identifying promising opportunities beyond the usual VC narrative, encouraging a broader perspective in investment.
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6 snips
Sep 26, 2024 • 1h 23min

Fostering Financial Literacy with Kyla Scanlon

In this engaging discussion, Kyla Scanlon, a financial content creator and author of "In This Economy?" shares her journey from options trading to promoting financial literacy. She introduces the term 'vibecession' to describe public sentiment about the economy and emphasizes the need for better financial education in schools. Kyla tackles issues like wealth distribution, racial disparities in homeownership, and how technology is reshaping finance. Her insights reveal the disconnect between economic data and popular perceptions, highlighting the importance of understanding these dynamics.
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6 snips
Sep 25, 2024 • 11min

At the Money: This Is Why Stocks Perform Best

Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, discusses the enduring appeal of equities as a long-term investment. He explains how stocks can outperform other assets like bonds and gold, especially when holding for 7-10 years. Schwartz also highlights the importance of diversification and dollar-cost averaging to weather market downturns. He further addresses the psychology of investors during sell-offs and the resilience of stocks against inflation, offering insights on navigating volatility for lasting success.
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49 snips
Sep 19, 2024 • 1h 11min

Building a Global Private Credit Firm and 'Trading' Planes with Victor Khosla

Victor Khosla, Founder and CIO of Strategic Value Partners and former President of Cerberus Capital, dives into the intricate world of distressed assets and private credit firms. He shares his journey from Merrill Lynch to creating a leading global firm, discussing strategies for navigating rising interest rates and distressed investments. Khosla emphasizes the importance of sustainable investing and revitalizing under-managed companies through innovative approaches. He also explores investment risks in infrastructure, particularly in the aviation sector, revealing how to manage assets during turbulent times.
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6 snips
Sep 18, 2024 • 13min

At the Money: Can You Have Too Much Money?

Brian Portnoy, a seasoned investment strategist and bestselling author, joins to discuss the complex relationship between money and happiness. They delve into whether wealth truly correlates with joy and explore the idea of diminishing returns on happiness linked to financial status. Portnoy highlights the emotional toll of financial comparison, stressing the importance of personal goals. The conversation also touches on the significance of intentionality in wealth management for achieving true fulfillment.
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Sep 12, 2024 • 55min

Entrepreneurship, the American Presidency, and Baseball with David Rubenstein

David Rubenstein, Co-Founder of The Carlyle Group and a prominent philanthropist, shares his transformation from law to public service and then investment. He discusses the impact of gerrymandering on extremism, the vital role of civic engagement in democracy, and the evolution of the U.S. Presidency. Rubenstein reflects on his passion for preserving American history and education, influenced by figures like President Kennedy. He even touches on his leadership role with the Baltimore Orioles, blending baseball culture with philanthropy.
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12 snips
Sep 11, 2024 • 14min

At the Money: Managing Bond Duration

Karen Verra, Head of iShares US Fixed Income at BlackRock, dives into the nuances of managing bond duration in fluctuating interest rate environments. She highlights how longer-duration bonds typically offer higher yields but also pose greater risks during rising rates. Verra discusses strategies for capitalizing on interest rate changes, including the shift towards short-duration investments and utilizing bond ladders. The conversation also touches on the unprecedented market challenges of 2022 and strategies for protecting portfolios in uncertain times.
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Sep 9, 2024 • 17min

Security, Bookmarked: Gaming (Sponsored Content)

Adam Marrè, CISO at Arctic Wolf, recounts a chilling ransomware incident in the gaming industry that originated from a single phishing email. He discusses the dire consequences for developers and the crucial need for robust cybersecurity measures. David Adrian from Chrome highlights unphishable authentication methods as a means to fortify defenses. Together, they emphasize the importance of employee training and collaboration in cultivating a strong security culture to combat ever-evolving threats in the gaming sector.

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