Masters in Business

Jeff Hirsch, Editor of the Stock Trader’s Almanac and author of "Super Boom," dives into the dynamics of presidential market cycles. He explains how newly elected presidents can significantly influence market performance, especially in their third year. The discussion unveils surprising trends, such as the Dow’s behavior during election years and how economic conditions play a role. Hirsch also shares strategies for investors to navigate these cycles, emphasizing the importance of a long-term perspective during turbulent times.

The podcast dives into the economic landscape shaped by Donald Trump's presidency. Tariffs and protectionism take center stage as the hosts analyze their impact on the economy. Alongside expert insights, they explore the potential consequences of deregulation and tax cuts. The discussion also touches on the rise of cryptocurrencies amidst shifting economic policies. Tune in for a captivating glimpse into how Trump's strategies could alter the global financial scene.

Mike Freno, Chairman and CEO of Barings LLC, shares insights from his nearly two-decade journey at the firm, detailing his evolution from portfolio management to leadership. He discusses the transformation of Barings post-MassMutual acquisition and the significance of corporate culture in integrating diverse teams. Freno emphasizes 'confident humility' as essential in investment leadership and explores the impacts of AI on asset management. His emphasis on mentorship and the importance of fundamental finance principles provides valuable career guidance for aspiring finance professionals.

Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute, shares insights on compounding health and wealth. He highlights how the journey toward improving health mirrors financial investments, emphasizing the significance of consistent effort. Pearlman discusses four essential health elements—nutrition, movement, sleep, and social connections. He advocates for a holistic approach to well-being, reminding listeners it's never too late to start investing in their health for substantial long-term benefits.

Jonathan Clements, a veteran personal finance columnist and founder of HumbleDollar, shares profound insights after his stage 4 lung cancer diagnosis. He discusses the emotional impact of money on life satisfaction and the importance of mindfulness. Clements delves into strategies for navigating financial legacy, urging open conversations about estate planning. He reflects on investor psychology during market downturns and emphasizes living meaningfully, finding beauty in everyday moments despite adversity.

Ted Seides, founder and CIO of Capital Allocators, shares his expertise on alternative investments, having honed his skills at Yale under David Swensen. He delves into the intricacies of hedge funds, private equity, and venture capital, discussing how to effectively allocate these assets in a portfolio. Seides emphasizes the importance of understanding liquidity and fee structures while navigating entry barriers to elite funds. He also addresses common misconceptions about alternative investments, equipping listeners with strategies for diligent research and long-term success.

Brian Hurst, Founder and CIO of ClearAlpha, shares his journey from AQR Capital Management, where he managed over $15 billion in hedge fund assets. He discusses the evolution of investment strategies, emphasizing the shift to multi-manager approaches. Hurst highlights the importance of behavioral finance in overcoming investor underperformance and navigating the complex investment landscape. With a touch of humor, he explores the role of AI in finance and reflects on the interplay of entertainment and continuous learning in shaping effective investment strategies.

What is the value of crypto-currencies as a technology? How do the technologies that underlie Bitcoin and Ethereum work, and what are their futures? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the future of crypto-technology. His firm runs over $10 billion in client crypto assets. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Sunaina Sinha, Global Head of Private Capital Advisory at Raymond James, shares her journey from biotech to asset management. She discusses the increasing significance of AI across industries and highlights the distinct investment landscapes of the US and UK. With insights from her experiences as a third culture kid, she emphasizes the importance of cultural fit in career transitions and building long-term relationships in private equity. Sunaina also reflects on the growing interest in private equity among high-net-worth individuals and the complexities of capital raising.

Karen Veraa, Head of iShares US Fixed Income Strategy at BlackRock, dives into the intricacies of managing bond duration in a fluctuating interest rate environment. She discusses the challenges posed by rising and potentially falling rates and examines how these affect bond performance. Veraa shares strategies for investors, including the benefits of bond ladders and rethinking cash positions. Additionally, she explores the impact of Federal Reserve rate hikes and the advantages of locking in long-duration bonds as a response to market volatility.