Masters in Business

Aswath Damodaran, a renowned Professor at NYU Stern School of Business and an authority on valuation, engages in a riveting discussion about the often blurred lines between price and value. He highlights the importance of intrinsic value assessment and how investor perceptions can lead to varied estimations. Delving into complexities beyond traditional metrics, he uses Nvidia as a case study. The conversation also emphasizes the necessity of faith in investing, underlining that over time, markets tend to realign with fair value.

Christine Phillpotts, a seasoned Portfolio Manager at Ariel Investments with extensive experience in emerging markets, shares her unique journey from aspiring concert pianist to finance expert. She discusses the inefficiencies of emerging markets that offer high return potential and emphasizes the importance of cognitive psychology in investment decisions. Christine also highlights her strategic approach, including government partnerships, to navigate risks, and her firm’s focus on high-growth markets like India and Southeast Asia for long-term value investing.

In this engaging conversation, Sahil Bloom, Founder of SRB Ventures and author of 'The 5 Types of Wealth', shares his insights on the multifaceted nature of wealth. He emphasizes the importance of time, relationships, and personal fulfillment over just financial success. Sahil discusses transformative life lessons that shifted his focus from monetary wealth to deeper connections and purpose. He also addresses the impact of FOMO on younger generations and advocates for valuing real-life relationships, highlighting that genuine wealth comes from meaningful experiences.

Ted Seides is the Founder and CIO of Capital Allocators and a former Yale Investments Office strategist. He dives into the allure and complexities of hedge funds, urging investors to align their goals with risk tolerance. Ted debunks common myths, revealing that media hype often exaggerates hedge fund returns. He also discusses the evolving fee structures and strategies, emphasizing the shift toward performance-based fees and the need for a clear investment strategy to navigate this intricate landscape.

In this conversation, Torsten Slok, Partner and Chief Economist at Apollo Global Management, shares his insights on the U.S. economy and its resilience post-pandemic. Slok discusses the implications of high hotel costs in New York as economic indicators and dives into the unique traits of the U.S. economy amid global challenges. He analyzes how Trump administration policies might affect inflation and business spending, while advocating for diversified investments in today's market. His expert background enriches the discussion on navigating economic uncertainty.

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.