Episodes

  • Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms”
    Feb 19 2025

    Wars, national defense spending, technology innovations – historically, these have had big impacts on the economy. The result: A spike in inflation and a huge surge in market prices. How can you take advantage of these Superbooms?

    Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. He wrote the 2011 book, “Super Boom: Why the Dow Jones Will Hit 38,820 and How You Can Profit From It.” He sees a similar sort of cycle today.

    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.

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    14 mins
  • Team Favorite At the Money: Valuation Is an Exercise in Faith
    Feb 19 2025

    Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Ritholtz speaks with Professor Aswath Damodaran of NYU Stern School of Business. He has written numerous books on valuation and finance. 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.

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    14 mins
  • Christine Phillpotts on Investing in Emerging Markets
    Feb 13 2025

    Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. She spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. Christine also helped launched the ‘Next 50 Emerging Markets Fund’, AllianceBernstein’s Frontier fund. She also worked as JPMorgan Asset Management equity research associate for US Tech. On this episode, Barry and Christine discuss her path through finance, the structural differences in emerging markets, and the latest market trends.

    See omnystudio.com/listener for privacy information.

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    1 hr and 10 mins
  • Understanding 'The 5 Types of Wealth' with Sahil Bloom
    Feb 7 2025

    Barry speaks with Sahil Bloom, Founder and Managing Partner of SRB Ventures, a Venture Capital focused on accelerating compelling startups. He also owns and operates SRB Holdings. Prior to SRB, Sahil spent roughly 7 years in high finance, serving as Vice President of a private equity fund with $3.5 billion in assets under management. He holds multiple degrees from Stanford University, where he also played Division I baseball. Sahil is an avid public speaker and content creator. His newsletter 'The Curiosity Chronicle' is read by over 800,000 subscribers on a weekly basis. On this episode, Barry and Sahil discuss his path through finance, his latest book The 5 Types of Wealth, and what it truly takes to live a healthier, wealthier life.

    See omnystudio.com/listener for privacy information.

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    52 mins
  • Ted Seides on Whether Hedge Funds Are Right For You
    Feb 5 2025

    Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, dealmaking and operations."

    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.

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    16 mins
  • The US Economy and Trump Administration Policy with Apollo's Torsten Slok
    Jan 30 2025

    Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there was top-ranked by Institutional Investor in fixed income and equities for ten of those years. Additionally, he spent time in Paris at the OECD as well as at the IMF's division responsible for writing the World Economic Outlook. He has developed several content platforms including Apollo Academy and the Daily Spark on which he publishes frequently. On this episode, Barry and Torsten break down their thoughts on the US economy, inflation abroad, and what sectors are most exposed to the second Trump administration's policy agenda.

    See omnystudio.com/listener for privacy information.

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    1 hr and 11 mins
  • Jeff Hirsch on Presidential Market Cycles
    Jan 29 2025

    What does history inform us about how newly elected presidents impact the market cycle? What should investors expect from the next 4 years? Jeffrey Hirsch, editor of the Stock Trader’s Almanac, speaks with Barry Ritholtz about how each year of any President’s term impacts markets in a different way.

    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.

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    14 mins
  • Introducing: Trumponomics
    Jan 28 2025

    Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.

    See omnystudio.com/listener for privacy information.

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    2 mins