This week, I speak with Seth Klarman, CEO and portfolio manager of The Baupost Group, a Boston-based investment manager with a multi-strategy approach. Founded in 1982 with $27 million in seed capital, Baupost has grown over the past four decades to $22 billion in assets, with annual net returns of over ~20%. The…
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The transcript from this week’s, MiB: Jean Eric Salata, Chair of EQT group, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~…
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The post Transcript: Jean Eric Salata, Chair of EQT group…
This week, I speak with Jean Eric Salata, chair of EQT group. The firm is a purpose-driven global investment organization with over $310 billion in total assets under management, making it the largest private markets firm headquartered outside the United States. We discuss his time working in Asian private equity investment, along…
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On this special bonus episode — as Jalen Brunson and the New York Knicks take on Victory Wembanyama and the San Antonio Spurs in the NBA Finals — I speak with Joe McLean, managing partner of sports & entertainment at MAI Capital Management. Known in NBA circles as being the “money whisperer”, Joe…
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The transcript from this week’s MiB: Beating the S&P For Generations with Chris Davis of Davis Funds, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be…
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The post Transcript: Chris Davis of Davis Funds…
This week, I sit down with Chris Davis, Chairman and Portfolio Manager at Davis Funds. They discuss his approach to managing risk and the key elements changing the economy. We also discuss Chris’s mentors including Charlie Munger, and how he settled into the family business. A list of his current reading and favorite…
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The transcript from this week’s, MiB: Remembering Jonathan Clements with Jason Zweig and William Bernstein, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.…
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This week, I sit down with Jason Zweig and William Bernstein. We discuss “Money and Me” the last book of author and journalist Jonathan Clements. Jason and Bill also examine Clements’s approach to personal finance and its impact on financial journalism. They recall how each of them met Jonathan, and how he impacted…
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Doing the tour to promote How NOT to Invest (paperback out now!) I got lots of interesting questions — about the book, my writing process, my investing philosophy, and my career. The one (really two) questions that I was not prepared for had to do with the podcast: “Who was your favorite guest(s) on…
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The transcript from this week’s MiB: Vimal Kapur, Chairman and CEO of Honeywell, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~…
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The post Transcript: Vimal Kapur, Chairman and CEO of…
This week, I speak with Vimal Kapur, Chairman and CEO of Honeywell. He began his career as an engineer with the company in India 37 years ago, and rose through the firm across multiple product groups and divisions. Kapur explains the logic behind splitting the company into three separate entities. He is (obviously)…
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The transcript from this week’s, MiB: Shelia Bair, former FDIC Chair, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Masters…
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The post Transcript: Shelia Bair, former FDIC Chair appeared…
This week, I speak with former FDIC Chair Shelia Bair. We discuss the release of her latest book “How Not To Lose A Million Dollars” and the importance of financial literacy across age groups. Bair also discusses her concerns about crypto, gambling, and the rise of Buy Now, Pay Later. A list…
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I am hosting a few panels today at the Bloomberg Hedge Fund & Alternative Emerging Manager Forum. We just did a version of this in San Francisco last month — these are always fascinating and informative. What makes these events so special is the Bloomberg special sauce — they have all the data…
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The transcript from this week’s MiB Howard Lindzon, Social Leverage, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Masters in Business…
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The post Transcript: Howard Lindzon, Social…
This week, I speak with Howard Lindzon, co-founder and CEO of StockTwits, and founder and managing partner at Social Leverage. His podcast is podcast is Panic with Friends. We discuss his outlook for venture capital investing, including what he sees as potentially profitable from human behavior. Our original recording in April was…
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The transcript from this week’s, MiB: Lawrence Calcano, iCapital CEO, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Masters in Business…
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The post Transcript: Lawrence Calcano, …
This week, I speak with Lawrence Calcano, chairman and CEO of iCapital, about how he helped build the company into one of the globe’s leading platforms for alternative investments for wealth managers, advisors, bankers, and other financial professionals. On iCapital’s fintech platform is over a $1 trillion in client funds across 2,100 funds managed…
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The transcript from this week’s MiB, David Gardner, Co-Founder, The Motley Fool is below. You can stream the full conversation on Apple Podcasts, Spotify, or Bloomberg.The video version is on YouTube. The full archive of MiB episodes can be found here. ~~~ Masters in Business: David Gardner Co-founder of The Motley Fool Barry Ritholtz:…
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The post Transcript: David Gardner, Co-Founder,…
This week, I speak with David Gardner, Co-Founder of The Motley Fool. We discuss his new book book “Rule Breaker Investing: How to Pick the Best Stocks of he Future and Build Lasting Wealth.” We also discuss the the Rule Breaker framework — David’s checklist for spotting the kind of high-growth, category-defining companies…
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The transcript from this week’s, MiB: Philippe Bouchaud, Founder/Chief Scientist, Capital Fund Management, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Masters…
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This week, I speak with Philippe Bouchaud, co‑founder, chair & head of research/chief scientist at Capital Fund Management (CFM). The $20 billion firm specializes in managed futures. He began his career in theoretical physics, was awarded the IBM Young Scientist Prize (1990) and the C.N.R.S. Silver Medal (1996), and has published over 300 scientific…
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What a delightful and productive trip this was! We met with lots of clients and spoke with families who wanted to learn how we can help them reach their goals and achieve better outcomes using all of the tools we deploy. I hosted a few live Masters in Business interviews at the Bloomberg offices…
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The transcript from this week’s, MiB: Mike Pyle, BlackRock’s Portfolio Management Group, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. ~~~ [00:00:16] Barry Ritholtz: This week on the podcast—wow, this is another banger. Strap yourself in. Mike…
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Come meet us in San Francisco! If you are an investor looking for a better way to manage your entire financial life, please reach out to us at Info AT RitholtzWealth.com. If you are an Advisor who wants to be part of one of the fastest-growing, independent, employee-owned RIAs, come talk to us! If you…
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This week, I speak with Mike Pyle, Deputy Head of BlackRock’s Portfolio Management Group (PMG) and a member of BlackRock’s Global Executive Committee. We discuss the durable economic shocks that could result from the war with Iran, including energy security. We also discuss his time in the Biden administration as Deputy National Security Advisor…
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The transcript from this week’s MiB: Songyee Yoon, Principal Venture Partners, is below. You can stream and download our full conversation, including azny podcast extras, on Apple Podcasts, Spotify, Bloomberg, YouTube (video), and YouTube (audio). All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio…
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The post Transcript: Songyee Yoon,…
This week, I speak with Songyee Yoon, founder and managing partner of Principal Venture Partners. Her AI-focused investment firm established in 2024, and since 2025, she has beem a member of the board of directors of HP. We discuss her venture firm’s focus on AI-native companies, and understanding technological innovation. We also cover the tech investment…
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The transcript from this week’s MiB Judd Kessler, Lucky by Design, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz…
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The post Transcript: Judd Kessler, Lucky by…
This week, I speak with Judd Kessler, author of “Lucky by Design: The Hidden Economics You Need to Get More of What You Want,” and a professor at The Wharton School of the University of Pennsylvania. We discuss his research into the hidden markets that allocate value to desirable things such as…
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