Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
Dennis Lynch on Global Portfolio Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Dennis Lynch, who is the head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 26 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Counterpoint Global is running $130 billion in assets.
Penny Pennington on Wealth Management (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Penny Pennington, who is the managing partner of Edward Jones, a Fortune 500 financial services firm. She began her Edward Jones career in 2000 as a financial adviser in Livonia, Michigan. Penny is also senior executive sponsor of the firm’s LGBT+ & Allies Business Resource Group, and was recently named No. 33 on the Fortune Most Powerful Women in Business list, in her second appearance.
Adam S. Posen on the Need for Fiscal Stimulus (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Adam S. Posen, who has been president of the Peterson Institute for International Economics since January 2013. Over the course of his career, he has contributed to research and public policy regarding monetary and fiscal policies in the G-20, the challenges of European integration since the adoption of the euro, China-U.S. economic relations, and developing new approaches to financial recovery and stability.
Mario Giannini on the Art of Investing (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Mario Giannini, who is the CEO of private markets firm Hamilton Lane, one of the few publicly traded PE shops. The firm oversees more than $500 billion in privately invested assets, with $68 billion in directly managed funds.
Ray Dalio on the Decline of Real Interest Rates (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Ray Dalio, who is the founder, co-chief investment officer and co-chairman of the world’s largest hedge fund, Bridgewater Associates. Dalio is known for his practical yet unconventional understanding of economics, which he spells out in his video “How the Economic Machine Works.” He's also the author of the New York Times bestseller “Principles: Life and Work.”
Lisa Cook on Gender and Race in Economics (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Dr. Lisa Cook, a professor in the department of economics and in international relations at Michigan State University. As the first Marshall Scholar from Spelman College, she received a second B.A. from Oxford University before earning her Ph.D. from the University of California, Berkeley. She has served as a senior economist at the Council of Economic Advisers under President Barack Obama and has held positions or conducted research at the National Bureau of Economic Research; the Federal Reserve banks of Minneapolis, New York and Philadelphia; and the World Bank. In 2019, she was elected to serve on the executive committee of the American Economic Association, where she is director of the AEA Summer Training Program.