T. Rowe’s Rizzo on Finding Technology Winners

Over the past decade, technology investing has been dominated by a handful of mega-cap companies, but AI is opening the door to a broader and potentially very different set of future winners. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst at Bloomberg …

Tweedy, Browne’s Spears and Hill on Insider Value

As value investing has lagged behind in a market led by a narrow group of large-cap growth stocks, insider buying has remained a closely watched signal, particularly during periods of volatility. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analy…

Vanguard’s Johnson on the Bond ETF Shift

Active fixed-income ETFs are entering a new phase of growth, driven by investor demand, structural advantages and expanding product breadth. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Jeff Johnson, head of Fix…

Strategas’ Todd Sohn on the Active ETF Boom

Active ETFs may be in a golden age, not just a hot streak, driven by product innovation, lower structural frictions, conversions and potential ETF share classes. In this episode of the Inside Active podcast, host David Cohne, a mutual fund and active management analyst at Bloomberg Intelligence, al…

CrossingBridge’s Sherman on Return of Capital

Rating agencies have been broadly positive, but their outlook is turning more cautious — especially in high yield — as geopolitical risks rise and spreads remain tight. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, along wit…

Horizon’s Stahl on Letting Winners Run

In a market shaped by index concentration and short-term performance pressures, contrarian strategies are leaning into opportunities others may not have the patience or liquidity to own. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intel…

Northern Trust’s Abner on Distributing Ladders

Active ETFs, especially in fixed income, are surging as 10,000 Americans retire each day and demand grows for predictable, outcome-oriented income solutions for the trillions of dollars held in retirement accounts. In this episode of Inside Active, host David Cohne, mutual fund and active managemen…

Lazard’s Nahal on Capturing Long-Term Megatrends

The US remains central to AI leadership, but investors should expect broader, more global opportunities to emerge in 2026. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, and co-host Breanne Dougherty, BI’s head of…

Simplify’s Michael Green on Passive Distortions

True passive investing may not exist, as all investing ultimately involves active decisions. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, along with co-host James Seyffart, senior ETF analyst at BI, spoke with Michael Green…

Acuitas’ Chris Tessin on the Case for Micro Caps

Bloomberg’s Market Pulse gauge hit an official manic condition at the end of January, where defensive sectors tend to outperform cyclicals and small caps often lag large caps. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst at Bloomberg Inte…