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…

Rockefeller’s Petrone on Active Muni Advantages

Actively managed municipal bond funds continue to attract strong investor interest, with active mutual funds taking in over $24 billion and active muni ETFs seeing over $22 billion in net flows last year. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst …

 JPMorgan’s Reiner, McNerny on Active ETF Income

For JPMorgan’s income managers, discipline means delivering predictable outcomes through rigorous risk management rather than chasing headline yield. In this episode of Inside Active, host David Cohne, a mutual fund and active management analyst at Bloomberg Intelligence, and co-host Eric Balchunas…

VettaFi’s Todd Rosenbluth on Active ETFs in 2026

Actively managed ETFs took in nearly $500 billion in 2025, indicating growing confidence in active strategies in the ETF wrapper. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, and co-host Athanasios Psarofagis, a BI ETF anal…

Cambria’s Faber on the Flaw in Market-Cap Indexes

US value stocks have quietly regained momentum and remain deeply discounted relative to growth, a valuation backdrop that has historically supported strong forward performance. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst at Bloomberg Intelligence, a…

T. Rowe Price’s White on Four-Pillar Investing

Earnings in 3Q beat expectations, but momentum is fading, suggesting a high earnings bar for 2026 and potentially more market volatility. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Michael Casper…

Chesapeake’s Parker on Pure Trend Following

Earnings season was strong, with profits doubling forecasts and solid margins driving the bull market despite higher volatility. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloomberg Intelligence, along with co-host Christopher Cain, US quantit…

VanEck’s Rodilosso & Sokol on Mitigating CLO Risk

A potential shift in US monetary policy toward fiscal dominance — where government financing influences rates more than inflation control — could change the risk-return trade-off for CLO investors. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bl…

TCW’s Horton on Transforming Legacy Industries

AI’s next competitive edge is increasingly tied to vertical integration, connecting digital capacity with physical infrastructure. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Breanne Dougherty, BI…