Is contrarian investing a solid strategy, or a fool's errand? In this episode, Barry Ritholtz discusses the issue with Michael J. Mauboussin. Mauboussin is Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Previously, he was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management.

Is contrarian investing a solid strategy, or a fool's errand? In this episode, Barry Ritholtz discusses the issue with Michael J. Mauboussin. Mauboussin is Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Previously, he was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

At the Money: Contrarian Investing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3d9009bd-ace0-4212-9f6c-b0ec00d4a46d/transcript

Barry speaks with Alex Morris, author of "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Annual Shareholder Meetings". They discuss his research into the legendary investors and the challenges in interpreting markets. 

Barry speaks with Alex Morris, author of "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Annual Shareholder Meetings". They discuss his research into the legendary investors and the challenges in interpreting markets.&nbsp;

Learning from Buffett and Munger: Masters in Business with Alex Morris 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/eb57fcd1-041e-4d57-b9da-b4ad015583b7/transcript

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid.   

Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm.   

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.

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid. &nbsp;&nbsp; Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm. &nbsp;&nbsp; Each week, &ldquo;At the Money&rdquo; 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.

At The Money Fan Favorite: The Finances of Divorce

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a66fd390-ad1e-492e-9994-b4ab017296ea/transcript

Ankur Crawford, Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra Strategies joins Barry for a conversation about how she builds an investment strategy. They also discuss her journey from engineering to investment, along with understanding AI and compute investment cycles.

Ankur Crawford, Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra Strategies joins Barry for a conversation about how she builds an investment strategy. They also discuss her journey from engineering to investment, along with understanding AI and compute investment cycles.

Understanding Hyperscalers: Masters in Business with Ankur Crawford

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f0ae6c11-88e8-48df-a8c8-b4a600ede892/transcript

At the Money: Contrarian Investing

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