Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. What data should investors be following for insight into when they will begin? Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about using initial unemployment claims data and wage gain to identify when the Fed will lower rates. 

Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. What data should investors be following for insight into when they will begin? Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about using initial unemployment claims data and wage gain to identify when the Fed will lower rates.

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

Bloomberg Radio host Barry Ritholtz looks at 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: How To Know When The Fed Will Cut

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3fe530fe-1348-4d14-a686-b13200bc393b/transcript

Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, speaks with Barry Ritholtz about the advantages of concentrated portfolios. If you want to own active funds, then make sure they differ their benchmarks and truly are active.

Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, speaks with Barry Ritholtz about the advantages of concentrated portfolios. If you want to own active funds, then make sure they differ their benchmarks and truly are active.

At the Money: Building A Concentrated Portfolio

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/292dad3b-d39c-4eba-a49c-b16a01067377/transcript

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Bloomberg Radio host Barry Ritholtz speaks to technology, media and financial services executive Joanne Bradford. She was previously president of Honey, where she orchestrated the company's sale to PayPal Holdings Inc. for $4 billion. She has been named one of Ad Age's 100 Most Influential Women in Advertising. She previously held executive leadership positions at Social Finance Inc., Microsoft Corp., Yahoo! Inc., Demand Media Inc. and the San Francisco Chronicle.

Bloomberg Radio host Barry Ritholtz speaks to technology, media and financial services executive Joanne Bradford. She was previously president of Honey, where she orchestrated the company's sale to PayPal Holdings Inc. for $4 billion. She has been named one of Ad Age's 100 Most Influential Women in Advertising. She previously held executive leadership positions at Social Finance Inc., Microsoft Corp., Yahoo! Inc., Demand Media Inc. and the San Francisco Chronicle.

Joanne Bradford on the Power of Marketing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bfd8c7b3-1665-4c33-8d9c-b16401849a70/transcript

We know it’s challenging, but should you try your hand at stock picking? It's fun, it gives you something to talk about at parties, but is it profitable? Larry Swedroe, Head of Financial and Economic Research at Buckingham Strategic Wealth, which manages or advises on $70 Billion in client assets, speaks with Barry Ritholtz about the challenges of picking stocks. Only a few people have been successful at it over time, and they have become household names. Most of the rest have not earned their costs.

We know it’s challenging, but should you try your hand at stock picking? It's fun, it gives you something to talk about at parties, but is it profitable? Larry Swedroe, Head of Financial and Economic Research at Buckingham Strategic Wealth, which manages or advises on $70 Billion in client assets, speaks with Barry Ritholtz about the challenges of picking stocks. Only a few people have been successful at it over time, and they have become household names. Most of the rest have not earned their costs.

At the Money: Should You Be A Stock Picker?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/001740d0-867c-4d59-ac03-b16200a358e6/transcript

At the Money: How To Know When The Fed Will Cut

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