 There's been criticism of what some call “Woke Investing.” But “Value-based investing” is more politically agnostic than its critics realize. Used by Pro-life investors like the Catholic Church, it aligns capital with deeply held beliefs – be they left or right.  In this episode, Barry Ritholtz speaks to Meir Statman, Professor of Finance at Santa Clara University.  Statman is an award-winning expert on investor behavior and financial decision-making.  His book “What Investors Really Want” has become a classic that explains what drives investors.

There's been criticism of what some call “Woke Investing.” But “Value-based investing” is more politically agnostic than its critics realize. Used by Pro-life investors like the Catholic Church, it aligns capital with deeply held beliefs – be they left or right.  In this episode, Barry Ritholtz speaks to Meir Statman, Professor of Finance at Santa Clara University.  Statman is an award-winning expert on investor behavior and financial decision-making.  His book “What Investors Really Want” has become a classic that explains what drives investors.

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: Woke Investing vs. Values-Based Investing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a162e2a5-3b80-4642-a3da-b12300ea5d7b/transcript

Bloomberg Radio host Barry Ritholtz speaks to Dr. Ed Yardeni, President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.  He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York and at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C. 

Bloomberg Radio host Barry Ritholtz speaks to Dr. Ed Yardeni, President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.  He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York and at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C.

Ed Yardeni on Long-Term Bull Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0e25f7f8-a562-4f27-be0b-b15e00fa3e83/transcript

Bill McBride of Calculated Risk has spent the past 20 years taking apart economic data, creating “opinion-free” analysis of the economy, and accurately identifying booms, busts, bubbles, and recoveries in real-time, including the great financial crisis and its subsequent housing bottom + recovery.  He speaks with Barry Ritholtz about the data that matters, and the data that doesn’t, and how investors can tell them apart.

Bill McBride of Calculated Risk has spent the past 20 years taking apart economic data, creating “opinion-free” analysis of the economy, and accurately identifying booms, busts, bubbles, and recoveries in real-time, including the great financial crisis and its subsequent housing bottom + recovery.  He speaks with Barry Ritholtz about the data that matters, and the data that doesn’t, and how investors can tell them apart.

At the Money: What Data Matters and What Doesn't

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8fd06b6c-d5b2-4361-b62b-b15c00bf64e5/transcript

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 Bloomberg Radio host Barry Ritholtz speaks to Ashish Shah, co-head of Goldman Sachs Asset Management LP’s global fixed income and liquidity solutions business. He is also the chief investment officer for public investing, and serves as global head of GSAM’s cross-sector strategy and as a member of the fixed income strategy group. Prior to joining the firm, Shah was chief investment officer for global credit and head of fixed income for AllianceBernstein LP, where he oversaw all credit-related strategies. Shah was previously managing director and head of global credit strategy at Barclays Capital Inc., responsible for the high-grade, high-yield, structured credit and municipal strategy groups and the special situations research team, and head of credit strategy at Lehman Brothers Holdings Inc. 

Bloomberg Radio host Barry Ritholtz speaks to Ashish Shah, co-head of Goldman Sachs Asset Management LP’s global fixed income and liquidity solutions business. He is also the chief investment officer for public investing, and serves as global head of GSAM’s cross-sector strategy and as a member of the fixed income strategy group. Prior to joining the firm, Shah was chief investment officer for global credit and head of fixed income for AllianceBernstein LP, where he oversaw all credit-related strategies. Shah was previously managing director and head of global credit strategy at Barclays Capital Inc., responsible for the high-grade, high-yield, structured credit and municipal strategy groups and the special situations research team, and head of credit strategy at Lehman Brothers Holdings Inc.

Goldman Sachs Ashish Shah on Reading the Market With AI and Technology

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1d6de92c-a339-4112-9558-b15700051aad/transcript

At the Money: Woke Investing vs. Values-Based Investing

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