Bloomberg Radio host Barry Ritholtz speaks with Benjamin Clymer and Jeffery Fowler of Hodinkee, the preeminent website for enthusiasts of modern and vintage wristwatches. Clymer, who’s been dubbed “The High Priest of Horology,” founded the site in 2008 and is currently executive chairman; Fowler was appointed Hodinkee’s chief executive officer in 2022.

Bloomberg Radio host Barry Ritholtz speaks with Benjamin Clymer and Jeffery Fowler of Hodinkee, the preeminent website for enthusiasts of modern and vintage wristwatches. Clymer, who’s been dubbed “The High Priest of Horology,” founded the site in 2008 and is currently executive chairman; Fowler was appointed Hodinkee’s chief executive officer in 2022.

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

Benjamin Clymer and Jeffery Fowler on Hodinkee

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1639ff7b-6429-442b-8dbf-aff20113d8d2/transcript

What should you do when an investment suddenly becomes hot or cold? How should investors think about sectors that fall in and out of favor? Should you be looking at countries like India and Japan or technologies like AI? Jan van Eck, CEO of Van Eck Funds, which oversees $75 billion in ETFs, speaks with Barry Ritholtz about how to identify when an asset class falls into or out of favor.

What should you do when an investment suddenly becomes hot or cold? How should investors think about sectors that fall in and out of favor? Should you be looking at countries like India and Japan or technologies like AI? Jan van Eck, CEO of Van Eck Funds, which oversees $75 billion in ETFs, speaks with Barry Ritholtz about how to identify when an asset class falls into or out of favor.

At the Money: Hot & Cold Investments

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e00a70c6-3205-42dd-b623-b17100bd1a09/transcript

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 Bloomberg Radio host Barry Ritholtz speaks to Jim O'Shaughnessy, founder and CEO of O'Shaughnessy Ventures LLC. He is also chairman of the board at Stability AI. He is the host of the Infinite Loops podcast and the author of Invest Like the Best, What Works on Wall Street, How to Retire Rich and Predicting the Markets of Tomorrow.

Bloomberg Radio host Barry Ritholtz speaks to Jim O'Shaughnessy, founder and CEO of O'Shaughnessy Ventures LLC. He is also chairman of the board at Stability AI. He is the host of the Infinite Loops podcast and the author of Invest Like the Best, What Works on Wall Street, How to Retire Rich and Predicting the Markets of Tomorrow.

Jim O'Shaughnessy on How AI Will Change Everything From Arts to Stocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/82aa0aeb-f12e-44d0-874a-b16b014f5f55/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

Benjamin Clymer and Jeffery Fowler on Hodinkee

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