Barry speaks with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. They discuss the rise of bitcoin, and how it may mirror technology in general. They also discuss his firm's approach to high concentration and conviction investing.

Barry speaks with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. They discuss the rise of bitcoin, and how it may mirror technology in general. They also discuss his firm's approach to high concentration and conviction investing.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Barry Ritholtz speaks with the people 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

Conviction Investing: Masters in Business with Bill Miller IV

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/515b9e55-f958-4f19-8ee4-b41301564660/transcript

Barry speaks with Mike Pyle, Senior Managing Director, is the Deputy Head of BlackRock’s Portfolio Management Group (PMG). They discuss the durable economic shocks that could result from the war with Iran including energy security. They also discuss his time in the Biden administration as Deputy National Security Advisor for International Economics.

Barry speaks with Mike Pyle, Senior Managing Director, is the Deputy Head of BlackRock&rsquo;s Portfolio Management Group (PMG). They discuss the durable economic shocks that could result from the war with Iran including energy security. They also discuss his time in the Biden administration as Deputy National Security Advisor for International Economics.

Assessing Asset Volatility and Iran War Threats With BlackRock's Mike Pyle

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c68f0fe5-f4c1-4559-b364-b42801695fa9/transcript

Managed Futures generate returns that are not correlated with stocks or bonds. Investors who are looking for greater diversification can do so through ETFs that own futures on commodities, currencies, and interest rates.

Andrew Beer is a hedge fund veteran and founder of Dynamic Beta Investments, a firm focused on hedge-fund replication strategies delivered through low-cost, liquid vehicles like ETFs and mutual funds. His ETF, DBi Managed Futures Strategy (DBMF) attempts to replicate pricier managed futures portfolios
 
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.

Managed Futures generate returns that are not correlated with stocks or bonds. Investors who are looking for greater diversification can do so through ETFs that own futures on commodities, currencies, and interest rates.
Andrew Beer is a hedge fund veteran and founder of Dynamic Beta Investments, a firm focused on hedge-fund replication strategies delivered through low-cost, liquid vehicles like ETFs and mutual funds. His ETF, DBi Managed Futures Strategy (DBMF) attempts to replicate pricier managed futures portfolios &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: Seeking Uncorrelated Returns

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e1518492-9cb0-44b5-ab7f-b42600f1b1ca/transcript

Barry speaks with founder and managing partner of Principal Venture Partners. They discuss her venture firm's focus on AI-native companies, and understanding technological innovation. They also discuss the tech investment landscape and how she determines which companies are native to AI and which are chasing the boom.

Barry speaks with founder and managing partner of Principal Venture Partners. They discuss her venture firm's focus on AI-native companies, and understanding technological innovation. They also discuss the tech investment landscape and how she determines which companies are native to AI and which are chasing the boom.

Investing for the AI Shift: Masters in Business with Songyee Yoon

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5663fa2c-306a-4c99-9906-b420016a4f44/transcript

Conviction Investing: Masters in Business with Bill Miller IV

In 1 playlist(s)

Masters in Business

Social links

Follow podcast

Recent clips