Bloomberg Opinion columnist Barry Ritholtz interviews Ed Yardeni, the president of Yardeni Research Inc., a provider of independent global investment strategy research. Dr. Yardeni previously served as chief investment strategist for Oak Associates; chief investment strategist and managing director of Prudential Equity Group; chief investment strategist for Deutsche Bank; and chief economist for C.J. Lawrence, Prudential Securities and E.F. Hutton. Yardeni recently published the book "Predicting the Markets: A Professional Autobiography."

Bloomberg Opinion columnist Barry Ritholtz interviews Ed Yardeni, the president of Yardeni Research Inc., a provider of independent global investment strategy research. Dr. Yardeni previously served as chief investment strategist for Oak Associates; chief investment strategist and managing director of Prudential Equity Group; chief investment strategist for Deutsche Bank; and chief economist for C.J. Lawrence, Prudential Securities and E.F. Hutton. Yardeni recently published the book "Predicting the Markets: A Professional Autobiography."

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

Ed Yardeni Discusses Global Investment Strategy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/94a5fdb7-2135-463c-8691-ae2b003177e8/transcript

Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studies at Princeton to working in finance and investing. They also discuss her role as CIO at State Street and how she balances active and passive management views. They also discuss the case for private markets' involvements in 401(k)s. They also discuss how Lori is seeing AI affect her business managing trillions of dollars worth of assets, and her involvement with the "Fearless Girl" statue campaign.

Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studies at Princeton to working in finance and investing. They also discuss her role as CIO at State Street and how she balances active and passive management views. They also discuss the case for private markets' involvements in 401(k)s. They also discuss how Lori is seeing AI affect her business managing trillions of dollars worth of assets, and her involvement with the "Fearless Girl" statue campaign.

Balancing $5.7T in Active and Passive Management with Lori Heinel

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a9f7ea4e-c6cf-421b-8360-b491014db8fa/transcript

Do you want to own a core food staple as a geopolitical hedge, an inflation offset, or simply as a diversifier? There’s an ETF for that!

Sal Gilbertie began trading agricultural and energy commodities in 1982 at Cargill, DLJ, Merrill Lynch, and Bear Stearns. He founded Teucrium in 2009, launching commodity-based AG products like the Teucrium Corn Fund (CORN) and the Teucrium Wheat Fund (WEAT), as well as soybeans and sugar futures markets through ETFs.

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.

Do you want to own a core food staple as a geopolitical hedge, an inflation offset, or simply as a diversifier? There&rsquo;s an ETF for that!
Sal Gilbertie began trading agricultural and energy commodities in 1982 at Cargill, DLJ, Merrill Lynch, and Bear Stearns. He founded Teucrium in 2009, launching commodity-based AG products like the Teucrium Corn Fund (CORN) and the Teucrium Wheat Fund (WEAT), as well as soybeans and sugar futures markets through ETFs.
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: Hungry? Should You Invest in Wheat?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/24dc717e-ddfb-40ad-8e2d-b48f01155b59/transcript

Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI.

CORRECTION: Adds disclaimer:
Ritholtz Wealth Management (RWM) uses Altrruist as one of their client custodians; both RWM and Barry Ritholtz are investors in Altruist Corp.

Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI. CORRECTION: Adds disclaimer: Ritholtz Wealth Management (RWM) uses Altrruist as one of their client custodians; both RWM and Barry Ritholtz are investors in Altruist Corp.

Challenging The Titans of Asset Management with Jason Wenk

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fcd3e781-51a4-4b74-973f-b48a01574294/transcript

Ed Yardeni Discusses Global Investment Strategy

In 1 playlist(s)

Masters in Business

Social links

Follow podcast

Recent clips