Bloomberg View columnist Barry Ritholtz interviews Ned Davis, a senior investment strategist who founded the Ned Davis Research Group (NDRG). He is the author of "Being Right or Making Money" and "The Triumph of Contrarian Investing." This interview aired on Bloomberg Radio.

Bloomberg View columnist Barry Ritholtz interviews Ned Davis, a senior investment strategist who founded the Ned Davis Research Group (NDRG). He is the author of "Being Right or Making Money" and "The Triumph of Contrarian Investing." This interview aired on Bloomberg Radio.

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

Interview With Ned Davis: Masters in Business (Audio)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/143dd0d0-c0cd-4733-9bdb-ae2b0039df17/transcript

We know America is a rich nation, but do you know exactly how rich? And who holds all of that wealth?

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. 

Owen Zidar is professor of Economics and Public Affairs at Princeton, and Eric Zwick is professor of Economics and Finance at the University of Chicago Booth School of Business. They are the authors of a new book The Everywhere Millionaire: Who Is Really Rich in America and How They Got There.”  

We know America is a rich nation, but do you know exactly how rich? And who holds all of that wealth?
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. 
Owen Zidar is professor of Economics and Public Affairs at Princeton, and Eric Zwick is professor of Economics and Finance at the University of Chicago Booth School of Business. They are the authors of a new book&nbsp;The Everywhere Millionaire: Who Is Really Rich in America and How They Got There.&rdquo;&nbsp;&nbsp;

At The Money: Who Is Wealthy in America, and How Did They Get Rich?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c5f15608-2491-48f7-8b34-b4ce013e8ff3/transcript

Barry speaks with Glen Kacher, Managing Director and CIO of Light Street Capital. They discuss his tenure at Integral Capital Partners, as well as his start at Tiger Management under founder Julian Robertson. They discuss being a hedge fund surrounded by venture capital in Silicon Valley, as well as learning to embrace the speed of tech. They also discuss the polarization of data centers and what AI will look like five years from now.

Barry speaks with Glen Kacher, Managing Director and CIO of Light Street Capital. They discuss his tenure at Integral Capital Partners, as well as his start at Tiger Management under founder Julian Robertson. They discuss being a hedge fund surrounded by venture capital in Silicon Valley, as well as learning to embrace the speed of tech. They also discuss the polarization of data centers and what AI will look like five years from now.

Investing for the AI Boom: Masters in Business with Glen Kacher

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7d3e615b-9db0-4ebc-baa7-b4c901597c1b/transcript

The Founders Fund by Peter Thiel has over $20 billion in assets and strong returns -- but you have no access to it. How can ordinary investors access funds of companies led by founders? Enter the Founders 100 ETF (FFF).
 
Michael Monahan is a partner and portfolio manager of the Founders 100 ETF. He's been a Wall Street analyst, a private market investor, a tech startup CEO, and a public equity portfolio manager.
 
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.

The Founders Fund by Peter Thiel has over $20 billion in assets and strong returns -- but you have no access to it. How can ordinary investors access funds of companies led by founders? Enter the Founders 100 ETF (FFF). &nbsp; Michael Monahan is a partner and portfolio manager of the Founders 100 ETF. He's been a Wall Street analyst, a private market investor, a tech startup CEO, and a public equity portfolio manager. &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: Should You Invest in Companies Led by Founders?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/125988ba-e2f6-4996-8cf7-b4c7010fc6d3/transcript

Interview With Ned Davis: Masters in Business (Audio)

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