Bloomberg Opinion columnist Barry Ritholtz speaks with Steven Romick of First Pacific Advisors, which manages approximately $28 billion. Romick is a managing partner and portfolio manager at FPA; prior to joining the firm in 1996, he was chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. He earned his bachelor’s degree from Northwestern University and is a CFA charterholder.

Bloomberg Opinion columnist Barry Ritholtz speaks with Steven Romick of First Pacific Advisors, which manages approximately $28 billion. Romick is a managing partner and portfolio manager at FPA; prior to joining the firm in 1996, he was chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan &amp; Co. He earned his bachelor’s degree from Northwestern University and is a CFA charterholder.

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

Steven Romick on Portfolio Investments (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/04ac93f7-9c48-408c-8027-ae2b0018b22e/transcript

Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways her firm is using AI.

Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways her firm is using AI.

Finding Value Investments with Patient Capital's Samantha McLemore

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1da81d50-dee7-4b69-a5dd-b3b8015681b6/transcript

Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found

Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior through the lens of information theory, game theory, and unstructured data analysis. His work analyzes the language, story arcs, and viral spread of explanations in media

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.

Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found
Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior through the lens of information theory, game theory, and unstructured data analysis. His work analyzes the language, story arcs, and viral spread of explanations in media
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.

Stock Market Stories via the Narrative Machine 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/12800459-c19d-419e-b009-b3b6014d9467/transcript

Barry speaks with BlackRock’s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusses the crossover between public and private markets, cryptocurrency wrappers, and working with portfolio managers to develop new strategies and ideas. 

Barry speaks with BlackRock&rsquo;s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusses the crossover between public and private markets, cryptocurrency wrappers, and working with portfolio managers to develop new strategies and ideas.

 Building New Financial Products with BlackRock's Stephen Cohen

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cdff86fa-fbba-49ff-ab4e-b3b10165620a/transcript

Steven Romick on Portfolio Investments (Podcast)

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