Posts filed under “Podcast”

MiB: Charley Ellis of Yale

This week, our Masters in Business radio podcast features Charley Ellis, Chair of the Yale Endowment, and author of Winning the Loser’s Game: Timeless Strategies for Successful Investing.

Ellis explains how he began his career in the Rockefeller family office; from there, he ended up at Donaldson Lufkin Jenrette (DLJ), then went on to launch his own firm Greenwich Associates. He chaired the CFA Institute, served on the faculty of Harvard Business School and the Yale School of Management, and was Chairman of the Yale Endowment, the investment committee working with CIO David Swensen. Ellis served on the board of Directors of Vanguard Group, and is an advisor to Wealthfront.

His is the author of 16 books, but some of my favorites include Winning the Loser’s Game (which we discuss extensively in the show), and one of my favorite collections of investing writing, The Investor’s Anthology: Original Ideas from the Industry’s Greatest Minds. His most recent book is titled Falling Short: The Coming Retirement Crisis and What to Do About It.

Listen to the show live on Bloomberg radio 10-11am today, 6-7pm podcast at Bloomberg, on Apple iTunes or SoundCloud. All of our prior podcasts are now available on iTunes.

Next week, we speak with Bobby Flay, Chef, Restaurateur, cookbook author and star of of the Food Network.

Category: Podcast

Masters in Business: Meb Faber of Cambria Investments

This week, the “Masters in Business” radio podcast features Mebane Faber, chief investment officer of Cambria Investments. Faber explains how his investing approach has evolved from his days as a biotech analyst to becoming a quant “lite.” He describes how exchanged-traded funds are developed and marketed, and the typical mistakes that many investors make. His books include “The Ivy…Read More

Category: Podcast

MiB: Meb Faber, Cambria Investments

This week, the “Masters in Business” radio podcast features Mebane Faber of Cambria Investments. In our extended podcast, Meb explains how his investing approach has developed over time, from when he was a biotech analyst to becoming a Quant “lite.”  He describes how ETFs are developed and marketed, and we also discuss his quantitative approach to tactical asset…Read More

Category: Podcast

Masters in Business: Brad Katsuyama

This week, our “Masters in Business” radio podcast features Brad Katsuyama of IEX. Katsuyama may be best known for his role as the lead character in Michael Lewis’s book, “Flash Boys: A Wall Street Revolt.” In our podcast, Katsuyama describes how it became clear thatsomething had changed in the market structure, but no one really knew what it was. He…Read More

Category: Podcast

MiB: Brad Katsuyama of IEX (& Flash Boys)

This week, the “Masters in Business” radio podcast features Brad Katsuyama of IEX who is probably best known to the public for his role in Michael Lewis’ book Flash Boys. In our extended podcast, Brad explains the puzzle that HFT was presenting to institutional traders: By 2007, something had changed in the market structure, but no one really knew…Read More

Category: Podcast

MiB: BAML’s Michelle Meyer

This week, the “Masters in Business” radio podcast features Michelle Meyer, North American Economist for Bank America Merrill Lynch. Meyer was also named to Forbes list of “30 under 30 in finance.” In our podcast, Michelle discusses the current economic cycle, what makes this recovery so different, and what has been missing. We also chatted about more personal…Read More

Category: Podcast

Masters in Business: Joe Saluzzi of Themis Trading

This week, the “Masters in Business” radio podcast features Joe Saluzzi of Themis Trading. He and co-founder Sal Arnuk are co-authors of the book “Broken Markets: How High Frequency Trading and Predatory Practices on Wall Street Are Destroying Investor Confidence and Your Portfolio.” In the podcast, Saluzzi discusses how regulatory changes and a shift in exchange ownership from nonprofit to for-profit…Read More

Category: Podcast

MiB: Joe Saluzzi of Themis Trading

This week, the “Masters in Business” radio podcast features Joe Saluzzi of Themis Trading. He and his partner Sal Arnuk are co-authors of the book Broken Markets: How High Frequency Trading and Predatory Practices on Wall Street Are Destroying Investor Confidence and Your Portfolio. In our podcast, Joe discusses how regulatory changes and a shift in ownership from…Read More

Category: Podcast

Masters in Business: Cliff Asness, CIO & founder of AQR Capital Management

This week, the “Masters in Business” radio podcast features Cliff Asness, the founder and chief investment officer of AQR Capital Management. Asness and his team manage $120 billion at AQR. They are quants, applying mathematics to market data and making evidence-based investments across a range of asset classes. In a far-ranging, 90-minute conversation, Asness discusses everything from…Read More

Category: Podcast

MiB: Cliff Asness, CIO of AQR

This week, the “Masters in Business” radio podcast features Cliff Asness, the founder and CIO of AQR.

As CIO of AQR, Asness and his team manages $120 billion dollars. They are quants, who invests by applying mathematics to market data, making evidence based bets across a range of asset classes.

In a far-ranging 90 minute conversation, we discuss everything from value to momentum to the small cap effect. We also discuss the Efficient Market Hypothesis, how and why markets can be irrational, and what it was like to be part of the Quant Flash Crash of 2007. If you are interested in what quants actually do, be sure to check out the podcast portion when its posted. Asness gives a graduate level seminar on Quantitative investing.

Listen to the podcast live here, on BloombergApple iTunes or SoundCloud. All of our prior podcasts are available on iTunes.

Next week, I speak with Sal Arnuk, Joe Saluzzi of Themis Trading.

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Category: Podcast