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Masters in Business
≈ 2–3 a week
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Bloomberg/Barry Ritholtz long-form interviews with investors.

In the last 30 days, Masters in Business produced 69 attributed ideas.

15
Ideas · 7d
69
Ideas · 30d
428
Ideas · all time
73
Episodes

Theses first heard here · 4

AI hyper-competition compresses tech multiplesFIRST HEARD 14 AUG · MU NVDA 000660.KS
The cost of a 'death march' to financial independenceFIRST HEARD 7 AUG
Early 20s: optimize for adventure, not careerFIRST HEARD 20 MAR
Private credit's liquidity mismatch dangerFIRST HEARD 30 JAN
Latest attributed ideas · most recent first
16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Local EM debt as a hidden gem
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Fixed income as more science than art
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
AI demand outstrips supply, driving financing boom
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
U.S. dollar as the sole reserve currency
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
High real yields reflect policy uncertainty, not inflation
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Broad-based capex cycle underpins economic resilience
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Muni bonds offer compelling taxable-equivalent yield
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Crypto as a store of value like fine art
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Gen Z and Alpha spending wave over next 20 years
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Fixed income's purpose: capital preservation plus real return
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16 OCT3D AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Responsibility as the core of asset management
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14 OCT5D AGOAt The Money: Is Technology Price Gouging Consumers?
Instacart's pricing experiment sparked regulatory backlash
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14 OCT5D AGOAt The Money: Is Technology Price Gouging Consumers?
RealPage Yieldstar as algorithmic rent collusion
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14 OCT5D AGOAt The Money: Is Technology Price Gouging Consumers?
Dynamic pricing squeezes consumer surplus
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14 OCT5D AGOAt The Money: Is Technology Price Gouging Consumers?
Delta's Fetcher partnership as AI-driven fare hiking
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
Investment playbook needs a reset, past less predictive
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
US debt sustainability as a technology leadership contest
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
Economic resilience over efficiency reshapes investment
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
Three criteria for successful future investments
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
US debt sustainability risk is geopolitical, not numerical
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
Europe's strategic value to the US has degraded
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
US needs selective reindustrialization for resilience
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
Old economy sectors to benefit from tech adoption
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
Risk management as integrated portfolio construction
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
Small-cap premium explained by default risk
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9 OCT1W AGOBalancing Conviction and Risk: Masters in Business with Maria Vassalou
Europe's need for a diversified energy portfolio
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7 OCT2W AGOAt The Money: What the Best CEOs Actually Do
CEO's real job: architecting decision-making conditions
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7 OCT2W AGOAt The Money: What the Best CEOs Actually Do
CEO impact equals an industry switch
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7 OCT2W AGOAt The Money: What the Best CEOs Actually Do
Most M&A fails due to overpaying, poor integration
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7 OCT2W AGOAt The Money: What the Best CEOs Actually Do
Credibility built by confronting bad news
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION