Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
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MiB: Ashish Shah, CIO, Public Investing, Goldman Sachs Asset Management

     This week, we speak with Ashish Shah, Chief Investment Officer, Public Investing, Goldman Sachs Asset Management. Previously, he was co-head of Goldman Sachs Asset Management LP’s global fixed income and liquidity solutions business, and serves as global head of GSAM’s cross-sector strategy and as a member of the fixed income strategy group....

Fri Apr 19, 2024 17:22
At the Money: Closet Indexing

     At The Money: Andrew Slimmon on Closet Indexing  (April 17, 2024) Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? If so, you are the victim of closet indexing. We discuss the best...

Wed Apr 17, 2024 15:26
Transcript: Samara Cohen, Blackrock ETF CIO

     The transcript from this week’s, MiB: Samara Cohen, CIO, Blackrock ETF & Index Investments, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.     ~~~   Bloomberg...

Tue Apr 16, 2024 16:34
10 Sunday Reads

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Rise Of The Bee Bandits: Where once there was cattle and horse rustling, the American West is now confronting the theft of its bees. (NOEMA) • Why car insurance rates are so high: You’re paying a lot more for car insurance than you were in 2020. Here’s why. (Vox)...

Sun Apr 14, 2024 14:46
Update: At the Money

    I wanted to share a few thoughts about the new podcast we formally launched in December of last year, At the Money. The idea behind the show: Short, focused conversations with experts about any and all issues that affect you and your money, from spending it to investing it. Think of it as a guided tour of key ideas, sherpaed with the experts...

Sat Apr 13, 2024 18:44
10 Weekend Reads

The weekend is here! Pour yourself a mug of  coffee, grab a seat outside, and get ready for our longer-form weekend reads: • This is the most consequential technology in America: (Spoiler alert: It’s YouTube.) It’s the most popular social app and music service, the healthiest economy on the internet and AI training fuel. (Washington Post) • What I...

Sat Apr 13, 2024 15:44

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