Masters in Business
Barry Ritholtz's long-form Bloomberg interviews with leading investors, economists and executives about their careers and investment process. A free archive of hundreds of conversations with people like Seth Klarman and David Booth.
Free to read
Masters in Business has run since 2014 and has passed 800 episodes. Each week Barry Ritholtz sits down for an hour or more with a fund founder, CIO, economist or author, usually starting from how they got into the business and working toward how they invest now. Guests range from value investors and quants to private equity heads, index fund pioneers and financial journalists. Shorter At The Money episodes cover single personal-investing topics.
The career-history format is the point. You hear how people such as Seth Klarman or David Booth formed their views and the mistakes that shaped them, which you rarely get from a fund letter or a TV hit.
Use the archive the way you would a library: search for a firm or investor before you meet them or read their letters, and listen to the founders of the firms whose strategies you study.
Start with
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1
Value Investing Legend and Warren Buffett Disciple Seth Klarman
A rare long interview with Baupost's CEO on his start and his approach to risk.
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2
The Science Behind The Markets: Masters in Business with David Booth
Dimensional's founder on working for Eugene Fama and turning academic research into a firm.
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3
Embracing the Bond Market: Masters in Business with Robin Wigglesworth
The FT Alphaville editor on how bonds built the modern world, from his new book.
