This podcast is brought to you by:

CFA Institute. CFA Institute is the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. CFA Institute serves a global community of investment professionals working to build an investment industry where investors' interests come first, financial markets function at their best, and economies grow. The chartered financial analyst credential is the most respected and recognized investment management designation in the world. The views expressed in this podcast do not necessarily represent the views of CFA Institute.

Show Notes:

[00:02:35] – What stock best represents you

[00:05:09] – How was this team assembled at Ritholtz

[00:08:50] – Why larger asset management firms are slow to pivot on new technology

[00:10:00] – The humor of Barry on Twitter (@ritholtz)

[00:11:48] – What technology channels are working best

[00:13:08] – What would happen in a Ritholtz stock-picking contest

[00:15:19] – How do you keep investors from wanting to move money into or out of buzzworthy trades

[00:20:23] – Pricing out the news and the value premium

[00:23:41] – Why people want complexity and activity in their portfolios

[00:29:51] – People always want to be a part of the next frontier, example bitcoin

[00:33:13] – Exploring research in action and living the investments

[00:39:35] – Biggest argument against bitcoin could be the underlying utility and what will make it successful

[00:45:13] – The Hindenburg Omen

[00:46:34] – Scott Galloway and Aswath Damodaran on Bitcoin vs Gold

[00:47:38] – How the relationship with clients has evolved

[00:49:50] – Mike’s new book project that he is working on

[00:51:41] – Why the Mark Twain chapter is the most interesting in his book thus far

[00:53:32] – How a business should balance sales and marketing

[00:58:09] – Who would they draft to the Ritholtz team

[01:05:18] – Kindest thing anyone has done