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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 73 attributed ideas.

21
Ideas · 7d
73
Ideas · 30d
421
Ideas · all time
75
Episodes

Theses first heard here · 6

Dividend growth as a lower-beta total return pathFIRST HEARD 21 OCT
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
Fear of becoming intellectually rigid as an investorFIRST HEARD 6 FEB
Latest attributed ideas · most recent first
23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Bonds as the global economy's engine
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Venice's forced war loan as bond genesis
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
AI bubble risk amplified by debt financing
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Dutch water boards perfected bond markets
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Hamilton's treasury bonds as glue for the early Republic
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Railroad bond mania led to the Panic of 1873
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Britain's bond market financed victory over Napoleon
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
North's financial superiority won the Civil War
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Bond market enabled the Louisiana Purchase
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Credit ratings as a useful shorthand
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
US debt fragility as a systemic risk
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Bond market breaks cause deeper economic pain than stocks
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
Rothschild created the first international bond market
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23 OCT4D AGOEmbracing the Bond Market: Masters in Business with Robin Wigglesworth
30-year mortgage as a miracle of modern finance
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21 OCT6D AGOAt The Money: Can Dividend Investing Give You Yield AND Growth?
Dividend growth as a lower-beta total return path
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21 OCT6D AGOAt The Money: Can Dividend Investing Give You Yield AND Growth?
Dividend growers' defensive and inflationary-offense traits
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21 OCT6D AGOAt The Money: Can Dividend Investing Give You Yield AND Growth?
Dividends more durable than share buybacks in crises
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21 OCT6D AGOAt The Money: Can Dividend Investing Give You Yield AND Growth?
Dividends as a signal of management confidence and real cash
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21 OCT6D AGOAt The Money: Can Dividend Investing Give You Yield AND Growth?
Avoiding the 'accidental high yielder' yield trap
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21 OCT6D AGOAt The Money: Can Dividend Investing Give You Yield AND Growth?
Sell discipline: thesis break or yield compression
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21 OCT6D AGOAt The Money: Can Dividend Investing Give You Yield AND Growth?
Dividend yield itself as a valuation metric
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16 OCT2W AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Local EM debt as a hidden gem
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16 OCT2W AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Fixed income as more science than art
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16 OCT2W AGOFinancing In The AI Boom: Masters in Business with Bob Michele
AI demand outstrips supply, driving financing boom
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16 OCT2W AGOFinancing In The AI Boom: Masters in Business with Bob Michele
U.S. dollar as the sole reserve currency
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16 OCT2W AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Broad-based capex cycle underpins economic resilience
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16 OCT2W AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Muni bonds offer compelling taxable-equivalent yield
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16 OCT2W 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 OCT2W AGOFinancing In The AI Boom: Masters in Business with Bob Michele
High real yields reflect policy uncertainty, not inflation
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16 OCT2W AGOFinancing In The AI Boom: Masters in Business with Bob Michele
Fixed income's purpose: capital preservation plus real return
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION