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Artwork for Inside Active by Bloomberg Intelligence

Inside Active by Bloomberg Intelligence

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Active Management
S&P 500
Investment Strategies
Fixed Income
Value Investing
Market Trends
Russell 2000
China
Quality Factors
Artificial Intelligence
Financial Sector
Technology Sector
Profitability
Emerging Markets
Active Etfs
Earnings Growth
Tariffs
Corporate Governance
GMO US Quality ETF
Cannabis

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

PublishesWeeklyEpisodes63Founded2 years ago
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Artwork for Inside Active by Bloomberg Intelligence

Latest Episodes

Over the past decade, passive investing has dominated flows and performance, but the rapid growth of ETFs and evolving market dynamics are blurring the line between active and passive. In this episode of Inside Active, host David Cohne, mutual fund a... more

Despite geopolitical tensions, value has held up better than expected, while defensive strategies like low volatility and quality have failed to attract the typical safe-haven flows, suggesting markets are largely looking past the Iran war. In this e... more

Over the past decade, technology investing has been dominated by a handful of mega-cap companies, but AI is opening the door to a broader and potentially very different set of future winners. In this episode of Inside Active, host David Cohne, mutual... more

As value investing has lagged behind in a market led by a narrow group of large-cap growth stocks, insider buying has remained a closely watched signal, particularly during periods of volatility. In this episode of the Inside Active podcast, host Dav... more

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Recent Guests

Jeff Shen
Co-CIO of Systematic Active Equity at BlackRock
BlackRock
Episode: BlackRock’s Jeff Shen on Systematic Edge and AI
Dom Rizzo
Portfolio manager for the T. Rowe Price Global Technology Fund and the T. Rowe Price Technology ETF
T. Rowe Price
Episode: T. Rowe’s Rizzo on Finding Technology Winners
John Spears
Managing Director at Tweedy Browne Company; portfolio manager for Insider Value ETF (COPY)
Tweedy Browne Company
Episode: Tweedy, Browne’s Spears and Hill on Insider Value
Jay Hill
Portfolio manager for Insider Value ETF (COPY) and International Insider Plus Value ETF (ICPY)
Tweedy Browne Company
Episode: Tweedy, Browne’s Spears and Hill on Insider Value
Jeff Johnson
Head of fixed income product at Vanguard
Vanguard
Episode: Vanguard’s Johnson on the Bond ETF Shift
Todd Sohn
Chief ETF Strategist
Strategist Asset Management
Episode: Strategas’ Todd Sohn on the Active ETF Boom
Murray Stahl
CEO, CIO, and co-founder of Horizon Kinetics; portfolio manager for Paradigm Fund
Horizon Kinetics
Episode: Horizon’s Stahl on Letting Winners Run
Dave Abner
Head of global ETFs and funds at Northern Trust Asset Management
Northern Trust Asset Management
Episode: Northern Trust’s Abner on Distributing Ladders
Sarbjit Nahal
Portfolio manager and analyst with the global thematic equity team
Lazard Asset Management
Episode: Lazard’s Nahal on Capturing Long-Term Megatrends

Hosts

David Cohne
Host of various episodes, focusing on mutual fund and active research while engaging with industry leaders.
Christopher Cain
Co-host and US quantitative strategist, contributing to conversations around active management.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#137
United States/Business/Investing
Apple Podcasts
#91
United Kingdom/Business/Investing
Apple Podcasts
#123
Canada/Business/Investing
Apple Podcasts
#203
Canada/Business
Apple Podcasts
#242
United Kingdom/Business
Apple Podcasts
#195
Australia/Business/Investing
Apple Podcasts
#71
Spain/Business/Investing
Apple Podcasts
#73
Brazil/Business/Investing
Apple Podcasts
#81
Japan/Business/Investing
Apple Podcasts
#87
New Zealand/Business/Investing
Apple Podcasts
#91
United Arab Emirates/Business/Investing
Apple Podcasts
#147
Israel/Business/Investing
Apple Podcasts
#171
New Zealand/Business
Apple Podcasts
#189
India/Business/Investing
Apple Podcasts
#206
Brazil/Business

Talking Points

Recent interactions between the hosts and their guests.

BlackRock’s Jeff Shen on Systematic Edge and AI
Q: Do you think factor exposures can be timed, and what role does factor timing play in your process?
Factor timing can be possible but must be done carefully, balancing bottom-up and top-down signals, regime analysis, and incorporating both historical context and forward-looking data to manage risk.
T. Rowe’s Rizzo on Finding Technology Winners
Q: And, in each portfolio, how many names do you really think drive returns in a typical year?
Typically about ten names drive the relative performance and the gains in a given year, illustrating the power law dynamic where a small subset of holdings generate the majority of alpha.
Vanguard’s Johnson on the Bond ETF Shift
Q: So how do you decide, from product design and product launches, which fixed income strategies belong in an ETF wrapper versus a mutual fund?
The guest explains that Vanguard looks at the role of bonds in an investor's portfolio first, then weighs the choice between indexing and active management, with ETFs becoming a preferred vehicle for many active strategies due to scalability, transparency, and investor demand.
Horizon’s Stahl on Letting Winners Run
Q: How do you see the role of data and independent research firms evolving as AI and data availability increase?
He argues that AI and data convenience do not replace human interpretation and historical context; independent research remains essential for meaningful insights, with practice and focus shaping how data is used.
Horizon’s Stahl on Letting Winners Run
Q: Privates versus publics—how do private companies fit with the Paradigm Fund's strategy?
Stahl argues that private investments offer opportunities when IPO activity is muted and valuations are attractive, explaining that some privates can have robust cash flows or unique competitive advantages, and that horizon-based valuation hurdles can justify private exposure.

Audience Metrics

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Frequently Asked Questions About Inside Active by Bloomberg Intelligence

What is Inside Active by Bloomberg Intelligence about and what kind of topics does it cover?

Content focuses on the strategies and philosophies behind active management within the investment landscape, especially as it relates to ETFs and mutual funds. Topics often include discussions on market trends, investment strategies, and key insights from industry professionals. Noteworthy is the emphasis on emerging trends such as megatrend investing, active management in specific markets like municipal bonds, and approaches to navigating economic fluctuations. This provides a deep dive into not only the current state of active management but also its future potential, making it valuable for investors looking to make informed decisions amid changing market conditions.

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Which podcasts are similar to Inside Active by Bloomberg Intelligence?

These podcasts share a similar audience with Inside Active by Bloomberg Intelligence:

1. Masters in Business
2. Trillions
3. The Meb Faber Show - Better Investing
4. Behind the Balance Sheet
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Inside Active by Bloomberg Intelligence are there?

Inside Active by Bloomberg Intelligence launched 2 years ago and published 63 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Inside Active by Bloomberg Intelligence?

Recent guests on Inside Active by Bloomberg Intelligence include:

1. Jeff Shen
2. Dom Rizzo
3. John Spears
4. Jay Hill
5. Jeff Johnson
6. Todd Sohn
7. Murray Stahl
8. Dave Abner

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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