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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
Artificial Intelligence
Quality Factors
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.

PublishesWeeklyEpisodes66Founded2 years ago
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BusinessInvesting

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Artwork for Inside Active by Bloomberg Intelligence

Latest Episodes

Shifting geopolitical risks, growing AI-driven power demand and consolidation across global energy markets are reshaping investment opportunities in oil, natural gas and real assets. In this episode of Inside Active, host David Cohne, mutual fund and... more

Over the past decade, expanded market access through ETFs and new structures has raised questions about capacity, outcomes and what it means for active management. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active... more

Markets have recently been driven by a narrow set of AI-linked winners, but as these trends become widely recognized, the challenge is identifying what opportunities remain and what is already priced in. In this episode of Inside Active, host David C... more

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

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Recent Guests

Anna Paglia
Executive Vice President and Chief Business Officer for State Street Investment Management
State Street Investment Management
Episode: State Street’s Paglia on Performance and Scale
Ankur Crawford
Executive vice president and portfolio manager for Alger (Alger Focused Equity Fund and Alger Concentrated Equity ETF)
Alger
Episode: Alger’s Crawford on Finding Durable Growth
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

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
#131
Mexico/Business/Investing
Apple Podcasts
#159
Poland/Business/Investing
Apple Podcasts
#166
Hong Kong/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

State Street’s Paglia on Performance and Scale
Q: How do you view the role of private markets and private credit in delivering diversified, high-yield exposure within an ETF framework?
Private markets can complement fixed income by providing higher yields and diversification; with proper liquidity backstops and price transparency, these exposures can be accessed through ETFs while maintaining liquidity.
State Street’s Paglia on Performance and Scale
Q: What factors determine whether a new active product should launch as an ETF, a mutual fund, or another wrapper?
The decision hinges on client needs, capacity, liquidity, and the ability to scale without compromising access or redemptions; wrapper choice should be guided by function and flows, not just capabilities.
State Street’s Paglia on Performance and Scale
Q: Do you think the industry has moved past the active versus passive debate, or is it still a useful framing?
The debate is largely outdated; active and passive serve different purposes and should be used together in portfolios to optimize outcomes.
Alger’s Crawford on Finding Durable Growth
Q: How do you determine position sizes in a 20–30 stock portfolio?
Position sizes are weighted by conviction; the tail end varies to ensure each name can meaningfully impact the portfolio, with a typical average around 3.3% per name and larger weights for higher conviction.
Alger’s Crawford on Finding Durable Growth
Q: Is there one driver of decision-making between top-down themes like AI and bottom-up stock picking, or is it a combination?
It's a combination, though the emphasis is on stock picking; AI acts as a powerful top-down theme that is supported by bottom-up analysis to identify durable growth, management quality, and margin progression.

Audience Metrics

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Listeners per Episode
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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. The Meb Faber Show - Better Investing
2. Capital Allocators – Inside the Institutional Investment Industry
3. Excess Returns
4. Value Investing with Legends
5. Invest Like the Best with Patrick O'Shaughnessy

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

Inside Active by Bloomberg Intelligence launched 2 years ago and published 66 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. Anna Paglia
2. Ankur Crawford
3. Jeff Shen
4. Dom Rizzo
5. John Spears
6. Jay Hill
7. Jeff Johnson
8. Todd Sohn

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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