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Artwork for Inside Active by Bloomberg Intelligence

Inside Active by Bloomberg Intelligence

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Active Management
Quality Factors
Market Trends
Investing
S&P 500
Russell 2000
Cannabis
GMO US Quality ETF
Profitability
Small Cap Growth
Quantitative Investing
Interest Rates
Financial Sector
Portfolio Management
Investment Strategies
Value Investing
Market Volatility
William Blair
Growth Investing
Dividend Investing

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.

PublishesTwice monthlyEpisodes45Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Inside Active by Bloomberg Intelligence

Latest Episodes

A potential shift in US monetary policy toward fiscal dominance — where government financing influences rates more than inflation control — could change the risk-return trade-off for CLO investors. In this episode of Inside Active, host David Cohne, ... more

AI’s next competitive edge is increasingly tied to vertical integration, connecting digital capacity with physical infrastructure. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst with Bloomber... more

High-quality stocks, measured by profitability, are trading at historically elevated levels, among the strongest in 25 years. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, a... more

Despite tariff-related concerns, corporate earnings, especially in the S&P 500, have been stronger than expected. In this episode of Inside Active, host David Cohne, mutual-fund and active management analyst with Bloomberg Intelligence, along with co... more

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Recent Guests

Eli Horton
Managing Director of Equities and Senior Portfolio Manager at TCW
TCW
Episode: TCW’s Horton on Transforming Legacy Industries
Sid Jain
Deputy Portfolio Manager at GQG Partners
GQG Partners
Episode: GQG Partners’ Sid Jain on Forward-Looking Quality
Michael Lippert
Vice President and Head of Technology Research at Baron Capital
Baron Capital
Episode: Baron’s Lippert on Secular Growth and Technology
Robert Marshall-Lee
Founding partner and chief investment officer of Cusana Capital
Cusana Capital
Episode: Cusana’s Marshall-Lee on Founder-Led Companies
Arnim Holzer
Global macro strategist and client portfolio manager at Easterly EAB
Easterly EAB
Episode: Easterly’s Holzer on Asymmetric Return Patterns
Nate Velarde
Partner and Portfolio Manager at Chautauqua Capital Management
Chautauqua Capital Management
Episode: Chautauqua’s Velarde on Exploiting Time Arbitrage
David Giroux
Chief Investment Officer of U.S. Equity at T. Rowe Price and Portfolio Manager for the Capital Appreciation Strategy
T. Rowe Price
Episode: T. Rowe’s Giroux on Avoiding Fatally Flawed Firms
Don Kilbride
Sub-advisor to the Vanguard Dividend Growth Fund
Wellington Management
Episode: Wellington’s Kilbride & Fisher on Dividend Growth
Peter Fisher
Sub-advisor to the Vanguard Dividend Growth Fund
Wellington Management
Episode: Wellington’s Kilbride & Fisher on Dividend Growth

Hosts

Michael Casper
Co-host and strategist focused on US small cap and sector analysis
David Cohne
Lead of mutual fund and active research, and host of Inside Active

Chart Rankings

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

Apple Podcasts
#165
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

GQG Partners’ Sid Jain on Forward-Looking Quality
Q: How do you look at high-quality companies trading at less than ideal valuations?
The focus should be on understanding the business and long-term growth runway first, before assessing valuation.
GQG Partners’ Sid Jain on Forward-Looking Quality
Q: How do you distinguish between durable earnings from optimistic growth assumptions?
We focus on long-term capital cycles and the rate of change of growth rather than traditional growth definitions.
GQG Partners’ Sid Jain on Forward-Looking Quality
Q: What are the clearest quantifiable metrics that distinguish backward-looking from forward-looking quality?
Key metrics include spikes in capital expenditures and decelerating revenue growth among major tech companies.
GQG Partners’ Sid Jain on Forward-Looking Quality
Q: Is that still the case?
Yes, it is still the case that quality has been the most expensive factor from a historical perspective.
Osterweis’ Wong on Forward-Looking Quality: Inside Active
Q: What do you see as the outlook for IPO and M&A?
There are signs of a potential uptick in IPO and M&A activity as lower regulatory environments and new administration provide positive catalysts.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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?

The content focuses on the dynamics of active management in investing, exploring its evolving role within the realms of mutual funds and ETFs. Insightful discussions reveal how traditional perceptions of active management face challenges yet continue to thrive alongside innovations in financial strategies. Topics frequently resonate with investment strategies, market trends, and insights from industry experts, diving into sectors like small-cap stocks, value investing, and the significance of understanding intrinsic value. Furthermore, episodes often feature interviews with notable figures in the finance sector who share their philosophies, investment processes, and market outlooks, making it a resourceful platform for both seasoned investo... more

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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. Trillions
2. The Meb Faber Show - Better Investing
3. Top Traders Unplugged
4. Value Investing with Legends
5. Masters in Business

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

Inside Active by Bloomberg Intelligence launched a year ago and published 45 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. Eli Horton
2. Sid Jain
3. Michael Lippert
4. Robert Marshall-Lee
5. Arnim Holzer
6. Nate Velarde
7. David Giroux
8. Don Kilbride

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