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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
Russell 2000
S&P 500
Cannabis
Profitability
GMO US Quality ETF
Small Cap Growth
Quantitative Investing
Interest Rates
Investment Strategies
Portfolio Management
Market Volatility
William Blair
Growth Investing
Dividend Investing
US Economy
European Industry

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.

PublishesWeeklyEpisodes60Founded2 years ago
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BusinessInvesting

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Artwork for Inside Active by Bloomberg Intelligence

Latest Episodes

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

Active fixed-income ETFs are entering a new phase of growth, driven by investor demand, structural advantages and expanding product breadth. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg In... more

Active ETFs may be in a golden age, not just a hot streak, driven by product innovation, lower structural frictions, conversions and potential ETF share classes. In this episode of the Inside Active podcast, host David Cohne, a mutual fund and active... more

Rating agencies have been broadly positive, but their outlook is turning more cautious — especially in high yield — as geopolitical risks rise and spreads remain tight. In this episode of Inside Active, host David Cohne, mutual fund and active manage... more

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Recent Guests

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
Michael Green
Chief Strategist and Portfolio Manager at Simplify Asset Management
Simplify Asset Management
Episode: Simplify’s Michael Green on Passive Distortions
Christopher Tessin
Founder and Managing Partner of Acuitas Investments, Lead Portfolio Manager for small and micro cap portfolios
Acuitas Investments
Episode: Acuitas’ Chris Tessin on the Case for Micro Caps

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
#47
Brazil/Business/Investing
Apple Podcasts
#50
Norway/Business/Investing
Apple Podcasts
#109
South Africa/Business/Investing
Apple Podcasts
#192
Norway/Business
Apple Podcasts
#205
Brazil/Business
Apple Podcasts
#220
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Horizon’s Stahl on Letting Winners Run
Q: How do you think about the Paradigm Fund's focus on long product cycles and high barriers to entry when constructing day-to-day portfolios?
He describes starting with small positions, gradually expanding as conviction grows, and using a disciplined framework to avoid overconcentration while allowing a few outsized bets to dominate over time.
Horizon’s Stahl on Letting Winners Run
Q: So let's start with your investment philosophy. Can you describe how this philosophy originated and how it evolved over your career?
Stahl explains Horizon Kinetics' long-term contrarian value approach, emphasizing patience, concentration where conviction warrants, and patience to let big winners compound; he notes the importance of the calendar-year grading period and how it shapes incentive structures and behavior.

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. Yet Another Value Podcast
2. The Meb Faber Show - Better Investing
3. Excess Returns
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 60 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. John Spears
2. Jay Hill
3. Jeff Johnson
4. Todd Sohn
5. Murray Stahl
6. Dave Abner
7. Sarbjit Nahal
8. Michael Green

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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