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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
Active Etfs
Artificial Intelligence
Market Trends
Russell 2000
China
Quality Factors
Etfs
Financial Sector
Technology Sector
Profitability
Emerging Markets
Earnings Growth
Tariffs
Corporate Governance
GMO US Quality ETF

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.

PublishesWeeklyEpisodes77Founded2 years ago
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Artwork for Inside Active by Bloomberg Intelligence

Latest Episodes

Selecting active managers has always been one of investing’s greatest challenges, in part because strong performance doesn’t always reflect repeatable skill. In this episode of Inside Active, host David Cohne, mutual fund and active management analys... more

Investing often comes down to making forecasts about an uncertain future, but some businesses are inherently more predictable than others. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Inte... more

Active ETFs have become one of the fastest-growing segments of the investment industry, but their evolution in Asia Pacific is unfolding very differently than in the US. In this episode of Inside Active, host David Cohne, mutual fund and active manag... more

As companies remain private longer, investors increasingly need new ways to access growth that once occurred in the public markets. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligenc... more

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Recent Guests

Michael Ervolini
Author of Skill Versus Luck
Author, Skill Versus Luck
Episode: Michael Ervolini on Separating Skill From Luck
Joseph Shaposhnik
Portfolio manager of the Rainwater Equity ETF
Rainwater Equity ETF
Episode: Rainwater’s Shaposhnik on Predictable Businesses
Rebecca Sin
Senior ETF Analyst
Bloomberg Intelligence
Episode: JPMorgan’s El-Asmar on Active ETF Growth in APAC
Philippe El-Asmar
APAC Head of ETFs
JPMorgan Asset Management
Episode: JPMorgan’s El-Asmar on Active ETF Growth in APAC
Kevin Moss
Managing Director at Liberty Street Funds and Portfolio Manager of the Private Shares Fund
Liberty Street Funds
Episode: Liberty Street’s Moss on Private Company Research
Wes Mathews
Senior Managing Director and Head of Investment Strategy
NEOS Investments
Episode: NEOS’ Mathews on the Evolution of Option ETFs
John Burrello
Senior Portfolio Manager for Invesco's Global Strategies team; oversees Invesco QQQ Income Advantage ETF (QQA) and Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA)
Invesco
Episode: Invesco’s Burrello on Option Income Trade-Offs
Matt Caumso
Head of ETF Solutions, Baron Capital
Baron Capital
Episode: Baron’s Matt Camuso on Bringing Active to ETFs
Doug Rogers
Managing Director of Morgan Stanley and portfolio manager on Eaton Vance Growth teams
Morgan Stanley / Eaton Vance
Episode: Morgan Stanley’s Rogers on Consistent Growth

Host

David Cohne
Host of Inside Active

Chart Rankings

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Apple Podcasts
#198
Singapore/Business/Investing
Apple Podcasts
#209
Mexico/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Rainwater’s Shaposhnik on Predictable Businesses
Q: What led you to conclude that most businesses can't be predicted, and how does that shape your investment philosophy?
The guest explains early experiences with volatile, cyclical industries and reconnaissance into durable, recurring-revenue models, arguing that by focusing on predictable cash flows and fanatic management, investors can achieve stronger risk-adjusted returns over the long run.
Michael Ervolini on Separating Skill From Luck
Q: How can AI influence skill valuation in investing?
AI can augment human judgment by analyzing large data patterns, but humans will likely remain essential at the edge of judgment and in interpreting complex, fast-moving markets.
Michael Ervolini on Separating Skill From Luck
Q: Why do you think intelligent people confuse luck with skill so often?
Skill and luck sit on a continuum; conventional analytics only get you to the threshold of understanding skill, but you have to jump beyond them to properly evaluate decision quality.
Michael Ervolini on Separating Skill From Luck
Q: Great. So what problem were you trying to solve when you wrote this book, Skill Versus Luck?
Fundamentally, it was about helping the industry overcome conventional thinking and move toward decision-based analytics that reveal which skills are driving fund results over a long horizon.
NEOS’ Mathews on the Evolution of Option ETFs
Q: What do you see driving the growth of option-based income strategies in the ETF space?
A combination of investor demand for income, a desire for more stable cash flows in a low-rate environment, and a willingness to combine traditional equity exposure with structured income through options.

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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?

The show leans into active management across both ETFs and mutual funds, with frequent explorations of how active strategies interact with transparency, liquidity, and market structure. Episodes spotlight how active investing can coexist with passive vehicles, the role of AI and data in portfolio construction, and the evolving product landscape—from ETFs and direct indexing to model portfolios and private markets. Notable themes include scalability of active strategies, the importance of rigorous research and discipline, and practical frameworks for evaluating growth, value, and megatrends in a fast-changing market. The lineup often features veteran asset managers and Bloomberg Intelligence analysts who discuss game-changing ideas, market s... 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. Capital Allocators – Inside the Institutional Investment Industry
2. Masters in Business
3. The Meb Faber Show - Better Investing
4. Capital Ideas podcast
5. The Credit Edge by Bloomberg Intelligence

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Inside Active by Bloomberg Intelligence launched 2 years ago and published 77 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. Michael Ervolini
2. Joseph Shaposhnik
3. Rebecca Sin
4. Philippe El-Asmar
5. Kevin Moss
6. Wes Mathews
7. John Burrello
8. Matt Caumso

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