Masters In Business: Stephen Roach Of Morgan Stanley

Masters In Business: Stephen Roach Of Morgan Stanley

This week on our  Masters in Business radio podcast, we speak with Stephen Roach, the former chief  economist at Morgan Stanley, the Chairman of Morgan Stanley Asia, now a fellow and lecturer at Yale.

Via Barry Ritholtz

Stephen Roach began his career as a researcher at Brookings and the Federal Reserve before going to Wall Street.

David Einhorn: This NJ Deli With One Location And Little Revenue Is Trading At $100M+ Valuation

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasIn his first-quarter letter to investors of Greenlight Capital, David Einhorn lashed out at regulators. He claimed that the market is "fractured and possibly in the process of breaking completely." Q1 2021 hedge fund letters, conferences and more Einhorn claimed that many market participants and policymakers have effectively succeeded in "defunding the regulators." He pointed Read More

In a wide-ranging conversation, Roach discusses the role of the Federal Reserve in helping to both foster the credit crisis and rescuing the financial industry from its own follies afterwards. He gives Ben Bernanke mixed grades for his performance (bad pre-crisis, good post), and is especially critical of Alan Greenspan.

He also discusses the impact of China and Emerging Markets, and what the US and China misunderstand about each other.

The entire discussion is a tour de force education in how economic analysis can be part of an investing discipline.

Masters In Business: Stephen Roach Of Morgan Stanley

Listen live on Bloomberg radio, or hear the full podcast on iTunes, SoundCloud and on Earlier podcasts can be found on iTunes and at

No posts to display