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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
Financial Sector
Portfolio Management
Investment Strategies
Market Volatility
William Blair
Growth Investing
Dividend Investing
US Economy

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 monthlyEpisodes51Founded2 years ago
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BusinessInvesting

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Artwork for Inside Active by Bloomberg Intelligence

Latest Episodes

Actively managed municipal bond funds continue to attract strong investor interest, with active mutual funds taking in over $24 billion and active muni ETFs seeing over $22 billion in net flows last year. In this episode of Inside Active, host David ... more

For JPMorgan’s income managers, discipline means delivering predictable outcomes through rigorous risk management rather than chasing headline yield. In this episode of Inside Active, host David Cohne, a mutual fund and active management analyst at B... more

Actively managed ETFs took in nearly $500 billion in 2025, indicating growing confidence in active strategies in the ETF wrapper. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence,... more

US value stocks have quietly regained momentum and remain deeply discounted relative to growth, a valuation backdrop that has historically supported strong forward performance. In this episode of Inside Active, host David Cohne, mutual fund and activ... more

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Recent Guests

Alex Petrone
Managing Director and Head of Fixed Income and Distribution for the Americas
Rockefeller Asset Management
Episode: Rockefeller’s Petrone on Active Muni Advantages
Hamilton Reiner
Managing Director, Head of US Equity Derivatives and Portfolio Manager
JPMorgan
Episode: JPMorgan’s Reiner, McNerny on Active ETF Income
James McNerny
Managing Director and Portfolio Manager for Income Funds
JPMorgan
Episode: JPMorgan’s Reiner, McNerny on Active ETF Income
Todd Rosenbluth
Head of research at TMX VettaFi
TMX VettaFi
Episode: VettaFi’s Todd Rosenbluth on Active ETFs in 2026
Meb Faber
Manager of the Cambria Global Value ETF and Chief Investment Officer of Cambria Investment Management
Cambria Investment Management
Episode: Cambria’s Faber on the Flaw in Market-Cap Indexes
Justin White
Portfolio manager of the US Multi-Cap Growth Equity Strategy at T. Rowe Price
T. Rowe Price
Episode: T. Rowe Price’s White on Four-Pillar Investing
Jerry Parker
Founder, chairman and executive officer of Chesapeake Capital Corporation
Chesapeake Capital Corporation
Episode: Chesapeake’s Parker on Pure Trend Following
Fran Rodilosso
Head of Fixed Income ETF Portfolio Management at VanEck and Portfolio Manager on the VanEck CLO ETF
VanEck
Episode: VanEck’s Rodilosso & Sokol on Mitigating CLO Risk
Bill Sokol
Director of Product Management at VanEck
VanEck
Episode: VanEck’s Rodilosso & Sokol on Mitigating CLO Risk

Host

David Cohne
Host and lead of mutual fund and active research at Bloomberg Intelligence, focusing on active management strategies.

Chart Rankings

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

Apple Podcasts
#14
Chile/Business/Investing
Apple Podcasts
#52
Chile/Business
Apple Podcasts
#218
Hong Kong/Business/Investing
Apple Podcasts
#250
Mexico/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Rockefeller’s Petrone on Active Muni Advantages
Q: How does credit research look different with munis versus, you know, other types, whether it's treasuries or corporates?
Credit research in munis requires more effort due to the high number of issuers and the imperfect price discovery in the market.
Rockefeller’s Petrone on Active Muni Advantages
Q: Where do you think the gaps are where active management can add value, especially in fixed income?
In the municipal market, there's a structural inefficiency with passive indices, leading to gaps in performance due to the varied quality of issuers and sectors.
Rockefeller’s Petrone on Active Muni Advantages
Q: What do you think feels fundamentally different about today's environment compared with past periods?
Today's market is distinct due to a steep municipal yield curve and increasing opportunities within fixed income as inflation moderates and growth remains resilient.
JPMorgan’s Reiner, McNerny on Active ETF Income
Q: How do you balance the goal of delivering regular income with long-term total return potential?
Hamilton states that they focus on delivering predictable income while balancing it with some upside, which involves creating a total return strategy from dividends, options premium, and underlying stock appreciation.
JPMorgan’s Reiner, McNerny on Active ETF Income
Q: How would you define income with discipline today?
Hamilton defines income as something evergreen that helps mitigate losses in an overall portfolio, especially during flat or down markets.

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?

The content primarily explores the intricacies of active management in investment strategies, debunking the notion that it is declining. Key discussions highlight the evolution of active strategies, particularly within ETFs and mutual funds, showcasing insights from industry experts and active managers. Episodes often focus on themes like investment opportunities, market dynamics, and the philosophical underpinnings of successful active management, including techniques for navigating volatile market conditions and strategies for value creation in various investment environments. This analytical approach provides listeners, especially those in finance and investment, with valuable perspectives on the future of active management in a changing... more

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1. Excess Returns
2. The Meb Faber Show - Better Investing
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5. Invest Like the Best with Patrick O'Shaughnessy

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Inside Active by Bloomberg Intelligence launched 2 years ago and published 51 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. Alex Petrone
2. Hamilton Reiner
3. James McNerny
4. Todd Rosenbluth
5. Meb Faber
6. Justin White
7. Jerry Parker
8. Fran Rodilosso

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