4.4 • 2.2K Ratings
🗓️ 31 October 2025
⏱️ 96 minutes
🧾️ Download transcript
Barry speaks with Jon Hilsenrath, founder of Serpa Pinto Advisory. They discuss Jon's career at the Wall Street Journal as a reporter, earning him the title of "Fed Whisperer," and the response to the Great Financial Crisis. They also discussed his belief the US is undergoing the post-industrial economic revolution.
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| 0:00.0 | I'm Hannah Frye, and as we rely more and more on artificial intelligence in every facet of our lives and businesses, |
| 0:07.7 | I'm on a mission to find out how we can build the internet that AI needs. Learn more later in the podcast. |
| 0:15.2 | I think we're in for a tough couple of years. There's no sugar-coating it. I'm Phil Buchanan, the president of |
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| 0:47.5 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:54.9 | This is Masters in Business with Barry Rittoltz on Bloomberg Radio. |
| 1:01.4 | This week on the podcast, another extra special guest. |
| 1:05.7 | John Hilsenrath was a reporter for the Wall Street Journal covering everything from September 11th to the Federal |
| 1:11.7 | Reserve for 26 years. His coverage at the journal of the Fed got him nicknamed the Fed Whisperer |
| 1:19.7 | for his many, many page one scoops. He's now running Serpa Pinto advisory, multiple Pulitzer Prize nomination, author of a book about Janet Yellen, just a whirlwind of information about the economy, markets, and the Fed. |
| 1:40.0 | I thought the conversation was absolutely fascinating. |
| 1:43.1 | And I think you will also, with no further ado, my conversation with the Wall Street |
| 1:48.1 | journals, John Hilsenrath. |
| 1:50.8 | It is my extra special honor to be here. |
| 1:53.5 | Does it feel like you're in the enemy's territory, competitive juices flow? |
| 1:57.5 | No, I've crossed over. |
| 1:59.0 | I've crossed over. |
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