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Masters in Business

<p>Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.</p>

Bloomberg

Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Friday.   Listen on Apple:  https://podcasts.apple.com/us/podcast/bloomberg-money/id6803227140     Listen on Spotify:  https://open.spotify.com/show/3lvzLLAZMdrxTB6y68Nb5gSee omnystudio.com/listener for privacy information.

Introducing: Bloomberg Money

Barry speaks with William "Bill" McNabb. He's former chairman and CEO of Vanguard and now sits on the board at UnitedHealth, IBM, Axiom, and Altruist. They discuss his 30+ years at Vanguard and his career after leaving the company, working in the board room and with startups in fintech and more.See omnystudio.com/listener for privacy information.

From CEO to Startups: Masters in Business with Former Vanguard CEO Bill McNabb

On this special, fan favorite episode, Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). They discuss how cap weighted indexes have come to dominate ETFs, and why investors should consider a strategy based on fundamental weightings, such as profits or revenue growth. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money Fan Favorite: Looking Past Market Cap Weighted Indexes

Barry speaks with David Booth, founder and chairman at Dimensional Fund Advisors and author of Stay Calm. They discuss his time at the University of Chicago Booth School of Business where he was the research assistant to American economist and Nobel Laureate Eugene Fama, before leaving to start Dimensional Fund Advisors. They discuss embracing the uncertainty of the markets and the importance of staying the course. David also discusses his philanthropic history and giving back to the places that shaped him.See omnystudio.com/listener for privacy information.

The Science Behind The Markets: Masters in Business with David Booth

Dividends are among the oldest and most highly regarded forms of equity investing. But in an era of mega-cap growth, should you own dividend-paying equities? David Bahnsen is founder, managing partner and chief investment office of The Bahnsen Group, a national private wealth management firm. His new book is “Profit from the profit: the past, present, and future of dividend growth investing.” Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Profiting from Dividend Growth

Barry speaks with Alex Morris, author of "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Annual Shareholder Meetings". They discuss his research into the legendary investors and the challenges in interpreting markets. See omnystudio.com/listener for privacy information.

Learning from Buffett and Munger: Masters in Business with Alex Morris

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid.   Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm.   Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money Fan Favorite: The Finances of Divorce

Ankur Crawford, Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra Strategies joins Barry for a conversation about how she builds an investment strategy. They also discuss her journey from engineering to investment, along with understanding AI and compute investment cycles.See omnystudio.com/listener for privacy information.

Understanding Hyperscalers: Masters in Business with Ankur Crawford

On this special, bonus episode of Masters in Business, Barry speaks with Filippo Gori. He's co-head of Global Banking at J.P. Morgan. arry Ritholtz sits down with Filippo Gori, Co-Head of Global Banking at J.P. Morgan. Gori shares insights from his climb through the firm's ranks across London and Hong Kong, plus discuss the current state of banking, capital markets and more.See omnystudio.com/listener for privacy information.

BONUS: JP Morgan Co-Head of Global Banking Filippo Gori

Barry sits down with Jack Raines author of "Young Money". Jack dives into his unlikely journey into finance and venture capital. He discusses how his travels impacted the way he sees money and purpose for young people. He also reviews how to incorporate passion into your career and the impact it will have in your long-term finances.See omnystudio.com/listener for privacy information.

Optimizing Life and Finances with Jack Raines

Barry speaks with Mike Kelly. He's president and chief investment officer of Future Standard and a member of the firm's management committee. They discuss his career on Wall Street going back to him time working at Omega Advisors and Tiger Management, to his work today and how he helped to build Future Standard a $90 billion multi-strategy platform for wealth management clients.See omnystudio.com/listener for privacy information.

BONUS: Future Standard President & CIO Mike Kelly

Barry sits down with Som Seif, founder and CEO at Purpose Unlimited. They discuss Som's journey from engineering to investment banking. They also discuss his early push into ETFs in Canada and the creation of the first bitcoin ETF. Finally, Som discusses his history as a serial entrepreneur and the importance of endurance when building business in today's ever changing markets. See omnystudio.com/listener for privacy information.

Serial Innovation in FinTech with Purpose Unlimited CEO Som Seif

Worried about purpose, legacy, and what all this wealth might be good for? You are not alone. Dr. Jordan Grumet is a physician who works at the intersection of money, mortality, purpose, and regret. His work focuses on internal medicine and hospice care. His recent book is “Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.”  Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Living a Life of Purpose

Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studies at Princeton to working in finance and investing. They also discuss her role as CIO at State Street and how she balances active and passive management views. They also discuss the case for private markets' involvements in 401(k)s. They also discuss how Lori is seeing AI affect her business managing trillions of dollars worth of assets, and her involvement with the "Fearless Girl" statue campaign.See omnystudio.com/listener for privacy information.

Balancing $5.7T in Active and Passive Management with Lori Heinel

Do you want to own a core food staple as a geopolitical hedge, an inflation offset, or simply as a diversifier? There’s an ETF for that! Sal Gilbertie began trading agricultural and energy commodities in 1982 at Cargill, DLJ, Merrill Lynch, and Bear Stearns. He founded Teucrium in 2009, launching commodity-based AG products like the Teucrium Corn Fund (CORN) and the Teucrium Wheat Fund (WEAT), as well as soybeans and sugar futures markets through ETFs. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Hungry? Should You Invest in Wheat?

Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI.CORRECTION: Adds disclaimer:Ritholtz Wealth Management (RWM) uses Altrruist as one of their client custodians; both RWM and Barry Ritholtz are investors in Altruist Corp.See omnystudio.com/listener for privacy information.

Challenging The Titans of Asset Management with Jason Wenk

DIY investors have been a force in the market, pouring trillions into indexing and remaking asset management. But at a certain point in their lives, their needs become more complex and may require help. How can they tell when it’s time to bring in some professional assistance? Dr. Jordan Grumet is a physician who works at the intersection of money, mortality, purpose, and regret. His work focuses on internal medicine and hospice care. His recent book is “Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.” Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money:  When Should Do-It-Yourself Investors Fire Themselves?

Barry sits down with CEO and Chairman of Hagerty, McKeel Hagerty. They discuss how he transformed the family boat insurance business into a “sexy” driver forward business. Barry and McKeel also discuss their love of collectable cars and his love of his first car, a Porsche, that he bought at the age of 13.See omnystudio.com/listener for privacy information.

Insuring Rare and Collectible Cars and Boats with McKeel Hagerty

Barry speaks with Lyft CEO David Risher about his career path from Microsoft and Amazon to leading the ride-sharing platform. They discuss Lyft's financial turnaround, cost-cutting measures, and strategies for expanding market share. Plus customer-centric features, the mechanics of ride data, and the decade-long transition toward autonomous vehicle networks.See omnystudio.com/listener for privacy information.

BONUS:  The Future of Ride-Hailing  with Lyft CEO David Risher

Barry sits down with Kleiner Perkins Partner, Mamoon Hamid. They discuss Mamoon's thoughts on the AI revolution and his approach to early AI investing. Mamoon also breaks down how he became an early investor in giants like Slack, Figma, and how Kleiner Perkins assesses the investments they missed.See omnystudio.com/listener for privacy information.

Venture Capital During the AI Revolution with Mamoon Hamid

How can fixed-income investors create diversified, inexpensive bond ladders using Exchange Traded Funds? Steve Laipply is Global Co-Head of iShares Fixed Income ETFs. Previously, he was Head of U.S. iShares Fixed Income Strategy. He helps to oversee more than a trillion dollars in bond ETFs. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Building a Bond Ladder with ETFs

Barry sits down with Carl Richards author of "Your Money: Reimagining Wealth in Simple Sketches ". They discuss Carl's unlikely start in finance and building his own firm. Carl also breaks down how one sketch helped him translate wealth management and become a New York Times columnist.See omnystudio.com/listener for privacy information.

Sketching Wealth Strategy: Masters in Business with Carl Richards

Looking for a non-correlated trading vehicle that is also a hedge against inflation? Perhaps Agricultural ETFs are a potential for your portfolio. Sal Gilbertie began trading agricultural and energy commodities in 1982 at Cargill, DLJ, Merrill Lynch, and Bear Stearns. He founded Teucrium in 2009, launching commodity-based AG products like the Teucrium Corn Fund (CORN) and the Teucrium Wheat Fund (WEAT), as well as soybeans and sugar futures markets through ETFs. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Do Agricultural Commodities Belong in Your Portfolio?

Barry sits down with Seth Klarman, CEO of Baupost Group, a Boston-based investment manager with a multi-strategy approach. They discuss Seth's start as a 25 year-old and journey to CEO. They also discuss his approach to risk, IPOs, and sectors along with his sports passions including a smaller ownership in the Boston Red Sox, horse racing, and his feelings about the Boston Celtics' 2026 season.See omnystudio.com/listener for privacy information.

Value Investing Legend and Warren Buffett Disciple Seth Klarman

The new administration promised deregulation and ending red tape to unleash business and animal spirits. An ETF allows you to deploy capital to take advantage of that theme.   Michael Gayed is Portfolio Manager for Tactical Rotation Management, one of the sub-advisers to the Free Markets ETF, FMKT. He is also the founder of Lead-Lag Media, which houses The Lead-Lag Report and related media properties. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Deregulation Will Free Your Portfolio

Barry speaks with Jean Eric Salata, chair of EQT group. They discuss his time working in Asian private equity investment along with what he sees as necessary to become a good investor across different cultures including what he learned in Japan and Hong Kong.See omnystudio.com/listener for privacy information.

Riding Global Tailwinds with EQT's Jean Eric Salata

Investors seeking yield were once required to purchase individual bonds or mutual funds. Today, investors can purchase low-cost bond ETFs in just about any flavor you can imagine. Steve Laipply is managing director at BlackRock and Global Head of iShares fixed income ETFs. Previously, he was the head of iShares fixed income strategy. He helps oversee more than a trillion dollars in fixed income assets. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: How Fixed-Income Investors can use ETFs to their Best Advantage.

On this special bonus episode as Jalen Brunson and the New York Knicks take on Victor Wembanyama and the San Antonio Spurs in the NBA Finals, Barry speaks with Joe McLean, managing partner of sports & entertainment at MAI Capital Management. Known in NBA circles as being the "money whisperer", Joe discusses how he pivoted from a playing career to managing money for high profile celebrities and professional athletes.See omnystudio.com/listener for privacy information.

NBA Finals Bonus: MAI Capital's Joe McLean on Being the NBA's 'Money Whisperer'

Barry sits down with Chris Davis, Chairman and Portfolio Manager at Davis Funds. They discuss his approach to managing risk and the key elements changing the economy. Chris and Barry also discuss Chris's mentors including Charlie Munger, and how he settled into the family business.See omnystudio.com/listener for privacy information.

Beating the S&P For Generations with Davis Funds Chairman Chris Davis

It’s not too late to get your summer rental! But many of the prime locations have already been snapped up. On this episode, Barry speaks with Jonathan Miller, partner at Street Matrix and founder and President of Miller Samuel. They discuss what is going on with summer rentals, and what it means for the housing market and overall economy.  Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Grab Your Summer Rental Soon!!

Barry sits down with Jason Zweig and William Bernstein. They discuss "Money and Me" the last book of author and journalist Jonathan Clements. Jason and William also examine Clements's approach to personal finance and impact to financial journalism.See omnystudio.com/listener for privacy information.

Remembering the Life and Work of Jonathan Clements

On this special, fan favorite episode of 'At The Money', Barry speaks with Brandon Zick. He's Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); the fund owns and manages about $2 billion in agricultural land assets.    They discuss the value in investing in farmland. Farmland is a real asset that can be accessed through private funds. The asset has seen broad, non-correlated gains, hedged against rising prices. And farming acreage shrinks every year.    Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Farmland Investing (Fan Favorite)

Barry sits down with Vimal Kapur, Chairman and CEO of Honeywell. They discuss the future of Honeywell as well as Kapur's plan to split the company into three separate entities. They also break down how the company uses automation and what to expect from AI.See omnystudio.com/listener for privacy information.

The Future of Automation and AI with Honeywell CEO Vimal Kapur

There used to be a clear distinction between public and private companies. Firms would take years or even decades to grow, build their revenue and profits, and eventually tap the public markets to go national or even global. This is no longer how it works. Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Blurring the Lines Between Public and Private Investments

Barry sits down with Former FDIC Chair Shelia Bair. They discuss the release of her latest book "How Not To Lose A Million Dollars" and the importance of financial literacy across age groups. Bair also discusses her concerns about crypto and the rise of Buy Now, Pay Later.See omnystudio.com/listener for privacy information.

Stopping Poor Financial Decisions with Former FDIC Chair Sheila Bair

Once upon a time, companies went public to raise money. Road shows, pitch decks, investor meetings -- and eventually, you’d float some stock and IPO. That’s not the case anymore.  Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products.  Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money:  Is SpaceX IPO Breaking Capitalism?

Stablecoins are cryptocurrencies designed to maintain a stable value because they’re pegged to a fiat currency, such as the U.S. dollar. The result is a highly liquid currency with a fixed value. Stablecoins are transacted on crypto rails as opposed to legacy banking systems, meaning they are faster, cheaper, and easier to use.   Checkout.com, a leading global payments processor, is putting stablecoins into practice. They are upgrading  their platform so that customers and merchants can  use stablecoins in everyday transactions. Meanwhile, Coinbase is working with multiple levels of government to make sure that both legislation and regulations are in place to allow companies to use stablecoins with confidence. For more about this series visit us at:https://sponsored.bloomberg.com/media/coinbase/evolving-money This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.

Evolving Money: Stablecoins in Practice and Policy (Sponsored Content)

Barry speaks with Howard Lindzon, co-founder and CEO of StockTwits, and founder and managing partner at Social Leverage. They discuss his outlook for venture capital investing including what he sees as potentially profitable from human behavior. See omnystudio.com/listener for privacy information.

Winning the Degenerate Economy with StockTwits CEO Howard Lindzon

Indexes are weighted by their size, primarily market cap. Research Affiliates’ latest index focuses on Growth, rejiggering these indexes based on how fast companies are growing. At The Money', Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Focusing on Growth (Not Market Cap)

Barry speaks with Lawrence Calcano, chairman and CEO of iCapital about how he helped build the company into one of the globe's leading platforms for alternative investments for wealth managers, advisors, bankers and other financial professionals.See omnystudio.com/listener for privacy information.

Building 'The World's Alternative Investment Marketplace' with Lawrence Calcano

Are you running a small business or “side hustle” that generates real income? You may not be taking full advantage of the many retirement savings plans available.  'At The Money', Barry speaks with Dan LaRosa, Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm. They discuss how individuals can maximize their tax-deferred savings through various qualified accounts. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: How to Max Out Your Small Business Retirement Plan

Barry speaks with David Gardner, Author and Co-Founder, at The Motley Fool. They discuss David's new book "Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth." They also discuss the pros and cons of different investing strategies and trends.See omnystudio.com/listener for privacy information.

The Stock Picking Philosophy to Find the Next Amazon with Motley Fool's David Gardner

'At The Money', Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). They discuss how cap weighted indexes have come to dominate ETFs, and why investors should consider a strategy based on fundamental weightings, such as profits or revenue growth. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Looking Beyond Market Cap Weighted Indexes

Barry speaks with Jean-Philippe Bouchaud, chairman of Capital Fund Management, or CFM. Bouchaud founded 'Science and Finance' in 1994, which merged with CFM in 2000. They discuss some of Bouchaud's research into what drives markets from a quantitative perspective.See omnystudio.com/listener for privacy information.

The Intersection of Science and Finance with CFM's Jean-Philippe Bouchaud

On this special, fan favorite episode of 'At The Money', Barry speaks with Bill Artzerounian, Director of Tax Services at Ritholtz Wealth Management, about the very specific steps investors should take to better manage their taxes. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.(Originally recorded in late 2025.)See omnystudio.com/listener for privacy information.

At The Money: Tax Day Special

Barry speaks with Mike Pyle, Senior Managing Director, is the Deputy Head of BlackRock’s Portfolio Management Group (PMG). They discuss the durable economic shocks that could result from the war with Iran including energy security. They also discuss his time in the Biden administration as Deputy National Security Advisor for International Economics.See omnystudio.com/listener for privacy information.

Assessing Asset Volatility and Iran War Threats With BlackRock's Mike Pyle

Managed Futures generate returns that are not correlated with stocks or bonds. Investors who are looking for greater diversification can do so through ETFs that own futures on commodities, currencies, and interest rates. Andrew Beer is a hedge fund veteran and founder of Dynamic Beta Investments, a firm focused on hedge-fund replication strategies delivered through low-cost, liquid vehicles like ETFs and mutual funds. His ETF, DBi Managed Futures Strategy (DBMF) attempts to replicate pricier managed futures portfolios Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At the Money: Seeking Uncorrelated Returns

Barry speaks with founder and managing partner of Principal Venture Partners. They discuss her venture firm's focus on AI-native companies, and understanding technological innovation. They also discuss the tech investment landscape and how she determines which companies are native to AI and which are chasing the boom.See omnystudio.com/listener for privacy information.

Investing for the AI Shift: Masters in Business with Songyee Yoon

In this special episode of Masters in Business: Carson Block, famed short seller and Founder/CEO of Muddy Waters Capital, speaks with Barry live from Future Proof Citywide Miami.  See omnystudio.com/listener for privacy information.

BONUS: Muddy Waters Capital Founder Carson Block

Barry speaks with Judd Kessler, author of Lucky by Design: The Hidden Economics You Need to Get More of What You Want, and a professor at The Wharton School of the University of Pennsylvania. They discuss his research into the hidden markets that allocate value to desirable things such as restaurant reservations. They also Judd's research into how couples allocate their resources within a relationship and possible alternate ways to distribute concert tickets.See omnystudio.com/listener for privacy information.

Maximizing Luck: Masters in Business with Judd Kessler

The freest countries generate the best returns for investors. That is the thesis underlying the Freedom 100 EM Index ETF, and its proven itself over the past 1, 3, and 5 years. Perth Toll is the founder of the Life and Liberty indexes and the creator of the Freedom 100 EM Index (symbol FRDM). She was named one of 10 to watch in 2020 by Wealth Management Magazine and one of the 100 people transforming Business by Business Insider in 2021. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Investing in Freedom

Barry speaks with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. They discuss the rise of bitcoin, and how it may mirror technology in general. They also discuss his firm's approach to high concentration and conviction investing.See omnystudio.com/listener for privacy information.

Conviction Investing: Masters in Business with Bill Miller IV

  Divorce is difficult under the best of circumstances, but when the uber wealthy split up, the complexities and potential missteps are even greater. And it’s not just because there are a few extra zeroes at the end of each number. Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm.   Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Divorce Planning for the Ultra Wealthy

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm’s investment strategy, portfolio construction, research and risk management. Previously, he spent 16-years at JPMorgan Chase & Co where he held titles of Chief Investment Officer, Group Treasurer, Co-Head of Global Spread Markets, Global Head of Securitized Products, and Global Head of Asset-Backed Trading.See omnystudio.com/listener for privacy information.

Risk and Reward with Marek Capital Co-Founder Matt Cherwin

If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitative ETFs. Wes Gray is a quant and former military intelligence analyst who is CIO/CEO of Alpha Architect. The firm specializes in specific quant ETFs. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Finding Alpha via Unique ETF Strategies

Barry speaks with Ed Perks, president of Franklin Advisers, Inc. and chief investment officer of Franklin Income Investors. They discuss income based investment compared to equities, and overall portfolio strategy. They also discuss the evolving pitch for private credit.See omnystudio.com/listener for privacy information.

Franklin Templeton's Ed Perks on Fixed Income Investing

On this special bonus episode of Masters in Business, Barry speaks with Bill Gurley of Benchmark about his big bets investing early in now-common names like Uber, Zillow, OpenTable and others, plus his new book, "Runnin' Down a Dream: How to Thrive in a Career You Actually Love".See omnystudio.com/listener for privacy information.

BONUS: Bill Gurley on Investing Early in Tech Disruptors & 'Runnin' Down a Dream'

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons.  Watch the show LIVE on Bloomberg Television from 7AM-10AM Eastern Time.   Listen to the show LIVE on Bloomberg Radio from 7AM-10AM Eastern Time.   Listen to the Podcast for the best conversations from the show.   Subscribe on Apple: https://podcasts.apple.com/us/podcast/bloomberg-this-weekend/id1878739308Subscribe on Spotify: https://open.spotify.com/show/5DQ8CEg9LeS1xGJSaxt47lSee omnystudio.com/listener for privacy information.

Introducing: Bloomberg This Weekend

Barry speaks with Jeff Chang, President and Co-Founder of Vest. They discuss his journey into founding Vest. They also discuss Jeff's views on the benefits of hedging along with with the growth in popularity of ETFs. They also talk about the creation of financial products geared towards hedging.See omnystudio.com/listener for privacy information.

Financial Products for Hedging with Vest Co-Founder Jeff Chang

Lots of asset classes promise uncorrelated returns, but few deliver. One that does is managed futures. Sure, they are expensive and spikey, but when all correlations go to 1 – meaning everything is trading in lockstep, as we saw during the GFC and Covid – they seem to be the rare diversifier that works. Andrew Beer is a hedge fund veteran and founder of Dynamic Beta Investments, a firm focused on hedge-fund replication strategies delivered through low-cost, liquid vehicles like ETFs and mutual funds. His ETF, DBi Managed Futures Strategy (DBMF) attempts to replicate pricier managed futures portfoliosEach week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Diversifying with Managed Futures ETFs

Barry speaks with Hilary Allen, a Professor of Law at the American University Washington College of Law. She teaches courses in Banking Law, Securities Regulation, and Business Associations. They discuss financial stability regulation and new financial technologies including crypto and AI. They also talk about the role of venture capital in Silicon Valley, and why some companies from the dot com era took hold while others failed.See omnystudio.com/listener for privacy information.

How AI Could Freeze Progress with Hilary Allen

401(k)s top out at $24,500, but you can boost your tax-deferred investments to as much as $80,000 by switching to an IRS-approved Mega Backdoor Roth account. Dan LaRosa is Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.  See omnystudio.com/listener for privacy information.

At The Money: The Mega Backdoor Roth

Barry speaks with Douglas and Heather Boneparth. Doug is the president of Bone Fide Wealth and Heather is the firm’s Director of Business and Legal Affairs and Chief Compliance Officer. They also discuss their new book Money Together. They discuss the challenges couples can face discussing their finances, why marriages with joint checking accounts tend to last well, and how to navigate money as a couple. See omnystudio.com/listener for privacy information.

Why a Joint Account Can Be a Sign of Healthy Marriage

On this special, bonus episode, Barry speaks with Drew Warshaw, Democratic Candidate for New York State Comptroller. They discuss his role in building the World Trade Center after 9/11. his career in alternative energy, and running for NY Comptroller. They dive into his thoughts on New York Pensions funds and the changes he'd make if elected. See omnystudio.com/listener for privacy information.

BONUS: NY Comptroller Candidate Drew Warshaw on Changing the NY State Pension Funds

Barry speaks with Bob Moser, Owner, Principal and CEO at Prime Group. They discuss his early career in real estate and his current holdings. They focus on his investments in self-storage assets and how non-traditional real estate is essential to his investment strategy. Barry and Bob also discuss how interest rates and the change in homeowner age impact commercial real estate.See omnystudio.com/listener for privacy information.

Unconventional Real Estate Investments: Masters in Business with Bob Moser

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid. Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: The Finances of Divorce

Barry speaks with Kate Burke, chief executive officer of Allspring Global Investments and director on the Board of Directors at Allspring Global Investments. They discuss her career at AllianceBernstein including the transition from Chief Talent Officer to CEO, and then her move to Allspring. They also discuss Kate's philosophy towards asset management.See omnystudio.com/listener for privacy information.

Building an Asset Allocation Strategy: Masters in Business with Kate Burke

Have you ever had a great investment strategy and thought to yourself, “Hey, this is really good! It should be an ETF!” It is much easier than it used to be to create a strategy and put it into an ETF wrapper. Wes Gray is founder and CEO of ETF architect. He helps managers turn strategies into ETFs by providing turnkey, white label platforms to handle all of the complex and expensive office operations. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Building an ETF

Barry speaks with Zach Buchwald, Chief Executive Officer and Chairman of Russell Investments about his career in investing. They discuss the creation of the smart beta philosophy. They also discuss the transition from pensions to 401ks for retirees, and the way the onus for investing has moved to the individual. Zach also describes his proposal for a program, that is now in effect, for a $1000 to every newborn who's parents open a count to show the importance of compounding.See omnystudio.com/listener for privacy information.

Managing the Shift from Pensions to 401k with Zach Buchwald

On this special, bonus edition of Masters in Business, Barry speaks with Cory Doctorow, a science fiction author, activist, journalist and blogger. They discuss the power of large companies over the Internet, and Corey's advocacy for data privacy. Barry and Cory discuss platform decay on the Internet, and how companies keep operating profitably while the user experience decays.   See omnystudio.com/listener for privacy information.

BONUS: How the Internet Got Worse with Cory Doctorow

Barry speaks with Richard Thaler and Alex Imas award winning economists and co-authors of "The Winner's Curse: Behavioral Economics Anomalies". They discuss the psychology of spending at auctions, and the effects of draft picks on NFL team spending. They also discuss the anomalies of human behavior and decision making that challenge classical economic theories. See omnystudio.com/listener for privacy information.

How Investors Fall Into Bias Traps with Economists Richard Thaler & Alex Imas

Do fundamentals or narratives drive market valuations? That is the question so many are wrestling with in today’s 24/7 algo-based platforms and AI-driven mediascape. Perth Tolle is the founder of the Life and Liberty indexes and the creator of the Freedom 100 EM Index (symbol FRDM). She was named one of 10 to watch in 2020 by Wealth Management Magazine and one of the 100 people transforming Business by Business Insider in 2021. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Better Results By NOT Investing with Dictators!

Barry speaks with Ben Hunt is president and co-founder of Perscient, an AI research firm and software company that pioneered the use of language models and unstructured data analysis for investment strategies. They discussed how emerging narratives move a market, and how AI has revolutionized Perscient's computing power. See omnystudio.com/listener for privacy information.

Using AI to Find Investing Stories with Perscient Co-Founder Ben Hunt

On this fan favorite episode of "At The Money", Barry speaks with Cass Sunstein, professor at Harvard Law School and co-author of the book, “Algorithmic Harm: Protecting People in the Age of Artificial Intelligence”. Previously he co-authored “Nudge” with Nobel Laureate Dick Thaler.  They discuss whether all this algorithmic impact is helping or harming people. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Fan Favorite - Algorithmic Harm

Barry sits down with Stephanie Drescher, Apollo’s Chief Client and Product Development Officer and a member of the Firm’s Leadership Team. He and Stephanie discuss her start at JP Morgan, creating company culture, and investment decisions. They also discussed how Apollo manages performance and balance sheets. They also discuss the increased interest in private markets for investor portfolios. See omnystudio.com/listener for privacy information.

Why Private Assets Are Essential: Masters in Business with Stephanie Drescher

There are important issues that all investors face when it comes to managing their taxes: more than just capital gains, there is also asset location, tax-qualified accounts, income timing, loss use, and much more. And, in 2025, many of the rules have changed! Bill Artzerounian is Director of Tax Services at Ritholtz Wealth Management, where he focuses on the very specific steps investors can take to better manage their taxes. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Tax Management for Investors

Barry sits down with Jay Leno at the Audrain Newport Concours & Motor Week. They discuss the future of late night comedy after The Late Show with Stephen Colbert was canceled. They also discuss Jay's classic car collection, watches, and his approach to wealth.See omnystudio.com/listener for privacy information.

Jay Leno on the Future of Late Night & Car Collecting

Big changes are afoot at the Securities and Exchange Commission. More IPOs, more crypto, and less enforcement are coming as the SEC becomes smaller and much more corporate-friendly. What might this mean for investors? Michelle Leder is a researcher covering corporate SEC filings; she founded the research service “Footnoted,” focusing on uncovering material information hidden in corporate SEC filings. She's the author of the book, “Financial Fine Print, Uncovering A Company's True Value.” Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

The New Deregulatory SEC

Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways her firm is using AI.See omnystudio.com/listener for privacy information.

Finding Value Investments with Patient Capital's Samantha McLemore

Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior through the lens of information theory, game theory, and unstructured data analysis. His work analyzes the language, story arcs, and viral spread of explanations in media Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Stock Market Stories via the Narrative Machine

Barry speaks with BlackRock’s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusses the crossover between public and private markets, cryptocurrency wrappers, and working with portfolio managers to develop new strategies and ideas. See omnystudio.com/listener for privacy information.

Building New Financial Products with BlackRock's Stephen Cohen

There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry – there is less than three weeks less in the year! Bill Artzerounian is Director of Tax Services at Ritholtz Wealth Management, where he focuses on the very specific steps investors can take to better manage their taxes. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

Year-End Tax Planning Moves

Barry sits down with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management. They discuss the state of alternatives and Paul's "30 Pearls of Investment Wisdom." They also discuss the early days of hedge funds, investing in the 90's and building a hedge fund division.See omnystudio.com/listener for privacy information.

How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo

Is there Alpha to be found hidden in SEC filings? Management does seem to hide lots of bad news by just barely complying with the law. Recent indicators are this is getting worse. Michelle Leder is a researcher covering Corporate SEC-filings; she founded the research service “Footnoted” focusing on uncovering material information hidden in corporate SEC filings. She's the author of the book, financial “Fine Print, Uncovering A Company's True Value.” Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Finding the Hidden Alpha in SEC filings

Barry sits down with A. Lange & Sohne CEO Wilhelm Schmid at the Audrain Newport Concours & Motor Week for a special edition of Masters in Business. Barry and Wilhelm compare watch and car design. They also discuss A. Lange & Sohne's philosophy on watchmaking. In addition, they cover innovations in watch mechanics and watch collecting. A. Lange & Sohne makes watches by hand, and Wilhelm discusses the production process. He and Barry also discuss the release of the new Saxonia Thin Onyx.See omnystudio.com/listener for privacy information.

Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design

Do fundamentals or narratives drive market valuations? That is the question so many are wrestling with in today’s 24/7 algo-based platforms and AI-driven mediascape. Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior through the lens of information theory, game theory, and unstructured data analysis. His work analyzes the language, story arcs, and viral spread of explanations in media Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: How to Use Narrative Information

Barry sits down with New York Times Bestselling author of The Psychology of Money, The Art of Spending Money, and Same As Ever. They discussed different sections of market cycles and the psychology of money. Morgan also discussed the role of innovation and financial growth in history.See omnystudio.com/listener for privacy information.

The Art of Spending Money with Bestselling Author Morgan Housel

On this special edition of Masters in Business, Barry speaks with Nobel Prize winning economist Richard Thaler, along with Alex Imas, Professor of Behavioral Science, Economics, and Applied AI at the University of Chicago Booth School of Business about their book, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now". Recorded live on stage at the Economic Club of New York.See omnystudio.com/listener for privacy information.

Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York

Barry speaks with Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities. They discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also discussed making asset allocations and market cycles.See omnystudio.com/listener for privacy information.

Getting Earnings Right with Deutsche Bank's Binky Chadha

Barry speaks with Kristin Olson, global head of alternatives for wealth at Goldman Sachs. They discuss the alternate investing space. Kristen and Barry also discuss allocating money long-term and making alternatives more accessible to individual investors.See omnystudio.com/listener for privacy information.

Alternate Investing: Masters in Business with Kristin Olson

Rachel Benton is a loving mother to an adorable 2-year-old boy named Stetson. Stetson doesn’t know it, but he may have already saved his mom’s life. A routine medical checkup, that Rachel only had because she was pregnant, showed protein in her urine. That discovery led to a biopsy and ultimately a diagnosis of IgA nephropathy – a serious kidney disease. With patients like Rachel in mind, the research team at Vertex Pharmaceuticals is working on new approaches to address IgA nephropathy.  Produced by Bloomberg Media Studios and Vertex Pharmaceuticals.See omnystudio.com/listener for privacy information.

Targeting IgA Nephropathy (Sponsored Content)

Barry speaks with Brandon Zick, Chief Investment Officer at Ceres Partners. They discuss how his private equity company invests in farmland, and  food, agriculture and water. They also discussed his path into finance from growing up on a farm, to studying finance and Japanese in college.See omnystudio.com/listener for privacy information.

Ceres Partners CIO Brandon Zick on How Private Equity Invests in Farmland

Have you taken full advantage of automating your investments? You can improve your returns, reduce emotional decision-making, and generally end up with better results simply by putting your investing on autopilot. Jeffrey Ptak is the managing director at Morningstar. Previously, he was the chief ratings officer.  Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Automate Your Investing

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. See omnystudio.com/listener for privacy information.

What Went Wrong in Great Financial Crisis Stimulus with Reporter Jon Hilsenrath

Land is more than just a place to build a house, commercial building or farm. Real assets can be monetized through Mineral and gas rights, solar and wind, recreation, even AI.  Brandon Zick is Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); they own and manage about $2 billion in agricultural land assets. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: Monetizing Dirt

Barry speaks with Liz Ann Sonders, chief investment strategist at Charles Schwab. Liz Ann focuses on the entire economy. She’s also the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann and Barry discuss her investment experience, working with Charles Schwab, and market cycles.See omnystudio.com/listener for privacy information.

Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders

ETFs gained a reputation for providing investors with low-cost index exposure, but many of the newest funds are actively managed. Some are costly and speculative. What is an ETF investor to do? Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. He helped design and market some of the first exchange-traded funds. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.

At The Money: How Big Can Active ETFS Get?

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them.Follow the podcast wherever you listen, so you don't miss an episode.https://link.podtrac.com/iu94w2n4See omnystudio.com/listener for privacy information.

Introducing: The Mishal Husain Show

Barry speaks with Henry Ward, Chief Executive Officer at Carta, a technology company that provides capitalization table management and valuation software for startups. They discuss founding a business, the growth of private markets, and his lobby efforts for retail investors to access private markets.See omnystudio.com/listener for privacy information.