Podcast
Masters in Business
Hosted by Bloomberg · EN
Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
245episodes
Episodes
Newest firstAll episodes
BONUS: Future Standard President & CIO Mike Kelly
3d ago01:24:47Summary readyBarry 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.
SummarySerial Innovation in FinTech with Purpose Unlimited CEO Som Seif
1w ago01:07:31Summary readyBarry 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.
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At The Money: Living a Life of Purpose
1w ago00:20:22Summary readyWorried 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.
SummaryBalancing $5.7T in Active and Passive Management with Lori Heinel
2w ago01:01:12Summary readyBarry 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.
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At The Money: Hungry? Should You Invest in Wheat?
2w ago00:19:09Summary readyDo 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.
SummaryChallenging The Titans of Asset Management with Jason Wenk
3w ago01:03:15Summary readyBarry 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.
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At The Money: When Should Do-It-Yourself Investors Fire Themselves?
3w ago00:17:59Summary readyDIY 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.
SummaryInsuring Rare and Collectible Cars and Boats with McKeel Hagerty
Jul 901:06:33Summary readyBarry 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.
SummaryBONUS: The Future of Ride-Hailing with Lyft CEO David Risher
Jul 801:15:57Summary readyBarry 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.
SummaryVenture Capital During the AI Revolution with Mamoon Hamid
Jul 301:01:13Summary readyBarry 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.
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