Masters in Business
Business & Finance
About
Barry Ritholtz speaks with the people that shape markets, investing and business.
Episodes
- Evolving Money: Stablecoins in Practice and Policy (Sponsored Content)
This episode discusses stablecoins, cryptocurrencies pegged to fiat currencies like the U.S. dollar, highlighting their speed, cost, and ease of use in transactions. It features Checkout.com's practical application of stablecoins and Coinb…
- Winning the Degenerate Economy with StockTwits CEO Howard Lindzon
Barry Ritholtz speaks with Howard Lindzon, co-founder and CEO of StockTwits, about venture capital investing and profitable human behavior.
- Focusing on Growth (Not Market Cap)
Rob Arnott, founder of Research Affiliates, joins Barry Ritholtz on Masters in Business to discuss RAFI's new index. This index focuses on company growth rates instead of market capitalization for weighting.
- Building 'The World's Alternative Investment Marketplace' with Lawrence Calcano
Barry Ritholtz speaks with Lawrence Calcano, chairman and CEO of iCapital. Calcano explains how he helped build iCapital into a leading global platform for alternative investments, serving wealth managers, advisors, and bankers.
- At The Money: How to Max Out Your Small Business Retirement Plan
Barry Ritholtz interviews Dan LaRosa, Director of Corporate Retirement Plans at Ritholtz Wealth Management, to discuss how small business owners and side hustle creators can maximize their tax-deferred retirement savings through various qu…
- The Stock Picking Philosophy to Find the Next Amazon with Motley Fool's David Gardner
David Gardner, co-founder of The Motley Fool and author of "Rule Breaker Investing," discusses his stock-picking philosophy with Barry. They explore strategies for identifying future top-performing stocks and building long-term wealth.
- At The Money: Looking Beyond Market Cap Weighted Indexes
Barry Ritholtz speaks with Rob Arnott about the prevalence of cap-weighted indexes in ETFs and explores the benefits of fundamental weighting strategies, such as those based on profits or revenue growth, on Masters in Business.
- The Intersection of Science and Finance with CFM's Jean-Philippe Bouchaud
Barry Ritholtz interviews Jean-Philippe Bouchaud, chairman of Capital Fund Management. They discuss Bouchaud's research on the quantitative drivers of financial markets.
- At The Money: Tax Day Special
Barry Ritholtz hosts Bill Artzerounian, Director of Tax Services at Ritholtz Wealth Management, for a special episode on tax management for investors. They cover specific steps investors can take to better manage their taxes, alongside bro…
- Assessing Asset Volatility and Iran War Threats With BlackRock's Mike Pyle
Barry Ritholtz interviews Mike Pyle, Deputy Head of BlackRock’s Portfolio Management Group, discussing potential economic shocks from an Iran war, energy security, and Pyle's experience as Deputy National Security Advisor for International…
- At the Money: Seeking Uncorrelated Returns
Andrew Beer, founder of Dynamic Beta Investments, discusses managed futures ETFs. These ETFs, such as DBMF, aim to provide uncorrelated returns by investing in futures on commodities, currencies, and interest rates, offering investors grea…
- Investing for the AI Shift: Masters in Business with Songyee Yoon
Barry Ritholtz speaks with Songyee Yoon about Principal Venture Partners' focus on AI-native companies and the current tech investment landscape. They discuss how to identify genuine AI innovation versus companies capitalizing on the AI tr…
- BONUS: Muddy Waters Capital Founder Carson Block
This special episode features Carson Block, founder and CEO of Muddy Waters Capital, in conversation with Barry Ritholtz. Block, a well-known short seller, joined the discussion live from Future Proof Citywide Miami.
- Maximizing Luck: Masters in Business with Judd Kessler
Barry speaks with Judd Kessler, author of Lucky by Design, about his research into hidden markets that allocate value to desirable things. They also discuss his work on how couples allocate resources within a relationship and possible alte…
- At The Money: Investing in Freedom
Perth Toll, creator of the Freedom 100 EM Index ETF, explains the correlation between country freedom and investment returns. The ETF has demonstrated strong performance over multiple years.
- Conviction Investing: Masters in Business with Bill Miller IV
Bill Miller IV, Chief Investment Officer and Portfolio Manager for the Miller Value Fund, discusses his investing career, the development of bitcoin, and his firm's focus on high-conviction, concentrated investment strategies.
- At The Money: Divorce Planning for the Ultra Wealthy
Barry Ritholtz speaks with Patrick Kilbane, General Counsel at Ullman Wealth Partners, about the unique complexities of divorce planning for ultra-wealthy individuals. Kilbane, who leads the firm's Divorce Advisory Group, shares insights f…
- Risk and Reward with Marek Capital Co-Founder Matt Cherwin
Barry Ritholtz interviews Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital. Cherwin discusses his responsibilities at Marek Capital, including investment strategy, portfolio construction, research, and risk management…
- At The Money: Finding Alpha via Unique ETF Strategies
Wes Gray, CIO/CEO of Alpha Architect, discusses how to pursue market alpha using quantitative ETFs. The episode covers strategies for active portfolio management, contrasting with passive index funds.
- Franklin Templeton's Ed Perks on Fixed Income Investing
Barry interviews Ed Perks, president of Franklin Advisers, Inc. and chief investment officer of Franklin Income Investors. They cover income-based investing, portfolio strategy, and the evolving market for private credit.
- BONUS: Bill Gurley on Investing Early in Tech Disruptors & 'Runnin' Down a Dream'
Barry Ritholtz interviews Bill Gurley of Benchmark about his early investments in tech companies such as Uber and Zillow. Gurley also discusses his new book, "Runnin' Down a Dream: How to Thrive in a Career You Actually Love".
- Introducing: Bloomberg This Weekend
Bloomberg This Weekend features conversations on business, news, lifestyle, and culture. Hosted by David Gura, Christina Ruffini, and Lisa Mateo, the show airs Saturdays and Sundays on Bloomberg Television and Radio.
- Financial Products for Hedging with Vest Co-Founder Jeff Chang
Barry Ritholtz speaks with Jeff Chang, President and Co-Founder of Vest, discussing his journey founding Vest, the benefits of hedging, the rise of ETFs, and the development of financial products for hedging.
- At The Money: Diversifying with Managed Futures ETFs
Barry Ritholtz speaks with hedge fund veteran Andrew Beer about managed futures ETFs. Beer explains how these ETFs, like his DBi Managed Futures Strategy (DBMF), can offer diversification during market turmoil when other asset classes move…
- How AI Could Freeze Progress with Hilary Allen
Barry Ritholtz interviews Hilary Allen, a Professor of Law at American University Washington College of Law, to discuss financial stability regulation, new financial technologies like crypto and AI, and the influence of venture capital.
- At The Money: The Mega Backdoor Roth
Dan LaRosa explains the Mega Backdoor Roth strategy, allowing investments up to $80,000, significantly exceeding standard 401(k) contribution limits. LaRosa is Director of Corporate Retirement Plans at Ritholtz Wealth Management.
- Why a Joint Account Can Be a Sign of Healthy Marriage
Douglas and Heather Boneparth discuss their book 'Money Together' with Barry, focusing on financial communication in marriages, the correlation between joint checking accounts and marital stability, and strategies for couples managing fina…
- BONUS: NY Comptroller Candidate Drew Warshaw on Changing the NY State Pension Funds
Barry speaks with Drew Warshaw, Democratic Candidate for New York State Comptroller. They discuss his background, including work on the World Trade Center and alternative energy, and his proposed changes to New York's pension funds.
- Unconventional Real Estate Investments: Masters in Business with Bob Moser
Bob Moser, CEO of Prime Group, joins Barry to discuss his career in real estate, focusing on investments in self-storage and non-traditional assets. They also explore how interest rates and homeowner age trends influence the commercial rea…
- At The Money: The Finances of Divorce
Patrick Kilbane, General Counsel of Ullman Wealth Partners and a Certified Divorce Financial Analyst, joins Masters in Business to discuss the financial complexities of divorce. The episode covers avoiding major mistakes when dividing asse…
- Building an Asset Allocation Strategy: Masters in Business with Kate Burke
Kate Burke, CEO of Allspring Global Investments, discusses her career journey, including her move from AllianceBernstein to Allspring, and shares her approach to asset management.
- At The Money: Building an ETF
Wes Gray, founder and CEO of ETF architect, explains the process of creating an ETF from an investment strategy. The episode of "At the Money" on Masters in Business discusses money management topics like portfolio construction and fees.
- Managing the Shift from Pensions to 401k with Zach Buchwald
Barry interviews Zach Buchwald, CEO of Russell Investments, discussing his investing career, the evolution of retirement savings from pensions to 401ks, and a new initiative to illustrate the power of compounding for newborns.
- BONUS: How the Internet Got Worse with Cory Doctorow
This bonus episode of Masters in Business features Barry speaking with Cory Doctorow about the dominance of large corporations online, Doctorow's work advocating for data privacy, and the phenomenon of platform decay.
- How Investors Fall Into Bias Traps with Economists Richard Thaler & Alex Imas
Barry speaks with economists Richard Thaler and Alex Imas about their book "The Winner's Curse." They explore behavioral economics, auction spending psychology, and how human behavior challenges traditional economic theories.
- At The Money: Better Results By NOT Investing with Dictators!
Perth Tolle, founder of Life and Liberty indexes, joins Barry Ritholtz on 'At the Money' to discuss whether fundamentals or narratives drive market valuations. The episode explores investment strategies and potential risks in global market…
- Using AI to Find Investing Stories with Perscient Co-Founder Ben Hunt
Barry Ritholtz interviews Ben Hunt, co-founder of Perscient, an AI research firm. They discuss how AI, particularly language models and unstructured data analysis, has revolutionized Perscient's capabilities in identifying emerging investm…
- At The Money: Fan Favorite - Algorithmic Harm
This episode features Cass Sunstein discussing his book "Algorithmic Harm: Protecting People in the Age of Artificial Intelligence" with host Barry Ritholtz. They explore the impact of algorithms on individuals.
- Why Private Assets Are Essential: Masters in Business with Stephanie Drescher
Stephanie Drescher, Chief Client and Product Development Officer at Apollo, joins Barry Ritholtz to discuss her career path, company culture, and investment decisions. They also cover Apollo's approach to performance and balance sheets, as…
- At The Money: Tax Management for Investors
Bill Artzerounian, Director of Tax Services at Ritholtz Wealth Management, joins Masters in Business to discuss tax management strategies for investors. Topics include capital gains, asset location, tax-qualified accounts, income timing, a…
- Jay Leno on the Future of Late Night & Car Collecting
Jay Leno discusses the future of late-night comedy and his interests in classic cars and watches with Barry Ritholtz at the Audrain Newport Concours & Motor Week.
- The New Deregulatory SEC
Masters in Business discusses the SEC's shift towards deregulation, featuring researcher Michelle Leder. The episode explores implications for IPOs, crypto, and investors, and how the commission is becoming more corporate-friendly.
- Finding Value Investments with Patient Capital's Samantha McLemore
Samantha McLemore, founder and CIO of Patient Capital Management, joins Barry Ritholtz to discuss investing in cryptocurrency and the AI revolution. They also explored long-term investment approaches and how her firm incorporates AI.
- Stock Market Stories via the Narrative Machine
Ben Hunt, founder of Perscient, discusses how narratives and stories influence stock markets and investing. His firm uses information theory, game theory, and data analysis to study the spread and impact of these stories.
- Building New Financial Products with BlackRock's Stephen Cohen
Barry Ritholtz interviews BlackRock’s Chief Product Officer Stephen Cohen to discuss the development of new investment products, the future of ETFs, the intersection of public and private markets, and cryptocurrency offerings.
- Year-End Tax Planning Moves
Bill Artzerounian discusses proactive tax planning for 2025, highlighting the One Big Beautiful Bill Act and urging listeners to act quickly before the year's end. Barry Ritholtz hosts the weekly 'At the Money' segment on Masters in Busine…
- How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo
Barry Ritholtz speaks with Paul Zummo, CIO of J.P. Morgan Alternative Asset Management, about the current state of alternative investments, his investment wisdom, and the history of hedge funds.
- At The Money: Finding the Hidden Alpha in SEC filings
Michelle Leder, founder of Footnoted, joins Masters in Business to discuss how to find 'hidden alpha' in SEC filings. She explains how companies may obscure negative information while barely complying with legal requirements and highlights…
- Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design
Barry sits down with A. Lange & Sohne CEO Wilhelm Schmid to discuss the company's watchmaking philosophy, the production process, and innovations in watch mechanics. They also compare watch and car design and cover the release of the new S…
- At The Money: How to Use Narrative Information
Ben Hunt, founder of Perscient, explores whether market valuations are driven by fundamentals or narratives. His firm analyzes how stories and language shape markets and social behavior through data analysis.