Masters in Business

by Bloomberg
Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.
Episodes

Serial Innovation in FinTech with Purpose Unlimited CEO Som Seif
<p>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. </p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

At The Money: Living a Life of Purpose
<p>Worried about purpose, legacy, and what all this wealth might be good for? You are not alone.</p> <p>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.” <br><br>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Balancing $5.7T in Active and Passive Management with Lori Heinel
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

At The Money: Hungry? Should You Invest in Wheat?
<p>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!</p> <p>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.</p> <p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Challenging The Titans of Asset Management with Jason Wenk
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

At The Money: When Should Do-It-Yourself Investors Fire Themselves?
<p>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?<br> <br>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.”<br> <br>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Insuring Rare and Collectible Cars and Boats with McKeel Hagerty
<p>Barry sits down with with CEO and Chairman of Hagerty, McKeel Hagerty. They discuss how he transformed the the family boat insurance business into a “sexy” driver forward business. Barry and McKeel also discuss theirlove of collectable cars and his love of his first car, a Porsche, that he bought at the age of 13.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Bonus: The Future of Ride-Hailing with Lyft CEO David Risher
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Venture Capital During the AI Revolution with Mamoon Hamid
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

At The Money: Building a Bond Ladder with ETFs
<p>How can fixed-income investors create diversified, inexpensive bond ladders using Exchange Traded Funds?</p> <p>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.</p> <p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Sketching Wealth Strategy: Masters in Business with Carl Richards
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

At The Money: Do Agricultural Commodities Belong in Your Portfolio?
<p>Looking for a non-correlated trading vehicle that is also a hedge against inflation? Perhaps Agricultural ETFs are a potential for your portfolio.</p> <p>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.</p> <p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Value Investing Legend and Warren Buffett Disciple Seth Klarman
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

At The Money: Deregulation Will Free Your Portfolio
<p>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. </p> <p>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 <em>The Lead-Lag Report</em> and related media properties.</p> <p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Riding Global Tailwinds with EQT's Jean Eric Salata
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

At The Money: How Fixed-Income Investors can use ETFs to their Best Advantage.
<p>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.</p> <p>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.</p> <p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

NBA Finals Bonus: MAI Capital's Joe McLean on Being the NBA's 'Money Whisperer'
<p>On this special bonus episode as Jalen Brunson and the New York Knicks take on Victory 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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Beating the S&P For Generations with Davis Funds Chairman Chris Davis
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

At The Money: Grab Your Summer Rental Soon!!
<p>It’s not too late to get your summer rental! But many of the prime locations have already been snapped up.<br> <br>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. </p> <p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Remembering the Life and Work of Jonathan Clements
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>