Masters in Business

Barry speaks with Melissa Smith. She is co-Head of Commercial Banking at JPMorgan. Previously she was Co-Head of Innovation Economy and Head of Specialized Industries. Melissa has been with JPMorgan for over 20 years. She works with founders, CEOs and CFOs, delivering a cohesive banking experience to startups and fast-growing companies. On this episode, Barry and Melissa discuss her path through f...

*Originally aired 11/6/24* As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. On this episode, Barry Ritholtz speaks with Morgan Housel, author of the book “Same as Ever: A Guide to What Never Changes.” Together, they break down what never changes when it comes to money.&nbs...

Barry speaks with Charles Ellis, author and Founder of Greenwich Associates. Prior to founding Greenwich Associates in 1972, Charles worked with the Rockefeller family investments office and Donaldson, Lufkin, and Jenrette. Charles was appointed to the faculty of the Yale School of Management and twice to the Harvard Business School. He also served as a trustee at Yale from 1997 to 2008. After ste...

Wars, national defense spending, technology innovations – historically, these have had big impacts on the economy. The result: A spike in inflation and a huge surge in market prices.  How can you take advantage of these Superbooms? Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. He wrote the 2011 book, “Super Boom: Why the Dow Jones...

Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Ritholtz speaks with Professor Aswath Damodaran of NYU Stern School of Business. He has written numerous books on valuation and finance. Each week, “At the Money” discusses an important topic...

Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. She spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging mar...

Barry speaks with Sahil Bloom, Founder and Managing Partner of SRB Ventures, a Venture Capital focused on accelerating compelling startups. He also owns and operates SRB Holdings. Prior to SRB, Sahil spent roughly 7 years in high finance, serving as Vice President of a private equity fund with $3.5 billion in assets under management. He holds multiple degrees from Stanford University, where he als...

Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book,...

Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there was top-ranked by Institutional Investor in fixed income and equities for ten of those years. Additionally, he spent time in Paris at the OECD as well as at the IMF's division responsible for writing...

What does history inform us about how newly elected presidents impact the market cycle? What should investors expect from the next 4 years? Jeffrey Hirsch, editor of the Stock Trader’s Almanac , speaks with Barry Ritholtz about how each year of any President’s term impacts markets in a different way. Each week, “At the Money” discusses an important topic in money management...

Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joine...

Barry speaks with Mike Freno, Barings LLC Chairman and CEO. In his nearly 20 years with the firm, Mike has held various positions including Managing Director, Head of Global High Yield, and Head of Global Markets. He also spent 5 years as the company's President, overseeing a majority of Barings’ business sectors including investments, sales, operations and tech. Additionally, Mike served as...

We understand how  wealth  compounds over time, but did you know you can also compound your  health?  Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about the parallels between wealth and health management. Each week, “At the Money” discusses an important topic in money managemen...

Barry speaks with Jonathan Clements, Founder and Editor of the HumbleDollar and veteran personal finance columnist for the Wall Street Journal . He wrote over a thousand columns for the Journal and for the Wall Street Journal Sunday before spending six years as Citigroup's Director of Financial Education. He also held positions at Euromoney and Forbes. Jonathan is the author of 9 personal finance...

Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes:  How much capital do you need? What percentage of your portfolio should be allocated? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Inves...

Barry speaks with Brian Hurst, Founder and Chief Investment Officer of ClearAlpha. Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading and the first non-Founding Partner at the firm. Brian also led numerous operating and investment committees including AQR's Strategic Planning Committee and the Risk Committee. He was inst...

What is the value of crypto-currencies as a technology? How do the technologies that underlie Bitcoin and Ethereum work, and what are their futures? Matt Hougan, Chief Investment Officer at Bitwise Asset Management speaks with Barry Ritholtz about the future of crypto-technology. His firm runs over $10 billion in client crypto assets.   Each week, “At the Money” discusses an impor...

Barry speaks with Sunaina Sinha, Global Head of Private Capital Advisory at Raymond James. Prior to joining Raymond James, Sunaina founded Cebile Capital, which was acquired by Raymond James in 2021. She was named one of the 50 Most Influential People in Private Equity for 2 years in a row by Dow Jones Private Equity News. She also earned a spot as one of the Twenty Trailblazing Women in Private E...

How should investors manage bond duration in an era of rising – and soon likely falling – interest rates?   The challenge is that the longer the duration your bonds are, the higher yield usually is, but the more vulnerable those bonds are to rising rates. When rates fall, long-duration bonds go up (shorter duration much less). There are many ways investors can take advantage of ch...

On this staff favorite episode, Barry Ritholtz speaks with Toto Wolff, Team Principal & CEO of the Mercedes-AMG PETRONAS F1 Team. Prior to joining Mercedes, Toto spent time in the investment world, founding his own company Marchfifteen in 1998 and Marchsixteen in 2004. In 2009 Toto combined his passion for racing and business by investing in the Williams F1 Team. He eventually came to be the t...

What should you do when an investment suddenly becomes hot or cold? How should investors think about sectors that fall in and out of favor? Should you be looking at countries like India and Japan or technologies like AI? Jan van Eck, CEO of Van Eck Funds, which oversees $75 billion in ETFs, speaks with Barry Ritholtz about how to identify when an asset class falls into or out of favor. See omnystu...

Barry Ritholtz speaks with Dana Mattioli, an investigative reporter covering Amazon for the Wall Street Journal. Since starting at the Journal in 2006 Dana has produced a string of front-page articles on everything from the troubles at Kodak and J.C. Penney to Pfizer's $150 billion deal to buy Allergan. She was a recipient of the 2021 Gerald Loeb Award for Beat Reporting as well as the 2021 WERT P...

We know it’s challenging, but should you try your hand at stock picking? It's fun, it gives you something to talk about at parties, but is it profitable? Larry Swedroe, Head of Financial and Economic Research at Buckingham Strategic Wealth, which manages or advises on $70 Billion in client assets, speaks with Barry Ritholtz about the challenges of picking stocks. Only a few people have been...

Finding and onboarding new suppliers is a time-consuming process for procurement staff. Dun & Bradstreet has partnered with IBM to apply artificial intelligence to the process, enabling staff to query its databases in plain English to find suppliers who fit the criteria they need. The result is a simpler, faster process that is saving companies time and money. This episode is sponsored by IBM....

Barry Ritholtz speaks with Tony Kim, Managing Director and Head of the Fundamental Equities’ Global Technology Team at BlackRock. Prior to joining BlackRock in 2013, Tony held key roles at institutions like Artisan Partners, Neuberger Berman, and Merrill Lynch. He is also a member of the Advisory Board for Columbia Business School’s Digital Future Initiative. On this episode, Barry and...