Bloomberg Opinion columnist Barry Ritholtz speaks with David R. Kotok, who is co-founder, chairman and chief investment officer of Cumberland Advisors, which has $4 billion in assets under management. Kotok is also a director at the nonprofit Global Interdependence Center, which promotes free trade and international dialogue, and has authored or co-authored four books, including "From Bear to Bull with ETFs" and "Adventures in Muniland: A Guide to Municipal Bond Investing in the Post-Crisis Era."

Bloomberg Opinion columnist Barry Ritholtz speaks with David R. Kotok, who is co-founder, chairman and chief investment officer of Cumberland Advisors, which has $4 billion in assets under management. Kotok is also a director at the nonprofit Global Interdependence Center, which promotes free trade and international dialogue, and has authored or co-authored four books, including "From Bear to Bull with ETFs" and "Adventures in Muniland: A Guide to Municipal Bond Investing in the Post-Crisis Era."

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

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

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

David R. Kotok on Fed Studies of Pandemic Shocks (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/78fb8011-7d81-40e5-91a3-ae4e0182f2ed/transcript

Barry speaks with Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management. They discuss his time at Bear Stearns as the company was acquired by J.P. Morgan Chase, as well as his start in law before pivoting to wealth planning. They discuss building trust with clients to help them with diversification, as well as providing tax advice to help them save their money. They also discuss J.P. Morgan's new program for athletes, the J.P. Morgan Chase Athlete Council, which helps athletes, from student to pro, create and keep their wealth.

Barry speaks with Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management. They discuss his time at Bear Stearns as the company was acquired by J.P. Morgan Chase, as well as his start in law before pivoting to wealth planning. They discuss building trust with clients to help them with diversification, as well as providing tax advice to help them save their money. They also discuss J.P. Morgan's new program for athletes, the J.P. Morgan Chase Athlete Council, which helps athletes, from student to pro, create and keep their wealth.

Investing In The Great Wealth Transfer: Masters in Business with Adam Frank

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/28ba6afe-3ebb-46c4-ba74-b4d00168ee1d/transcript

We know America is a rich nation, but do you know exactly how rich? And who holds all of that wealth?

Owen Zidar is professor of Economics and Public Affairs at Princeton, and Eric Zwick is professor of Economics and Finance at the University of Chicago Booth School of Business. They are the authors of a new book The Everywhere Millionaire: Who Is Really Rich in America and How They Got There.”  

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.

We know America is a rich nation, but do you know exactly how rich? And who holds all of that wealth?
Owen Zidar is professor of Economics and Public Affairs at Princeton, and Eric Zwick is professor of Economics and Finance at the University of Chicago Booth School of Business. They are the authors of a new book&nbsp;The Everywhere Millionaire: Who Is Really Rich in America and How They Got There.&rdquo;&nbsp;&nbsp; Each week, &ldquo;At the Money&rdquo; 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.

At The Money: Who Is Wealthy in America, and How Did They Get Rich?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c5f15608-2491-48f7-8b34-b4ce013e8ff3/transcript

Barry speaks with Glen Kacher, Managing Director and CIO of Light Street Capital. They discuss his tenure at Integral Capital Partners, as well as his start at Tiger Management under founder Julian Robertson. They discuss being a hedge fund surrounded by venture capital in Silicon Valley, as well as learning to embrace the speed of tech. They also discuss the polarization of data centers and what AI will look like five years from now.

Barry speaks with Glen Kacher, Managing Director and CIO of Light Street Capital. They discuss his tenure at Integral Capital Partners, as well as his start at Tiger Management under founder Julian Robertson. They discuss being a hedge fund surrounded by venture capital in Silicon Valley, as well as learning to embrace the speed of tech. They also discuss the polarization of data centers and what AI will look like five years from now.

Investing for the AI Boom: Masters in Business with Glen Kacher

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7d3e615b-9db0-4ebc-baa7-b4c901597c1b/transcript

David R. Kotok on Fed Studies of Pandemic Shocks (Podcast)

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