Bloomberg Opinion columnist Barry Ritholtz interviews Jon Stein, founder and chief executive officer of Betterment, the U.S.'s largest independent online financial adviser. Prior to founding the firm, which has over $16 billion in assets under management, Stein spent years as a Wall Street consultant. He studied economics at Harvard University and finance at Columbia Business School, and is a CFA charterholder.

Bloomberg Opinion columnist Barry Ritholtz interviews Jon Stein, founder and chief executive officer of Betterment, the U.S.'s largest independent online financial adviser. Prior to founding the firm, which has over $16 billion in assets under management, Stein spent years as a Wall Street consultant. He studied economics at Harvard University and finance at Columbia Business School, and is a CFA charterholder.

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

Jon Stein Discusses Fintech and Robo-Advisers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3201bb91-f892-4266-bce0-ae2b002a085d/transcript

Worried 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.

Worried 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 &ldquo;Taking Stock: A Hospice Doctor&rsquo;s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.&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: Living a Life of Purpose

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/37633b9a-d66d-4006-80bb-b49601535d4f/transcript

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.

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.

Balancing $5.7T in Active and Passive Management with Lori Heinel

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a9f7ea4e-c6cf-421b-8360-b491014db8fa/transcript

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!

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.

Do you want to own a core food staple as a geopolitical hedge, an inflation offset, or simply as a diversifier? There&rsquo;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, &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: Hungry? Should You Invest in Wheat?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/24dc717e-ddfb-40ad-8e2d-b48f01155b59/transcript

Jon Stein Discusses Fintech and Robo-Advisers

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