Masters in Business
Masters in Business
Playlist by Masters in BusinessBarry Ritholtz speaks with the people that shape markets, investing and business.Follow the podcast:
728 clip(s) in playlist
The New Deregulatory SEC
Big changes are afoot at the Securities and Exchange Commission. More IPOs, more crypto, and less enforcement are coming as the SEC becomes smaller and much more corporate-friendly. What might this mean for investors? Michelle Leder is a researcher covering corporate SEC filings; she founded the r…
17:05
Finding Value Investments with Patient Capital's Samantha McLemore
Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways her firm is using AI.
51:05
Stock Market Stories via the Narrative Machine
Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior through t…
18:07
Building New Financial Products with BlackRock's Stephen Cohen
Barry speaks with BlackRock’s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusses the crossover between public and private markets, cryptocurrency wrappers, and working with portf…
1:01:18
Year-End Tax Planning Moves
There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry – there is less than three weeks less in the year! Bill Artzerounian is Director of Tax Services at Ritho…
16:53
How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo
Barry sits down with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management. They discuss the state of alternatives and Paul's "30 Pearls of Investment Wisdom." They also discuss the early days of hedge funds, investing in the 90's and building a hedge fund division.
1:06:59
At The Money: Finding the Hidden Alpha in SEC filings
Is there Alpha to be found hidden in SEC filings? Management does seem to hide lots of bad news by just barely complying with the law. Recent indicators are this is getting worse. Michelle Leder is a researcher covering Corporate SEC-filings; she founded the research service “Footnoted” focusing o…
16:01
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 at the Audrain Newport Concours & Motor Week for a special edition of Masters in Business. Barry and Wilhelm compare watch and car design. They also discuss A. Lange & Sohne's philosophy on watchmaking. In addition, they cover innovations in …
32:31
At The Money: How to Use Narrative Information
Do fundamentals or narratives drive market valuations? That is the question so many are wrestling with in today’s 24/7 algo-based platforms and AI-driven mediascape. Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior throu…
14:55
The Art of Spending Money with Bestselling Author Morgan Housel
Barry sits down with New York Times Bestselling author of The Psychology of Money, The Art of Spending Money, and Same As Ever. They discussed different sections of market cycles and the psychology of money. Morgan also discussed the role of innovation and financial growth in history.
1:17:38