BONUS: JP Morgan Co-Head of Global Banking Filippo Gori

On this special, bonus episode of Masters in Business, Barry speaks with Filippo Gori. He's co-head of Global Banking at J.P. Morgan. arry Ritholtz sits down with Filippo Gori, Co-Head of Global Banking at J.P. Morgan. Gori shares insights from his climb through the firm's ranks across London and H…

Optimizing Life and Finances with Jack Raines

Barry sits down with Jack Raines author of "Young Money". Jack dives into his unlikely journey into finance and venture capital. He discusses how his travels impacted the way he sees money and purpose for young people. He also reviews how to incorporate passion into your career and the impact it wi…

BONUS: Future Standard President & CIO Mike Kelly

Barry speaks with Mike Kelly. He's president and chief investment officer of Future Standard and a member of the firm's management committee. They discuss his career on Wall Street going back to him time working at Omega Advisors and Tiger Management, to his work today and how he helped to build Fu…

Serial Innovation in FinTech with Purpose Unlimited CEO Som Seif

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…

At The Money: Living a Life of Purpose

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…

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

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 Stre…

At The Money: Hungry? Should You Invest in Wheat?

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 …

Challenging The Titans of Asset Management with Jason Wenk

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. CORRECTION: Adds disclaimer: Ritholtz Wealth Man…

At The Money:  When Should Do-It-Yourself Investors Fire Themselves?  

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?   Dr. Jordan Grumet i…

Insuring Rare and Collectible Cars and Boats with McKeel Hagerty

Barry sits down with CEO and Chairman of Hagerty, McKeel Hagerty. They discuss how he transformed the family boat insurance business into a “sexy” driver forward business. Barry and McKeel also discuss their love of collectable cars and his love of his first car, a Porsche, that he bought at the ag…