Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.

Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.

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

Shirl Penney on Building a $100 Billion RIA Platform (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/62a4f4bc-5a45-4465-870d-ae2b001b622c/transcript

Barry sits down with Seth Klarman, CEO of Baupost Group, a Boston-based investment manager with a multi-strategy approach. They discuss Seth's start as a 25 year-old and journey to CEO. They also discuss his approach to risk, IPOs, and sectors along with his sports passions including a smaller ownership in the Boston Red Sox, horse racing, and his feelings about the Boston Celtics' 2026 season.

Barry sits down with Seth Klarman, CEO of Baupost Group, a Boston-based investment manager with a multi-strategy approach. They discuss Seth's start as a 25 year-old and journey to CEO. They also discuss his approach to risk, IPOs, and sectors along with his sports passions including a smaller ownership in the Boston Red Sox, horse racing, and his feelings about the Boston Celtics' 2026 season.

Value Investing Legend and Warren Buffett Disciple Seth Klarman 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ecfc85a1-667a-44d4-9898-b46d0185aed7/transcript

The new administration promised deregulation and ending red tape to unleash business and animal spirits. An ETF allows you to deploy capital to take advantage of that theme.  

Michael Gayed is Portfolio Manager for Tactical Rotation Management, one of the sub-advisers to the Free Markets ETF, FMKT. He is also the founder of Lead-Lag Media, which houses The Lead-Lag Report and related media properties.

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.

The new administration promised deregulation and ending red tape to unleash business and animal spirits. An ETF allows you to deploy capital to take advantage of that theme. &nbsp;
Michael Gayed is Portfolio Manager for Tactical Rotation Management, one of the sub-advisers to the Free Markets ETF, FMKT. He is also the founder of Lead-Lag Media, which houses&nbsp;The Lead-Lag Report and related media properties.
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: Deregulation Will Free Your Portfolio

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5d97e1b7-be6e-4550-ad22-b46d01066ee6/transcript

Barry speaks with Jean Eric Salata, chair of EQT group. They discuss his time working in Asian private equity investment along with what he sees as necessary to become a good investor across different cultures including what he learned in Japan and Hong Kong.

Barry speaks with Jean Eric Salata, chair of EQT group. They discuss his time working in Asian private equity investment along with what he sees as necessary to become a good investor across different cultures including what he learned in Japan and Hong Kong.

Riding Global Tailwinds with EQT's Jean Eric Salata

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5f1c1ca8-9f47-4230-a39f-b4670130e4e3/transcript

Shirl Penney on Building a $100 Billion RIA Platform (Podcast)

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