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.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Barry Ritholtz speaks with the people 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 speaks with founder and managing partner of Principal Venture Partners. They discuss her venture firm's focus on AI-native companies, and understanding technological innovation. They also discuss the tech investment landscape and how she determines which companies are native to AI and which are chasing the boom.

Barry speaks with founder and managing partner of Principal Venture Partners. They discuss her venture firm's focus on AI-native companies, and understanding technological innovation. They also discuss the tech investment landscape and how she determines which companies are native to AI and which are chasing the boom.

Investing for the AI Shift: Masters in Business with Songyee Yoon

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5663fa2c-306a-4c99-9906-b420016a4f44/transcript

In this special episode of Masters in Business: Carson Block, famed short seller and Founder/CEO of Muddy Waters Capital, speaks with Barry live from Future Proof Citywide Miami.  

In this special episode of Masters in Business: Carson Block, famed short seller and Founder/CEO of Muddy Waters Capital, speaks with Barry live from Future Proof Citywide Miami.&nbsp;&nbsp;

BONUS: Muddy Waters Capital Founder Carson Block

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/28294eab-f795-4523-ace5-b41f015a170e/transcript

Barry speaks with Judd Kessler, author of Lucky by Design: The Hidden Economics You Need to Get More of What You Want, and a professor at The Wharton School of the University of Pennsylvania. They discuss his research into the hidden markets that allocate value to desirable things such as restaurant reservations. They also Judd's research into how couples allocate their resources within a relationship and possible alternate ways to distribute concert tickets.

Barry speaks with Judd Kessler, author of Lucky by Design: The Hidden Economics You Need to Get More of What You Want, and a professor at The Wharton School of the University of Pennsylvania. They discuss his research into the hidden markets that allocate value to desirable things such as restaurant reservations. They also Judd's research into how couples allocate their resources within a relationship and possible alternate ways to distribute concert tickets.

Maximizing Luck: Masters in Business with Judd Kessler 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/31e340c3-1757-44cc-aaea-b41b00dacf91/transcript

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

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