Barry sits down with Stephanie Drescher, Apollo’s Chief Client and Product Development Officer and a member of the Firm’s Leadership Team. He and Stephanie discuss her start at JP Morgan, creating company culture, and investment decisions. They also discussed how Apollo manages performance and balance sheets. They also discuss the increased interest in private markets for investor portfolios. 

Barry sits down with Stephanie Drescher, Apollo&rsquo;s Chief Client and Product Development Officer and a member of the Firm&rsquo;s Leadership Team. He and Stephanie discuss her start at JP Morgan, creating company culture, and investment decisions. They also discussed how Apollo manages performance and balance sheets. They also discuss the increased interest in private markets for investor portfolios.&nbsp;

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

Why Private Assets Are Essential: Masters in Business with Stephanie Drescher

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d7eb3f81-8f38-4d98-ae1a-b3c601024172/transcript

There are important issues that all investors face when it comes to managing their taxes: more than just capital gains, there is also asset location, tax-qualified accounts, income timing, loss use, and much more. And, in 2025, many of the rules have changed!

Bill Artzerounian is Director of Tax Services at Ritholtz Wealth Management, where he focuses on the very specific steps investors can take to better manage their taxes.

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.

There are important issues that all investors face when it comes to managing their taxes: more than just capital gains, there is also asset location, tax-qualified accounts, income timing, loss use, and much more. And, in 2025, many of the rules have changed!
Bill Artzerounian is Director of Tax Services at Ritholtz Wealth Management, where he focuses on the very specific steps investors can take to better manage their taxes.
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: Tax Management for Investors

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/deae3534-d7f0-4b48-a13e-b3c40102fc52/transcript

Barry sits down with Jay Leno at the Audrain Newport Concours & Motor Week. They discuss the future of late night comedy after The Late Show with Stephen Colbert was canceled. They also discuss Jay's classic car collection, watches, and his approach to wealth.

Barry sits down with Jay Leno at the Audrain Newport Concours &amp; Motor Week. They discuss the future of late night comedy after The Late Show with Stephen Colbert was canceled. They also discuss Jay's classic car collection, watches, and his approach to wealth.

Jay Leno on the Future of Late Night & Car Collecting

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/17c22426-b617-44eb-89ff-b3bf016efe79/transcript

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 research service “Footnoted,” focusing on uncovering material information hidden in corporate SEC filings. She's the author of the book, “Financial Fine Print, Uncovering A Company's True Value.”

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.

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 research service &ldquo;Footnoted,&rdquo; focusing on uncovering material information hidden in corporate SEC filings. She's the author of the book, &ldquo;Financial Fine Print, Uncovering A Company's True Value.&rdquo;
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.

The New Deregulatory SEC

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b46619e1-5624-425f-8930-b3bd00f5e4a6/transcript

Why Private Assets Are Essential: Masters in Business with Stephanie Drescher

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