Masters in Business

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. See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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 watch mechanics and watch collecting. A. Lange & Sohne makes watches by hand, and Wilhelm discusses the production process. He and Barry also discuss the release of the new Saxonia Thin Onyx. See omnystudio.com/listener for privacy 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 through the lens of information theory, game theory, and unstructured data analysis. His work analyzes the language, story arcs, and viral spread of explanations in media 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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

On this special edition of Masters in Business, Barry speaks with Nobel Prize winning economist Richard Thaler, along with Alex Imas, Professor of Behavioral Science, Economics, and Applied AI at the University of Chicago Booth School of Business about their book, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now". Recorded live on stage at the Economic Club of New York. See omnystudio.com/listener for privacy information.

Barry speaks with Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities. They discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also discussed making asset allocations and market cycles. See omnystudio.com/listener for privacy information.

Barry speaks with Kristin Olson, global head of alternatives for wealth at Goldman Sachs. They discuss the alternate investing space. Kristen and Barry also discuss allocating money long-term and making alternatives more accessible to individual investors. See omnystudio.com/listener for privacy information.

Rachel Benton is a loving mother to an adorable 2-year-old boy named Stetson. Stetson doesn’t know it, but he may have already saved his mom’s life. A routine medical checkup, that Rachel only had because she was pregnant, showed protein in her urine. That discovery led to a biopsy and ultimately a diagnosis of IgA nephropathy – a serious kidney disease. With patients like Rachel in mind, the research team at Vertex Pharmaceuticals is working on new approaches to address IgA nephropathy. Produced by Bloomberg Media Studios and Vertex Pharmaceuticals. See omnystudio.com/listener for privacy information.

Barry speaks with Brandon Zick, Chief Investment Officer at Ceres Partners. They discuss how his private equity company invests in farmland, and food, agriculture and water. They also discussed his path into finance from growing up on a farm, to studying finance and Japanese in college. See omnystudio.com/listener for privacy information.

Have you taken full advantage of automating your investments? You can improve your returns, reduce emotional decision-making, and generally end up with better results simply by putting your investing on autopilot. Jeffrey Ptak is the managing director at Morningstar. Previously, he was the chief ratings officer. 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. See omnystudio.com/listener for privacy information.

Barry speaks with Jon Hilsenrath, founder of Serpa Pinto Advisory. They discuss Jon's career at the Wall Street Journal as a reporter, earning him the title of "Fed Whisperer," and the response to the Great Financial Crisis. They also discussed his belief the US is undergoing the post-industrial economic revolution. See omnystudio.com/listener for privacy information.

Land is more than just a place to build a house, commercial building or farm. Real assets can be monetized through Mineral and gas rights, solar and wind, recreation, even AI. Brandon Zick is Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); they own and manage about $2 billion in agricultural land assets. 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. See omnystudio.com/listener for privacy information.

Barry speaks with Liz Ann Sonders, chief investment strategist at Charles Schwab. Liz Ann focuses on the entire economy, including stocks, bonds, and overseas markets. She’s also the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann and Barry discuss her investment experience, working with Charles Schwab, and market cycles. See omnystudio.com/listener for privacy information.

ETFs gained a reputation for providing investors with low-cost index exposure, but many of the newest funds are actively managed. Some are costly and speculative. What is an ETF investor to do? Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. He helped design and market some of the first exchange-traded funds. 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. See omnystudio.com/listener for privacy information.

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them. Follow the podcast wherever you listen, so you don't miss an episode. https://link.podtrac.com/iu94w2n4 See omnystudio.com/listener for privacy information.

Barry speaks with Henry Ward, Chief Executive Officer at Carta, a technology company that provides capitalization table management and valuation software for startups. They discuss founding a business, the growth of private markets, and his lobby efforts for retail investors to access private markets. See omnystudio.com/listener for privacy information.

Are you underperforming our own investments? Did you know that many, maybe even most, investors do worse than the ETFs and Mutual Funds they hold do? The annual Morningstar study “Mind the Gap” has found a substantial difference between returns generated by investment funds and the actual returns investors experience. Jeffrey Patak is the managing director at Morningstar. Previously, he was the chief ratings officer. 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. See omnystudio.com/listener for privacy information.

Barry Ritholtz speaks with Jurrien Timmer, director of global macro at Fidelity investments. They discuss his career path, key market charts and Timmer's "barbell approach" to investing in both high-flying tech stocks and equities outside of the US. See omnystudio.com/listener for privacy information.

Farmland is a real asset that can be accessed through private funds. The asset has seen broad, non-correlated gains, hedged against rising prices. And farming acreage shrinks every year. Brandon Zick is Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); the fund owns and manages about $2 billion in agricultural land assets. 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. See omnystudio.com/listener for privacy information.