Masters in Business

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid. Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm. 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 Kate Burke, chief executive officer of Allspring Global Investments and director on the Board of Directors at Allspring Global Investments. They discuss her career at AllianceBernstein including the transition from Chief Talent Officer to CEO, and then her move to Allspring. They also discuss Kate's philosophy towards asset management. See omnystudio.com/listener for privacy information.

Have you ever had a great investment strategy and thought to yourself, “Hey, this is really good! It should be an ETF!” It is much easier than it used to be to create a strategy and put it into an ETF wrapper. Wes Gray is founder and CEO of ETF architect. He helps managers turn strategies into ETFs by providing turnkey, white label platforms to handle all of the complex and expensive office operations. 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 Zach Buchwald, Chief Executive Officer and Chairman of Russell Investments about his career in investing. They discuss the creation of the smart beta philosophy. They also discuss the transition from pensions to 401ks for retirees, and the way the onus for investing has moved to the individual. Zach also describes his proposal for a program, that is now in effect, for a $1000 to every newborn who's parents open a count to show the importance of compounding. See omnystudio.com/listener for privacy information.

On this special, bonus edition of Masters in Business, Barry speaks with Cory Doctorow, a science fiction author, activist, journalist and blogger. They discuss the power of large companies over the Internet, and Corey's advocacy for data privacy. Barry and Cory discuss platform decay on the Internet, and how companies keep operating profitably while the user experience decays. See omnystudio.com/listener for privacy information.

Barry speaks with Richard Thaler and Alex Imas award winning economists and co-authors of "The Winner's Curse: Behavioral Economics Anomalies". They discuss the psychology of spending at auctions, and the effects of draft picks on NFL team spending. They also discuss the anomalies of human behavior and decision making that challenge classical economic theories. 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. Perth Tolle is the founder of the Life and Liberty indexes and the creator of the Freedom 100 EM Index (symbol FRDM). She was named one of 10 to watch in 2020 by Wealth Management Magazine and one of the 100 people transforming Business by Business Insider in 2021. 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 Ben Hunt is president and co-founder of Perscient, an AI research firm and software company that pioneered the use of language models and unstructured data analysis for investment strategies. They discussed how emerging narratives move a market, and how AI has revolutionized Perscient's computing power. See omnystudio.com/listener for privacy information.

On this fan favorite episode of "At The Money", Barry speaks with Cass Sunstein, professor at Harvard Law School and co-author of the book, “Algorithmic Harm: Protecting People in the Age of Artificial Intelligence”. Previously he co-authored “Nudge” with Nobel Laureate Dick Thaler. They discuss whether all this algorithmic impact is helping or harming people. 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 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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways her firm is using AI. See omnystudio.com/listener for privacy information.

Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found 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 speaks with BlackRock’s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusses the crossover between public and private markets, cryptocurrency wrappers, and working with portfolio managers to develop new strategies and ideas. See omnystudio.com/listener for privacy information.

There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry – there is less than three weeks less in the year! 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. See omnystudio.com/listener for privacy information.

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.