Masters in Business

Worried about purpose, legacy, and what all this wealth might be good for? You are not alone.

Dr. Jordan Grumet is a physician who works at the intersection of money, mortality, purpose, and regret. His work focuses on internal medicine and hospice care. His recent book is “Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.”  

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.

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Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studies at Princeton to working in finance and investing. They also discuss her role as CIO at State Street and how she balances active and passive management views. They also discuss the case for private markets' involvements in 401(k)s. They also discuss how Lori is seeing AI affect her business managing trillions of dollars worth of assets, and her involvement with the "Fearless Girl" statue campaign.

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Do you want to own a core food staple as a geopolitical hedge, an inflation offset, or simply as a diversifier? There’s an ETF for that!

Sal Gilbertie began trading agricultural and energy commodities in 1982 at Cargill, DLJ, Merrill Lynch, and Bear Stearns. He founded Teucrium in 2009, launching commodity-based AG products like the Teucrium Corn Fund (CORN) and the Teucrium Wheat Fund (WEAT), as well as soybeans and sugar futures markets through ETFs.

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 Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI.

CORRECTION: Adds disclaimer:
Ritholtz Wealth Management (RWM) uses Altrruist as one of their client custodians; both RWM and Barry Ritholtz are investors in Altruist Corp.

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DIY investors have been a force in the market, pouring trillions into indexing and remaking asset management. But at a certain point in their lives, their needs become more complex and may require help. How can they tell when it’s time to bring in some professional assistance?
 
Dr. Jordan Grumet is a physician who works at the intersection of money, mortality, purpose, and regret. His work focuses on internal medicine and hospice care. His recent book is “Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.”
 
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 CEO and Chairman of Hagerty, McKeel Hagerty. They discuss how he transformed the family boat insurance business into a “sexy” driver forward business. Barry and McKeel also discuss their love of collectable cars and his love of his first car, a Porsche, that he bought at the age of 13.

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Barry speaks with Lyft CEO David Risher about his career path from Microsoft and Amazon to leading the ride-sharing platform. They discuss Lyft's financial turnaround, cost-cutting measures, and strategies for expanding market share. Plus customer-centric features, the mechanics of ride data, and the decade-long transition toward autonomous vehicle networks.

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Barry sits down with Kleiner Perkins Partner, Mamoon Hamid. They discuss Mamoon's thoughts on the AI revolution and his approach to early AI investing. Mamoon also breaks down how he became an early investor in giants like Slack, Figma, and how Kleiner Perkins assesses the investments they missed.

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How can fixed-income investors create diversified, inexpensive bond ladders using Exchange Traded Funds?

Steve Laipply is Global Co-Head of iShares Fixed Income ETFs. Previously, he was Head of U.S. iShares Fixed Income Strategy. He helps to oversee more than a trillion dollars in bond ETFs.

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 Carl Richards author of "Your Money: Reimagining Wealth in Simple Sketches ". They discuss Carl's unlikely start in finance and building his own firm. Carl also breaks down how one sketch helped him translate wealth management and become a New York Times columnist.

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