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Masters in Business

Bloombergwww.bloomberg.com

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

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Episodes

At The Money: Do Agricultural Commodities Belong in Your Portfolio?

Looking for a non-correlated trading vehicle that is also a hedge against inflation? Perhaps Agricultural ETFs are a potential for your portfolio. 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” discuss...

Jun 24, 202625 min

Value Investing Legend and Warren Buffett Disciple Seth Klarman

Barry sits down with Seth Klarman, CEO of Baupost Group, a Boston-based investment manager with a multi-strategy approach. They discuss Seth's start as a 25 year-old and journey to CEO. They also discuss his approach to risk, IPOs, and sectors along with his sports passions including a smaller ownership in the Boston Red Sox, horse racing, and his feelings about the Boston Celtics' 2026 season. See omnystudio.com/listener for privacy information....

Jun 19, 20261 hr 10 min

At The Money: Deregulation Will Free Your Portfolio

The new administration promised deregulation and ending red tape to unleash business and animal spirits. An ETF allows you to deploy capital to take advantage of that theme. Michael Gayed is Portfolio Manager for Tactical Rotation Management, one of the sub-advisers to the Free Markets ETF, FMKT. He is also the founder of Lead-Lag Media, which houses The Lead-Lag Report and related media properties. Each week, “At the Money” discusses an important topic in money management. From portfolio constr...

Jun 18, 202618 min

Riding Global Tailwinds with EQT's Jean Eric Salata

Barry speaks with Jean Eric Salata, chair of EQT group. They discuss his time working in Asian private equity investment along with what he sees as necessary to become a good investor across different cultures including what he learned in Japan and Hong Kong. See omnystudio.com/listener for privacy information.

Jun 12, 20261 hr 1 min

At The Money: How Fixed-Income Investors can use ETFs to their Best Advantage.

Investors seeking yield were once required to purchase individual bonds or mutual funds. Today, investors can purchase low-cost bond ETFs in just about any flavor you can imagine. Steve Laipply is managing director at BlackRock and Global Head of iShares fixed income ETFs. Previously, he was the head of iShares fixed income strategy. He helps oversee more than a trillion dollars in fixed income assets. Each week, “At the Money” discusses an important topic in money management. From portfolio con...

Jun 10, 202619 min

NBA Finals Bonus: MAI Capital's Joe McLean on Being the NBA's 'Money Whisperer'

On this special bonus episode as Jalen Brunson and the New York Knicks take on Victor Wembanyama and the San Antonio Spurs in the NBA Finals, Barry speaks with Joe McLean, managing partner of sports & entertainment at MAI Capital Management. Known in NBA circles as being the "money whisperer", Joe discusses how he pivoted from a playing career to managing money for high profile celebrities and professional athletes. See omnystudio.com/listener for privacy information....

Jun 08, 20261 hr 15 min

Beating the S&P For Generations with Davis Funds Chairman Chris Davis

Barry sits down with Chris Davis, Chairman and Portfolio Manager at Davis Funds. They discuss his approach to managing risk and the key elements changing the economy. Chris and Barry also discuss Chris's mentors including Charlie Munger, and how he settled into the family business. See omnystudio.com/listener for privacy information.

Jun 05, 20261 hr 41 min

At The Money: Grab Your Summer Rental Soon!!

It’s not too late to get your summer rental! But many of the prime locations have already been snapped up. On this episode, Barry speaks with Jonathan Miller, partner at Street Matrix and founder and President of Miller Samuel. They discuss what is going on with summer rentals, and what it means for the housing market and overall economy. 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 ...

Jun 03, 202621 min

Remembering the Life and Work of Jonathan Clements

Barry sits down with Jason Zweig and William Bernstein. They discuss "Money and Me" the last book of author and journalist Jonathan Clements. Jason and William also examine Clements's approach to personal finance and impact to financial journalism. See omnystudio.com/listener for privacy information.

May 29, 20261 hr 3 min

At The Money: Farmland Investing (Fan Favorite)

On this special, fan favorite episode of 'At The Money', Barry speaks with Brandon Zick. He's Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); the fund owns and manages about $2 billion in agricultural land assets. They discuss the value in investing in farmland. 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. Each week, “At the Mone...

May 28, 202617 min

The Future of Automation and AI with Honeywell CEO Vimal Kapur

Barry sits down with Vimal Kapur, Chairman and CEO of Honeywell. They discuss the future of Honeywell as well as Kapur's plan to split the company into three separate entities. They also break down how the company uses automation and what to expect from AI. See omnystudio.com/listener for privacy information.

May 22, 202658 min

At The Money: Blurring the Lines Between Public and Private Investments

There used to be a clear distinction between public and private companies. Firms would take years or even decades to grow, build their revenue and profits, and eventually tap the public markets to go national or even global. This is no longer how it works. 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. Each week, “At the Money” discusses an important topic in money management. From portfolio construction...

May 22, 202625 min

Stopping Poor Financial Decisions with Former FDIC Chair Sheila Bair

Barry sits down with Former FDIC Chair Shelia Bair. They discuss the release of her latest book "How Not To Lose A Million Dollars" and the importance of financial literacy across age groups. Bair also discusses her concerns about crypto and the rise of Buy Now, Pay Later. See omnystudio.com/listener for privacy information.

May 15, 20261 hr 5 min

At The Money: Is SpaceX IPO Breaking Capitalism?

Once upon a time, companies went public to raise money. Road shows, pitch decks, investor meetings -- and eventually, you’d float some stock and IPO. That’s not the case anymore. 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. 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...

May 13, 202620 min

Evolving Money: Stablecoins in Practice and Policy (Sponsored Content)

Stablecoins are cryptocurrencies designed to maintain a stable value because they’re pegged to a fiat currency, such as the U.S. dollar. The result is a highly liquid currency with a fixed value. Stablecoins are transacted on crypto rails as opposed to legacy banking systems, meaning they are faster, cheaper, and easier to use. Checkout.com, a leading global payments processor, is putting stablecoins into practice. They are upgrading their platform so that customers and merchants can use stablec...

May 10, 202625 min

Winning the Degenerate Economy with StockTwits CEO Howard Lindzon

Barry speaks with Howard Lindzon, co-founder and CEO of StockTwits, and founder and managing partner at Social Leverage. They discuss his outlook for venture capital investing including what he sees as potentially profitable from human behavior. See omnystudio.com/listener for privacy information.

May 08, 20261 hr 27 min

Focusing on Growth (Not Market Cap)

Indexes are weighted by their size, primarily market cap. Research Affiliates’ latest index focuses on Growth, rejiggering these indexes based on how fast companies are growing. At The Money', Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). 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 f...

May 07, 202614 min

Building 'The World's Alternative Investment Marketplace' with Lawrence Calcano

Barry speaks with Lawrence Calcano, chairman and CEO of iCapital about how he helped build the company into one of the globe's leading platforms for alternative investments for wealth managers, advisors, bankers and other financial professionals. See omnystudio.com/listener for privacy information.

May 01, 202659 min

At The Money: How to Max Out Your Small Business Retirement Plan

Are you running a small business or “side hustle” that generates real income? You may not be taking full advantage of the many retirement savings plans available. 'At The Money', Barry speaks with Dan LaRosa, Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm. They discuss how individuals can maximize their tax...

Apr 29, 202615 min

The Stock Picking Philosophy to Find the Next Amazon with Motley Fool's David Gardner

Barry speaks with David Gardner, Author and Co-Founder, at The Motley Fool. They discuss David's new book "Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth." They also discuss the pros and cons of different investing strategies and trends. See omnystudio.com/listener for privacy information.

Apr 24, 20261 hr 11 min

At The Money: Looking Beyond Market Cap Weighted Indexes

'At The Money', Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). They discuss how cap weighted indexes have come to dominate ETFs, and why investors should consider a strategy based on fundamental weightings, such as profits or revenue growth. 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...

Apr 22, 202618 min

The Intersection of Science and Finance with CFM's Jean-Philippe Bouchaud

Barry speaks with Jean-Philippe Bouchaud, chairman of Capital Fund Management, or CFM. Bouchaud founded 'Science and Finance' in 1994, which merged with CFM in 2000. They discuss some of Bouchaud's research into what drives markets from a quantitative perspective. See omnystudio.com/listener for privacy information.

Apr 17, 202659 min

At The Money: Tax Day Special

On this special, fan favorite episode of 'At The Money', Barry speaks with Bill Artzerounian, Director of Tax Services at Ritholtz Wealth Management, about the very specific steps investors should 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. (Originally recorded in late 2025.) See omnystudio.com/list...

Apr 15, 202617 min

Assessing Asset Volatility and Iran War Threats With BlackRock's Mike Pyle

Barry speaks with Mike Pyle, Senior Managing Director, is the Deputy Head of BlackRock’s Portfolio Management Group (PMG). They discuss the durable economic shocks that could result from the war with Iran including energy security. They also discuss his time in the Biden administration as Deputy National Security Advisor for International Economics. See omnystudio.com/listener for privacy information.

Apr 10, 20261 hr 4 min

At the Money: Seeking Uncorrelated Returns

Managed Futures generate returns that are not correlated with stocks or bonds. Investors who are looking for greater diversification can do so through ETFs that own futures on commodities, currencies, and interest rates. Andrew Beer is a hedge fund veteran and founder of Dynamic Beta Investments, a firm focused on hedge-fund replication strategies delivered through low-cost, liquid vehicles like ETFs and mutual funds. His ETF, DBi Managed Futures Strategy (DBMF) attempts to replicate pricier man...

Apr 08, 202618 min

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

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. See omnystudio.com/listener for privacy information.

Apr 03, 202653 min

BONUS: Muddy Waters Capital Founder Carson Block

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. See omnystudio.com/listener for privacy information.

Apr 01, 202629 min

Maximizing Luck: Masters in Business with Judd Kessler

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. See omnystudio.com/listener for priv...

Mar 28, 20261 hr 14 min

At The Money: Investing in Freedom

The freest countries generate the best returns for investors. That is the thesis underlying the Freedom 100 EM Index ETF, and its proven itself over the past 1, 3, and 5 years. Perth Toll 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 ...

Mar 25, 202615 min

Conviction Investing: Masters in Business with Bill Miller IV

Barry speaks with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. They discuss the rise of bitcoin, and how it may mirror technology in general. They also discuss his firm's approach to high concentration and conviction investing. See omnystudio.com/listener for privacy information.

Mar 20, 202659 min
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