Kristen Bitterly Michell on Wealth Management

Kristen Bitterly Michell on Wealth Management

Bloomberg Radio host Barry Ritholtz speaks with Kristen Bitterly Michell, who is Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. Prior to joining Citi, she led structured product sales to Latin American investors at Credit Suisse and provided structured derivative solutions to private investor clients at JPMorgan.

See omnystudio.com/listener for privacy information.

Jaksot(745)

Jay Leno on the Future of Late Night & Car Collecting

Jay Leno on the Future of Late Night & Car Collecting

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 ...

26 Joulu 202535min

The New Deregulatory SEC

The New Deregulatory SEC

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 me...

24 Joulu 202517min

Finding Value Investments with Patient Capital's Samantha McLemore

Finding Value Investments with Patient Capital's Samantha McLemore

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 h...

19 Joulu 202551min

Stock Market Stories via the Narrative Machine 

Stock Market Stories via the Narrative Machine 

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 fi...

17 Joulu 202518min

 Building New Financial Products with BlackRock's Stephen Cohen

Building New Financial Products with BlackRock's Stephen Cohen

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 discusse...

12 Joulu 20251h 1min

Year-End Tax Planning Moves

Year-End Tax Planning Moves

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...

11 Joulu 202516min

How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo

How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo

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 dis...

6 Joulu 20251h 6min

At The Money: Finding the Hidden Alpha in SEC filings

At The Money: Finding the Hidden Alpha in SEC filings

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 ...

3 Joulu 202516min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
pomojen-suusta
rss-rahamania
ostan-asuntoja-podcast
rss-myyntikoulu
herrasmieshakkerit
rahapuhetta
salkunrakentaja-podi
juristipodi
rss-bisnesta-bebeja
rss-set-for-life-sijoita-ja-vaurastu
rss-draivi
taloudellinen-mielenrauha
lakicast
rss-lahtijat
rss-ammattipodcast
rss-merja-mahkan-rahat