Managing Business Model Changes
What do you do when the business model of your chosen career changes radically? How can you adapt to changing conditions? Sam Ro is a veteran markets journalist and CFA. After decades of working for Forbes, Yahoo Finance, Business Insider, and Axios, he launched his own Substack, TKER.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.
9 Heinä 14min
Citi Wealth Chief Investment Officer Kate Moore on Macro Investing
Barry speaks with Kate Moore, chief investment officer at Citi Wealth. They discuss Kate's extensive and diverse career which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock, and includes stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions. She also holds a degree in political and social thought from the University of Virginia. See omnystudio.com/listener for privacy information.
3 Heinä 1h 11min
At The Money: Planning Your Retirement?
Thinking about retirement? Do you know how you will spend your time? And perhaps most significantly, how much retirement can you afford?Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” She joins Barry Ritholtz to discuss what you need to know about planning for retirement. 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.
2 Heinä 15min
Swiss Re's Velina Peneva on the Business of Reinsurance
Barry speaks with Velina Peneva, group chief investment officer at Swiss Re about the business of reinsurance, managing risk, her career path and more. Peneva started her career at Bain & Company in 1998 and later became Partner in 2011. While she was there, she worked with fund managers and investors, became a leader in the private equity practice in Zurich and became a member of the firm's global investment committee. Peneva joined Swiss Re in 2017, becoming co-head of client solutions & analytics, before being named Group Chief Investment Office and member of the Group Executive Comittee in 2023.See omnystudio.com/listener for privacy information.
27 Kesä 1h 12min
At The Money: Navigating War, Tariffs and Geopolitics
Israel attacked Iran with drones; the U.S. bombed Iran’s nuclear sites. This after months of Tariffs announcements and geopolitical wrangling. What are investors supposed to do? Sam Ro, an award winning financial journalist and CFA known for his clear, data-driven insights into markets joins Barry Ritholtz to discuss what you need to know about navigating geopolitical turmoil. 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.
25 Kesä 19min
BlackRock's Global Co-Head of iShares Fixed Income ETFs Stephen Laipply
Barry speaks with Stephen Laipply, global co-head of iShares Fixed Income ETFs at BlackRock, for a conversation about uncertainty in markets, the impact of the Trump administration's tariff and trade policies, the Fed's rate path this year, what's driving institutional and household investors from the fixed income perspective and more.See omnystudio.com/listener for privacy information.
20 Kesä 1h 2min
At The Money: Buying a Vacation Home with Jonathan Miller
Want to buy a beach or lake house or other vacation property? You need some effort, assistance from a local expert, and a decent pile of money. Jonathan Miller, President of Miller Samuel, joins Barry Ritholtz to discuss what you need to know about purchasing a vacation property. 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.
18 Kesä 31min
Efficient Frontier Advisors Co-Founder & Neurologist Bill Bernstein
Barry speaks with Bill Bernstein, neurologist, investor, author and co-founder of Efficient Frontier Advisors about his unique career path from science to finance and how he uses lessons learned in neurology and applies them to investing. Bill also shares his thoughts on the current economic and political environment and his thoughts on how to navigate uncertainty in markets. See omnystudio.com/listener for privacy information.
13 Kesä 1h 4min
