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 ...
9 Jul 202514min
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 Globa...
3 Jul 20251h 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 Plan...
2 Jul 202515min
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 1...
27 Jun 20251h 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 winni...
25 Jun 202519min
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 ...
20 Jun 20251h 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 Barr...
18 Jun 202531min
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 ne...
13 Jun 20251h 4min
