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 Des 20251h 6min
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 Des 202516min
Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design
Barry sits down with A. Lange & Sohne CEO Wilhelm Schmid at the Audrain Newport Concours & Motor Week for a special edition of Masters in Business. Barry and Wilhelm compare watch and car design. They...
28 Nov 202532min
At The Money: How to Use Narrative Information
Do fundamentals or narratives drive market valuations? That is the question so many are wrestling with in today’s 24/7 algo-based platforms and AI-driven mediascape. Ben Hunt is founder of Perscient, ...
26 Nov 202514min
Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York
On this special edition of Masters in Business, Barry speaks with Nobel Prize winning economist Richard Thaler, along with Alex Imas, Professor of Behavioral Science, Economics, and Applied AI at the ...
20 Nov 20251h
Getting Earnings Right with Deutsche Bank's Binky Chadha
Barry speaks with Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities. They discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also...
14 Nov 20251h 18min
Alternate Investing: Masters in Business with Kristin Olson
Barry speaks with Kristin Olson, global head of alternatives for wealth at Goldman Sachs. They discuss the alternate investing space. Kristen and Barry also discuss allocating money long-term and maki...
12 Nov 202551min
