Optimizing Life and Finances in Your Twenties with Jack Raines
Barry sits down with Jack Raines author of "Young Money". Jack dives into his unlikely journey into finance and venture capital. He discusses how his travels impacted the way he sees money and purpose...
7 Aug 1h 19min
BONUS: Future Standard President & CIO Mike Kelly
Barry speaks with Mike Kelly. He's president and chief investment officer of Future Standard and a member of the firm's management committee. They discuss his career on Wall Street going back to him t...
5 Aug 1h 24min
Serial Innovation in FinTech with Purpose Unlimited CEO Som Seif
Barry sits down with Som Seif, founder and CEO at Purpose Unlimited. They discuss Som's journey from engineering to investment banking. They also discuss his early push into ETFs in Canada and the cre...
31 Juli 1h 7min
At The Money: Living a Life of Purpose
Worried about purpose, legacy, and what all this wealth might be good for? You are not alone. Dr. Jordan Grumet is a physician who works at the intersection of money, mortality, purpose, and regret. H...
29 Juli 20min
Balancing $5.7T in Active and Passive Management with Lori Heinel
Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studie...
24 Juli 1h 1min
At The Money: Hungry? Should You Invest in Wheat?
Do you want to own a core food staple as a geopolitical hedge, an inflation offset, or simply as a diversifier? There’s an ETF for that! Sal Gilbertie began trading agricultural and energy commodities...
22 Juli 19min
Challenging The Titans of Asset Management with Jason Wenk
Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. J...
17 Juli 1h 3min
At The Money: When Should Do-It-Yourself Investors Fire Themselves?
DIY investors have been a force in the market, pouring trillions into indexing and remaking asset management. But at a certain point in their lives, their needs become more complex and may require hel...
15 Juli 17min
