Shirl Penney on Building a $100 Billion RIA Platform (Podcast)

Shirl Penney on Building a $100 Billion RIA Platform (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.

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Managing the Shift from Pensions to 401k with Zach Buchwald

Managing the Shift from Pensions to 401k with Zach Buchwald

Barry speaks with Zach Buchwald, Chief Executive Officer and Chairman of Russell Investments about his career in investing. They discuss the creation of the smart beta philosophy. They also discuss th...

23 Jan 56min

BONUS: How the Internet Got Worse with Cory Doctorow

BONUS: How the Internet Got Worse with Cory Doctorow

On this special, bonus edition of Masters in Business, Barry speaks with Cory Doctorow, a science fiction author, activist, journalist and blogger. They discuss the power of large companies over the I...

21 Jan 42min

How Investors Fall Into Bias Traps with Economists Richard Thaler & Alex Imas

How Investors Fall Into Bias Traps with Economists Richard Thaler & Alex Imas

Barry speaks with Richard Thaler and Alex Imas award winning economists and co-authors of "The Winner's Curse: Behavioral Economics Anomalies". They discuss the psychology of spending at auctions, and...

16 Jan 1h 26min

At The Money: Better Results By NOT Investing with Dictators!

At The Money: Better Results By NOT Investing with Dictators!

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. Perth Tolle is the founder of the ...

14 Jan 17min

Using AI to Find Investing Stories with Perscient Co-Founder Ben Hunt

Using AI to Find Investing Stories with Perscient Co-Founder Ben Hunt

Barry speaks with Ben Hunt is president and co-founder of Perscient, an AI research firm and software company that pioneered the use of language models and unstructured data analysis for investment st...

9 Jan 1h 39min

At The Money: Fan Favorite - Algorithmic Harm

At The Money: Fan Favorite - Algorithmic Harm

On this fan favorite episode of "At The Money", Barry speaks with Cass Sunstein, professor at Harvard Law School and co-author of the book, “Algorithmic Harm: Protecting People in the Age of Artificia...

8 Jan 20min

Why Private Assets Are Essential: Masters in Business with Stephanie Drescher

Why Private Assets Are Essential: Masters in Business with Stephanie Drescher

Barry sits down with Stephanie Drescher, Apollo’s Chief Client and Product Development Officer and a member of the Firm’s Leadership Team. He and Stephanie discuss her start at JP Morgan, creating com...

2 Jan 56min

At The Money: Tax Management for Investors

At The Money: Tax Management for Investors

There are important issues that all investors face when it comes to managing their taxes: more than just capital gains, there is also asset location, tax-qualified accounts, income timing, loss use, a...

31 Dec 202518min

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