Finding Value Investments with Patient Capital's Samantha McLemore
Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways h...
19 Dec 202551min
Stock Market Stories via the Narrative Machine
Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found Ben Hunt is founder of Perscient, a fi...
17 Dec 202518min
Building New Financial Products with BlackRock's Stephen Cohen
Barry speaks with BlackRock’s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusse...
12 Dec 20251h 1min
Year-End Tax Planning Moves
There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry – there...
11 Dec 202516min
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 Dec 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 Dec 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
