Perth Tolle on ETF Freedom Metrics

Perth Tolle on ETF Freedom Metrics

Bloomberg Radio host Barry Ritholtz speaks with Perth Tolle, who is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Tolle was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Tolle lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Tolle was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021.

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Franklin Templeton's Sonal Desai on Fixed Income

Franklin Templeton's Sonal Desai on Fixed Income

Barry speaks with Sonal Desai, executive vice president and chief investment officer for Franklin Templeton Fixed Income. She directly manages $215 billion in assets. A native of India, Desai earned a...

24 Juli 202554min

At The Money: Getting Paid in Company Stock

At The Money: Getting Paid in Company Stock

Equity-based compensation has become an increasingly popular form of compensation in the United States, especially in Tech and high-growth, VC-funded companies. Joey Fishman is a Senior Advisor at Rit...

23 Juli 202516min

 RenMac's Head of Economics Neil Dutta on Recession Indicators

RenMac's Head of Economics Neil Dutta on Recession Indicators

Barry speaks with Neil Dutta, head of economics at Renaissance Macro Research. Neil leads their macroeconomic research efforts, with an emphasis on analyzing the US economy, Federal Reserve, global tr...

17 Juli 20251h 6min

At The Money: The Right Way to Spend Your Money in Retirement

At The Money: The Right Way to Spend Your Money in Retirement

One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly diff...

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Richard Bernstein on the State of Markets Today

Richard Bernstein on the State of Markets Today

Barry speaks with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. Rich has over 35 years′ experience on Wall Street, most recently as the Chief Investment Strategis...

11 Juli 20251h 13min

Managing Business Model Changes

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 ...

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Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

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 Juli 20251h 11min

At The Money: Planning Your Retirement? 

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 Juli 202515min

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