Masters in Business

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm’s investment strategy, portfolio construction, research and risk management. Previously, he spent 16-years at JPMorgan Chase & Co where he held titles of Chief Investment Officer, Group Treasurer, Co-Head of Global Spread Markets, Global Head of Securitized Products, and Global Head of Asset-Backed Trading.

If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitative ETFs. Wes Gray is a quant and former military intelligence analyst who is CIO/CEO of Alpha Architect. The firm specializes in specific quant ETFs. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

Barry speaks with Ed Perks, president of Franklin Advisers, Inc. and chief investment officer of Franklin Income Investors. They discuss income based investment compared to equities, and overall portfolio strategy. They also discuss the evolving pitch for private credit.

On this special bonus episode of Masters in Business, Barry speaks with Bill Gurley of Benchmark about his big bets investing early in now-common names like Uber, Zillow, OpenTable and others, plus his new book, "Runnin' Down a Dream: How to Thrive in a Career You Actually Love".

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture.

Barry speaks with Jeff Chang, President and Co-Founder of Vest. They discuss his journey into founding Vest. They also discuss Jeff's views on the benefits of hedging along with with the growth in popularity of ETFs. They also talk about the creation of financial products geared towards hedging.

Lots of asset classes promise uncorrelated returns, but few deliver. One that does is managed futures. Sure, they are expensive and spikey, but when all correlations go to 1 – meaning everything is trading in lockstep, as we saw during the GFC and Covid – they seem to be the rare diversifier that works. Andrew Beer is a hedge fund veteran and founder of Dynamic Beta Investments, a firm focused on hedge-fund replication strategies delivered through low-cost, liquid vehicles like ETFs and mutual funds. His ETF, DBi Managed Futures Strategy (DBMF) attempts to replicate pricier managed futures portfolios Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

Barry speaks with Hilary Allen, a Professor of Law at the American University Washington College of Law. She teaches courses in Banking Law, Securities Regulation, and Business Associations. They discuss financial stability regulation and new financial technologies including crypto and AI. They also talk about the role of venture capital in Silicon Valley, and why some companies from the dot com era took hold while others failed.

401(k)s top out at $24,500, but you can boost your tax-deferred investments to as much as $80,000 by switching to an IRS-approved Mega Backdoor Roth account. Dan LaRosa is Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

Barry speaks with Douglas and Heather Boneparth. Doug is the president of Bone Fide Wealth and Heather is the firm’s Director of Business and Legal Affairs and Chief Compliance Officer. They also discuss their new book Money Together. They discuss the challenges couples can face discussing their finances, why marriages with joint checking accounts tend to last well, and how to navigate money as a couple.

On this special, bonus episode, Barry speaks with Drew Warshaw, Democratic Candidate for New York State Comptroller. They discuss his role in building the World Trade Center after 9/11. his career in alternative energy, and running for NY Comptroller. They dive into his thoughts on New York Pensions funds and the changes he'd make if elected. See omnystudio.com/listener for privacy information.

Barry speaks with Bob Moser, Owner, Principal and CEO at Prime Group. They discuss his early career in real estate and his current holdings. They focus on his investments in self-storage assets and how non-traditional real estate is essential to his investment strategy. Barry and Bob also discuss how interest rates and the change in homeowner age impact commercial real estate.

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid. Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

Barry speaks with Kate Burke, chief executive officer of Allspring Global Investments and director on the Board of Directors at Allspring Global Investments. They discuss her career at AllianceBernstein including the transition from Chief Talent Officer to CEO, and then her move to Allspring. They also discuss Kate's philosophy towards asset management.

Have you ever had a great investment strategy and thought to yourself, “ Hey, this is really good! It should be an ETF!” It is much easier than it used to be to create a strategy and put it into an ETF wrapper. Wes Gray is founder and CEO of ETF architect. He helps managers turn strategies into ETFs by providing turnkey, white label platforms to handle all of the complex and expensive office operations. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

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 the transition from pensions to 401ks for retirees, and the way the onus for investing has moved to the individual. Zach also describes his proposal for a program, that is now in effect, for a $1000 to every newborn who's parents open a count to show the importance of compounding.

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 Internet, and Corey's advocacy for data privacy. Barry and Cory discuss platform decay on the Internet, and how companies keep operating profitably while the user experience decays. See omnystudio.com/listener for privacy information.

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 the effects of draft picks on NFL team spending. They also discuss the anomalies of human behavior and decision making that challenge classical economic theories. See omnystudio.com/listener for privacy 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. Perth Tolle is the founder of the Life and Liberty indexes and the creator of the Freedom 100 EM Index (symbol FRDM). She was named one of 10 to watch in 2020 by Wealth Management Magazine and one of the 100 people transforming Business by Business Insider in 2021. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

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 strategies. They discussed how emerging narratives move a market, and how AI has revolutionized Perscient's computing power. See omnystudio.com/listener for privacy information.