Masters in Business cover art
Podcast · 235 episodes

Masters in Business, page 2

by Bloomberg · English

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

All episodes, page 2

Insuring Rare and Collectible Cars and Boats with McKeel HagertyHow Hagerty grew from a niche wooden-boat insurer into a public collector-car and boat insurance/lifestyle company by treating collectible vehicles as “emotional assets,” building a club-like…9 Jul 2026 · 1 h 7 min · 37 chapters
BONUS: The Future of Ride-Hailing with Lyft CEO David RisherLyft’s future and strategy for ride-hailing, focusing on profitability, customer obsession, reliability, and expansion (international, upmarket, and autonomous).8 Jul 2026 · 1 h 16 min · 38 chapters
Venture Capital During the AI Revolution with Mamoon HamidMamoun Hamid (Kleiner Perkins) discusses venture capital during the AI revolution—why AI is a “once-in-a-lifetime” refactoring of the economy, how Kleiner Perkins rebooted to focus on early…3 Jul 2026 · 1 h 1 min · 27 chapters
At The Money: Building a Bond Ladder with ETFsHow to build a bond ladder using ETFs to generate more predictable cash flows and manage interest-rate risk in uncertain rate environments.2 Jul 2026 · 17 min · 9 chapters
Sketching Wealth Strategy: Masters in Business with Carl RichardsCarl Richards discusses “behavioral” investing—why investor results diverge from investment returns (the behavior gap), how media “noise” drives bad timing and unnecessary trading, and how to bridge…26 Jun 2026 · 1 h 20 min · 35 chapters
At The Money: Do Agricultural Commodities Belong in Your Portfolio?Whether agricultural commodities (wheat, corn, soybeans, sugar, coffee) belong in an investment portfolio via ETFs, and how they can act as a portfolio stabilizer/possible inflation hedge.24 Jun 2026 · 25 min · 18 chapters
Value Investing Legend and Warren Buffett Disciple Seth KlarmanSeth Klarman (Baupost Group) discusses value investing and risk management in turbulent markets, emphasizing bottom-up security selection, downside protection, holding cash as optionality, and how to…19 Jun 2026 · 1 h 10 min · 36 chapters
At The Money: Deregulation Will Free Your PortfolioThe “Free Markets ETF” (FMKT) and the investing thesis that deregulation reduces regulatory friction, speeds time-to-market, and boosts margins/earnings; the fund is actively managed around…18 Jun 2026 · 18 min · 9 chapters
Riding Global Tailwinds with EQT's Jean Eric SalataJean-Erik Salata discusses EQT’s strategy and the 2022 merger with Baring Private Equity Asia, plus his career building a pan-Asian private equity platform and EQT’s current investment themes (AI…12 Jun 2026 · 1 h 1 min · 29 chapters
At The Money: How Fixed-Income Investors can use ETFs to their Best Advantage.How fixed-income investors can use bond ETFs to improve transparency, trading flexibility, diversification, and income positioning in a changing rate environment.10 Jun 2026 · 19 min · 10 chapters
NBA Finals Bonus: MAI Capital's Joe McLean on Being the NBA's 'Money Whisperer'Joe McLean, managing partner at MAI Capital, discusses how he became the “money whisperer” for athletes and how he advises young, high-income clients using a rules-based planning framework (cash…8 Jun 2026 · 1 h 15 min · 36 chapters
Beating the S&P For Generations with Davis Funds Chairman Chris DavisChris Davis (Davis Advisors) explains how his firm aims to beat the S&P 500 over long periods by treating investments as buying durable businesses at disciplined prices, focusing on “owner earnings,”…5 Jun 2026 · 1 h 41 min · 39 chapters
At The Money: Grab Your Summer Rental Soon!!Summer rental market outlook and what it signals for broader real estate/consumer spending, including “Amazonified” last-minute demand, rent vs.3 Jun 2026 · 21 min · 11 chapters
Remembering the Life and Work of Jonathan ClementsA remembrance of Wall Street Journal personal finance columnist Jonathan Clements and how his work pushed index investing, then expanded into research-backed ideas about money, happiness, and meaning.29 May 2026 · 1 h 3 min · 30 chapters
At The Money: Farmland Investing (Fan Favorite)Farmland investing as a non-correlated, inflation-hedging real asset, and how to source deals, earn income, and manage risks.28 May 2026 · 17 min · 13 chapters
The Future of Automation and AI with Honeywell CEO Vimal KapurHoneywell CEO Vimal Kapur discusses how AI will “add an intelligence layer” to existing industrial automation, why Honeywell is splitting into three standalone companies, and how adoption depends on…22 May 2026 · 58 min · 22 chapters
At The Money: Blurring the Lines Between Public and Private InvestmentsHow “public-private hybrids” let retail investors access private equity/credit via 40 Act wrappers (closed-end funds, interval/tender-offer funds, ETFs with illiquid buckets), and why the…22 May 2026 · 25 min · 12 chapters
Stopping Poor Financial Decisions with Former FDIC Chair Sheila BairFormer FDIC chair Sheila Bair discusses what drives poor financial decisions, lessons from the 2008 financial crisis, and why financial education and consumer protection matter—especially for young…15 May 2026 · 1 h 5 min · 34 chapters
At The Money: Is SpaceX IPO Breaking Capitalism?The episode argues that modern mega-IPOs—especially SpaceX—are “breaking capitalism” and distorting passive index investing by accelerating index inclusion despite very small public float.13 May 2026 · 20 min · 10 chapters
Evolving Money: Stablecoins in Practice and Policy (Sponsored Content)Stablecoins in practice and policy—how institutional and major payment firms are adopting stablecoins for faster, cheaper settlement, and how U.S. regulation is shifting to enable development.10 May 2026 · 25 min · 13 chapters
Winning the Degenerate Economy with StockTwits CEO Howard LindzonHoward Lindzon (StockTwits CEO/co-founder) discusses “the degenerate economy” driven by meme coins, end-of-day options, and retail gambling behavior.8 May 2026 · 1 h 27 min · 37 chapters
Focusing on Growth (Not Market Cap)Index investing—why “growth” shouldn’t be defined by market cap or valuation alone.7 May 2026 · 14 min · 6 chapters
Building 'The World's Alternative Investment Marketplace' with Lawrence CalcanoHow iCapital, founded in 2013, built “the world’s alternative investment marketplace” by using end-to-end technology to help advisors access alternatives (alts, structured products, annuities) and…1 May 2026 · 59 min · 27 chapters
At The Money: How to Max Out Your Small Business Retirement PlanHow small business owners and solo practitioners can maximize tax-deferred retirement savings using SEP IRAs, solo 401(k)s, mega backdoor Roth strategies, and cash balance defined benefit plans, plus…29 Apr 2026 · 15 min · 6 chapters