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Bloomberg

Barry Ritholtz speaks with the people that shape markets, investing and business.

Masters in Business

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.

See omnystudio.com/listener for privacy information.

At The Money: Finding Alpha via Unique ETF Strategies

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.

See omnystudio.com/listener for privacy information.

Franklin Templeton's Ed Perks on Fixed Income Investing

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".

See omnystudio.com/listener for privacy information.

BONUS: Bill Gurley on Investing Early in Tech Disruptors & 'Runnin' Down a Dream'

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons. 

Watch the show LIVE on Bloomberg Television from 7AM-10AM Eastern Time. 
Listen to the show LIVE on Bloomberg Radio from 7AM-10AM Eastern Time. 

Listen to the Podcast for the best conversations from the show. 
Subscribe on Apple: 
https://podcasts.apple.com/us/podcast/bloomberg-this-weekend/id1878739308
Subscribe on Spotify: 
https://open.spotify.com/show/5DQ8CEg9LeS1xGJSaxt47l

See omnystudio.com/listener for privacy information.

Introducing: Bloomberg This Weekend

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.

See omnystudio.com/listener for privacy information.

Financial Products for Hedging with Vest Co-Founder Jeff Chang

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.

See omnystudio.com/listener for privacy information.

At The Money: Diversifying with Managed Futures ETFs

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.

See omnystudio.com/listener for privacy information.

How AI Could Freeze Progress with Hilary Allen

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.
 
 

See omnystudio.com/listener for privacy information.

At The Money: The Mega Backdoor Roth

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. 

See omnystudio.com/listener for privacy information.

Why a Joint Account Can Be a Sign of Healthy Marriage

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.

BONUS: NY Comptroller Candidate Drew Warshaw on Changing the NY State Pension Funds

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.

See omnystudio.com/listener for privacy information.

At The Money: The Finances of Divorce

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