Sara Grillo

APRIL 10, 2023

I am an irreverent and fun marketing con We’ve got a great party crew here today. Salaske: It’s not a security or a currency either. It’s not a currency because it’s not pegged to an underlying currency and if it were, you would just buy the underlying currency. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52

The Irrelevant Investor

OCTOBER 28, 2021

It was October 2012 and I was at my first financial conference. I'm early in my career and had little reason to be optimistic. Business was dead. So when I walked into that conference room, I was ready, willing, and able to be convinced that bad times were here to stay. Looking back, I had it all wrong.

Marketing 52

Marketing Marketing Economics Economy 52

Sara Grillo

DECEMBER 12, 2022

Are low fees better than high fees? Does the way you are paid dictate how you serve clients? In this clip we debate whether or not it’s important that the client knows what fees they are paying. Should brokers disclose that cost even though it’s not technically classified as an outright “fee”?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

MAY 30, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. I’m honored to be here. That’s my favorite one.

Banking 143

Banking Economics Economy Business Planning 143

Sara Grillo

APRIL 11, 2022

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Let’s start with the basics. Well, here’s my interview with someone who does! So please subscribe! What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Indigo Marketing Agency

JANUARY 24, 2024

So, here are the top influencers to watch this year. You can follow him on X (Twitter) here. Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. You can listen to our episode on Preparing to Sell Your Financial Advisory Firm here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

JUNE 7, 2023

 The video from last week’s panel is above Bloomberg Masters in Business host Barry Ritholtz discusses the current environment for hedge fund launches with IDW Group Founder and Chief Executive Officer Ilana D. It’s one of the top at head hunters in the world of hedge funds. So let’s start with you, Mike.

Management 270

Management Investing Investments Economics 270

The Big Picture

JULY 18, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

FEBRUARY 13, 2023

 The transcript from this week’s, MiB: Rick Rieder, BlackRock’s CIO of Global Fixed Income , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. I really liked, you know, how you think about big picture.

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

MARCH 7, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest. When do you own growth? When do you own equity?

Assets 164

Assets Management Portfolio Marketing 164

The Big Picture

AUGUST 29, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, hey, guess what? Eric Balchunas, welcome to Masters in Business. I have an extra special guest.

Assets 164

Assets Management Marketing Marketing 164

The Big Picture

JULY 24, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. Let’s start with that. Welcome to Bloomberg.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

NOVEMBER 8, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have another extra special guest. Let’s start with your background in academia.

Banking 143

Banking Valuation Economy Investing 143

The Big Picture

AUGUST 7, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, wow, I have a fun, extra fun, extra special. Happy to be here. Anyway, I have a really fun guest.

Medical 130

Medical Transportation Investing Investments 130

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. Unfortunately the list goes on ad nauseum.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Indigo Marketing Agency

OCTOBER 25, 2019

In this episode, he’ll help us understand how advisors can prepare to sell their financial advisory firm, including: What’s the selling landscape like for advisory firms today? How can advisors plan to get top dollar for their firm? How can advisors prepare 5 or 10 years out to sell their firms? Transcription. CA: Great.

Clients 52

Clients Financial Advisor Planning Numbers 52

The Big Picture

SEPTEMBER 5, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. He is founder and CEO of Miller Samuel, where he has been covering the real estate market for the better part of 40 years. It feels like I’ve been here before.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

JULY 4, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest.

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

FEBRUARY 28, 2023

They also have headquarters here in the U.S., They have a very thoughtful approach and a very long-term approach to making investments in the private markets. You’re listening to Masters of Business on Bloomberg Radio. Previously he headed the firm’s private equity business. in Colorado.

Clients 143

Clients Investing Investments Assets 143

The Big Picture

APRIL 18, 2023

 The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Joe Baratta is the Global Head of Private Equity at PE giant Blackstone, where he has worked since 1998. Happy to be here.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

APRIL 4, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President.

Banking 143

Banking Management Investing Investments 143

The Big Picture

MARCH 14, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have another extra special guest, Rich Bernstein is a legend in finance circles. RITHOLTZ: Right.

Economy 154

Economy Investing Investments Portfolio 154

The Big Picture

MARCH 12, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is Masters in business with Barry Ritholtz on Bloomberg Radio. And on top of that, he’s pretty much a quantitative geek. It’s great to be here. What does that mean?

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

APRIL 25, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. With no further ado, MarketCounsel’s Brian Hamburger.

Compliance 154

Compliance Wealth Management Clients Management 154

The Big Picture

NOVEMBER 29, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest and a funny story about how this podcast came about.

Banking 273

Banking Insurance Numbers Marketing 273

The Big Picture

DECEMBER 12, 2023

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. The s and p 500 has underperformed his fund by 3.7% Many years ago.

Management 259

Management Investing Investments Retail 259

The Big Picture

APRIL 8, 2024

That’s just unprecedented. He’s built a fascinating company. He is one of those people who focuses on figuring out what’s happening here and now, and is less concerned about making forecasts about the future. That, that’s amazing. I know how to work. Ed is a fascinating guy.

Economy 143

Economy Clients Economics Banking 143

The Big Picture

DECEMBER 20, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. I found it fascinating, and I think you will also.

Banking 154

Banking Assets Government Investing 154

The Big Picture

JULY 19, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

FEBRUARY 20, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:09 [ Barry Ritholtz ] This week on the podcast, what can I say? Really a masterclass in how monetary policy is not only made but executed and put into actual operations.

Economy 143

Economy Banking Marketing Marketing 143

The Big Picture

FEBRUARY 7, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis.

Engineering 254

Engineering Banking Management Numbers 254

The Big Picture

MAY 2, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have a pair of extra special guests. How do you hire people? How do you hire people?

Retail 164

Retail Insurance Advertising Numbers 164

The Big Picture

FEBRUARY 12, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. What a fascinating investor and what a fascinating career David has had. And he came to some really fascinating conclusions, which led him to change how they approached investing.

Management 286

Management Investing Investments Economy 286

The Big Picture

APRIL 2, 2024

The transcript from this week’s, MiB: Angus Deaton on America’s Wealth & Inequality , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast. It’s a pleasure to be here.

Healthcare 143

Healthcare Medicine Economics Numbers 143

The Big Picture

SEPTEMBER 26, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. But let’s talk about your background. And venture capitalists back then weren’t backing, you know, 21-year-olds coming out of college.

Startup 164

Startup Investing Investments Numbers 164

The Big Picture

NOVEMBER 15, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. His name is Dave Nadig. Why don’t you speak to him?

Management 270

Management Assets Portfolio Investing 270

The Big Picture

NOVEMBER 7, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz: 00:00:06 This week on the podcast, what can I say? Zeke Fox’s book number go up inside crypto’s Wild Rise and staggering.

Numbers 154

Numbers Banking Accounting Taxes 154