Franklin Templeton's Ed Perks on Fixed Income Investing
March 6, 2026
Ed Perks' investment philosophy, honed through cross-asset experience including convertibles, emphasizes buying assets at reasonable valuations with a long-term horizon, prioritizing income generation while waiting for performance.
BONUS: Bill Gurley on Investing Early in Tech Disruptors & 'Runnin' Down a Dream'
March 4, 2026
Bill Gurley's career pivot from a bored computer scientist at Compaq to a successful sell-side analyst and eventually a venture capitalist was driven by an obsessive curiosity about technology and a desire to avoid a career he perceived as stagnant.
Introducing: Bloomberg This Weekend
March 1, 2026
The new program, "Bloomberg This Weekend," hosted by David Gura, Christina Ruffini, and Lisa Mateo, offers in-depth analysis and interviews covering business, news, lifestyle, and culture every Saturday and Sunday.
Financial Products for Hedging with Vest Co-Founder Jeff Chang
February 27, 2026
Jeff Chang prioritizes grit, influence, creativity, and intelligence, in that order, as the essential characteristics for entrepreneurial success, contrasting with his parents' focus on academic intelligence.
At The Money: Diversifying with Managed Futures ETFs
February 26, 2026
Managed futures are highlighted in the "Masters in Business" episode "At The Money: Diversifying with Managed Futures ETFs" as a rare asset class that genuinely diversifies during periods when correlations between traditional assets like stocks and bonds spike to one.
How AI Could Freeze Progress with Hilary Allen
February 20, 2026
The prevailing narrative of technological innovation often serves as a marketing tool to justify regulatory avoidance and secure venture capital funding, rather than reflecting genuine technical superiority, as seen in FinTech.
At The Money: The Mega Backdoor Roth
February 19, 2026
The Mega Backdoor Roth is an IRS-approved strategy allowing high earners to contribute significantly more than the standard $24,500 limit into a Roth structure within their 401(k), potentially up to $72,000 total contributions.
Why a Joint Account Can Be a Sign of Healthy Marriage
February 13, 2026
Most money conflicts are not truly about the numbers but stem from deeply rooted emotional experiences, cultural scripts, or past traumas that partners bring into the relationship.
BONUS: NY Comptroller Candidate Drew Warshaw on Changing the NY State Pension Funds
February 11, 2026
Drew Warshaw's campaign for New York State Comptroller centers on leveraging the office's financial power to address New York's affordability crisis, particularly through reforming the state pension fund management and aggressively returning unclaimed funds to citizens.
Unconventional Real Estate Investments: Masters in Business with Bob Moser
February 6, 2026
Bob Moser's success in real estate began by systematically identifying undervalued, fragmented assets using public records like water and sewer permitting before the internet made such data easily accessible.
At The Money: The Finances of Divorce
February 4, 2026
The initial financial triage during a divorce should focus on immediate needs using the 'What's Important Now' (WIN) framework before delving into complex asset division.
Building an Asset Allocation Strategy: Masters in Business with Kate Burke
January 30, 2026
Kate Burke's diverse career path, including roles like Chief Talent Officer, provided essential business acumen and strategic planning skills that were crucial for her transition to CEO.
At The Money: Building an ETF
January 28, 2026
Successful ETF launches require low fees, sufficient capital (currently $25M to $50M minimum for credibility), and sustained passion to compete against established giants.
Managing the Shift from Pensions to 401k with Zach Buchwald
January 23, 2026
Zach Buchwald's career trajectory shifted from focusing on market arbitrage at Morgan Stanley to seeking meaningful contribution after realizing his legacy should not just be about 'smelling the money,' leading him to roles advising the government during the financial crisis at BlackRock.
BONUS: How the Internet Got Worse with Cory Doctorow
January 21, 2026
Cory Doctorow defines "inshittification" as a three-phase process where digital platforms initially attract users, then degrade the user experience while locking them in, and finally extract surplus from both users and business customers.
How Investors Fall Into Bias Traps with Economists Richard Thaler & Alex Imas
January 16, 2026
Classical economic models relying on the perfectly rational *
At The Money: Better Results By NOT Investing with Dictators!
January 14, 2026
Traditional emerging market indexes are heavily weighted by market capitalization, leading to significant allocations in autocratic regimes like China, Russia, and Saudi Arabia, which can be detrimental to investor capital.
Using AI to Find Investing Stories with Perscient Co-Founder Ben Hunt
January 9, 2026
The core of Ben Hunt's work, both at Perscient and in his academic background, centers on the idea that financial markets are heavily driven by the rise and fall of narratives, which can now be measured with unprecedented scale using AI.
At The Money: Fan Favorite - Algorithmic Harm
January 8, 2026
Algorithmic harm primarily occurs when algorithms exploit consumer lack of information or behavioral biases (like over-optimism or present bias) to manipulate purchasing decisions, which is distinct from benign price discrimination based on wealth or taste.
Why Private Assets Are Essential: Masters in Business with Stephanie Drescher
January 2, 2026
The historical perception of public markets as inherently safe and private markets as inherently risky is undergoing a fundamental rethink, driven by public market concentration and the need for broader portfolio diversification.
At The Money: Tax Management for Investors
December 31, 2025
Tax management is a controllable priority for investors, offering guidelines within the current tax code that contrast with the unpredictability of market movements.
Jay Leno on the Future of Late Night & Car Collecting
December 26, 2025
Jay Leno's comedic influences included Robert Klein, George Carlin, and Richard Pryor, and his interest in comedy was sparked by a high school English teacher who suggested it as an alternative to a final paper.
The New Deregulatory SEC
December 24, 2025
The current SEC appears to be operating under a deregulatory, corporate-friendly stance characterized by reduced enforcement actions, partly due to significant staff departures (around 28% since early 2021).
Finding Value Investments with Patient Capital's Samantha McLemore
December 19, 2025
Samantha McLemore, founder and CIO of Patient Capital Management, adheres to a contrarian value investing philosophy, influenced by Bill Miller, which embraces growth potential as a core component of valuation.
Stock Market Stories via the Narrative Machine
December 17, 2025
Narratives are weaponized coordination tools used by actors like politicians, CEOs, and central bankers to shape behavior and achieve desired outcomes, rather than simply describing truth.
Building New Financial Products with BlackRock's Stephen Cohen
December 12, 2025
The evolution of the ETF industry has fundamentally shaken up asset management by forcing a re-evaluation of active manager fees and promoting passive indexing as a core portfolio component.
Year-End Tax Planning Moves
December 11, 2025
Tax planning is an integral, generational component of any financial plan, as taxes are often the largest annual expense for investors.
How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo
December 6, 2025
Culture is paramount in investment management, serving as a key differentiator and often being the root cause of failure or success for hedge funds.
At The Money: Finding the Hidden Alpha in SEC filings
December 3, 2025
The foundational framework for SEC disclosure rules largely dates back to the 1933 Act, established after the Great Depression, despite significant changes in modern markets.
Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design
November 28, 2025
The connection between classic cars and fine timepieces lies in shared pillars of beauty, heritage, craftsmanship, and design, where purpose dictates enduring aesthetic success.
How to Use Narrative Information
November 26, 2025
A narrative is defined as any answer to the question "why?" regarding market movements, stock valuation, or behavior, meaning even attaching meaning to a P/E ratio is a narrative.
The Art of Spending Money with Bestselling Author Morgan Housel
November 21, 2025
The pursuit of wealth often leads to a realization that removing financial stress (fewer bad days) is a lifestyle improvement, but it is distinct from achieving true happiness.
Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York
November 20, 2025
The updated edition of *
Getting Earnings Right with Deutsche Bank's Binky Chadha
November 14, 2025
The current U.S. economic cycle is highly peculiar, characterized by sustained low unemployment (around 4%) alongside robust GDP growth (around 3%), a combination historically rare, occurring only in the 1960s and the latter half of the 1990s.
Alternate Investing: Masters in Business with Kristin Olson
November 12, 2025
The alternatives asset class has matured significantly, broadening beyond hedge funds to encompass private equity, private credit, and real assets like infrastructure, which now represent over $500 billion managed by Goldman Sachs.
Targeting IgA Nephropathy (Sponsored Content)
November 9, 2025
IgA nephropathy (IgAN) is a progressive, chronic kidney disease often discovered incidentally through routine urine tests, as was the case for Rachel Benton, the patient featured in this episode of "Targeting IgA Nephropathy (Sponsored Content)" from the "Masters in Business" podcast.
Ceres Partners CEO Brandon Zick on How Private Equity Invests in Farmland
November 7, 2025
Farmland investing, particularly in Midwest row crops, is characterized by highly dispersed ownership, zero vacancy, and an inefficient rental market, creating opportunities for active institutional management to add alpha through CapEx and superior deal sourcing.
At The Money: Automate Your Investing
November 6, 2025
Automating investments through features like auto enrollment, contribution increases, and target date funds significantly reduces behavioral errors and helps investors capture more of their funds' total returns, as evidenced by a much smaller investor gap (0.1% vs. 1.2% annually) compared to discretionary trading.
What Went Wrong in Great Financial Crisis Stimulus with Reporter Jon Hilsenrath
October 31, 2025
Jon Hilsenrath's early career experiences covering the collapse of Peregrine Investments in Asia provided him with crucial insights that proved invaluable when reporting on the 2008 financial crisis.
At The Money: Monetizing Dirt
October 29, 2025
Land value extends far beyond traditional uses (housing, commerce, farming) due to monetizable rights such as mineral rights, recreation leases, and renewable energy installations.
Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders
October 24, 2025
Liz Ann Sonders' investment framework, heavily influenced by her early mentor Marty Zweig, emphasizes the critical role of behavioral economics and sentiment analysis in understanding market cycles, as opposed to focusing solely on day-to-day economic data.
At The Money: How Big Can Active ETFS Get?
October 22, 2025
The ETF space is shifting from being dominated by large, cheap, passive index funds to a growing segment of active, niche, and often costlier ETFs, exemplified by the success of brand-name managers like Cathie Wood, Dan Ives, and Tom Lee.
Introducing: The Mishal Husain Show
October 19, 2025
Mishal Husain is launching a new podcast,
Carta CEO Henry Ward on Private Credit & Private Markets
October 17, 2025
Carta's initial success stemmed from solving the immediate, unglamorous problem of cap table management, which served as a wedge to build a broader platform, rather than pursuing the initially envisioned, larger market of a private stock exchange.
At The Money: Don’t Underperform Your Own Investments!
October 15, 2025
The investor return gap, highlighted in Morningstar's "Mind the Gap" study discussed on "Masters in Business" in the episode "At The Money: Don’t Underperform Your Own Investments!", reveals that investor behavior causes them to significantly underperform the total returns of the funds they hold.
'Barbell' Investing Strategies With Jurrien Timmer
October 10, 2025
Jurrien Timmer's career path highlights the value of a fixed income foundation for developing a comprehensive global macro perspective, which he now applies at Fidelity Investments.
At The Money: Farmland Investing
October 8, 2025
Farmland offers investors a compelling combination of income generation, capital appreciation, and a positive correlation with inflation, making it a strong portfolio diversifier.
BNY's Jose Minaya on How AI Is Transforming Asset Management
October 3, 2025
Jose Minaya's career progression was characterized by a willingness to take on new, challenging areas outside his immediate expertise, such as moving from private credit to building the farmland investment platform at Nuveen.
At The Money: The Flood of New ETFs
October 1, 2025
Despite the influx of complex, expensive new products, the majority of investor assets will likely continue to flow into low-cost, broad-based index ETFs, which remain the best wrapper for core beta exposure.
21st Century Investing Strategies From Dmitry Balyasny
September 26, 2025
Dmitry Balyasny's formative experiences immigrating from the Soviet Union instilled the perseverance and 'thick skin' necessary for navigating the difficulties of trading and business.
At The Money: How Greed Became a Virtue
September 24, 2025
The concept of greed being beneficial, or 'greed is good,' can be traced back to 15th-century Florence, predating its popular association with the 1980s, and was incubated in a mercantile city driven by commerce.
BlackRock's Jaime Magyera on Wealth Management and Retirement
September 19, 2025
The wealth management industry is rapidly evolving, driven by changing investor preferences and the need to serve diverse client segments like next-generation investors and women, who are increasingly controlling significant wealth.