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Masters in Business

Latest episodes

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Jul 16, 2025 • 20min

At The Money: The Right Way to Spend Your Money in Retirement

Christine Benz, Director of Personal Finance at Morningstar and author of 'How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement,' shares valuable insights on navigating retirement finances. She discusses the challenges retirees face in transitioning from saving to spending and the importance of personalized financial plans. Christine also emphasizes a conservative withdrawal strategy, the significance of annual portfolio reviews, and how legacy planning can enhance family bonds while encouraging retirees to enjoy their wealth responsibly.
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65 snips
Jul 11, 2025 • 1h 14min

Richard Bernstein on the State of Markets Today

Barry chats with Richard Bernstein, CEO of Richard Bernstein Advisors and a Wall Street veteran with over 35 years of experience. They dive into the current macro investment climate, exploring strategies for navigating market challenges. Rich shares insights on the importance of understanding profit cycles versus traditional business cycles and the impact of fiscal stimulus on corporate profits. He also emphasizes the significance of investor confidence and avoiding value traps amidst market noise. Tune in for a blend of expertise and engaging anecdotes!
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30 snips
Jul 9, 2025 • 14min

Managing Business Model Changes

Sam Ro, a veteran markets journalist and CFA, shares insights from his successful journey, including launching the award-winning Substack TKER. He dives into adapting to changing business models in media, discussing the shift from traditional to digital platforms. The conversation touches on the decline of Google Search in content discovery and the rise of independent writing. Ro emphasizes the balance between the freedom of freelance work and the challenges of navigating new revenue models, encouraging creativity and adaptability in career transitions.
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20 snips
Jul 3, 2025 • 1h 12min

Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

Kate Moore, Chief Investment Officer at Citi Wealth, shares her extensive finance background, boasting roles at BlackRock and JP Morgan. She dives into the evolving landscape of macro investing, emphasizing thematic strategies and technological impacts like AI. The discussion highlights Citi's wealth management innovations and approaches to diverse client needs amid economic uncertainties. Kate also reflects on the disconnect between public economic perceptions and personal finances, offering insights into navigating market complexities and the importance of mindful investing.
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37 snips
Jul 2, 2025 • 15min

At The Money: Planning Your Retirement? 

Christine Benz, Director of Personal Finance & Retirement Planning at Morningstar and author of 'How to Retire,' offers invaluable insights on retirement planning. She discusses the importance of finding purpose after your career, suggesting fulfilling activities to maintain joy. Benz emphasizes structuring income sources like Social Security and annuities for basic living expenses. She shares effective investment strategies, including the bucket strategy, and highlights the benefits of proactive, organized planning as essential for a smooth transition into retirement.
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58 snips
Jun 27, 2025 • 1h 13min

Swiss Re's Velina Peneva on the Business of Reinsurance

Velina Peneva, the Group Chief Investment Officer at Swiss Re, shares her impressive journey from Bain & Company to the reinsurance sector. She discusses the complexities of managing risk and investment strategies in a changing market. Peneva emphasizes the importance of efficiency within teams and adapting to geopolitical tensions in investment strategies. The conversation also touches on the impact of central bank policies and the recent shifts in market sentiment, highlighting the resilience required in today's economic climate.
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10 snips
Jun 25, 2025 • 19min

At The Money: Navigating War, Tariffs and Geopolitics

In this engaging discussion, Sam Ro, an award-winning financial journalist and CFA, shares his expertise on navigating the tumultuous waters of geopolitical unrest and investment strategies. He emphasizes how historical stock market resilience can guide investors through short-term volatility. The conversation dives into the intricate relationship between geopolitical tensions, energy dynamics, and inflation, all while reminding listeners to balance emotional responses with informed economic decisions during crises.
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40 snips
Jun 20, 2025 • 1h 2min

BlackRock's Global Co-Head of iShares Fixed Income ETFs Stephen Laipply

Stephen Laipply, Global Co-Head of iShares Fixed Income ETFs at BlackRock, provides insights into navigating today’s turbulent markets. He discusses the impact of tariffs and inflation on investment strategies, as well as the Fed's rate challenges. Laipply sheds light on the resilience of bond ETFs during crises and shares lessons from his career journey. The importance of active fixed income investing shines through, alongside a focus on mentorship and the ever-evolving landscape of hiring in finance.
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15 snips
Jun 18, 2025 • 32min

At The Money: Buying a Vacation Home with Jonathan Miller

Jonathan Miller, President of Miller Samuel and expert in luxury and vacation properties, shares insights on buying vacation homes. He discusses the surge in second home purchases post-pandemic and how regional variations affect pricing and supply, particularly in hotspots like Southern Florida. Miller highlights the impact of rising mortgage rates on younger buyers and offers practical tips for navigating the market, including using real estate apps and collaborating with local experts to secure your dream getaway.
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99 snips
Jun 13, 2025 • 1h 4min

Efficient Frontier Advisors Co-Founder & Neurologist Bill Bernstein

Bill Bernstein, a neurologist turned investor and co-founder of Efficient Frontier Advisors, shares his unique career journey and how insights from neuroscience influence his investing strategies. He discusses the current economic and political landscape, emphasizing emotional control in navigating market psychology. Bill explores the significance of understanding historical contexts and psychological factors in investment decisions, offering listeners valuable perspective on uncertainties and effective long-term strategies.

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