Masters in Business

Bloomberg
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Jun 6, 2024 • 1h 1min

Peter Mallouk on Making Financial Planning Easier

Peter Mallouk, CEO of Creative Planning LLC, discusses building a successful financial planning firm, challenges of digital money movement, growth through acquisitions, content creation, RIA industry complexity, minority ownership of Kansas City Royals, music influences, and promoting the podcast.
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Jun 5, 2024 • 13min

At the Money: Lose the Noise

Larry Swedrow, head of financial research at Buckingham Strategic Wealth, discusses the challenges of managing distractions in investing. He emphasizes the importance of long-term investing, navigating corporate news, and analyzing activist investors and digital money movements. Swedrow advises investors to focus on long-term goals and avoid reacting to short-term market fluctuations for successful investing.
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May 30, 2024 • 1h 17min

Jeffrey Sherman on a Mathematician's Journey Into Finance

Jeffrey Sherman, Deputy Chief Investment Officer at DoubleLine Capital, discusses his journey from mathematics to finance, navigating excess savings, fiscal stimulus impact, consumer sentiment trends, challenges in the bond market, sector rotation strategies, and psychology in investing.
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May 29, 2024 • 9min

At the Money: Your Financial 'Captain'

Peter Mallouk, CEO of Creative Planning with $300B in client assets, discusses the importance of having a financial 'captain' overseeing all aspects of your finances. He explains how this approach can lead to better outcomes, cost savings, and top-tier financial advice for individuals of all wealth levels.
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May 23, 2024 • 1h 7min

Anand Giridharadas on the Financial Crisis, Covid and the State of Democracy

Author Anand Giridharadas discusses the financial crisis, Covid, and democracy. They explore the influence of wealthy donors on academia and media, the manipulation of tax-exempt deductions for political influence, and the emotionally charged battleground of politics. An insightful conversation about the state of American democracy.
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May 23, 2024 • 19min

Evolving Money: In Money We Trust (Sponsored Content)

Exploring the evolution of money, from Goldsmiths issuing paper slips to Bitcoin revolutionizing payments. Discussing the inefficiencies of global money transfers and the rising adoption of blockchain technology in financial transactions.
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May 22, 2024 • 13min

At the Money: Avoiding the Behavior Gap

Carl Richards, author of “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money,” discusses the reasons behind underperforming investments and how to avoid the behavior gap in financial decision-making with Barry Ritholtz. They explore emotional decision-making, common biases, and the importance of strategic planning to achieve better investment outcomes.
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May 20, 2024 • 2min

Introducing: Big Take Asia

Explore the diverse and dynamic Asian region with 'Big Take Asia,' a Bloomberg podcast that covers major economies, businesses, and market trends, highlighting the global impact of events in the region.
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9 snips
May 16, 2024 • 1h 19min

Savita Subramanian on Equity and Quantitative Strategy

Savita Subramanian, Managing director at Bank of America Corp, discusses navigating finance, investing with behavioral insights, market sentiment, industry challenges, AI in financial analysis, market valuation, and personal influences in an insightful and engaging conversation with Barry Ritholtz.
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May 15, 2024 • 12min

At the Money: Hot & Cold Investments

Jan van Eck, CEO of Van Eck Funds, discusses identifying when assets become hot or cold. They explore navigating sector rotations, constructing institutional portfolios with caution, and strategies for investing amid economic growth and fiscal concerns. Insight on potential growth in Japan and India, underperformance of China, and emerging opportunities in Europe, semiconductors, and AI are highlighted.

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