Podcast Episodes

Managing Business Model Changes

What do you do when the business model of your chosen career changes radically? How can you adapt to changing conditions?  Sam Ro is a veteran markets journalist and CFA. After decades of working for…

Published on 2 months, 1 week ago

Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

Barry speaks with Kate Moore, chief investment officer at Citi Wealth. They discuss Kate's extensive and diverse career which saw her as Head of Thematic Strategy and a portfolio manager for the Glob…

Published on 2 months, 2 weeks ago

At The Money: Planning Your Retirement?

Thinking about retirement? Do you know how you will spend your time? And perhaps most significantly, how much retirement can you afford?

Christine Benz is Director of Personal Finance & Retirement Pla…

Published on 2 months, 2 weeks ago

Swiss Re's Velina Peneva on the Business of Reinsurance

Barry speaks with Velina Peneva, group chief investment officer at Swiss Re about the business of reinsurance, managing risk, her career path and more. Peneva started her career at Bain & Company in …

Published on 2 months, 3 weeks ago

At The Money: Navigating War, Tariffs and Geopolitics

Israel attacked Iran with drones; the U.S. bombed Iran’s nuclear sites. This after months of Tariffs announcements and geopolitical wrangling. What are investors supposed to do?

Sam Ro, an award winn…

Published on 2 months, 3 weeks ago

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

Barry speaks with Stephen Laipply, global co-head of iShares Fixed Income ETFs at BlackRock, for a conversation about uncertainty in markets, the impact of the Trump administration's tariff and trade…

Published on 2 months, 4 weeks ago

At The Money: Buying a Vacation Home with Jonathan Miller

Want to buy a beach or lake house or other vacation property?  You need some effort, assistance from a local expert, and a decent pile of money.

Jonathan Miller, President of Miller Samuel, joins Bar…

Published on 2 months, 4 weeks ago

Efficient Frontier Advisors Co-Founder & Neurologist Bill Bernstein

Barry speaks with Bill Bernstein, neurologist, investor, author and co-founder of Efficient Frontier Advisors about his unique career path from science to finance and how he uses lessons learned in n…

Published on 3 months ago

At The Money: Cass Sunstein on Shifting Your Career Focus

How do you change careers when you are a highly accomplished, successful attorney? The answer is focus within your profession on what you love doing!

Cass Sunstein, professor at Harvard Law School co…

Published on 3 months ago

Transforming ETFs with Bryon Lake of Goldman Sachs Asset Management

Barry speaks with Bryon Lake, Chief Transformation Officer for the Client Solutions Group within Goldman Sachs Asset Management. Bryon started at PowerShares in the ETF industry eventually becoming h…

Published on 3 months, 1 week ago