Episode (200)
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Jay Leno on the Future of Late Night & Car Collecting
Dec 26, 2025Barry sits down with Jay Leno at the Audrain Newport Concours & Motor Week. They discuss the future of late night comedy after The Late Show with Stephen Colbert was canceled. They also discuss Jay's ...
The New Deregulatory SEC
Dec 24, 2025Big changes are afoot at the Securities and Exchange Commission. More IPOs, more crypto, and less enforcement are coming as the SEC becomes smaller and much more corporate-friendly. What might this me...
Finding Value Investments with Patient Capital's Samantha McLemore
Dec 19, 2025Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways h...
Stock Market Stories via the Narrative Machine
Dec 17, 2025Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found Ben Hunt is founder of Perscient, a f...
Building New Financial Products with BlackRock's Stephen Cohen
Dec 12, 2025Barry speaks with BlackRock’s Chief Product Officer and Head of Global Product Solutions Stephen Cohen. They discuss launching new investment products and the trajectory of ETFs. Stephen also discusse...
Year-End Tax Planning Moves
Dec 11, 2025There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry – there...
How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo
Dec 06, 2025Barry sits down with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management. They discuss the state of alternatives and Paul's "30 Pearls of Investment Wisdom." They also dis...
At The Money: Finding the Hidden Alpha in SEC filings
Dec 03, 2025Is there Alpha to be found hidden in SEC filings? Management does seem to hide lots of bad news by just barely complying with the law. Recent indicators are this is getting worse. Michelle Leder is a...
Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design
Nov 28, 2025Barry sits down with A. Lange & Sohne CEO Wilhelm Schmid at the Audrain Newport Concours & Motor Week for a special edition of Masters in Business. Barry and Wilhelm compare watch and car design. They...
At The Money: How to Use Narrative Information
Nov 26, 2025Do fundamentals or narratives drive market valuations? That is the question so many are wrestling with in today’s 24/7 algo-based platforms and AI-driven mediascape. Ben Hunt is founder of Perscient,...