Masters in Business

Masters in Business

Bloomberg

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Episode (200)

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51
How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo

How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo

Dec 06, 2025

Barry 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...

52
At The Money: Finding the Hidden Alpha in SEC filings

At The Money: Finding the Hidden Alpha in SEC filings

Dec 03, 2025

Is 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...

53
Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design

Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design

Nov 28, 2025

Barry 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...

54
At The Money: How to Use Narrative Information

At The Money: How to Use Narrative Information

Nov 26, 2025

Do 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,...

55
The Art of Spending Money with Bestselling Author Morgan Housel

The Art of Spending Money with Bestselling Author Morgan Housel

Nov 21, 2025

Barry sits down with New York Times Bestselling author of The Psychology of Money, The Art of Spending Money, and Same As Ever. They discussed different sections of market cycles and the psychology of...

56
Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York

Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York

Nov 20, 2025

On this special edition of Masters in Business, Barry speaks with Nobel Prize winning economist Richard Thaler, along with Alex Imas, Professor of Behavioral Science, Economics, and Applied AI at the ...

57
Getting Earnings Right with Deutsche Bank's Binky Chadha

Getting Earnings Right with Deutsche Bank's Binky Chadha

Nov 14, 2025

Barry speaks with Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities. They discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also...

58
Alternate Investing: Masters in Business with Kristin Olson

Alternate Investing: Masters in Business with Kristin Olson

Nov 12, 2025

Barry speaks with Kristin Olson, global head of alternatives for wealth at Goldman Sachs. They discuss the alternate investing space. Kristen and Barry also discuss allocating money long-term and maki...

59
Targeting IgA Nephropathy (Sponsored Content)

Targeting IgA Nephropathy (Sponsored Content)

Nov 09, 2025

Rachel Benton is a loving mother to an adorable 2-year-old boy named Stetson. Stetson doesn’t know it, but he may have already saved his mom’s life. A routine medical checkup, that Rachel only had bec...

60
Ceres Partners CIO Brandon Zick on How Private Equity Invests in Farmland

Ceres Partners CIO Brandon Zick on How Private Equity Invests in Farmland

Nov 07, 2025

Barry speaks with Brandon Zick, Chief Investment Officer at Ceres Partners. They discuss how his private equity company invests in farmland, and  food, agriculture and water. They also discussed his p...

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