show episodes
 
Artwork

1
Stages

Emily R. Grace

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Life throws lots of challenges at you at every stage. We’re here to talk about them by connecting you with experts on handling the issues you face. Join me, Emily Grace, as we address topics of interest to dynamic families at every stage in their life. At the end of the day, planning for all of the stages in life is crucial. Working with dynamic families at Bernstein Private Wealth Management I’ve helped people through many acts by helping them plan and invest in a straightforward and values ...
  continue reading
 
Artwork

1
Women & Wealth

Bernstein Private Wealth Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
A forum where female founders, philanthropists, and women in all stages of life discuss their personal stories, money lessons, and how they’ve learned to make money meaningful.
  continue reading
 
Artwork

1
Inspired Investing

Bernstein Private Wealth Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Bernstein’s Head of Foundation and Institutional Advisory Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.
  continue reading
 
Artwork

1
The Inflection Point

Bernstein Private Wealth Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Behind every entrepreneur is a distinct and inspiring story of how they navigated an Inflection Point. These moments illustrate their ambition, grit, failure, and success. We believe there is value in sharing their journey and lessons learned. Please join our host Brian Haloossim as he engages some of today’s most influential business leaders and innovators. During each conversation, we will discover what was behind those pivotal moments, and how they are preparing for new challenges and opp ...
  continue reading
 
Artwork

1
On Purpose

Bernstein Private Wealth Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
On Purpose is a new Bernstein podcast focused on responsible investing and intentionally aligning your portfolio with your values. In each episode, the series’ host, Senior Investment Strategist and National Managing Director, Travis Allen, is joined by business, academic, and other leaders at the intersection of wealth building, profit, and making a difference. There is a lot to learn from companies and individuals that make concerns for the environment, society, and good corporate behavior ...
  continue reading
 
Artwork

1
Changing the Trajectory

Bernstein Private Wealth Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Changing the Trajectory is a podcast hosted by James Seth Thompson that seeks to inspire and empower meaningful generational planning and legacy building through intentional and deliberate action. Featuring roundtable discussions that highlight multicultural markets and communities as breeding grounds for success and change, we offer fresh perspectives on responsibility and investing. Learn to prioritize core values and act with intent to leverage influence and create lasting impact. We won’ ...
  continue reading
 
Artwork

1
The Big Stage

Bernstein Private Wealth Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
This is The Big Stage, where host Adam Sansiveri, Bernstein Managing Director and Co-lead of Sports & Entertainment, along with Bernstein advisors, will talk to the biggest names in pop culture, sports, and the arts about their lives and legacies. We offer behind-the-scenes insights into how ambitious and successful individuals make investments, manage multiple business and social ventures, and give back to their communities. Tune in to find out how these esteemed athletes, artists, and ente ...
  continue reading
 
Loading …
show series
 
Money. It's a driving factor in our lives. But how often have you thought about those little green pieces of paper in your wallet and the idea that created it, or the digital zeros and ones in our banks and brokerage accounts that represent your money? Is it real, or simply a collective delusion? Paul Vigna is a reporter for The Wall Street Journal…
  continue reading
 
Barry speaks with Erik Hirsch, Co-Chief Executive Officer at Hamilton Lane, previously serving as CIO and Head of Strategic Initiatives. As co-CEO, he is responsible for the firm’s strategic direction and operations. Erik is also Vice Chairman and a trustee of the University of Virginia’s College Foundation, and serves on the board of the Philadelp…
  continue reading
 
Are you passionate about cars? Have you imagined collecting, rebuilding or showing them? Classic cars have been appreciating rapidly and if my emails or anything to go by, quite a few of you have caught the fever. Hannah Elliot is the super car reviewer for Bloomberg, and has been covering the auto industry and exploring car culture for over 15 yea…
  continue reading
 
Barry speaks with Sonal Desai, executive vice president and chief investment officer for Franklin Templeton Fixed Income. She directly manages $215 billion in assets. A native of India, Desai earned a Ph.D. in economics from Northwestern University and briefly taught economics at the University of Pittsburgh. She then spent six years with the Inter…
  continue reading
 
Send us a text It was a volatile 2nd quarter with markets falling sharply after Liberation Day, only to be followed by a historic turnaround which brought markets to new all-time highs. And now as we enter earning seasons, will the data on the first half of the year be indicative of the path forward? Topics I cover: Performance of markets through t…
  continue reading
 
Equity-based compensation has become an increasingly popular form of compensation in the United States, especially in Tech and high-growth, VC-funded companies. Joey Fishman is a Senior Advisor at Ritholtz Wealth Management (RWM), where he assists clients with managing their stock, options, and equity compensation. He joins Barry Ritholtz to discus…
  continue reading
 
Having personally experienced my father's battle with dementia and supporting my aging mother, recording the latest episode of Stages, on Cognitive Mental Decline, was emotionally intense yet rewarding. My conversation with Colleen Jackson from Intent Clinical, a partner of the Grace Team, was a mix of challenging discussions, light moments, valuab…
  continue reading
 
Barry speaks with Neil Dutta, head of economics at Renaissance Macro Research. Neil leads their macroeconomic research efforts, with an emphasis on analyzing the US economy, Federal Reserve, global trends, and cross-market investment themes. Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist c…
  continue reading
 
One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult. Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. She's published numerous books on retirement, most r…
  continue reading
 
Send us a text A common question today is how best to invest during a period of high volatility. One of the most common approaches is dollar-cost-averaging. On this episode, I dig into the topic with Chris Brigham, a Senior Research Analyst at Bernstein. His team recently updated their research on this approach. We discuss the pros and cons, who it…
  continue reading
 
Barry speaks with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. Rich has over 35 years′ experience on Wall Street, most recently as the Chief Investment Strategist at Merrill Lynch. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics. They discuss the growth in his fir…
  continue reading
 
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 Forbes, Yahoo Finance, Business Insider, and Axios, he launched his own Substack, TKER. Each week, “At the Money” discusses an important topic in money…
  continue reading
 
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 Global Allocation Fund at BlackRock, and includes stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment …
  continue reading
 
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 Planning at Morningstar; her new book is “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” She joins Barry Ritholtz to discuss…
  continue reading
 
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 1998 and later became Partner in 2011. While she was there, she worked with fund managers and investors, became a leader in the private equity practice…
  continue reading
 
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 winning financial journalist and CFA known for his clear, data-driven insights into markets joins Barry Ritholtz to discuss what you need to know about nav…
  continue reading
 
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 policies, the Fed's rate path this year, what's driving institutional and household investors from the fixed income perspective and more. See omnystud…
  continue reading
 
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 Barry Ritholtz to discuss what you need to know about purchasing a vacation property. Each week, “At the Money” discusses an important topic in money manag…
  continue reading
 
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 neurology and applies them to investing. Bill also shares his thoughts on the current economic and political environment and his thoughts on how to navi…
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play