Best Ritholtz Wealth Podcasts (2025)

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Mid-Year Financial Reset: Key Takeaways from the First Half of 2025 (SB1708) 1:20:48

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1d ago1:20:48

1:20:48

Still on track to crush your 2025 goals? Or has the year felt more like a Super Mario Kart banana peel moment? In this special mid-year review episode of The Stacking Benjamins Show, Joe Saul-Sehy and OG take a pause from the summer sprint to look back at the most impactful lessons, conversations, and themes from the first half of 2025. Whether you…

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Manish Singh's Path to Mindful Investing — From Merchant Navy to Happy Monk: How a Global Traveler Discovered That Happiness Is the Ultimate Investment Strategy 1:11:39

1d ago1:11:39

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[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] Manish Singh is a global investor and meditation practitioner who manages family capital across India, North America, a…

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Richard Bernstein on the State of Markets Today 1:13:46

4d ago1:13:46

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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…

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Reasons to Remain Overweight 1:12:25

4d ago1:12:25

1:12:25

On episode 199 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Ryan Detrick and Sonu Varghese to discuss: how AI saved the market, mid-year market takeaways, Bitcoin's new highs, economic indicators, and much more! This episode is sponsored by Russell Investments and Apex Fintech Solutions Look…

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Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 49:55

4d ago49:55

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Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices. In today’s …

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The Stuff You Should Stop Buying (and Why Your Wallet Will Thank You) SB1707 1:05:06

4d ago1:05:06

1:05:06

Is your house full of stuff you thought you needed… but haven’t touched since the Obama administration? In this game show-style episode, we're helping you clean house and bulk up your bank account at the same time. Joining Joe in the basement are Paula Pant from Afford Anything, OG, and the man, the myth, the TikTok-famous legend’s grandpa’s best f…

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Money, Marriage, & Raising Financially Fit Kids 58:58

5d ago58:58

58:58

In this episode of Boldin Your Money, Steve Chen talks with Andy Hill, creator of Marriage, Kids and Money, about Andy’s journey from having a negative net worth to achieving financial independence through intentional saving, living on one income, and aligning money decisions with family goals. Andy shares how reaching “Coast FI” allowed his family…

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Managing Business Model Changes 14:22

6d ago14:22

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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…

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How Does the Big Beautiful Bill Impact Your Taxes? 38:46

6d ago38:46

38:46

On episode 179 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss putting cash to work, thoughts on the new tax bill, how Trump accounts affect 529’s, creating a savings target, and much more! Submit your Ask The Compound questions to [email protected]! This episode is sponsore…

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Happy Money, Hidden Fees, and Hiring Your Kids (SB1706) 1:17:15

6d ago1:17:15

1:17:15

What if your money could bring you more joy—and less stress? Today, we welcome Ken Honda, Japan’s bestselling personal development guru, to the basement. He introduces us to his concept of “Happy Money,” where gratitude replaces fear, and your relationship with money becomes… well, happier. From early lessons in emotional finance to wisdom from his…

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How Does Apple Get Its Mojo Back? 1:01:41

6d ago1:01:41

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On this TCAF Tuesday, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can replace the dollar, will the deficit crush us, the most successful ETF ever, if Apple should buy Perplexity, Meta vs OpenAI, and more. This episode is spon…

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Want More Money? Cut The Clutter (with Tracy McCubbin) SB1705 1:08:33

8d ago1:08:33

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Is your home packed with emotional baggage... and maybe a few fondue sets you haven’t touched since 2003? Organizational expert Tracy McCubbin joins us to talk about the emotional side of clutter—why it builds up, how it weighs us down, and what to do when your sentimental stuff is quietly running the show. Meanwhile, Joe and OG dig into another ki…

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Lawrence Yeo: The Inner Compass: Why External Success Can't Fix Internal Suffering; Money, Mastery, and the Courage to Trust Yourself 1:18:16

8d ago1:18:16

1:18:16

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/]Lawrence Yeo is a former corporate finance professional turned writer-illustrator-philosopher who left investment bankin…

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When Will the AI Bubble Pop? 1:20:14

11d ago1:20:14

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On episode 198 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind, the next Mag 7, the bull case for Tesla, and much more! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your…

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Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589 1:27:27

11d ago1:27:27

1:27:27

Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI o…

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Let's Start a Money Revolution (SB1704) 1:08:06

11d ago1:08:06

1:08:06

Happy Independence Day, Stackers! While fireworks boom and flags wave, we're lighting a spark under your financial life. This episode isn’t about tea in harbors—it’s about burning down debt, revolting against lifestyle creep, and rallying your family for a better money future. Joining Joe and Doug in the basement for this full-on financial insurrec…

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Citi Wealth Chief Investment Officer Kate Moore on Macro Investing 1:11:46

11d ago1:11:46

1:11:46

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 …

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At The Money: Planning Your Retirement? 15:08

12d ago15:08

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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…

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Should You Invest in Stocks at All-Time Highs? 30:41

13d ago30:41

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On episode 178 of Ask The Compound, Ben Carlson and Duncan Hill discuss dating vs DCAing, if high college expenses will affect the economy, investing at all-time highs, and much more! Submit your Ask The Compound questions to [email protected]! Subscribe to The Compound Newsletter for all the latest Compound content, live event announcem…

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Turning Ideas into Billion Dollar Businesses (with Julie Wainwright) SB1703 1:11:34

13d ago1:11:34

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What does it take to turn a bold idea into a billion-dollar brand? Julie Wainwright, founder of The RealReal, joins us to share how she did just that—after enduring some pretty public failures (hello, Pets.com). She talks about navigating the startup world, tackling ageism head-on, and why your past doesn’t define your future. Julie’s story is pack…

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Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs 2:01:56

14d ago2:01:56

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On this TCAF Tuesday, Josh Brown sits down with Joe Davis, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI, megatrends, inflation, and more! Then at 48:48, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ and ⁠⁠⁠⁠Michael B…

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Is the 4% Rule In Play? (SB1702) 57:37

15d ago57:37

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How much can you really spend in retirement without running out of money—or worse, running out of fun? In this deeper-than-usual dive, Joe Saul-Sehy and OG examine the classic 4% retirement rule and whether it’s time for an upgrade. With new commentary from Bill Bengen, the original architect of the 4% rule, the team explores emerging research that…

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Jamie Yuenger: Why Rich Families Need Their Stories More Than Ever - Legacy as Emotional Infrastructure for Wealth 1:06:20

15d ago1:06:20

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Remove and re-download for an enhanced audio file. [Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] Jamie Yuenger is the founder and CEO of StoryKeep, a pioneering comp…

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Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding [Excess Returns Podcast] 1:16:45

17d ago1:16:45

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Matt Zeigler and Bogumil Baranowski join Robert Hagstrom for a very special hour-long discussion. The episode originally appeared on Excess Returns Podcast, and it is reposted here with permission from the podcast hosts. Enjoy! Legendary investor and author Robert Hagstrom joins Excess Returns to explore timeless investing principles—and how they’v…

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Statement Risk 1:13:47

18d ago1:13:47

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On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, the new generation of investors, and much more! This episode is spons…

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Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588 1:14:32

18d ago1:14:32

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Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today’s episode, Victor explores the Crystal Ball challenge, and how position sizing can be ev…

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Are Money Gurus Feeding Us Lies? (SB1701) 1:00:06

18d ago1:00:06

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Can you really build wealth with a simple formula? Do you need a budget to succeed financially? Should you cut up all your credit cards, or is that just a dramatic TikTok trend? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy is joined by Paula Pant, Doc G (Jordan Grumet), and Jesse Cramer for a roundtable discussion that peels back t…

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Swiss Re's Velina Peneva on the Business of Reinsurance 1:12:58

18d ago1:12:58

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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…

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At The Money: Navigating War, Tariffs and Geopolitics 19:05

20d ago19:05

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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…

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How Do Young People Get Rich? 42:40

20d ago42:40

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On episode 177 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CEO and TCAF Host Josh Brown to discuss how to get rich without crypto, how RWM invests, reaching retail investors, and much more! Submit your Ask The Compound questions to [email protected]! This episode is sponsored by Public. Find out more at…

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Your Questions Answered: Saving, Investing & Estate Planning, Stacker Style (Episode 1700!!!) 1:04:04

20d ago1:04:04

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What’s the best way to save for a house without wrecking your retirement plan? That’s just one of the big questions Joe Saul-Sehy, OG, and Mom’s neighbor Doug tackle in this packed episode (number 1700!) of Stacking Benjamins. Whether you're trying to figure out where to park your emergency fund, how to handle inherited IRAs, or how to financially …

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The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation 2:07:30

21d ago2:07:30

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On this TCAF Tuesday, Josh Brown sits down with Ric Edelman, Founder of Edelman Financial Engines to discuss: how far Bitcoin has come, the correct Bitcoin allocation, Tokenization, Stablecoins, and much more! Then at 01:03:40 hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ and ⁠⁠⁠Michael Batnick⁠⁠⁠! This episode is…

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AI’s Coming for Your Job? How to Outwit the Robots (SB1699) 58:39

22d ago58:39

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The robots aren’t just coming—they’re already here. And if you’re not paying attention, they might not just take your job… they could take your personal data too. In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Doug dive into the rise of artificial intelligence, exploring whether it’s a threat, a tool, or something in between…

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Barry Ritholtz: How Not to Invest — Why Billionaires Driving Old Cars Are Financially Reckless & More 1:03:23

22d ago1:03:23

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[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] Barry Ritholtz is the founder and Chief Investment Officer of Ritholtz Wealth Management, overseeing billions in client…

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BlackRock's Global Co-Head of iShares Fixed Income ETFs Stephen Laipply 1:02:06

25d ago1:02:06

1:02:06

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…

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Why Defensive Stocks Have Disappeared 58:47

25d ago58:47

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On this special episode of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more! This episode is sponsored by Apex Fintech Solutions. Learn more at: http://apexfin…