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 discuss essential information about earning pay in stock. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
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16:05
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16:05
RenMac's Head of Economics Neil Dutta on Recession Indicators
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 covering both the United States and Canada. They discuss in initial interest in economic studies and whether we'll see a recession in 2025. See omnystudio.com/listener for privacy information.
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1:06:23
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1:06:23
At The Money: The Right Way to Spend Your Money in Retirement
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 recently, “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.” Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.
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19:38
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19:38
Richard Bernstein on the State of Markets Today
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 firm, the overall macro investment environment, and state of markets today. See omnystudio.com/listener for privacy information.
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1:13:46
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1:13:46
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 Forbes, Yahoo Finance, Business Insider, and Axios, he launched his own Substack, TKER.Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.