Category: Analysis

Analysis

MiB: Kate Burke, Allspring Global Investments, CEO

Market Expert Feb 1, 2026

This week, I speak with Kate Burke, chief executive officer of Allspring Global Investments and director on the Board of Directors at Allspring Global Investments. The firm manages over $635 billion dollars primarily in fixed income (and equity) assets for institutions. About two-thirds of Allspring’s $635 billion is on its fixed income platform, which… Read More The post MiB: Kate Burke, Allspring Global Investments, CEO appeared first on The Big Picture.

Analysis

10 Sunday Morning Reads

Market Expert Feb 1, 2026

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump’s Year of Anarchy: The Unconstrained Presidency and the End of American Primacy. (Foreign Affairs) • The Crypto CEO Who’s Become Enemy No. 1 on Wall Street: Coinbase chief Brian Armstrong is clashing with Jamie Dimon and other bank stewards over the… Read More The post 10 Sunday Morning Reads appeared first on The Big Picture.

Analysis

Succession

Market Expert Jan 31, 2026

So, we announced our succession plan this morning. My emails and DMs lit up immediately, with all sorts of questions, but mostly asking, “Are you retiring?!?” No, but I’ll get to that shortly. The reason we announced this: As a financial planning firm, I wanted all of our clients, partners, employees, and colleagues… Read More The post Succession appeared first on The Big Picture.

Analysis

At The Money: Building an ETF

Market Expert Jan 30, 2026

At The Money: Building an ETF with Wes Gray, Alpha Architect (January 28, 2026) Have you ever had a great investment strategy and thought to yourself, “Hey, this is really good! It should be an ETF!” It is much easier than it used to be to create a strategy and put it… Read More The post At The Money: Building an ETF appeared first on The Big Picture.

Analysis

IEEPA Tariffs Update

Market Expert Jan 28, 2026

Two weeks ago, I wrote “It’s Tariff Week! *.” The asterisk added the word “Hopefully…” “This is likely the week the Supreme Court issues a ruling on the IEEPA tariffs in place since April 2025.” I wrote, getting it totally wrong. It turned out to be (mostly) wishful thinking on my part. As… Read More The post IEEPA Tariffs Update appeared first on The Big Picture.

Analysis

Transcript: Zach Buchwald, Russell Investments CEO and Chairman

Market Expert Jan 27, 2026

The transcript from this week’s MiB: Zach Buchwald, Russell Investments CEO and Chairman, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio… Read More The post Transcript: Zach Buchwald, Russell Investments CEO and Chairman appeared first on The Big Picture.

Analysis

MiB: Zach Buchwald, Russell Investments CEO and Chairman

Market Expert Jan 25, 2026

This week, I speak with Zach Buchwald, Chief Executive Officer and Chairman of Russell Investments about his career in investing. We discuss the creation of the smart beta philosophy by Russell 40 years ago. The company also pioneered the idea of an outsourced CIO. We discuss the transition from pensions to 401ks… Read More The post MiB: Zach Buchwald, Russell Investments CEO and Chairman appeared first on The Big Picture.

Analysis

MiB: Cory Doctorow on “Enshittification”

Market Expert Jan 23, 2026

On this special, bonus edition of Masters in Business, I speak with Cory Doctorow, a science fiction author, activist, journalist and blogger. They discuss the power of large companies over the Internet, and Corey’s advocacy for data privacy. Barry and Cory discuss platform decay on the Internet, and how companies keep operating… Read More The post MiB: Cory Doctorow on “Enshittification” appeared first on The Big Picture.

Countries With the Best Reputations in 2025

Analysis

10 Wednesday AM Reads

Market Expert Jan 21, 2026

My mid-week morning train WFH reads: • The brunt of US tariffs — 96% — has been paid by US buyers: A Kiel Institute study found US tariffs are mostly paid by American importers and consumers. The study found foreign exporters paid only around 4% of the tariff cost. The research contradicts Trump’s messaging that… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.

Analysis

“Intensity Is Overrated, Consistency is Underrated”

Market Expert Jan 21, 2026

Fascinating discussion by Shane Parrish on Peter D. Kaufman: “Peter has been the chairman and CEO of GlenAir since 1977. And he’s got a track record that puts him in the top 0.001% of business leaders during that time. He’s also the editor of Poor Charlie’s Almanack and was one of Charlie Munger’s… Read More The post “Intensity Is Overrated, Consistency is Underrated” appeared first on The Big Picture.

Analysis

10 MLK Day Reads

Market Expert Jan 21, 2026

My (somewhat relevant?) Martin Luther King Day reads: • New High of 45% in U.S. Identify as Political Independents: More independents lean Democratic than Republican, giving Democrats edge in party affiliation for first time since 2021. (Gallup) • Why are federal agents gunning down Americans in the streets? The shooting of Renee Good, like all… Read More The post 10 MLK Day Reads appeared first on The Big Picture.

Analysis

Why Smart Investors Still Lose Money

Market Expert Jan 21, 2026

I really enjoyed sitting down with Paula Pant to discuss HNTI: “Why do smart, well intentioned investors still make costly mistakes? In this episode, I sit down with Barry Ritholtz to explore why investing success has less to do with intelligence and more to do with behavior. Barry explains how bad ideas, bad… Read More The post Why Smart Investors Still Lose Money appeared first on The Big Picture.

Analysis

Transcript: Richard Thaler and Alex Imas on The Winner’s Curse

Market Expert Jan 21, 2026

The transcript from this week’s MiB: Richard Thaler and Alex Imas on The Winner’s Curse, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios,… Read More The post Transcript: Richard Thaler and Alex Imas on The Winner’s Curse appeared first on The Big Picture.

Analysis

MiB: Richard Thaler and Alex Imas on The Winner’s Curse

Market Expert Jan 18, 2026

This week, I speak with Richard Thaler and Alex Imas award winning economists and co-authors of “The Winner’s Curse: Behavioral Economics Anomalies“. We discuss the psychology of spending at auctions, and the effects of draft picks on NFL team spending. We also discuss the anomalies of human behavior and decision making that challenge… Read More The post MiB: Richard Thaler and Alex Imas on The Winner’s Curse appeared first on The Big Picture.

Analysis

Stocks, Bubbles & Market Myths

Market Expert Jan 17, 2026

Each quarter, I prepare a detailed deck and call for Ritholtz Wealth Management clients.1 I start with about 100 ideas and charts, then work them down to 30 charts in 30 minutes. (Shout out to Chart Kid Matt for his excellent assistance) Selecting lots of great charts is easy, but curating them into… Read More The post Stocks, Bubbles & Market Myths appeared first on The Big Picture.

Analysis

At the Money: Better Results By NOT Investing with Dictators!

Market Expert Jan 15, 2026

At The Money: Better Results By NOT Investing with Dictators, with Perth Toll, (January 14, 2026) Full transcript below. ~~~ About this week’s guest: Perth Toll is the founder of the Life and Liberty indexes and the creator of the Freedom 100 EM Index (symbol FRDM). She was named one of… Read More The post At the Money: Better Results By NOT Investing with Dictators! appeared first on The Big Picture.

Analysis

Transcript: Ben Hunt, co-founder Perscient

Market Expert Jan 14, 2026

The transcript from this week’s, MiB: Ben Hunt, co-founder Perscient, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This… Read More The post Transcript: Ben Hunt, co-founder Perscient appeared first on The Big Picture.