Best Neil Dutta Podcasts (2025)

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How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo 1:06:59

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3d ago1:06:59

1:06:59

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 discuss the early days of hedge funds, investing in the 90's and building a hedge fund division. See omnystudio.com/listener for privacy information.…

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RenMac Off-Script: Why The Maestro Matters 44:05

3d ago44:05

44:05

RenMac breaks down why forecasting skill and real-world market instincts are critical for the Fed as it faces rising unemployment and a slowing economy. The team unpacks the administration’s escalating pressure on Maduro, surprising weakness in data-center stocks and fading construction momentum as utility costs climb. Also on tap: market leadershi…

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At The Money: Finding the Hidden Alpha in SEC filings 16:02

5d ago16:02

16:02

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 researcher covering Corporate SEC-filings; she founded the research service “Footnoted” focusing on uncovering material information hidden in corporat…

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Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design 32:32

10d ago32:32

32:32

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 also discuss A. Lange & Sohne's philosophy on watchmaking. In addition, they cover innovations in watch mechanics and watch collecting. A. Lange & So…

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RenMac Off-Script: Stewie Can't Be Fed Chair 42:05

10d ago42:05

42:05

RenMac kicks off Black Friday with a dive into consumer weakness as deGraaf outlines why seasonality is stacked against discretionary stocks, and what recent oversold signals in SPACs, semis, and Bitcoin mean for market trend shifts. Dutta questions the logic of a “hawkish cut” as sentiment, income, and labor data deteriorate, warning the Fed may f…

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At The Money: How to Use Narrative Information 14:56

12d ago14:56

14:56

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, a firm that studies how narratives and stories shape markets, investing, and social behavior through the lens of information theory, game theory, and …

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The Art of Spending Money with Bestselling Author Morgan Housel 1:17:38

17d ago1:17:38

1:17:38

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 money. Morgan also discussed the role of innovation and financial growth in history. See omnystudio.com/listener for privacy information.…

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RenMac Off-Script: Tequila Soaked Nights 39:26

17d ago39:26

39:26

RenMac breaks down the market’s ugliest day since 2018 as deGraaf explains the rare “outside reversal” and what oversold signals in Bitcoin, NDX, and speculative tech mean going forward. Dutta argues the Fed is risking a policy mistake as unemployment rises and layoffs spread, and Pavlick outlines the administration’s limited tools — with tariff ro…

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Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York 1:00:31

19d ago1:00:31

1:00:31

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 University of Chicago Booth School of Business about their book, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now". Recorded live on …

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Getting Earnings Right with Deutsche Bank's Binky Chadha 1:18:16

24d ago1:18:16

1:18:16

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 discussed making asset allocations and market cycles. See omnystudio.com/listener for privacy information.…

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RenMac Off-Script: Trad(ing) Tensions 40:00

24d ago40:00

40:00

RenMac welcomes trade expert Kelly Ann Shaw to unpack a whirlwind week of global trade deals and she explains how the White House is using tariff recalibration to ease consumer pain ahead of the midterms. Dutta rails against the Fed’s “hawkish paralysis” despite cooling data, deGraaf warns markets are flashing bifurcation between tech highs and cyc…

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Alternate Investing: Masters in Business with Kristin Olson 51:41

27d ago51:41

51:41

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 making alternatives more accessible to individual investors. See omnystudio.com/listener for privacy information.…

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Targeting IgA Nephropathy (Sponsored Content) 18:23

29d ago18:23

18:23

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 because she was pregnant, showed protein in her urine. That discovery led to a biopsy and ultimately a diagnosis of IgA nephropathy – a serious kidney di…

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Ceres Partners CIO Brandon Zick on How Private Equity Invests in Farmland 1:09:50

1M ago1:09:50

1:09:50

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 path into finance from growing up on a farm, to studying finance and Japanese in college. See omnystudio.com/listener for privacy information.…

1
RenMac Off-Script: A Probabilities Business 45:54

1M ago45:54

45:54

RenMac discusses rising layoff signals and a Fed seemingly blind to softening labor data, Trump’s tariff maneuvering and how SCOTUS and Congress may (or may not) push back, the disconnect between affordability concerns and political rhetoric, and what 52-week highs and lows are signaling about market breadth. They also explore why crypto’s stalling…

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At The Money: Automate Your Investing 13:16

1M ago13:16

13:16

Have you taken full advantage of automating your investments? You can improve your returns, reduce emotional decision-making, and generally end up with better results simply by putting your investing on autopilot. Jeffrey Ptak is the managing director at Morningstar. Previously, he was the chief ratings officer. Each week, “At the Money” discusses …

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RenMac Off-Script: Enough Bad to Be Good 53:56

1M ago53:56

53:56

RenMac welcomes CNBC’s Mike Santoli to unpack the market’s bullish resilience amid growing macro cracks. The team debates Powell’s “hawkish cut” and its hit to mortgage rates, why housing remains in recession despite Fed easing, and how the AI boom is masking deeper labor and credit stress. deGraaf breaks down the difference between trend and momen…

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What Went Wrong in Great Financial Crisis Stimulus with Reporter Jon Hilsenrath 1:32:08

1M ago1:32:08

1:32:08

Barry speaks with Jon Hilsenrath, founder of Serpa Pinto Advisory. They discuss Jon's career at the Wall Street Journal as a reporter, earning him the title of "Fed Whisperer," and the response to the Great Financial Crisis. They also discussed his belief the US is undergoing the post-industrial economic revolution. See omnystudio.com/listener for …

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At The Money: Monetizing Dirt 16:55

1M ago16:55

16:55

Land is more than just a place to build a house, commercial building or farm. Real assets can be monetized through Mineral and gas rights, solar and wind, recreation, even AI. Brandon Zick is Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); they own and manage about $2 billion in agricultural land assets. Each week, “At th…

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Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders 1:10:43

2M ago1:10:43

1:10:43

Barry speaks with Liz Ann Sonders, chief investment strategist at Charles Schwab. Liz Ann focuses on the entire economy. She’s also the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann and Barry discuss her investment experience, working with Charles Schwab, and market cycles. See omnyst…

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RenMac Off-Script: Bubble Bandwagons 31:40

2M ago31:40

31:40

RenMac breaks down a cooler-than-expected CPI print that cements the case for further Fed cuts and tempers tariff-fueled inflation fears. Neil dissects how weak rents and slowing jobs are driving disinflation, while Jeff explores the anatomy of bubbles and why gold’s surge is flashing early warning signs. Pavs tracks Trump’s escalating trade brinkm…

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At The Money: How Big Can Active ETFS Get? 18:53

2M ago18:53

18:53

ETFs gained a reputation for providing investors with low-cost index exposure, but many of the newest funds are actively managed. Some are costly and speculative. What is an ETF investor to do? Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. He helped design…

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Introducing: The Mishal Husain Show 2:20

2M ago2:20

2:20

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them. Follow the podcas…

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Carta CEO Henry Ward on Private Credit & Private Markets 57:02

2M ago57:02

57:02

Barry speaks with Henry Ward, Chief Executive Officer at Carta, a technology company that provides capitalization table management and valuation software for startups. They discuss founding a business, the growth of private markets, and his lobby efforts for retail investors to access private markets. See omnystudio.com/listener for privacy informa…

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RenMac Off-Script: Shooting The Hostages 41:21

2M ago41:21

41:21

RenMac unpacks rising credit concerns as regional bankswobble and private equity stress builds, contrasting credit risk with last year’s duration scare. Jeff draws upon lessons from Sir Isaac Newton’s South Sea bubble FOMO as today’s liquidity and AI enthusiasm risk repeating history, while Neil flags widening cracks in labor markets and a still-to…

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RenMac Legends Podcast with Michelle Meyer 41:30

2M ago41:30

41:30

Neil Dutta recently caught up with Michelle Meyer, Chief Economist at the MasterCard Economics Institute. From her perch at MasterCard, Michelle has a front seat to the US consumer. In this episode of the RenMac Legends Podcast, we talk about consumer trends and what's driving the recent strength, the benefits of large private sector data sets give…

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At The Money: Don’t Underperform Your Own Investments! 14:29

2M ago14:29

14:29

Are you underperforming our own investments? Did you know that many, maybe even most, investors do worse than the ETFs and Mutual Funds they hold do? The annual Morningstar study “Mind the Gap” has found a substantial difference between returns generated by investment funds and the actual returns investors experience. Jeffrey Ptak is the managing d…

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'Barbell' Investing Strategies With Jurrien Timmer 1:28:51

2M ago1:28:51

1:28:51

Barry Ritholtz speaks with Jurrien Timmer, director of global macro at Fidelity investments. They discuss his career path, key market charts and Timmer's "barbell approach" to investing in both high-flying tech stocks and equities outside of the US. See omnystudio.com/listener for privacy information.…

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RenMac Off-Script: The Golden Age 30:13

2M ago30:13

30:13

RenMac debates whether the Fed’s planned cuts can offset aslowing labor market and rising unemployment, as markets bet liquidity will keep equities buoyant. The team discusses the deepening government shutdown and its missing “pain point,” the global drivers behind gold’s parabolic surge, andWashington’s growing industrial policy push into rare ear…

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At The Money: Farmland Investing 17:21

2M ago17:21

17:21

Farmland is a real asset that can be accessed through private funds. The asset has seen broad, non-correlated gains, hedged against rising prices. And farming acreage shrinks every year. Brandon Zick is Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); the fund owns and manages about $2 billion in agricultural land assets. …

Neil Dutta Podcasts

1
Masters in Business

Bloomberg

1
RenMac

Jeff deGraaf, Neil Dutta, & Stephen Pavlick

1
How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo 1:06:59

1
RenMac Off-Script: Why The Maestro Matters 44:05

1
At The Money: Finding the Hidden Alpha in SEC filings 16:02

1
Lange & Sohne CEO Wilhelm Schmid's Take on the Watch Market and Luxury Timepiece Design 32:32

1
RenMac Off-Script: Stewie Can't Be Fed Chair 42:05

1
At The Money: How to Use Narrative Information 14:56

1
The Art of Spending Money with Bestselling Author Morgan Housel 1:17:38

1
RenMac Off-Script: Tequila Soaked Nights 39:26

1
Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York 1:00:31

1
Getting Earnings Right with Deutsche Bank's Binky Chadha 1:18:16

1
RenMac Off-Script: Trad(ing) Tensions 40:00

1
Alternate Investing: Masters in Business with Kristin Olson 51:41

1
Targeting IgA Nephropathy (Sponsored Content) 18:23

1
Ceres Partners CIO Brandon Zick on How Private Equity Invests in Farmland 1:09:50

1
RenMac Off-Script: A Probabilities Business 45:54

1
At The Money: Automate Your Investing 13:16

1
RenMac Off-Script: Enough Bad to Be Good 53:56

1
What Went Wrong in Great Financial Crisis Stimulus with Reporter Jon Hilsenrath 1:32:08

1
At The Money: Monetizing Dirt 16:55

1
Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders 1:10:43

1
RenMac Off-Script: Bubble Bandwagons 31:40

1
At The Money: How Big Can Active ETFS Get? 18:53

1
Introducing: The Mishal Husain Show 2:20

1
Carta CEO Henry Ward on Private Credit & Private Markets 57:02

1
RenMac Off-Script: Shooting The Hostages 41:21

1
RenMac Legends Podcast with Michelle Meyer 41:30

1
At The Money: Don’t Underperform Your Own Investments! 14:29

1
'Barbell' Investing Strategies With Jurrien Timmer 1:28:51

1
RenMac Off-Script: The Golden Age 30:13

1
At The Money: Farmland Investing 17:21