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The Investors First Podcast

Apr 30, 2020

This is Part I of a two-part episode; check back for Part II.

This episode features Barry Ritholtz, co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management.  He is also the creator and host of the Masters in Business podcast/show on Bloomberg Radio and author of the book Bailout Nation, which was...


Apr 23, 2020

This episode features Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.  In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was a Managing Director and Senior Portfolio Manager at...


Apr 16, 2020

This episode features Jan van Eck, CEO and Director of Van Eck Associates, which manages more than $50 billion. He originally joined the family firm in 1992.

In this episode, van Eck discusses the history of his firm, the early days of his career and what led him to eventually join the family business, the future of...


Apr 9, 2020

Our guest today is Dr. David Kelly, the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments, and as Senior Strategist/Economist at SPP Investment...


Apr 2, 2020

This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute.  Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry.

The second is Chris Cannon, who is the Chief Investment...