At The Money: How to Max Out Your Small Business Retirement Plan
In a Bloomberg "At the Money" episode, Dan LaRosa explained how small‑business owners and solo practitioners can maximize tax‑deferred retirement savings using SEP IRAs, solo 401(k)s and the Mega Backdoor Roth feature. He detailed contribution limits—up to $72,000 per plan—and showed how income levels dictate which vehicle yields the highest benefit. LaRosa also covered eligibility rules, filing requirements such as Form 5500‑EZ, and the timing for establishing and funding plans. The discussion highlighted flexibility for spouses and partners, as well as the impact on long‑term wealth accumulation.
10 Monday AM Reads
The Monday AM Reads roundup highlights a Barron’s poll showing big‑money investors now favoring small‑caps, international equities and energy, while Apple’s market value surged from $350 bn to $4 tn under Tim Cook. It also flags Elon Musk’s OpenAI lawsuit exposing internal...
MiB: David Gardner, Co-Founder, The Motley Fool
David Gardner, co‑founder of The Motley Fool, sat down for a Masters in Business interview to promote his new book, “Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth.” He walked through the...
Farewell, Twitter
Long‑time market commentator Barry Ritholtz announced his departure from X, formerly Twitter, citing a steep decline in genuine engagement and a surge of bots and scams. He blames the platform’s 2022 ownership change, paid‑verification model, and AI‑driven fraud for eroding...
At the Money: Looking Beyond Market Cap Weighted Indexes
Rob Arnott, the founder of Research Affiliates, argued that market‑cap‑weighted indexes like the S&P 500 suffer from concentration risk, costly “flip‑flop” trades, and a bias toward over‑priced mega‑caps. He promoted fundamental‑weighting—using sales, profits, book value and dividends—to better reflect a company’s...
Drake Equation Dashboard (AI)
An AI tool from Perplexity created an interactive Drake Equation dashboard that lets users adjust all seven variables via sliders. The visualizer demonstrates how different assumptions can yield estimates ranging from a galaxy teeming with advanced civilizations to humanity being...
MiB: Mike Pyle, BlackRock’s Portfolio Management Group
BlackRock’s Deputy Head of the Portfolio Management Group, Mike Pyle, sat down for a Masters in Business interview to discuss how a potential war with Iran could generate durable economic shocks, especially in energy markets. Drawing on his tenure as...
At The Money: Seeking Uncorrelated Returns
The At The Money podcast featured Andrew Beer, founder of Dynamic Beta Investments, promoting the DBMF ETF that replicates managed‑futures strategies. Managed futures, which trade futures on commodities, currencies and rates, have historically delivered returns uncorrelated with stocks and bonds, even posting...
Transcript: Songyee Yoon, Principal Venture Partners
Songyee Yoon, founder of Principal Venture Partners and former NCSoft chief strategist, discussed her journey from a computational neuroscience PhD at MIT to leading AI initiatives at SK Telecom and NCSoft. She highlighted early AI projects such as personalized content...
MiB: Songyee Yoon, Principal Venture Partners
Songyee Yoon, founder and managing partner of Principal Venture Partners, leads an AI‑focused venture firm launched in 2024 and has served on HP's board since 2025. In a recent Masters in Business interview she explains how the firm identifies truly...
Transcript: Judd Kessler, Lucky by Design
Judd Kessler, a Wharton professor and author of *Lucky by Design*, explains how market design governs the allocation of scarce resources—from organ transplants and school seats to concert tickets and restaurant reservations. He illustrates that many everyday “luck” moments are...
At The Money: Investing in Freedom
The Freedom 100 Emerging Markets ETF (FRDM) uses a freedom‑weighted index to allocate capital to the world’s freest emerging‑market economies, deliberately excluding autocratic nations such as China, Russia, Saudi Arabia, Egypt and Turkey. Managed by Life and Liberty Indexes, the...
10 Monday AM Reads
The Big Picture’s Monday AM Reads roundup curates ten diverse stories spanning AI’s evolving role in finance, Jamie Dimon’s impending leadership horizon, practical challenges of electric‑vehicle ownership, and cultural memes like “Chinamaxxing.” It also highlights luxury‑watch pricing dynamics, Apple’s modest...
MiB: Bill Miller IV, CIO, PM, Miller Value Fund
Bill Miller IV, CIO and portfolio manager of the Miller Value Fund, appears on the Masters in Business podcast to discuss his investing origins, the fund’s high‑concentration, conviction‑driven approach, and his view of Bitcoin as a technology‑like asset class. The...
At the Money: Billionaire Divorce Planning
The Bloomberg "At the Money" episode explores how ultra‑wealthy divorces differ from ordinary splits, focusing on privacy concerns, complex estate structures, and liquidity challenges. Guest Patrick Kilbane explains that while the legal process mirrors standard divorces, a single tax mistake...