Companies

Ritholtz Wealth Management

Mentioned in 13 analyzed podcast episodes across 5 shows

An investment management firm that employs several prominent podcast hosts, including Michael Batnick, Ben Carlson, and Josh Brown. The company is frequently mentioned in financial podcasts where its affiliated hosts discuss market trends, investment analysis, and asset allocation strategies while providing regulatory disclaimers related to client positions. Ritholtz appears regularly across multiple financial podcasts as the employer and investment vehicle behind these media personalities' commentary on markets and portfolio management.

Episode Mentions

The Compound and Friends

The Compound and Friends · Jul 10, 2026

The Real Ticking Time Bomb with Michael Cembalest

“Podcast network parent company; clients may hold positions in discussed securities”

US Dollar Reserve Currency Status and StabilityChinese AI Model Competition and Geopolitical StrategyHyperscaler Capital Expenditure Efficiency and ROI
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Prof G Markets

Prof G Markets · May 6, 2026

Why Americans Earning $500K a Year Still Feel Broke

“Ben Carlson's firm providing wealth management services with research on client financial stress”

High-income financial anxiety and hedonic adaptationHousing affordability crisis and policy solutionsMoney psychology and behavioral finance
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Masters in Business

Masters in Business · Apr 29, 2026

At The Money: How to Max Out Your Small Business Retirement Plan

“Dan LaRosa runs the corporate retirement planning group and is a partner at this firm, which provides retirement planning expertise”

SEP IRA contribution limits and income thresholdsSolo 401(k) mega backdoor Roth strategiesForm 5500-EZ filing requirements and penalties
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Masters in Business

Masters in Business · Apr 15, 2026

At The Money: Tax Day Special

“Barry Ritholtz's firm where Bill Artsaronian serves as director of tax services; primary focus of tax planning discussion”

Year-End Tax Planning StrategiesTax-Loss Harvesting and Direct IndexingCharitable Giving and Donor-Advised Funds
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Animal Spirits Podcast

Animal Spirits Podcast · Apr 15, 2026

Everyone Back in the Boat (EP. 460)

“Hosts' firm; discussed adding in-house tax team and hiring for tax department”

Tax Alpha vs. Market Alpha in Wealth ManagementIRS Workforce Reduction and Tax Compliance RiskSoftware Sector Collapse and Semiconductor Dominance
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Animal Spirits Podcast

Animal Spirits Podcast · Apr 13, 2026

Talk Your Book: The Biggest Active ETF

“Employer of hosts Michael Batnik and Ben Carlson; podcast produced under their affiliation”

Covered Call Option StrategiesActive ETF ManagementOption Income Generation
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Animal Spirits Podcast

Animal Spirits Podcast · Mar 2, 2026

Talk Your Book: The Bull Market in Real Assets

“Employer of hosts Michael Batnick and Ben Carlson; mentioned in disclaimer”

Real Assets ETF Strategy and Portfolio ConstructionAI Infrastructure Investment and CapEx Cycle DurationGold Bull Market Catalysts and Historical Comparison
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Motley Fool Money

Motley Fool Money · Feb 28, 2026

What Matters About Market History, and the Worldwide Bull Market

“Matt Cermonaro noted MAG7 minus Tesla forward P.E. now below consumer staples sector”

Market History and Long-Term InvestingEarnings and Profit Margin RecordsMarket Breadth and Advanced Decline Lines
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Animal Spirits Podcast

Animal Spirits Podcast · Feb 23, 2026

Talk Your Book: Investing in Next Gen Tech Stocks

“Employer of Michael Batnick and Ben Carlson; provides legal disclaimers for podcast”

NASDAQ Next Gen 100 ETF (QQQJ) positioning and performanceMarket concentration risk in mega-cap tech stocksEqual-weight versus market-cap weighting strategies
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Motley Fool Money

Motley Fool Money · Feb 21, 2026

Investment Accounts for Kids

“Ben Carlson cited for analysis on international stock outperformance versus U.S. stocks in 2026”

Investment Accounts for ChildrenCustodial Accounts (UGMA/UTMA)Trump Accounts (503A)
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Animal Spirits Podcast

Animal Spirits Podcast · Feb 16, 2026

Talk Your Book: Why Commodities Are Working

“Employer of podcast hosts Michael Batnick and Ben Carlson; disclaimer notes clients may hold positions discussed”

Commodity Momentum and Trend Following StrategiesGold as Geopolitical and Inflation HedgeActive vs. Passive Commodity Index Management
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Prof G Markets

Prof G Markets · Feb 3, 2026

Why Markets Aren’t Scared of Kevin Warsh

“Josh Brown, CEO, provided perspective on retail-driven gold and silver speculation via app recommendations”

Federal Reserve Chair Nomination and Confirmation ProcessKevin Warsh's Fed Leadership and Interest Rate PolicyFed Independence vs. Presidential Pressure
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The Compound and Friends

The Compound and Friends · Dec 30, 2025

New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting

“Employer of Josh Brown and Michael Batnick; podcast hosts' investment firm managing client positions in discussed securities”

Federal Reserve monetary policy and repo market operationsGlobal liquidity cycles and asset price mechanicsGold and silver rally drivers and central bank purchasing
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