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Masters in Business

Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.42.2K Ratings

🗓️ 3 July 2025

⏱️ 73 minutes

🧾️ Download transcript

Summary

Barry speaks with Kate Moore, chief investment officer at Citi Wealth. They discuss Kate's extensive and diverse career which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock, and includes stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions. She also holds a degree in political and social thought from the University of Virginia. 

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Transcript

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0:00.0

This is an I-Heart podcast.

0:04.0

This episode is brought to you by Charles Schwab.

0:07.5

When is the right time to sell a stock?

0:10.0

How do you protect against inflation?

0:12.2

Financial decisions can be tricky.

0:14.4

Your cognitive and emotional biases can lead you astray.

0:18.0

Financial Decoder, an original podcast from Charles Schwab can help. Listen at

0:22.9

Schwab.com slash Financial Decoder. Bloomberg Audio Studios, Podcasts Radio News. This week on the podcast, yet another extra special guest.

0:40.6

Wow, what a fascinating career Kate Moore is having.

0:44.2

Her background is everything from Morgan Stanley to Moore Capital to Bank America,

0:50.6

Merrill Lynch, to J.P. Morgan, to Black Rock.

0:53.3

She is now chief investment officer of

0:55.7

Citibank's city wealth, which runs, you know, something like a trillion dollars. The breadth

1:03.0

and depth of her experience makes her uniquely situated to be a chief investment officer.

1:09.7

She's had, you know, just about every job on the

1:12.7

buy side and sell side, including portfolio manager, consultant to LBOs and M&As. She's just done

1:19.9

so much stuff. It's so interesting that she really brings just this unique set of experiences

1:26.6

to Citi. I thought this conversation was really

1:29.7

interesting. And I think you will also, with no further ado, my conversation with Citi's Kate Moore.

1:37.8

Thanks so much, Barry. I'm psyched to be having this conversation with you today. Long overdue.

1:41.6

We've been like ships in the night. I'm so glad I

1:44.4

finally got you here. Let's start a little bit with your academic background, which is

...

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