Podcasts
We are thrilled to interview some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance.
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Memorandum of Understanding with Howard Marks
Howard Marks, co-founder and co-chairman of Oaktree Capital—one of the country’s best-known asset management firms specializing in alternative investments—joins Greg this week for an exclusive interview. In this episode, Howard shares the history of his famous memos, his perspective on today’s markets—including a decisive take on market cycles—as well as the artistry of investment and advice for committee members. With decades of investment experience and a lifetime of wisdom on the behavior of the markets, Howard offers a wealth of information and guidance that you’re sure to find insightful.
Rethinking Risk & Return with Cliff Asness
Co-founder, managing principal, and chief investment officer at AQR Capital Management, Cliff Asness has decades of experience in quantitative investing, dating back to 1994. He is also an active researcher, a prolific author, and an award-winning financial manager. This week, Cliff joins the FEG Insight Bridge to talk about the current market, share his views on market efficiency and stagflation, and weigh in on whether AI will become sentient (and evil) in the next 100 years. You won’t want to miss this insightful episode!
Roads to Nowhere: Politics, Policy & Markets Today With Dan Clifton
From running local campaigns to becoming one of the most-sought out policy analysts in Washington, Dan Clifton has enjoyed a storied and impressive career. Partner and head of policy research at Strategas Securities, Dan visits the FEG Insight Bridge to discuss how the tumultuous political environment is likely to affect markets in both the near and long term. Listen in as Dan shares his insights on the infrastructure bills, tax rate hikes, Fed policy, China, and even his extended predictions on who might run in the 2024 presidential election.
The REIT Stuff with Jon Cheigh of Cohen and Steers
CIO and head of global real estate for Cohen & Steers, Jon Cheigh, joins us on the FEG Insight Bridge to shed light on REITs, giving listeners a sense of the breadth and depth of the REIT universe, as well as some of the metrics to consider when valuing real estate, how current policy and political decisions might influence the market, and some of the best plays to see returns in the space both within and outside the U.S.
Chuck's Mrs. Market Maven: Liz Ann Sonders
Tune in to this episode to hear the insights of market maven Liz Ann Sonders, whose no-nonsense, easy-to-understand approach to sharing market insights earned her regular guest segments on countless financial and news programs. Liz Ann shares her advice for young women who want to break into finance, as well as her views on the economy, taxes, infrastructure, and valuations, and gives listeners some insight into key things to look out for this fall.
The Power of Possibility: Stories of Struggle and Success with Mellody Hobson
From company intern to President and Co-CEO of Ariel Investments, Mellody Hobson’s career is an inspiring and impressive tale of the power of grit, motivation, and determination. In this episode of The Insight Bridge, Mellody shares the lessons she’s learned about the value of financial literacy, staying motivated after 30 years, finding stability after the Great Financial Crisis, the power of diversity, and secrets for choosing the right board members.
A Journey Through Bubble-Land with Jeremy Grantham
Join FEG's Greg Dowling as he sits down with renowned investor, philanthropist, activist, and bubble forecaster Jeremy Grantham, co-founder of GMO and Batterymarch Financial Management and founder of the Grantham Foundation for the Protection of the Environment. Jeremy shares his insights on the current market environment, details of his storied history in finance, recommendations for investing in a bubble environment, and his predictions for innovative green technologies that may have the ability to change the world.
SPAC-tacular! With David Sultan of Fir Tree
It has been a turbulent period for recent market darling, SPACs, also known as Special Purpose Acquisition Companies. Although SPACs began almost three decades ago, they only recently surged in popularity. In fact, more U.S. companies went public through SPACs than traditional IPOs in 2020. Fir Tree Partners has a long history investing in SPACs, and Managing Partner, David Sultan, joins the conversation to provide some perspective.
Renewing Energy Investments with Mark McCall of Lime Rock
Mark McCall joins us in this episode to talk about the rise of renewable energy. Mark is a Managing Director of Lime Rock New Energy, a private capital firm that is trying to capitalize on the major energy transition currently underway. During the Obama administration, Mark was appointed to serve as the Executive Director of the loans program office of the Department of Energy. In that role, he was responsible for loans covering $30 billion of clean energy technology. In our conversation today, you will hear about the megatrend toward renewables, what technology investments are required along the way, how the government will be involved, and the role traditional energy will play.
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The Death of Diversification (and Value Too) with Rob Arnott
In this episode, FEG's Greg Dowling chats with Rob Arnott, founder and chairman of Research Affiliates and prolific writer, having published three books and written more than 130 articles for journals such as the Harvard Business Review, The Journal of Portfolio Management, and Financial Analysts Journal. Rob shares many important lessons in this episode and answers, once and for all, the question of whether or not diversification and value are “dead.” You won’t want to miss this exciting and enlightening episode.
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