Podcast Episodes

A New Playbook for University Endowments 11/2/26

It has been a banner year for some of the biggest college endowments in the United States. And for many of them, those returns have been driven in la…

1 day, 14 hours ago

The post-Fed divergence 10/29/26

It’s not what the Fed said this week about the decision to hold rates steady…. it’s what it didn’t say that has certain parts of the fixed income and…

5 days, 19 hours ago

The human element & risk 10/19/26

Why one long-time money manager believes investors aren’t necessarily any more sophisticated than they were 30 years ago… and why it all comes back t…

2 weeks, 1 day ago

The “managed futures” rush is on 10/12/26

Promising to deliver something that works when most other things won’t, this time-honored hedge fund safety strategy in an ETF wrapper could be the n…

3 weeks, 1 day ago

“Generational opportunity” in bonds? 10/5/26

The spike in U.S. Treasury yields gets all the attention. But there is real change afoot in other areas of the bond market.

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4 weeks, 1 day ago

SEC tinkering with tokenization 9/28/26

The U.S. securities regulator has moved to allow limited application of tokenization. Could the technology eventually be “ETFs 2.0”?

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1 month ago

“Energy”, “power” & “infrastructure” converging 9/23/26

The traditional lines between parts of the energy sector are blurring… and forming a new whole.

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1 month, 1 week ago

China & the shifting investment leadership in Asia 9/21/26

The Chinese market could be poised for a comeback… but is it too late to hold its place as the Asian front-runner?

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1 month, 1 week ago

Hourly reset? 9/14/26

The growth of retail trading is driving issuers to move faster… towards more disruptive products. Now, “time” is of the essence. 

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1 month, 2 weeks ago

Crypto comeback? 9/9/26

Short-covering, CLARITY Act, something else? Crypto is bouncing. But is it a one-time thing… or is there more at play?

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1 month, 3 weeks ago