Podcast Episodes
Back to SearchSpecial: Answering listener questions (March 23, 2020)
Season 1 Episode 10
We asked for your questions, and we got a lot of them! This week, we’ll answer listeners’ inquiries about COVID-19 and the impact to investor portfol…
6 years ago
Is It Time To Get Back Into Risk Assets? (April 6, 2020)
Season 1 Episode 12
Investors want to know: should I get back into the market? Lauren and Robert describe their latest asset allocation decisions.
6 years ago
Three Risks and Three Clues for COVID-19 (March 30, 2020)
Season 1 Episode 11
The U.S. government passed an economic rescue package to fight COVID-19. It's big, but will it be enough? Lauren and Robert discuss liquidity, credit…
6 years ago
Special: The Multi-Asset Investment Process (January 13, 2020)
Season 1 Episode 2
How does a Multi-Asset Solutions team invest? We rely on robust quantitative infrastructure, fundamental views, and practical experience to empower o…
6 years ago
Special: 2020 Outlook (January 20, 2020)
Season 1 Episode 3
2020 is here, and we think it's bound to be tough on investor nerves. Valuations are high, interest rates are low, and the economy is showing sides o…
6 years ago
Is Coronavirus Infecting the Bull Market? (January 27, 2020)
Season 1 Episode 4
After all the risks we've seen in the past few months, Coronavirus is what's getting markets down.
6 years ago
It's Caucus Season! (February 3, 2020)
Season 1 Episode 5
As the Democratic primary elections get under way, it's policy, not politics, that drive financial markets.
6 years ago
What European Recovery? with special guest Jon Swaney (February 10, 2020)
Season 1 Episode 6
Investors have been pricing in a recovery in Europe. We're not seeing it in the data. Special guest and portfolio manager Jonathan Swaney helps us di…
6 years ago
How Does A Virus Play Out In The Economy? with special guest Amit Soni (March 2, 2020)
Season 1 Episode 7
COVID-19 and its global impact are unprecedented. Or are they? Special guest and portfolio manager Amit Soni handicaps the potential economic and mar…
6 years ago
COVID-19 and Your Portfolio (March 9, 2020)
Season 1 Episode 8
Coronavirus has infected our communities and the bull market. Having a plan and sticking to it are the best ways to navigate volatile times.
6 years ago