Podcast Episodes
Back to SearchWhat small caps have to do with our recession view (July 22, 2024)
It’s midyear Macro Pulse time! Lauren Goodwin, Julia Hermann, and Michael LoGalbo share their midyear outlook, including an updated economic view, th…
1 year, 8 months ago
Prepare to (Fed) Pivot (July 15, 2024)
Our Fed cut checklist has been valuable tool for gauging this Fed's patient policy. For the last two years, only one of our four conditions was met. …
1 year, 9 months ago
Across the pond: summer election readout (July 8, 2024)
France and the UK have gone to the polls – with stakes that feel similar, but diverging market reactions. Lauren Goodwin and Julia Hermann discuss th…
1 year, 9 months ago
New frontiers in AI: in conversation with Alex Cook
Lauren Goodwin hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transform…
1 year, 9 months ago
Investments in AI infrastructure with Simon Martin (June 17, 2024)
The infrastructure required to enable the AI boom is daunting – and presents investment opportunities across the real estate spectrum. Julia Hermann …
1 year, 9 months ago
Venturing into AI with Joel Albarella (June 10, 2024)
With AI moving at lightning speed, venture capital offers a unique perspective into the pipeline of companies at the forefront of generative AI techn…
1 year, 10 months ago
Artificial Intelligence: from imagination to investment (June 3, 2024)
We can easily imagine a future state with AI at the center of innovation and investment. For investors, the most important question is: what does it …
1 year, 10 months ago
Managing geopolitical risk in portfolios (May 20, 2024)
Geopolitical risk has so much impact on navigating the markets, but can feel impossible to position around. Lauren Goodwin, Julia Hermann, and Michae…
1 year, 10 months ago
U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)
Commercial real estate has been considered a simmering risk for the U.S. economy. But amid pockets of stress, investors can find opportunity. Julia H…
1 year, 11 months ago
U.S. banks check-up with Mark Kehoe (April 29, 2024)
A year after a near-crisis, U.S. banks are showing resilience. But with interest rate moves, an economic slowdown, and normalization from a pro-liqui…
1 year, 11 months ago