Podcast Episodes
Back to SearchPowering the Fifth Energy Transformation
Episode 62
What happens when AI, data centers, and rising electricity demand collide with an aging power grid? In this episode of TCW Investment Perspectives, h…
10 hours ago
Behind the AI Boom: Opportunities in Securitized Credit
Episode 61
As AI accelerates demand for digital infrastructure, ABS and CMBS markets are playing an increasingly important role in financing the buildout. In th…
1 week, 6 days ago
The Backbone of AI: Why Emerging Markets Matter
Episode 60
TCW’s Anisha Goodly speaks with Hiren Dasani, Chief Investment Officer for Emerging Markets at White Oak, about how artificial intelligence is reshap…
2 months, 3 weeks ago
Conflict and Capital Flows: How the Middle East Is Repricing Global Risk
Episode 59
TCW’s Anisha Goodly speaks with Dave Robbins and Ruben Hovhannisyan about the market impact of the escalating Middle East conflict, from oil prices a…
5 months, 2 weeks ago
The Appeal of Securitized Credit in Today’s Market
Episode 58
The flexibility of securitized credit to tap into a wide range of portfolio types is especially appealing right now when corporate credit spreads are…
9 months, 1 week ago
The U.S.-Latin America-China Relationship and Implications for Emerging Markets Debt
Episode 57
The relationship between the U.S., Latin America, and China is complex and evolving, creating significant implications for emerging markets debt. Lis…
9 months, 2 weeks ago
Unlock Value in a Strong Equities Market
Episode 56
The U.S. equities market has outperformed expectations, but there are still bargains to be found. Listen as Yusuf George, TCW Senior Vice President a…
10 months, 1 week ago
How to Position Portfolios After the Fed Cut – And What to Watch
Episode 55
Labor. Tariffs. Inflation. Politics. Listen as TCW’s Jamie Franco, managing director in the Cross-Asset Research & Sustainable Investment Group, disc…
11 months, 1 week ago
Coming Soon? Industry Awaits Emergence of Multi-Share Class ETFs
Episode 54
The active ETF industry is exploding and there may soon be a new kid in town. Listen as Scott Dennis, TCW’s head of ETFs, discusses how multi-share c…
1 year ago
The AI Investment Opportunity Has Only Just Begun
Episode 53
If you think that investors have missed the boat on artificial intelligence, think again. In our latest Investment Perspectives podcast, portfolio ma…
1 year, 1 month ago