Jun 26

Transportation assets and tariffs: Is bad news good news?

In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the ... Show More

22m 32s

Apr 2025

Unpacking policy uncertainty

This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under t ... Show More

24m 11s

Jan 2025

2025 Asset Allocation Draft

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a ... Show More

36m 46s

Dec 2020

Mike Swell on Global Fixed Income Investors (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Mike Swell, co-head of global fixed income portfolio management at Goldman Sachs Asset Management (GSAM), where he is responsible for co-leading the global team of portfolio managers that oversee multi-sector portfolios. He j ... Show More

1h 6m

Feb 2024

Claims and Underwriting Trends in Personalized Insurance with AI - with Kelly Cusick and Michael Cline of Deloitte

Today’s guests include Kelly Cusick, Managing Director in Deloitte Consulting’s Actual & Insurance Solutions practice, and Michael Cline, Managing Director and Insurance Sector Claims Leader for Deloitte Consulting. Joining Emerj Senior Editor Matthew DeMello, they explain key tr ... Show More

17m 49s

Mar 2023

Top of the Morning: Emerging Markets - Investing in a multi-speed world

Against a challenging macro backdrop, our conversation outlines why CIO believes adding emerging markets to the opportunity set can help to achieve returns and manage portfolio risk. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief In ... Show More

8m 1s

Apr 2020

Square Working With Government to Speed Up Small Business Payments

Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund ... Show More

28m 15s

May 2022

What’s Behind the Tech Sell-Off?

How low can tech go? The sharp sell-off in technology shares is one of the sector’s worst stretches in years. In our latest Exchanges at Goldman Sachs, Brook Dane, portfolio manager in Goldman Sachs Asset Management, and Peter Callahan, a U.S. TMT sector specialist in our Global ... Show More

25m 14s

Jan 2018

Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair

Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin as a currency.Max Nisen, Bloomberg Gadfly columnist covering health care, on biotech M&A, and what to expect from the big ... Show More

27m 50s

Aug 2023

Stocks to Watch: The Outlook for Growth Stocks

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn talk with Blair Boyer, co-head of the large-cap growth equity team and a large-cap growth equity portfolio manager at Jennison on the outlook for growth stocks, financial markets, industry sectors, an ... Show More

40m 19s

Nov 2023

The State of EVs, Outlook for Crypto, Talent Strategies

On this edition of Bloomberg Businessweek, hosts Paul Sweeney and Matt Miller speak with Daniel Barel, CEO of REE Automotive, Chris Heller, co-founder of Cordillera Investment Partners, Nicola Hancock, Managing Director of the Americas at AMS, Vinh Vuong, CEO at Garrison Fathom a ... Show More

42 m

Nov 2023

OpenAI Drama Casts a Shadow on Tech Industry

Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnin ... Show More

36m 30s

Investment opportunities in genetic medi...