In this month's Masters of the Muniverse, Eric Kazatsky and co-host Karen Altamirano are joined by Adam Stern, the co-head of research at Breckinridge Capital Advisors. Breckinridge is a $42 billion asset manager and has long been considered one of the industry's firsts in muni ESG. Stern gives his take on the current state of Muniland, and if ESG investors ... Show More
Today
State of Distressed: Latham’s Sobolewski on Evolving LME Tactics
“’Co-op first, ask questions later’ is down a bit from its peak, though not dead,” observes John Sobolewski, Global Chair of Latham & Watkins’ Liability Management Practice, as he addresses the latest dynamic between debtors and lenders in distressed situations. In this episode, ... Show More
1h 24m
Yesterday
Macro Matters: Rockefeller’s Chang on AI, Rates and Bond Markets
With AI investment accelerating, energy costs rising and Treasury yields pushing to multi-decade highs, investors are confronting a market where few assets look obviously cheap. Jimmy Chang, chief investment officer of Rockefeller Global Family Office, joins Bloomberg Intelligenc ... Show More
22m 17s
Sep 17
Macro Matters: Post-Fed Thoughts From BI Rates Strategist Jersey
With the Federal Reserve beginning a new tightening cycle and markets pricing additional rate increases, investors are reassessing where the Treasury yield curve may be headed next. Ira Jersey, Bloomberg Intelligence chief US interest-rate strategist, discusses this and more in a ... Show More
9m 18s
Jun 2024
Leading with science: A deep dive on biotech
In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ... Show More
17m 43s
Dec 2022
ESG from A to Z, in partnership with kivvit
Perhaps no acronym is considered and uttered more by brands and their communicators today than ESG. Still, many questions abound. Armed with data and vast experience in the area, leaders from Kivvit answer them in this podcast. PRWeek.comTheme music provided by TRIPLE SCOOP MUSIC ... Show More
19m 10s
Jul 2021
Ultra High Net Worth
On this week's episode of The Compound & Friends, Michael Batnick, Jason Snipe, and Downtown Josh Brown discuss: retail investors, dissatisfied advisors, CapGemini's ultra high net worth survey, underrated stocks, payment for order flow, the Knicks, stadium naming rights, and mor ... Show More
1h 21m
Jul 2021
Ready, steady, pitch! Analysts on their most exciting investment trends
In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they pr ... Show More
39m 36s