On this episode, Jason and Ron meet in-studio to discuss investment considerations and opportunities as it relates to potential outcome scenarios of the upcoming US election. They also spend time exchanging thoughts on the health of the US economy, the road ahead or monetary policy, and more. Featured is Jason Draho, Head of Asset Allocation Americas with ... Show More
Yesterday
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
15m 4s
Jul 8
Top of the Morning: Emerging Markets - Investing in Brazil
A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weaker US dollar, global trade tensions, and the direction monetary policy to Brazilian assets. Plus, an overview of risk considerations ... Show More
9m 53s
Oct 2024
A Look Ahead: What's Next for the US Economy After the Presidential Election?
Chief Investment Strategist for North America at Russell Investments, Paul Eitelman, joins the show to discuss his thoughts on the US economy and markets, whether a soft landing is possible, and how the markets will react to the presidential election. Hosted on Acast. See acast.c ... Show More
17m 45s
Dec 2024
Bradley Beman - Head of Fixed Income at Nationwide
On this week’s episode, host Colbert Cannon sits down with Bradley Beman, Head of Fixed Income Asset Management at Nationwide, one of the nation's largest insurance and financial services companies. We discuss Bradley’s transition from the investing side to managing portfolios—an ... Show More
24m 29s
Nov 2024
The Election, The Fed, and What’s Next
The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.
(00:40) Jason Moser and Bill Mann discuss:- The market’ ... Show More
40m 23s
Jul 2024
Rerun: Morgan Stanley Chair and CEO: Succession, culture, stress, and leadership
Rerun:James Gorman, one of the most successful CEOs in the world of banking, is stepping down as CEO and shares unique insights into the world of banking, investing, and leadership. He also shares how he reviews talent, and the immense stress and pressure that come with a job lik ... Show More
46m 50s
Nov 2024
Stan Druckenmiller: Inside the mind of a legendary investor
This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet against t ... Show More
57m 56s
Nov 2024
Apollo CEO: Private Markets, Investment Alpha and Risk Management
What does it take to stay resilient in a fast-changing financial world? How are private markets transforming the way we invest? And how does Apollo approach risk? Nicolai Tangen meets with Marc Rowan, CEO and co-founder of Apollo Global Management, to discuss the rapidly evolving ... Show More
53m 29s
Mar 2022
David M. Solomon CEO of Goldman Sachs
In this episode, Nicolai Tangen talks to David Solomon, CEO of Goldman Sachs. They discuss the highly competitive financial services industry and how to attract the best talents and give their view on the equity market. They also discuss culture, leadership, inflation and speed! ... Show More
32m 23s
Jan 2025
Blackstone President and COO: Investment Decisions, Entrepreneurial Drive and Company Culture
oin Nicolai Tangen as he sits down with Jonathan Gray, COO of Blackstone and former head of its real estate division. Gray shares what drives Blackstone’s success, the evolution of their investment philosophy, and the process for identifying outstanding businesses. He also provid ... Show More
49m 24s