Dave Fazekas is Partner & Head of North American Logistics with Ares Real Estate. Dave joins the podcast to discuss the current investment landscape for the Industrial Real Estate sector. We cover repricing and valuations, positioning considerations, and the impacts of factors such as macro uncertainty, US trade policy and tariffs, along with the rise ... Show More
Yesterday
Washington Weekly Podcast: Government shutdown update, US-China trade talks
Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental ... Show More
9m 52s
Jan 2025
#304 A lot can happen in a month
The busy start to the year for markets is showing no sign of letting up anytime soon. This week, Luke Pearce and Sophie Barrington discuss whether DeepSeek’s announcements are enough to roil the AI rally, the latest actions from the US Federal Reserve and European Central Bank, a ... Show More
15m 31s
Aug 2024
The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.__Follow Noel Smith on Twitter https://x.com/NoelConvexFollow VanEck on Twitter https://x.com/vaneck_usFollow Jack Farley on Twitter https://twitter. ... Show More
44m 29s
May 2025
Market Close: Stocks Higher, JP Morgan CEO Allows Bitcoin Investing For Clients, CBS News CEO Steps Down 5/19/25
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
3m 48s
May 2024
A New Price Target for the S&P 500 5/15/24
Scott Wapner and the Investment Committee discuss record setting stocks as the S&P and NASDAQ reach new high. Plus, BMO’s Brian Belski joins us with a new price target for the S&P 500, the highest on the street. And later, The Committee share their latest portfolio moves.
44m 28s
Sep 24
Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More
43m 11s