Episodes List
Unpack the stack
30 Sep, 2026Introducing the Market Mix
23 Sep, 2026Making dollars and talking sense in securitized credit
16 Sep, 2026Making dollars and talking sense in emerging market debt
27 Feb, 20262025: tariffs, tech and U-turns
08 Dec, 2025Is the sun shining after the storm?
04 Nov, 2025Five disruptors facing the U.S. economy
30 Sep, 2025Unpacking the ‘big, beautiful bill’: the winners, the losers, and the aftermath
16 Jul, 2025Forks in the forecast: maneuvering markets when multiple paths are plausible
30 Apr, 2025DOGE days ahead? What Trump’s return means to investors
26 Nov, 2024U.S. Elections: A View from Inside the Beltway
01 Oct, 2024Not your father's LevFin market: the evolution of high yield bonds, loans and private credit
11 Jul, 2024The current state of the commercial real estate market
02 Apr, 2024Aligning Assets for Racial Equity Goals — An Impact Investment Case Study with ServiceNow
06 Nov, 2023A primer on impact investing – origins, perceptions and outlook ft. Ron Homer & Mindy Frye
08 Jun, 2023Volatility creates opportunity ft. Bethany Jessen & Andrzej Skiba
14 Apr, 2023Consistent results through inconsistent times
21 Nov, 2022US High Yield: Fed Up with Inflation
28 Jul, 2022Quantitative tightening (QT) era begins
16 Jun, 2022