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Podcast Center
Podcast Center
Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Our podcasts are available in the Podcast Center and through popular distribution channels like Apple Podcasts, Spotify and YouTube. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Gold's Enduring Tailwinds with Aakash Doshi
Aakash Doshi, Global Head of Gold for the SPDR ETF business at State Street Global Advisors, joins the InsuranceAUM.com Podcast to discuss what has driven gold’s recent performance and how institutional investors are thinking about its role in portfolio construction.
CLO BBs and Equity
Shiloh Bates, CFA of Flat Rock Global discusses how CLOs work, what’s driving today’s default environment, and how insurers can evaluate risk and return across the CLO capital stack.
November Views from First Eagle Global Value Team
Risks Mount as Stocks Shine and Gold GlittersDeputy Head of the Global Value team and Portfolio Manager Julien Albertini explains how the concurrent rally of gold and equities may signal underlying r...
Beyond the Bubble: Data Centers, Demand and the Rise of AI Infrastructure
Alexey Teplukhin of Blue Owl Capital joins the podcast to discuss how data centers and digital infrastructure are powering AI, what’s driving demand, and the implications for investors.
Agency MBS Overview: A Crucial Link in the US Economy and Housing Market
Dmitri Rabin, Rates & Securitized Portfolio Manager, is back on Clipping Coupons, where he focuses on the US mortgage market, Ginnie Maes, and why mortgages are no longer a boring product.
Enhancing Insurance Portfolios Through Private and Alternative IG
Patrick O’Sullivan, PhD, Head of International Insurance Solutions at Barings, joins the InsuranceAUM.com Podcast to discuss how private and alternative investment-grade assets are reshaping insurance portfolios.
2025 Mid-Year: Checking In, Looking Ahead
In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.
Pathways Podcast: Investing Across Asset Classes in a Shifting World
This episode of the Pathways Podcast delves into the complexities of the current macroeconomic environment and its profound impact on asset classes. Daniel McCormack, Head of Research, hosts a discuss...
Trump tariffs will materially impact credit: Jon Dorfman featured on the Credit Exchange podcast
Jonathan Dorfman was featured on the podcast "Credit Exchange with Lisa Lee," where he discussed the Trump administration’s shock-and-awe approach to tariff negotiations and why stepping back from its...
Episode 296: AM Best’s Insurance Industry Outlooks and Potential Impact on Investment Risk
Ken Johnson, CFA, CAIA, FRM, Senior Managing Director and Chief Ratings Officer at AM Best, shares key insights on industry outlooks, private asset transparency, offshore reinsurance, and how investment shifts are impacting insurer balance sheet risk.
How Insurers Are Navigating Volatile Markets
As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs’ Mike Siegel and Matt Armas, who share findings from their 14th annual Global Insurance Survey, discuss how insurers are adapting to economic challenges and opportunities.
Podcast: Why AI’s Venture Opportunity May Be Era Defining
AI may drive a $7 trillion to $10 trillion economic expansion over the next decade, potentially adding 10% to global GDP, according to various market predictions.