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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.
Building Resilient Portfolios for Insurers: DoubleLine’s Long-History Insights on ABS and ABF
DOWNLOAD PDF Stewart: Hey, welcome back. It's great to have you, and thanks for joining us. This is the InsuranceAUM.com podcast, the home of the world's Smartest Money. And my name is Stewart Foley....
Looking at Possibility for a Steeper Yield Curve, Says Jeffrey Gundlach
DoubleLine founder and CEO Jeffrey Gundlach joins CNBC's "Closing Bell" to discuss Federal Reserve chairman Jerome Powell's remarks after the central bank’s Federal Open Market Committee lowered its benchmark overnight borrowing rate to a range of 3.75%-4%.
Perspectives: Matching Liabilities With Opportunity: Fixed Income Strategies for Insurers
DoubleLine’s Phil Gioia, Client Portfolio Manager, sits down with Paul Schroeder, Relationship Manager for Insurance Clients, to discuss the evolving landscape of insurance asset management.
Ken Shinoda: Bond Positioning in a Cautious Fed Era
DoubleLine Portfolio Manager Ken Shinoda joins Bloomberg TV following the FOMC’s 25-basis-point rate cut to share insights on the Fed’s cautious approach, the outlook for rate cuts and how fiscal risks are shaping the Treasury curve. Shinoda highlights opportunities on the short end of the curve, warns against reaching for yield amid tight credit spreads, and underscores the value of high-quality assets like agency MBS. He also discusses systemic risk concerns, private credit vulnerabilities, and the potential impact of an end to quantitative tightening.
Episode 300: Overlooked Opportunities: IG Emerging Markets Debt
Mark Hughes and Kevin Ritter, CFA charterholders and Co-Heads of Emerging Market Debt at PPM America, unpack overlooked opportunities in investment-grade emerging market debt.
Episode 279: Overview Of the Private Equity Market: Today’s Changing Landscape
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the evolving private equity landscape, including co-investments, GP-led secondary deals, and the shifting dynamics of fundraising and M&A activity in today’s market.
Episode 239: The Evolution of IG Private Credit: Insights from PPM’s Luke Stifflear
Luke Stifflear is the Portfolio Manager and Head of Private and Structured Credit at PPM.
Episode 138: How can they not know which one’s the brake or the gas? with Mike Ashton, The Inflation Guy
Michael Ashton is the CEO of Enduring Investments.
Episode 113: Inflation, Labor Markets, and the Fed featuring Mike Ashton, the Inflation Guy
Mike Ashton is "The Inflation Guy," an Inflation Consultant and Expert.
Episode 99: What Really Drives Inflation with Mike Ashton, The Inflation Guy
Explore inflation dynamics and economic trends with host Stewart Foley on the InsuranceAUM.com Podcast. Gain insights into the Fed’s policy approach, the yield curve, and the metrics shaping today’s markets.
Episode 69: Exploring Inflation Drivers Today with Mike Ashton, The Inflation Guy
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore inflation’s impact on insurers, the drivers behind CPI, and how broader economic trends are reshaping investment strategies.
Episode 58: Inflation: Transitioning to Troubling from Transitory
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore inflation dynamics, from rising core inflation to the challenges of traditional economic models, and what it all means for insurance investors.