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.
AM Best Webinar Recording: Private Real Estate Lending for Insurers
Hear insights from SLC Management and BGO on private real estate lending for insurers, including portfolio fit, capital considerations and market opportunities.
Channel 11: Stocks Soar, Bonds Snore
DoubleLine Portfolio Manager Ken Shinoda reviews a May market environment where equities rallied while bond yields repriced higher. He discusses tech and momentum leadership, global market divergence, commodity softness, resilient macro data and fixed income opportunities in floaters, short duration and securitized credit.
Jeffrey Gundlach on Kevin Warsh and a New Era at the Fed | CNBC
DoubleLine CEO and CIO Jeffrey Gundlach discusses Fed Chair Kevin Warsh’s debut FOMC press conference and what it may signal for monetary policy. He also shares views on long-term Treasuries, U.S. equity concentration, AI capital spending, emerging markets and Fed independence.
Jeff Diehl on Private Credit Risks and Hyperscalers | S&P Global Private Markets 360 Podcast
In this S&P podcast, Jeff Diehl discusses why private credit hyperscalers may face deployment pressure that can erode underwriting discipline and returns.
Conning's Investment Perspective
In this Conning Investment Perspective, Cynthia (Cindy) Beaulieu, Conning’s Chief Investment Officer for North America, shares insights on the evolving Fed approach and its impact on portfolio positioning across credit and structured sectors.
RPM Ep. 61 | Beyond Top Quartile: What Deal-Level Benchmarking Unlocks for Private Market Investors
The real unlock isn’t a new data set — it’s a new default. A world where “show me the comparables” is easy to answer raises the bar for how GPs pitch and how LPs pick.
The Long View: Lip-Bu Tan, CEO of Intel
On the latest episode of The Angle from T. Rowe Price, Intel CEO Lip-Bu Tan joins Eric Veiel on his The Long View series to discuss Intel’s transformation, AI infrastructure, customer focus, supply chain resilience, and the future of compute.
Can Credit Secondaries Solve the Liquidity Puzzle for Insurance Portfolios?
Josh Ufberg of Blue Owl joins the InsuranceAUM.com podcast to discuss the growing credit secondaries market and its potential role in enhancing liquidity, diversification, and capital efficiency for insurance portfolios.
Commercial Real Estate Bridge Loans: Alpha in CRE Credit
Jim Higgins of Shelter Growth Capital Partners joins the InsuranceAUM.com podcast to discuss commercial real estate bridge loans, CRE credit opportunities, underwriting discipline, market fundamentals, and the role of bridge lending in insurance portfolios.
Jeffrey Gundlach and Felix Zulauf: The Second Inning of a Major Shift
DoubleLine CEO-CIO Jeffrey Gundlach and Felix Zulauf discuss the shift from a unipolar to multipolar world, structural inflation pressures, AI-driven market concentration and the fiscal outlook. They also examine long-term Treasury yields, private credit risks and the potential for a more challenging market cycle ahead.
Gundlach Unlocked: Positioning for Higher Rates, Persistent Inflation and Rate Hikes
DoubleLine CEO Jeffrey Gundlach discusses why long-term interest rates may remain elevated, why inflation could prove more persistent than expected, and why market risks may extend across equities, commodities, private credit, AI, and global capital markets. The webcast also examines weakening consumer sentiment, affordability pressures, and the potential implications of a weaker U.S. dollar.
Morris Chen on CRE Stability and Data Center Restraint | Bloomberg ETF IQ
DoubleLine Portfolio Manager Morris Chen discusses DCRE, DoubleLine’s active investment-grade commercial mortgage-backed securities ETF, and the importance of bottom-up selectivity in commercial real estate debt. He also shares his cautious view on data center CMBS when spreads do not compensate investors for the additional uncertainty.