All Episodes
Disruptive Forces in Investing — 154 episodes
Mid-Year Scorecard: Assessing Our Solving For 2026 Calls
Know What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in Passive
How Asset-Based Finance Is Powering the AI Infrastructure Boom
Capital Solutions: A Flexible Response to Private Equity's Exit Problem
Beyond Macro: A Value Lens on Emerging Markets Equity
The Harder Questions: Neuberger CEO George Walker on Private Credit, AI and Active Ownership
2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public Pipeline
BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets
The Great Bond Divergence: Opportunities Across Curves, Countries, and Credit
Real Estate's Reset: Where Almanac Sees Stress and Opportunity
How the AI Debt Supercycle Is Reshaping Credit Markets
Solving for 2026: Policy Crosscurrents, AI, and Where to Position Now
Beyond Long-Only: How 130/30 SMAs May Rejuvenate Tax-Loss Harvesting
Why Hard Currency Emerging Market Debt is Back in Focus
Pivot Points: Rediscovering Europe, Japan and Emerging Markets
The $100 Trillion Inheritance
The ABCs of Asset-Based Credit
The Muni Opportunity
A World of Opportunity in the Space Economy
From Forecasts to Facts: Revisiting 2025's Investment Themes
GP Led Secondaries: What's next?
Stop Guessing Tomorrow: Insights on Long/Short Strategies
Navigating the New Normal in Private Markets
The High Yield Playbook: Positions and Possibilities
Volatility: Finding True Diversifiers
It's April: Time to Talk Taxes
Could Value Stocks Make a Comeback?
NVIDIA, DeepSeek and the Evolution of AI
What Do Tariffs Mean for Private Equity?
Fixed Income Moves in 2025
Small Caps, Big Opportunities
Solving for 2025
Disruptive Forces Election Special: Trump's Cabinet
Private Real Estate: From Uncertainty to Opportunity
Private Debt: The Appeal, The Fears & The Facts
Rates and REITs
Amid the Volatility: What Are Investors' Best Options?
Let the [Micro] Chips Fall Where They May
Elections, Equities and the Economy
Disruptive Investments Within Disruptive Regulations
Steve Eisman: From The Big Short to the Long Way Home
Consumer Dynamics Amid the Credit Crunch
The Wonders of Japan's Economy
Making Dollars and Sense: The Critical Role of Financial Literacy
What's Up in the Air?
Make Your Money Move
Reassessing Retirement Savings with Robin Diamonte
When Specialty Finance Meets Silicon Valley Innovation
Real Estate Secondaries: A Diamond in the Rough Market?
A New Era for Private Credit
What Tailor-Made Investing Looks Like
Behind the Scenes of Solving for 2024
The Art of Giving in Philanthropy
The Liquidity Squeeze in Secondaries
A Force to Be Reckoned With
From Hype to Reality: The Impact of Generative AI
Bonds and Beyond in Today's Fixed Income Markets
Real Estate in a Time of Uncertainty
The Changing Sentiment Around Wealth
The Implications Behind Indexation
Emerging Opportunities in Emerging Markets Debt
Commodities and Their Place in the Transition Pathway
Finding the Silver Lining in Commercial Real Estate
The Many Facets of Japanese Investing
The True Meaning of Sustainable Investing
The Deal or No Deal of Event-Driven Investing
The Chatbot Phenomenon
Natural Catastrophes in Today's Climate
Funding the Future
Navigating Secondaries Amid Choppy Markets
The Portfolio Doctor Is In
Solving for 2023: How the Tables Have Turned
What Goes Up Must Come Down... Right?
Bank of Japan: The G-10 Outlier
Could Liquid Alternatives Provide Answers?
Building on Infrastructure Investing
Making Sense of Markets and Policy Change
Investing at a Crossroads
Inside the Psyche of the Connected Consumer
How the Space Economy Is Achieving Liftoff
SDGs: A Framework for Investing
The Private Equity of Yesterday, Today and Tomorrow
Forgo FOMO: Growth Investing for the Long Term
The Mission Toward Carbon Transition
The Paradigm of Purpose and Profit
Mythbusting Crypto Investing
How to Keep Energy Going and Going…
Understanding Short Duration for the Long Run
How to Break the Bias for Women in Finance
Commodities: An Inflation Hedge for All Seasons?
The Weakest Links in the Global Supply Chain: Part III
The Weakest Links in the Global Supply Chain: Part II
The Weakest Links in the Global Supply Chain: Part I
Emission Impossible? Navigating Climate Action and Regulation
The Future State of Real Estate Investing
It's Quitting Time: Exploring Labor Market Dynamics
Taking a Second Look at Real Estate Secondaries
The Blurred Lines of Public and Private Equity
ESG: From Evolution to Revolution
CAT Bonds: Finding Reassurance in Reinsurance
Turning a New Leaf in Chinese Investing
Thinking Big When It Comes to Small Caps
Playing Good Defense in Diversification
The Great Housing Diaspora of COVID-19
The Electrification of Mobility
Making the REIT Move in Real Estate
When Do Commodities Become a Hot Commodity?
Public vs. Private Credit: Competitors or Allies?
Post-Crisis Investing for the Long Haul
The Rising Tide of Equity Duration
Striving for a Net-Zero Investment Climate
What Are Women Doing About Wealth?
NB Votes for Meaningful Change
The Workhorse for 5G
How to Sustain Sustainability
Shaping the Future of Healthcare
Making the Case for Value
Solving for 2021: An Inside Look
The World Wide Web of Retail
Getting Smarter Around Disruption
The Next Generation of Wealth Management
Brexit Means Brexit: But What Could That Mean for Portfolios?
Disruptive Forces: 2020 U.S. Election Special
Evaluating the Options
Traveling in the Unknown
The Investor's Almanac: Opportunities in Real Estate
Great Expectations in Credit: Now What Comes Next?
Getting a Seat at the Table: Exploring Diversity in Private Equity
Engagement at Its Core: Inside the NB25+ Advance Proxy Voting Initiative
The Past, Present and Future of Insurance-Linked Securities
Thriving Amid Volatility: Perspectives on Asian Credit
The Growth of Private Equity Secondaries
Real Estate Investing in the Digital Age
The Health Care Sector through a COVID-19 Lens
Will Fallen Angels Drive the Market? A Look into BBB Bonds
Generating Alpha through Data Science
The Reality of Retail: Apocalypse or Renaissance?
CLOs and Late Cycle Credit Investing
Disruption Outlook: The Political Game of Breaking up Big Tech
Disruption Outlook: Trade War & Tariffs
Disruption Outlook: The Politics of Healthcare
Human Capital Management and Investment Decision-Making
Quantamental: A New Dimension of Active Investing
Private Credit: The Rise of a Core Asset Class
Disruption Outlook: Negative Rates
Impact Investing: A Shifting Mindset Across Public and Private Markets
Activist Investing: The New Normal
Late Cycle Investing: What's Next?
FinTech: Competitor or Collaborator?
Climate Change: A Growing Investment Consideration
Big Data: Exploiting an Inefficient Market
5G: The Next Generation of Connectivity
Autonomous Vehicles: An Evolution, not Revolution
Introduction to Disruptive Forces in Investing