All Episodes
Insights Now — 176 episodes · page 1 of 2
Alternative Realities: Michael Cembalest on AI, energy and data centers
The 2027 Long-Term Capital Market Assumptions
Alternative Realities: AI, redemptions and rate hikes in private credit
AI safety and the future of the buildout
Alternative Realities: Modeling better portfolios
How might midterm elections move markets?
Alternative Realities: The impact of AI on the future of investing
The 2008 Great Financial Crisis
The Late-1990s Dot-Com Bubble
The 1998 Collapse of Long-Term Capital Management
The 1987 Stock Market Crash
The 1929 Stock Market Crash
Moments in market history
Alternative Realities: The case for distressed debt investing in private credit
Alternative Realities: How do you boost returns in a concentrated market?
2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge
Alternative Realities: Absolute return strategies & trouble in private credit?
Making sense of geopolitical risk
Saving smarter for college
Alternative Realities: Inside JPMorganChase’s $1.5 trillion security and resiliency initiative
Taking stock of today's markets
Alternative Realities: How will portfolios evolve with inflation, credit and innovation?
Navigating inflation, private credit and market sentiment
Does diversification include crypto?
Alternative Realities: What is the state of U.S. infrastructure?
Are Millennials and Gen Z priced out?
Alternative Realities: Geopolitics, private credit and portfolio construction
Investing in AI opportunities across markets: Part 2
Alternative Realities: What's next for oil prices?
Investing in AI opportunities across markets: Part 1
Navigating the equity market rotation
Alternative Realities: How to evaluate private credit risks
What the new Fed chair could mean for markets
Alternative Realities: What trends will shape alternatives in 2026?
Insights for the future of investing
Alternative Realities: The 2026 Long Term Capital Market Assumptions: Challenges and opportunities
2026 Outlook: AI lift and economic drift
Alternative Realities: Unlocking the future of alternatives in retirement plans
How research informs investment strategy
Alternative Realities: Stadiums, teams and private equity in sports
What’s next for consumer markets?
Alternative Realities: Rethinking the 60/40 portfolio
Quantitative investing explained
Alternative Realities: Private credit playbook
Rethinking retirement through research
Alternative Realities: Allocate smarter with alternatives
How can policy power portfolios?
Alternative Realities: Pearls of investment wisdom
Why is asset allocation so important?
Alternative Realities: Hidden opportunities in private markets
What bonds fixed income research strategies?
Alternative Realities: Real estate’s new reality
How secure is securitized debt?
Taking a pulse on healthcare
Alternative Realities: Shipping's geopolitical hedge
What's behind muni moves?
Alternative Realities: Growth equity's new frontier
Uncovering Opportunities in Emerging Market Debt
Alternative Realities: From Europe to Asia: Trends in alternative investments
Treasuries, trends and tactics
Alternative Realities: Managing market volatility with alternative investments
Equity research insights: Key analyst takeaways & top investor questions
Alternative Realities: The future of private credit investing
Forecasting the future of financials
Alternative Realities: Tech-driven alternative investment
A healthier outlook for healthcare
Alternative Realities: Opportunities in global forestry and timber
Key themes powering utilities
Alternative Realities: Building an investment plan with alternatives
Manufacturing a case for industrials
Does it pay to invest in payments?
Alternative Realities: Institutional strategies in alternative assets
Beyond AI: Opportunities in semiconductors
Alternative Realities: Strategic Investing Amid Uncertainty
Alternative Realities: Exploring alternatives in 2025
Insights Now 2024 wrapped
Alternative Realities: Unlocking the potential of transport assets in modern portfolios
The “new 60/40” portfolio
Alternative Realities: Navigating the future of infrastructure
2025: Out of the cyclical storm and into the policy fog
Alternative Realities: Challenges to triumphs in real estate
Asset allocation in the year ahead
Alternative Realities: Powering portfolios with alternatives
Alternative Realities: Investing in the future of healthcare
Alternative Realities: Democratizing access to alternatives
Taxes, deficits and federal debt, “Oh my!”
The past, present and future of Fed independence
Alternative Realities: Navigating alternatives as an individual investor
The ripple effects of regulation
Alternative Realities: Unlocking value in private markets
Navigating shifts in global trade
Alternative Realities: Private equity challenges and opportunities
The impacts of immigration
Alternative Realities: The fundamentals of alternatives
What might the November elections mean for investment strategy?
How will rising federal debt impact the markets and the economy?
Will inflation ever get back to 2%?
How long before the next recession?
When will the Federal Reserve begin cutting rates?
How will AI reshape the U.S. economy and investment opportunities?