All Episodes

Navigating Supply, Rates, and Opportunities in Real Estate

Real Estate Foundations

Finding Opportunity Amid Imbalance: 2026 Market Outlook

Ferrari's Electric Future and the Evolution of Luxury Investing

Luxury Brands Navigate China Slowdown and Tariff Pressures

The High-Quality Case for Investing in Global Luxury Goods

Beyond ESG Scores: Active, Governance-Driven Alpha

Active Management, International Investing, and Dividends

Thornburg Investment Insights: Corporate Earnings and Tariff Impacts

The U.S.-China Relationship, the Fed, and Data Reliability

Active Investing in a Passive World

Thornburg Investment Insights: A Deep Dive Into Fixed Income Markets

The CPM Roundtable: Adventures in Global Equity

Tariffs, Stagflation, and the Fed: A Spotlight on Investors' Most Pressing Questions