Best Asset Class Commentary Podcasts (2025)

In this episode, host Greg Dowling speaks with Paul Froning and Michael Feinstein from Focus Healthcare Partners, a firm dedicated to investing in senior housing and healthcare-related properties. Their conversation explores how demographic shifts and changing consumer expectations are reshaping the senior living industry for the better. Paul and M…

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Where's the Promise of Biotech? Featuring Peter Kolchinsky 39:04

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3M ago39:04

39:04

In this episode of FEG’s Insight Bridge Podcast, Greg Dowling speaks with Peter Kolchinsky, Managing Partner at RA Capital. Together they delve into the drivers and details of today’s biotech industry, how to foster innovation and why Peter is optimistic about biotech’s ability to address autoimmune disorders. Peter shares RA Capital’s investment a…

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Hedging Risk, Accessing Opportunity with Dave Thomas 38:14

4M ago38:14

38:14

In this episode of FEG’s Insight Bridge Podcast, Greg Dowling chats with Dave Thomas, founder of Atalan Capital Partners. They discuss the challenges and opportunities in the hedge fund industry, the impact of structural and cyclical headwinds and Atalan's valuation-based investment approach. Dave also shares his insights on emerging trends like ge…

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Mining for Alpha: Featuring Kinterra Capital 45:30

5M ago45:30

45:30

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Cheryl Brandon and Kamal Toor, the founders and managing partners of Kinterra Capital. They discuss the transformative impact of AI on the mining industry and the critical role of essential minerals like copper, nickel, magnetite, and manganese in today’s and tomorrow’s …

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Do You Believe in Miracles? Featuring Jack O'Callahan 47:09

6M ago47:09

47:09

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Jack O'Callahan, a member of the legendary 1980 "Miracle on Ice" U.S. Olympic hockey team. Jack shares his incredible journey from playing street hockey in Boston to becoming part of perhaps the greatest upsets in sports history. He recounts the intense preparation and t…

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Emerging Unscathed: Featuring Ali Akay 34:18

7M ago34:18

34:18

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Ali Akay, Founder and CIO of Carrhae Capital and experienced emerging markets investor. Ali shares his journey from central bank consultant to founder of a successful investment firm, embodying his personal mantra, "Struggling, I emerge." His perspective on macroeconomic…

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The Winner's Mindset with Jason Fowler 28:19

8M ago28:19

28:19

In March’s episode of the FEG Insight Bridge Podcast, Greg Dowling talks to Jason Fowler about what it takes to develop the mindset of a winner. From his devastating motocross injury as a teenager to his path to overcoming obstacles, to his success as an adaptive sports champion, coach and mentor, Jason’s search for his “true north” can help and in…

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Hear the Bengal Growling: Featuring Malabar Investments 44:04

9M ago44:04

44:04

In the February episode of the FEG Insight Bridge Podcast, Malabar Investments Advisors Sumeet Nagar and Akshay Mansukhani join FEG CIO Greg Dowling in an in-depth discussion. This month they analyze the differentiating quality of the Indian market versus other emerging markets and the importance - and benefit - of a comprehensive understanding of …

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The Thoughtful Contrarian: Featuring Ben Inker 49:00

10M ago49:00

49:00

Discover a fresh perspective: Ben Inker of GMO examines market trends and potential investment strategies for 2025. On this episode of the FEG Insight Bridge Podcast, we are joined by Ben Inker, Co-Head of Asset Allocation and Portfolio Manager at GMO, in a conversation exploring market trends and investment strategies for 2025. Ben and FEG CIO Gre…

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The Golden Age with Max Belmont 37:52

11M ago37:52

37:52

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Max Belmont, Portfolio Manager and Senior Research Analyst at First Eagle Investments. Max discusses the growing interest in gold amid global economic uncertainties, exploring its role as a potential hedge against inflation and currency devaluation. The discussion also cov…

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Does The Sun Rise Again? with Howard Smith 46:19

12M ago46:19

46:19

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Howard Smith, Partner at Indus Capital Partners and Portfolio Manager for the Indus Japan Strategies. Howard shares his extensive experience investing in Japan, discussing the country’s economic resurgence, corporate reforms, and strategic positioning as an alternative to …

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PE Health Checkup with Oliver Moses 42:09

1y ago42:09

42:09

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Oliver Moses, Managing Partner of WindRose Health Investors. Moses shares his journey into healthcare investing and the evolution of private equity's role in the sector. The two discuss the rapid growth of healthcare, post-COVID challenges like labor shortages, and how tec…

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Inside the Curve with Dan Ivascyn 42:55

1y ago42:55

42:55

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Dan Ivascyn, CIO of PIMCO, as he reflects on his 26-year career at PIMCO, from trading structured products to leading their portfolio management. Dan discusses the firm’s evolution, the shift from traditional to alternative fixed income strategies, and the current appeal o…

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Inside The Counting House with Gary Sernovitz 40:33

1y ago40:33

40:33

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Gary Sernovitz as they delve into Gary’s dual careers as author and Managing Director at Lime Rock. Gary shares insights into his latest book, The Counting House, and its relevance to institutional investors. Approaching investment from an innovative, semi-fictional perspe…

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Tax Professionals Share Challenges, Offer Advice, and Reject a Stereotype 24:54

1y ago24:54

24:54

Tax professionals thrive at a lightning-fast pace, dodging landmines and welcoming serendipity to achieve success. They also carve out interesting personal lives – so don’t call them “boring.” Guests Albert Chang, David Peck, Eric Sloan, Rachel L. Cantor, Phillip DeSalvo, Sean Brennan, and David Schnabel give these and other insights about the worl…

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Compilation Episode: Tax Trailblazers Answer Four Questions 35:22

1+ y ago35:22

35:22

Four questions: How did you find yourself working in tax? How did you first learn about TRAs? Have your clients’ perceptions of TRAs changed? Why aren’t TRAs more ubiquitous? In this special compilation episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee presents a compilation of answers to those four questions. Listen in as A…

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Hungry, Hungry, Hyperscalers 39:29

1+ y ago39:29

39:29

Join FEG CIO Greg Dowling and Scott Harlan, Managing Partner and Founder of Rockland Capital, as they discuss the power industry's critical role in supporting the digital and AI-driven economy. From meter reader to private equity principal, Scott shares his journey and insights on energy challenges, the need for a balanced energy mix, and the shift…

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TRAs in Today’s Economic Environment with David Schnabel 10:45

1+ y ago10:45

10:45

Not long ago, many people were skeptical of TRAs. While skepticism is down, TRAs are still less common outside of UP-C transactions. Why is that? In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, is joined by David Schnabel, Partner at Davis Polk in New York, for a broad discussion tha…

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The Critical Role of TRAs in Different Transactions with Sean Brennan 17:25

1+ y ago17:25

17:25

Tax receivable agreements are not new, but they are somewhat misunderstood and likely underutilized in certain transactions. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, is joined by Sean Brennan, Partner at Deloitte, to examine how TRAs are used in various types of transactions. …

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Euro Trash or Treasure with Richard Bruce 45:46

1+ y ago45:46

45:46

Join FEG CIO Greg Dowling and Richard Bruce, founder of Trinity Street Asset Management, as they explore the untapped potential of European markets. Discover why European equities are often overlooked compared to their U.S. counterparts, and explore diverse, undervalued sectors like tech giants ASML and ARM. Bruce discusses the impact of the "Magni…

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Whipsaw Wisdom with CEO Alan Lenahan 42:05

1+ y ago42:05

42:05

Join FEG CIO Greg Dowling and FEG CEO Alan Lenahan, for a discussion of “Whipsaw Wisdom.” In this episode, we uncover investment strategies, from historical trends to the landscape of today's markets. Discover FEG's approach to catering to the diverse needs of clients, ensuring resilience in times of change. Explore the evolution of asset managemen…

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TRAs, Tax Law, and The Path to Ubiquity with Phill DeSalvo 30:27

1+ y ago30:27

30:27

Early on, folks were hesitant as to whether the technical tax rules that underpin TRAs would work. As it turns out, it’s not terribly controversial. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, welcomes Phill DeSalvo. Phill is a principal in KPMG’s National M&A Tax practice and th…

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Unveiling the Potential of TRAs in Private Transactions with Rachel Cantor 19:53

1+ y ago19:53

19:53

You’re going to start seeing TRAs more and more in private market transactions. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Saish Setty, general counsel of Parallaxes, welcomes Rachel Cantor, a partner at Kirkland & Ellis, who focuses on the tax aspects of complex business transactions, including domestic and cross-bord…

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Uncovering Nuclear Returns with Mike Scott 34:11

1+ y ago34:11

34:11

Join FEG CIO Greg Dowling and Mike Scott, Managing Partner and Founder of Pelican Energy Partners, as they explore the world of nuclear power and its impact on energy dynamics. Mike's transition from leading energy service sector buyouts to focusing on nuclear energy offers valuable insights into this often misunderstood domain. This episode debunk…

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Competitive Advantage: Parallaxes is Redefining the TRA Market 18:23

1+ y ago18:23

18:23

The TRA space has challenges, but Parallaxes is here to win. How? Parallaxes has a dedicated team with a singular focus of owning the opportunity set. In this episode of TRAilblazing, a podcast from Parallaxes Capital, Andy Lee, Founder and CIO of Parallaxes and Saish Setty, General Counsel of Parallaxes discuss the barriers to entry in the TRA spa…

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Tax Policy: Republicans, Democrats, and the 2024 Election with Bloomberg Tax Policy Analyst, Andrew Silverman 19:48

1+ y ago19:48

19:48

Republicans and Democrats strongly differ on tax policy. But are there any core issues that the two political parties may be willing to give in on? In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, welcomes Andrew Silverman, a tax policy analyst at Bloomberg Intelligence (a division of…

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Singularity or SkyNet: Exploring AI with Greg Bond of Man Numeric 38:10

1+ y ago38:10

38:10

Join FEG CIO Greg Dowling and Greg Bond, CEO of Man Numeric as they delve into the evolution of artificial intelligence from expert systems to machine learning and deep learning, and discover its transformative power in reshaping industries like finance. Gain valuable insights on how AI is integrated into investment strategies, driving economic gro…

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Setting Precedent: TRAs in Diverse Transactions with Eric Sloan 30:03

1+ y ago30:03

30:03

TRAs are becoming increasingly common in IPOs. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Saish Setty, general counsel of Parallaxes, welcomes tax lawyer Eric Sloan, a partner in the New York and Washington D.C. offices of Gibson Dunn and a Co-Chair of the Firm’s Tax Practice Group. Tune in to hear Eric share his wealt…

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Exploring the Trailblazing TRA Outlook for 2024 27:23

1+ y ago27:23

27:23

Institutional investors often view TRAs as the next frontier of investments, similar to pharma royalties in the 2000s and music royalties in the 2010s. In this episode of TRAilblazing, a podcast from Parallaxes Capital, hosts Saish Setty, general counsel of Parallaxes, and Andy Lee, CIO of Parallaxes, share their five bold—and sometimes surprising—…

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When Doves Cry?: 2024 Market Outlook with Jason Trennert 40:46

1+ y ago40:46

40:46

Join FEG CIO Greg Dowling and Jason Trennert, Chairman and Chief Investment Strategist of Strategas, as they discuss the investment outlook of 2024. Listen as they explore economic trends, market leadership, potential rate cuts, inflation challenges, and the impact of the upcoming presidential election. Listen to this explorative dialogue that span…

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TRAs: Benefits, Complexities (and Private Jets) Explained with Tax Attorney David Peck 29:09

1+ y ago29:09

29:09

TRAs can be advantageous if used properly. When you get numbers in front of people in the right situation, it catches their attention. The key is to get people focused and make sure they understand the complexities. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Saish Setty is joined by guest David Peck, partner and head o…

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Blazing the TRA Trail: Albert Chang on the Evolution, Challenges, and Opportunities of Tax Receivable Agreements 28:41

2y ago28:41

28:41

Get ready to learn from the most prolific banker in the TRA space. In this inaugural episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee is joined by guest Albert Chang, Managing Director and Head of M&A Tax and Structuring Advisory at RBC Capital Markets. Albert shares his unique insights regarding the process of educating th…

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All the Waves You Cannot See with David Grain 36:17

2y ago36:17

36:17

In this episode of the FEG Insight Bridge, Greg Dowling welcomes David Grain, CEO of Grain Management as he discusses the forces shaping our interconnected world. This discussion journeys through the dynamic landscape of the telecommunications space, exploring the evolution of cell towers to the invisible waves of spectrum and the essential role of…

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Exiting the Narrative Matrix: AI, Storytelling, and Markets with Ben Hunt 39:38

2y ago39:38

39:38

Which pill would you take, red or blue? Today's guest shares insight into what it may mean to exit the narrative matrix of today. In this episode of the FEG Insight Bridge, Greg Dowling welcomes Ben Hunt, the creator and CIO of Epsilon Theory and Co-founder of Second Foundation Partners as he explains the narratives in markets and intertwines game …

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Soccer Mom to Sports Magnate 45:24

2y ago45:24

45:24

Immerse yourself in the world of investing in sports as Greg Dowling sits down with prominent American venture capitalist, Kara Nortman. Kara, shares her journey in becoming a co-founder of Angels City FC, as well as her role at Monarch Collective, a venture capital firm investing in women's sports, teams, leagues, and adjacent revenue streams. Dis…

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FEG Investment Forum 8:17

2y ago8:17

8:17

FEG is hosting our 10th Investment Forum September 18 - 20 in Cincinnati. In this episode, President and CEO Becky Wood joins Greg to discuss what attendees can expect from the speakers and sessions at the event. Greg Dowling, Chief Investment Officer of FEG Investment Advisors hosts. You can find every episode of FEG Insight Bridge podcasts in one…

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Real Estate...Real Problems? 38:27

2+ y ago38:27

38:27

Is the real estate sector really as bad as the headlines seem? This episode welcomes Seth Singerman, founder and managing principal of Singerman Real Estate, as his discussion with Greg aims to help investors understand what’s next for this diverse asset class and how to pick winners from among the many different players in the space. The conversat…

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The Price was Wrong, Ben! with Edward Chancellor 41:46

2+ y ago41:46

41:46

Join FEG’s Head of Research Greg Dowling as he chats with Edward Chancellor, financial historian, financial journalist, investment strategist, former investment professional, and best-selling author of Devil Take the Hindmost. Ed’s most recent book, The Price of Time: The Real Story of Interest Rates details the history of interest rates from ancie…

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North Asian Update Post-COVID with Pleiad Investment Advisors 42:48

2+ y ago42:48

42:48

Kenneth Lee and Michael Yoshino—co-founders of Pleiad, a Hong-Kong-based, absolute return-oriented, fundamental equity investment strategy with a focus in the Asia Pacific Region–have made a name for themselves over the past decade as on-the-ground experts on investing in Asia. In this Insight Bridge, Kenny and Mike share with Greg their insights o…

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The Cincinnati IceBreakers with Frank Yantek 15:11

2+ y ago15:11

15:11

This extra-special episode of the FEG Insight Bridge highlights the Cincinnati IceBreakers, an adaptive sled hockey team that offers individuals with physical disabilities the chance to compete in organized sports. Greg is joined by Frank Yantek, one of the founding members of the organization, and the two discuss the current status of the club, wh…

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Hockey Majic with Xavier Majic of Maple Rock 32:04

2+ y ago32:04

32:04

Growing up in a small town in northern Canada, Xavier Majic had one dream: to make it to the NHL. In this episode of the FEG Insight Bridge, Xavier walks Greg through his unusual journey from aspirations of professional hockey to playing in Canada’s national hockey league and the NHL, to becoming an investor. They also discuss how Xavier’s conditio…

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Lessons From A Mogul with Tiffany Pham 50:33

2+ y ago50:33

50:33

Few business leaders can match the passion, vision, and warmth of Tiffany Pham. Her career is impressive by any standard – she graduated from both Yale and Harvard Business School; she’s worked in the television and film industries; she’s written best-selling books on business, work, and entrepreneurship; she was named in the Forbes 30 Under 30; an…

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Fear & Loathing in 2023 with Victor Khosla 41:47

2+ y ago41:47

41:47

Founder and CIO of Strategic Value Partners, Victor Khosla has seen significant shifts in the distressed investment landscape since he first founded SVP in 2001. In this episode of the FEG Insight Bridge, Victor shares his insights on how SVP has effectively differentiated itself from other private credit firms and why focusing on operational impro…

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Sherman Shares with Jeffrey Sherman 55:10

3y ago55:10

55:10

Deputy Chief Investment Officer of DoubleLine and former senior vice president at TCW, Jeffrey Sherman has over two decades of experience in the fixed income investment space and the credentials to match. He is also the host of The Sherman Show, a podcast highlighting DoubleLine’s take on the current markets as well as those of distinguished guests…

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Losing Your (Green) Marbles with Jordi Visser 50:59

3y ago50:59

50:59

We are honored to welcome 30-year investment veteran Jordi Visser to today's FEG Insight Bridge. He is the CIO & President of Weiss Multi-Strategy Advisers, LLC. Weiss, founded in 1978, has been a pioneer in the market-neutral style of investing, offering traditional hedge funds and liquid alternatives. Jordi has been instrumental in Weiss’ success…

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Mohamed on Macro with Mohamed El-Erian 44:52

3y ago44:52

44:52

Mohamed El-Erian’s career is impressive by any standards: he’s served as deputy director of the IMF, as part of President Obama’s Global Development Council, and as CEO for PIMCO, and is currently president of Queens College, chair of Gramercy Funds, and chief economic advisor to Allianz. On this episode, he sits down with Greg to discuss the Fed’s…

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The Power Law with Sebastian Mallaby 48:04

3y ago48:04

48:04

This episode of the FEG Insight Bridge features Sebastian Mallaby, the Paul Volcker senior fellow for international economics at the Council on Foreign Relations and renowned journalist and author whose works include More Money Than God: Hedge Funds and the Making of a New Elite and The Man Who Knew: The Life and Times of Alan Greenspan, among othe…

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Captain Hook Sails for Home, Departing Wisdom From a Retiring CIO 48:37

3+ y ago48:37

48:37

The decorated and well-loved CIO, Jonathan Hook, joins Greg for this riveting episode of the FEG Insight Bridge where the two discuss Jonathan’s broad career from banking to university endowments to private foundations. Jonathan shares his insights on topics ranging from his approach to asset allocation and building out investment offices, his phil…

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The Children Are Our Future with Sir Chris Hohn 36:48

3+ y ago36:48

36:48

This episode of the FEG Insight Bridge features Sir Chris Hohn, founder, managing director, and portfolio manager of The Children’s Investment Fund (TCI), which includes the Children’s Investment Fund Foundation (CIFF), a charity Chris endowed that seeks to improve the lives of children and adolescents living in poverty in developing countries thro…