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FEG Insight Bridge

Podcast af FEG Investment Advisors

engelsk

Business

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The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance.www.feg.com/insight-bridge-podcastwww.feg.comFEG Investment Advisors seeks to provide clients with the exceptional investment experience they deserve. FEG provides services across the institutional portfolio management spectrum, from discretionary outsourced chief investment officer (OCIO) to traditional nondiscretionary consulting services.FEG predominantly serves clients with a philanthropic mission to uplift individuals and local communities such as education endowments and foundations, community foundations, healthcare organizations, private foundations, faith-based organizations, charitable organizations, family offices, and other financial institutions.Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Neither the information nor any opinion expressed in this podcast constitutes an offer, or an invitation to make an offer, to buy or sell any securities. Clients of FEG may maintain positions in the securities discussed in this podcast. Listeners are strongly encouraged to consult their financial advisor before making any investment decisions.

Alle episoder

71 episoder

episode Lessons From the Ice and Beyond, with Jeremy Roenick cover

Lessons From the Ice and Beyond, with Jeremy Roenick

Explore the resilience, competitive mindset, and fan-first ethos that shaped Jeremy Roenick’s path to the NHL Hall of Fame. In this special episode of the FEG Insight Bridge, recorded in connection with the 2026 FEG Hockey Classic, NHL Hall of Famer Jeremy Roenick reflects on a career defined by tenacity, adaptability, and connection. From elite youth hockey to an unconventional jump into the NHL, he shares lessons forged under pressure, career‑defining moments, and why family, joy, and connection to fans continue to matter long after the final horn.

5. maj 2026 - 50 min
episode Power Plays: An Energy Outlook from Dan Pickering cover

Power Plays: An Energy Outlook from Dan Pickering

Explore the resilience and strategic discipline behind countercyclical energy investing as Dan Pickering assesses oil and gas fundamentals, LNG buildout, renewables, and geopolitical tail risks. Dan Pickering [https://www.pickeringenergypartners.com/team/dan-pickering], Chief Investment Officer of Pickering Energy Partners, joins the FEG Insight Bridge to analyze today’s energy landscape through a cyclical, price‑disciplined lens. He discusses the maturation of U.S. shale, the shift to free‑cash‑flow discipline and consolidation among public producers, and the implications for supply growth. Pickering outlines natural gas’s practical role in powering AI data centers, the outsized influence of LNG exports through 2030, and the long lead times and execution risks for new terminals. He evaluates renewables’ improving costs alongside storage constraints, then surveys geopolitics—from Russian flows and shadow fleets to Venezuela’s incremental potential, and Iran’s tail risks—before presenting a countercyclical framework for both public and private markets. Listen for a concise, cycle-tested framework to navigate energy markets amid evolving fundamentals and global crosscurrents.

7. apr. 2026 - 45 min
episode Rebuilding the Machine: Featuring Eric Rosenthal cover

Rebuilding the Machine: Featuring Eric Rosenthal

Explore the resilience and strategic innovation behind Machine Investment Group's journey through adversity and opportunity in the evolving real estate landscape. In this episode, Eric Rosenthal [https://machineinv.com/], Co-Founder and Managing Partner of Machine Investment Group, joins Greg Dowling [/people/gregory-dowling] to delve into the dynamic world of real estate investments. Eric shares the compelling story of Machine's founding and success amidst personal and global challenges, offering insights into their disciplined approach to navigating distressed markets. He discusses the unique opportunities and risks in various real estate sectors, while also reflecting on personal resilience and the power of strategic innovation. Join us for an inspiring conversation on resilience, strategic innovation, and the future of real estate investment with a visionary leader in the industry.

3. mar. 2026 - 45 min
episode Playing The Greens: Rick Rieder's Market Insights cover

Playing The Greens: Rick Rieder's Market Insights

Discover how one of the most influential voices in finance views the evolving landscape of global markets and investment strategies. In this episode, Rick Rieder [https://www.blackrock.com/corporate/about-us/leadership/rick-rieder], Chief Investment Officer of Global Fixed Income at BlackRock, joins Greg Dowling [https://www.feg.com/people/gregory-dowling?hsLang=en] to explore the intricacies of today's economic environment. From the impact of AI and technology on finance, to the challenges posed by government deficits, Rick provides a comprehensive analysis of market trends and investment strategies. He also shares personal anecdotes about his journey in the financial world and the lessons learned from his passion for golf. Join us for an insightful discussion on market dynamics, investment strategies, and the future of finance with one of the industry's leading experts.

3. feb. 2026 - 41 min
episode The Emperor's New Economic Model: Decoding the Forces Driving Markets in 2026 cover

The Emperor's New Economic Model: Decoding the Forces Driving Markets in 2026

In this episode, Greg Dowling [https://www.feg.com/people/gregory-dowling?hsLang=en] sits down with Torsten Slok [https://www.apollo.com/aboutus/leadership-and-people/torsten-slok], Partner and Chief Economist at Apollo Global Management, to break down the forces shaping markets in 2026. They discuss the surprising resilience of the global economy in 2025, the transformative power of AI and the persistence of a K-shaped economy. Torsten also weighs in on private credit’s growth, China’s structural challenges, Europe’s fiscal pivot and the global industrial renaissance reshaping investment opportunities. He also reveals what may be next for inflation and the Fed—and uncovers the hidden risks that could shake up markets this year. You can find every episode of FEG Insight Bridge podcasts in one place [https://www.feg.com/insight-bridge-podcast] and sign up to receive our other publications here [https://www.feg.com/subscribe].

6. jan. 2026 - 39 min
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En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
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