No More AAA - What the U.S. Debt Downgrade Means for Investors
With longer-term U.S. interest rates rising and no plan to reduce the budget deficit, is a U.S. national debt crisis imminent?Topics covered include:Why S&P, Fitch, and now Moody's stripped the U.S. o...
21 Touko 202524min
Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us
How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has...
14 Touko 202525min
Why Bond Investing Is Easier Than Ever
Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved.Episode Spons...
7 Touko 202526min
Investing in Emerging Markets with Ali Akay
Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and So...
30 Huhti 202534min
Is the Rest of the World Selling America?
The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12...
23 Huhti 202519min
Where Are We Heading?
In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like volatility drag, ensemble vs. time averages, and the i...
16 Huhti 202526min
Is This the End of Globalization and Free Trade?
What will the impact be now that the U.S. has one of the highest tariff rates in the world?Topics covered include:Why the Trump administration raised tariffsHow the last round of U.S. tariffs led to h...
9 Huhti 202521min
Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge
Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, philosophical, and practical reasons for owning gol...
2 Huhti 202538min
