Joe Zidle: Weighing Uncertainty and Opportunity in Equity Markets with First Eagle’s Matt McLennan

In the latest episode of his market commentary series on the Blackstone Podcast, investment strategist Joe Zidle sat down with First Eagle’s Matt McLennan to share where they’re seeing opportunity and risk in equity markets. The two discuss ongoing volatility, today’s unique consumer and policy environment, and whether investors should be concerned about a recession on the horizon.

Matt McLennan is the head of the Global Value Team and portfolio manager at First Eagle, a Blackstone portfolio company and independent investment management firm that provides advisory services to clients ranging from institution accounts to financial advisors and more.

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