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Podcast

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956123242
Podcast
3 min
Macro and market Fixed income Podcast Institutional Program Portfolio strategy
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

InvestorExchange: Tariffs, Treasuries, and taxes — What comes next?

Fixed income portfolio manager Connor Fitzgerald joins host Amar Reganti to discuss the potential effects of tariffs and other fiscal decisions on the bond market.

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Amar Reganti
Amar Reganti
Connor Fitzgerald
Connor Fitzgerald, CFA
event
3 min
Podcast
2026-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Podcast
21 min
Macro WELLSaid Podcast Inflation Elections Interest rates Podcast Institutional Program Geopolitics Fiscal policy
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Trump 2.0: US election market impacts

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

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Michael Medeiros
Michael Medeiros, CFA
Juhi Dhawan
Juhi Dhawan, PhD
event
21 min
Podcast
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcasts mic stand and headphones
Podcast
Liquid alternatives & hedge funds Venture capital Institutional Program Private company management ESG Private investing Private portfolio companies Late stage Private investments Podcast Value creation Private companies Private equity
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

WellSaid: Partnering with portfolio companies

Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.

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Michael Carmen
Michael Carmen, CFA
event
Podcast
2024-07-24
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