Podcast Fs Investments terbaik (2025)

1
The Takeaway with Troy Gayeski: How Andrew Beckman approaches credit 40:13

23h ago40:13

40:13

On this special edition of The Takeaway, we’re joined by Portfolio Manager and FS Investments Head of Global Credit Andrew Beckman. We go in depth on what differentiates his approach to credit, how his team sources opportunities and his insights into credit markets today. Andrew sits down with Chief Market Strategist Troy A. Gayeski, CFA who addres…

1
The first weeks of Trump: What’s impacting markets 36:50

15d ago36:50

36:50

The Trump administration is shaking up Washington with hundreds of executive orders and an aggressive push to cut government spending. But what's important for markets and what's just media fodder? Head of Public Policy Jason Cole examines the first weeks of the Trump administration and their implications for markets. Jason joins Senior Vice Presid…

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Head to Head x Caroline Gundeck: This is a relationship business 36:56

28d ago36:56

36:56

In a new episode of Head to Head, Caroline Gundeck (Managing Director, Head of Client and Field Engagement at Morgan Stanley Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to share how she became one of the industry's leading community builders, her team's powerful approach to high-net-worth clients and…

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The Takeaway with Troy Gayeski: Post-election strategy 29:14

1M ago29:14

29:14

Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his latest strategy note series on the post-election landscape for middle market private equity, private credit, senior commercial real estate lending and liquid multi-strategy funds. Troy joins Content Strategist Harrison Beck to examine what new policies and continuing tr…

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The Takeaway with Troy Gayeski: Replacing fixed income 24:07

3M ago24:07

24:07

Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternatives Troy joins Content Strategist Harrison Beck to examine how investors can replace or complement fixed income with alternatives. He addresses bonds and duration, the potential impact of Fed cuts,…

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Private markets outlook: Refilling the glass 36:02

3M ago36:02

36:02

As we approach the end of 2024, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape. Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine private markets and the outlooks for private equity, private credit and comme…

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FS Thrive x John Stemmerman: How to regulate and reflect 46:39

3M ago46:39

46:39

With over 20 years of experience supporting top athletes, military personal and business leaders, John Stemmerman (Senior Vice President of Performance at Exos) knows that high-performance is much more than just running a faster mile. John sits down with Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss practical strat…

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Bet on change: What’s next in policy and markets? 29:40

4M ago29:40

29:40

Voters overwhelming ushered in a new Republican majority. But what can investors expect when it comes to key issues like regulation and inflationary policy? One thing is for certain: You can bet on change. Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they dive into what the Trump win means for markets, policy and the…

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Head to Head x Jackie Larson: My superpower is kindness 30:48

4M ago30:48

30:48

In a new episode of Head to Head, Jackie Larson (Senior Vice President of the Westside Group at RBC Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how to find your client’s “money language,” the way she works to empower a new generation of women in financial services and how she built an impressive c…

1
The Takeaway with Troy Gayeski: Middle market PE secondaries 43:40

4M ago43:40

43:40

Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Going for growth: Middle market private equity secondaries. Troy joins Content Strategist Harrison Beck to examine how middle market PE secondaries offer the potential for growth at a reasonable price. He addresses the potential advantages of the midd…

1
Head to Head: Joe Brienza, Clarity Advisors, UBS Private Wealth Management 31:28

4M ago31:28

31:28

From public service to private wealth—Joe Brienza shares his journey to becoming a Forbes and Barron’s top-ranked financial advisor. In a new episode of Head to Head, Joe Brienza (Managing Director, Clarity Advisors, UBS Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss the adrenaline rush of a …

1
Q4 Research roundup: Landings are bumpy 32:10

5M ago32:10

32:10

Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for equities, credit, real estate and essential macroeconomic trends in Q4. They discuss their view on interest rates, inflation, and the labor market—and how these key macro factors could …

1
Election 2024—Congress matters 26:23

5M ago26:23

26:23

We are 34 days away from election day. Join FS Investments’ Chief U.S. Economist Lara Rhame and Head of Public Policy Jason Cole as they dive into the critical issues surrounding the election. While the top of the ticket gets most of the focus, control of Congress also hangs in the balance in November. They discuss polling data, the battleground st…

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FS Thrive x Regina Hess: That’s just for rich people 39:19

5M ago39:19

39:19

Even sophisticated clients don’t always understand why financial planning can help them achieve their goals. Regina McCann Hess, Founder and President of Forge Wealth Management, hopes to change that. Regina joins Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss her passion for educating women about finance, insights …

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The Takeaway with Troy Gayeski: Are private credit markets too good to be true? 26:27

6M ago26:27

26:27

Are private credit markets saturated with too much capital? Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Are private credit markets too good to be true—Or just factually true? Troy joins Content Strategist Harrison Beck to analyze the opportunity set for private credit. He addresses frequent inv…

1
What's next for banks? 27:01

6M ago27:01

27:01

Banks are essential to the healthy functioning of the global economy, and their role in the financial system has been anything but static over time. Today, headwinds for banks and the growth of private markets point to further evolution. Join Chief U.S. Economist Lara Rhame and Director of Research Andrew Korz as they dive into their recent Playboo…

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Head to Head x Ken Crowley: Chasing waves 21:20

6M ago21:20

21:20

In a new episode of Head to Head, Ken Crowley (Private Wealth Advisor and Managing Director at Rockefeller Capital Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what surfing taught him about the importance of preparation, how growing up in Central America shaped his perspective and the value that creating …

1
FS Thrive x Stefan Underwood: Be a trickle of water 45:33

6M ago45:33

45:33

How can you achieve sustainable high performance in your work? Stefan Underwood, Senior Vice President of Methodology at Exos, has supported the performance goals of pro athletes, elite military operators and leaders at Fortune 100 organizations. Stefan sits down with Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss h…

1
Is private credit a bubble? 27:23

7M ago27:23

27:23

The extraordinary growth in private credit markets has led some investors to question its risks. We go in depth on our recent report, Is private credit a bubble? to offer answers. Join Chief U.S. Economist Lara Rhame, Managing Director of Credit Wealth Solutions Robert Hoffman and Executive Director of Research Andrew Korz as they examine important…

1
The Takeaway with Troy Gayeski: Become the bank 21:33

7M ago21:33

21:33

How are investors “becoming the bank” through investments like mortgage REITs? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why current conditions favor these debt-focused CRE investments and how to pick one. Troy joins Content Strategist Harrison Beck to examine the regulatory trends shaping CRE le…

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Election 2024—100 days before the vote: Market and policy impact 52:44

7M ago52:44

52:44

With less than 100 days until Americans hit the polls, how are markets reacting to the rapidly evolving headlines and how should investors navigate the most likely scenarios? Join our experts—Head of Public Policy Jason Cole, Chief U.S. Economist Lara Rhame and Chiron Funds Chief Investment Officer Ryan Caldwell—as they examine the possible policy …

1
Election 2024—Biden withdraws: What’s next in politics and markets? 21:23

7M ago21:23

21:23

It’s a political earthquake, but what will Joe Biden's unexpected withdrawal and Kamala Harris’ emerging candidacy mean for investors? Join Head of Public Policy Jason Cole and Executive Director of Investment Research Andrew Korz as they delve into how Republicans and Democrats may respond—plus the potential impact on the “Trump trade,” interest r…

1
Golden handcuffs: The latest on the housing market 23:58

7M ago23:58

23:58

A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. Join Chief U.S. Economist Lara Rhame and Executive Director Andrew Korz as they examine what investors need to know about the latest trends driving the housing market. They discuss the structural and cyclical issues affecting housing supply, the impact of potential…

1
Q3 Research roundup—Navigating market optimism 34:54

8M ago34:54

34:54

Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for corporate credit, private equities, commercial real estate and key macroeconomic trends for Q3 2024. They go in depth on the latest impacts of market concentration, stubborn inflation a…

1
Election 2024—Market and investing impact 31:19

8M ago31:19

31:19

The upcoming election will likely mean changes in policy and regulation. What shifts can we expect and how could they impact key markets? Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they offer insight into the presidential race, Senate and House contests, and key policy areas such as tax reform, debt, deficit dynami…

1
Head to Head: Mike Barry and Kelly Milligan, Quorum Private Wealth 41:04

8M ago41:04

41:04

Mike and Kelly consider themselves more than just financial advisors—they’re life advisors. In a new episode of Head to Head, Managing Partners Mike Barry and Kelly Milligan join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss their decision to go independent after 20+ years at a name brand firm, the unique, team approach the…

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Answering the burning questions around private debt—Part 2 33:03

8M ago33:03

33:03

Private debt is a growing asset class that’s increasingly making headlines. That’s why we’re back in the studio with more cool answers to your burning questions on this key alternative. Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew Korz join Head of Private Credit Brian Gerson to further demystify the significance, mecha…

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The Takeaway with Troy Gayeski: Too good to be true? 19:35

9M ago19:35

19:35

Are current market conditions too good to be true? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a suboptimal reason to hold on to cash. Troy joins Content Strategist Harrison Beck to examine the current economic landscape, how advisors are addressing investor concerns …

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Middle market private equity—Greed versus fear 34:02

9M ago34:02

34:02

It’s a topic as old as investing: how can portfolio builders better balance greed and fear? Against today’s backdrop of high valuations and concentration in public equities, middle market private equity may offer that ideal mix of risk and reward. Join Chief U.S. Economist Lara Rhame, Client Portfolio Manager Philip O’Brien, and Research Associate …

1
Head to Head: Jeff Erdmann, Merrill Private Wealth Management 33:48

9M ago33:48

33:48

How does the #1 advisor in the country close business? In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” ins…

1
The Takeaway with Troy Gayeski: Embrace alternatives or be left behind? 20:32

9M ago20:32

20:32

Join Chief Market Strategist Troy Gayeski as he dives into the latest mega trends. Troy sits down with Content Strategist Harrison Beck to examine what’s driving growth in private credit markets, the reason investors are embracing middle market private equity and why exploring alternatives could be essential to staying competitive for financial pro…

1
FS Thrive x Sarano Kelley: Access your potential 35:20

10M ago35:20

35:20

In this episode we’re joined by FS Thrive partner, Sarano Kelley, the award-winning speaker, coach and trainer to the financial industry. Sarano sits down with Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss how to build a “Mega Team,” mobilizing authentic communication to help grow your business and how a hyper focu…

1
The middle market—Beyond the limit of public equities 23:00

10M ago23:00

23:00

How can we be bullish on the middle market when the Russell 2000 chronically underperforms the S&P 500? It’s a question that investors often ask when considering middle market private equity—and a perfect opportunity to demystify some of this sector’s unique qualities. Join Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew K…

1
The Takeaway with Troy Gayeski: Putting cash to work 23:47

10M ago23:47

23:47

Spring is in the air, and it’s not just the plants that are enjoying the sunshine. The U.S. economy continues its bracing growth, even while the outlook for inflation and interest rates remains stubbornly cloudy. Chief Market Strategist Troy A. Gayeski joins Content Strategist Harrison Beck to discuss his latest strategy note in a brand new show fr…

1
Answering the burning questions around private debt – Part 1 29:00

10M ago29:00

29:00

Private debt is a $1.6 trillion market that’s critical to our economy and to investors—and it’s rapidly evolving. As banks have retreated from certain kinds of lending, private lenders have stepped in to fill the gap, allowing investors to reap the potential rewards. Join Chief U.S. Economist Lara Rhame, Head of Credit Wealth Solutions Rob Hoffman,…

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Head to Head: Michelle Marquez, Marquez Private Wealth Management, Raymond James 37:38

11M ago37:38

37:38

In a new episode of Head to Head, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children’s charities and the unique challenge of managing wealth for professional…

1
Q2 2024 Research roundup—Adjusting to the old normal 23:29

11M ago23:29

23:29

The first quarter was marked by a continuation of last year’s economic optimism, albeit against the backdrop of stubborn inflation and high rates. While many investors still dream about substantial rate cuts, a return to the “old normal” could require investors to adjust. Join Executive Director, Investment Research Andrew Korz and Chief U.S. Econo…

1
Head to Head: Eve Ellis, the Matterhorn Group, William Blair 30:04

11M ago30:04

30:04

Eve Ellis (Vice President, the Matterhorn Group, William Blair) has received numerous awards, both for her work as a top wealth advisor and for her leadership in promoting equity and empowerment in financial services and beyond. In a new episode of Head to Head, Eve joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what i…

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3D Report: Q1 2024 Recap—Effectively valuing the Mag Six 56:55

11M ago56:55

56:55

While the Magnificent Six continue to lead the S&P 500 to new heights, markets are still learning how to effectively value these tech growth superstars. Meanwhile investors begin to face the reality of their rate cut pipedreams amid strong economic momentum and an increasingly volatile world. In this episode of 3D Report, Chief Investment Officer R…

1
Market Madness 2024 50:36

12M ago50:36

50:36

In celebration of March Madness, Chief U.S. Economist Lara Rhame and the Investment Research team go head-to-head in “Market Madness.” In this bracket-style debate, our experts consider which topics will be most influential to markets for the rest of the year and what it means for investors. Have a question for our experts? Text us for a chance to …

1
FireSide x Mary Ann Bartels: Follow your gut, follow your intuition 42:47

12M ago42:47

42:47

Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and one of the industry’s most trusted experts in economic analysis and financial communication, joins Chief U.S. Economist Lara Rhame for a conversation on market trends, career building, women pathfinders and more. Listen for the 2024 economic outlook she refers to as a “bucking bu…

1
FS Thrive x HelloHive: Breaking down barriers 38:49

12M ago38:49

38:49

In this episode, we’re joined by our partners at HelloHive, the next-gen recruitment and resume technology company working to create more equitable pathways for early-career talent. Ginevra Czech, FS Investments’ Director of Client Value Add Programs, sits down with HelloHive’s Head of Client Strategy Claire Schulz, Customer Success Manager Kyra Ma…

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5 challenges and 5 opportunities 20:37

1y ago20:37

20:37

Markets started the year with high expectations and high valuations. But volatility and expensive equities are just a few of the challenges facing investors in 2024. Chief U.S. Economist Lara Rhame and Executive Director, Research Andrew Korz sit down to discuss their latest chartbook examining the five key challenges facing investors today—and how…

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Anatomy of a CRE correction—2024 Update 23:38

1y ago23:38

23:38

The commercial real estate (CRE) market continues to endure a correction that began 18 months ago. Andrew Korz (Executive Director, Research) joins Chief U.S. Economist Lara Rhame to discuss the progress of the correction, examine its drivers and identify potential areas of opportunity that persist despite the challenged market environment Have a q…

1
What's happening in Washington? 27:41

1y ago27:41

27:41

Jason Cole, Head of Public Policy and Corporate Social Responsibility at FS Investments, joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors. Lara and Jason address evolving pressures on Treasuries, where the Fed may move next and how election results could impact financial regulation, taxes an…

1
10 for ’24—Ten big ideas for 2024 28:47

1y ago28:47

28:47

Lara Rhame sits down with Executive Director, Investment Research Andrew Korz to review last year’s 10 for ’23—and unveil this year’s 10 for ’24, her forecast for the 10 essential trends facing investors in markets, policy and the economy in the new year. Her outlook? While 2024 is opening with optimism that a recession has been avoided, inflation,…

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3D Report: Q4 2023 Recap—The economy has to normalize 44:58

1y ago44:58

44:58

A surprise to the upside has continued to delight investors and confound experts throughout 2023. But despite the current giddy growth, gathering headwinds are likely to bring the economy back to a more rational place in the new year. In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine th…

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FS Thrive x Ace Quintana: Mapping career growth 41:41

1+ y ago41:41

41:41

Whether you’re a team of one, or the one in charge of the whole team, everyone has a stake in career development. In this episode, we’re joined by Ace Quintana, Head of Organizational & Leadership Development at FS Investments and our in-house expert on the Predictive Index (PI)—the validated workstyle assessment we use to power career development …

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Head to Head: Louise & Nina Gunderson, UBS Private Wealth Management 41:00

1+ y ago41:00

41:00

Louise and Nina Gunderson are more than just an incredibly successful advisor team at UBS Private Wealth Management—they’re also mother and daughter. In a new episode of Head to Head, Louise and Nina join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss running a team like a family, blazing new trails in financial services and…

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FS Thrive: Goal setting—start with the why, achieve the wins 32:46

1+ y ago32:46

32:46

In this episode we’re joined by Chris Serrano, Performance Manager at EXOS and James Boyd, Wealth Management Advisor at Van Buren Financial Group. One is an expert in fitness, the other is an expert in finance, but each day they tackle the same challenge—helping clients achieve their goals. Chris and James sit down with FS Investments Director of C…

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