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Investment Insights

BNP Paribas Asset Management

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Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors. Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability. Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks. For more insights, visit Viewpoint: https://vi ...
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Welcome to PodTales, a carefully curated investor awareness and education series brought to you by Baroda BNP Paribas Mutual Fund. This series is designed to engage with investors through dynamic and modern communication channels. PodTales dives into fascinating tales, fables, and lessons from diverse realms, deciphering valuable insights for investors. Through these stories, we endeavour that investors not only learn but also reap substantial benefits from these narratives. Each episode of ...
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Thinking Aloud with BNP Paribas is a podcast channel featuring our views on current market themes. Our experts explain how we are positioned to meet our clients’ challenges, allowing them to focus on opportunities for digital transformation and sustainable growth. Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Tennis Paradise Podcast

BNP Paribas Open

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Renowned tennis commentator Craig Gabriel hosts this podcast covering all you need to know about the annual BNP Paribas Open in Indian Wells, California. From featured interviews with the sport’s greatest stars to daily tournament recaps on-site at the Indian Wells Tennis Garden, Gabriel provides tennis fans with the best insight and analysis from the thrilling action in Tennis Paradise.
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Ballers In Pajamas

BALLERS IN PAJAMAS

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BnP is a budding channel which discusses the latest happenings in the world of football on a weekly basis. We are rare group of Indian podcasters who cover the world of football in a casual way, more like of how you discuss about the ball with a group of friends at a bar having a pint. Tune in!
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Join us for unconventional conversations about life and leadership in Out of Office, hosted by Mallika Kapur. Tune in to hear newsmakers talk about things they don't get asked about in the office. Their childhood. Dreams. Mentors. Favorite books. Failure. Triumphs. Down time. Family and love. Because all these influences make them who they are and define how they lead.
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The Portfolio Construction Podcast

Netwealth Investments Limited

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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
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Welcome to KickServeRadio.com! We are very proud to be a part of the Tennis Channel Podcast Network. Our team is here to bring you entertaining and informative segments on the glory days of tennis, as well as current day, hot topics. We are so proud to feature former World #1, Mats Wilander, as he remains one of the most respected people in our sport. We also are joined by Former Texas Longhorn All-American, Jonny Levine who is a very highly thought-of tennis great.
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Alpha Exchange

Dean Curnutt

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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Star Mountain Capital

Star Mountain Capital

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Founded in 2010, Star Mountain Capital is a specialized investment firm focused on the large and fragmented North American lower middle-market. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 2/29/24) through customized and commingled funds for some of the world’s most sophisticated investors, including individuals, family offices, insurance companies, wealth managers, endowments / foundations and pension plans. Star Mountain’s specialty is helping ...
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At RedCompass Labs we believe that there are only two types of payments – good and bad. We talk about good payments in our After Hours series, where the best and brightest of the financial services industry let their hair down, unbutton their collars, and share what they really think about payments. To talk about bad payments, we invite guests to our A Few Thoughtful People podcast series where they discuss financial crime, fraud and anti-money laundering, always seeking new and improved way ...
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'Prime Property with Uma Rajah' aims to cover all areas of the Prime sector. Hosted by CapitalRise CEO and Co-Founder, Uma Rajah, she speaks to industry experts and influential figures about the sector, uncovering trends and discussing forecasts. To join the conversation you can follow @CapitalRiseLive on Twitter or go to capitalrise.com
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Tall, Short and Cheesy

Tall Short and Cheesy

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Tall, Short and Cheesy consists of Moxey, Dan and Cheese....and Alex, cos we cant count We talk about anything that pops into our heads and are jam packed with amazing features including the News-at-6-at-8, Alex's film reviews, the high-money scratchcard game and Moxey's Forgotten song Broadcast live every Tuesday from 7pm at www.brunelstudents.com/radio on URB University Radio Brunel
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A Media Operator

Jacob Cohen Donnelly

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A Media Operator is a community for entrepreneurs and operators in the digital media space. This podcast is a natural extension of the newsletter (www.amediaoperator.com) and community that has already been built. Each week, I will interview entrepreneurs and operators that are building these media companies. Over the course of approximately an hour, we'll discuss their businesses, their success and failures, and, ultimately, what they learned about building media companies. This podcast wil ...
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More With Less Podcast with Venkata and Jaideep

Venkata Gandikota and Jaideep Prabhu

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How do businesses balance financial growth with sustainability and impact? Join hosts Venkata Gandikota - a frugal innovation and impact investing evangelist - and Prof Jaideep Prabhu - Professor of Marketing at Cambridge University’s Judge Business School and co-author of an award-winning book on frugal innovation - to understand the global challenges of sustainable growth and potential solutions to them. Our podcast features conversations with leading business leaders, consultants, entrepr ...
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Even if very short-lived, market vol episodes as protracted as that of Monday August 5th, demand our attention. In seeking some understanding of the why of successive 10% NKY moves and a 65 pre-open handle on the VIX, it was a pleasure to welcome Oliver Brennan to the Alpha Exchange. An FX vol strategist at BNP, Oliver brings theoretical training i…
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In this episode of PodTales, Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Balanced Advantage Funds help protect against market volatility, manage biases when making investments, and the role of debt in building a secure portfolio.Af BBNPP
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Inequality may not be an obvious factor when assessing the prospects of a company. Yet, it is financially material, impacting productivity and well-being. As such, it can make a crucial contribution to a healthy society and stable economy. Equality Lead and ESG Analyst Sindhu Janakiram discusses these issues with Chief Market Strategist Daniel Morr…
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Three hundred odd years ago, Sir Isaac Newton told us that “no great discovery was ever made without a bold guess.” My sense is he didn’t have the order book in Emini futures in mind, but his words do translate well to our world of financial instruments. In this short pod, I revisit the events of August 5th, a day when prices normally well discover…
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Now the Chief Market Strategist at StoneX, Kathryn Rooney Vera comes from humble beginnings. As a teenager she cleaned houses in order to contribute to her family’s finances. In college, she changed her major to finance from liberal arts, seeing a more direct path to a well-compensated career. She would ultimately settle into the study of economics…
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In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interest rates for three, five or seven years, thus capturing a regular flow of coupon payments. The plans, which can take the form of a mutual fund or an exchange-traded fund (ETF), are timely in that short…
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Also, Jonny is a happy camper, as the American men have 5 players in the top 20, for the first time in 27 years! Learn more about your ad choices. Visit megaphone.fm/adchoicesAf Andy Zodin, Tennis Channel Podcast Network
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When an accident occurs, the insurance claims adjuster produces a report. What does said report tell us? The yen’s largely one way path lower took a dramatic turn that saw it rally by roughly 9% over just 3 weeks. The pricing fallout was everywhere – in curves, credit, correlation, convexity and carry. That’s a bunch of C’s, isn’t it. The cause of …
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Vineer Bhansali was recently among a small group of athletes who achieved the unthinkable, a 135 mile run in scorching heat, wind gusts and rain, all while traversing both the lowest and highest elevation points in North America. The Badwater 135 is considered the most difficult Ultra Marathon, an undertaking in which a guiding philosophy is, simpl…
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In this episode, Chief Market Strategist Daniel Morris and Sustainability Integration Lead Berenice Lasfargues discuss the concept and practice of impact investing, which aims to generate positive social and environmental outcomes alongside financial returns. They cover the three ingredients of impact investing – intentionality, additionality, and …
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Considering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But with greater opportunity comes increased volatility—so how do you navigate this space effectively? In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Richard Iv…
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What a week in markets and one that should give us a lot to chew on with respect to how and why risk episodes materialize. There are certainly some conclusions at the ready and first and foremost is that vol is the only anti-fragile asset. In the trading action on Monday, August 5th, we see the reflexive nature of vol exposures and the manner in wh…
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Reality TV stars are freezing their eggs on camera. Lawmakers in DC are debating federal protection for IVF. Hundreds of millions of dollars are being invested in slick startups that market fertility treatments for all. But this rapid growth has revealed cracks in the system. Misconception, a new series from Bloomberg’s Prognosis, follows reporter …
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And...Jonny gives some love to his man the Djoker, who's now career Super-Slam is a Golden cherry on top! Learn more about your ad choices. Visit megaphone.fm/adchoicesAf Andy Zodin, Tennis Channel Podcast Network
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With deep roots on the sell-side, serving in strategist roles at both Miller Tabak and BTIG, Dan Greenhaus is now Chief Strategist at Solus Asset Managment, a multi-billion dollar AuM firm with expertise in distressed and high yield investing. Our conversation considers economics in theory and practice, differentiating classic academic training fro…
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Mark Richards, Head of Flexible and Absolute Return in our multi-asset team, and Daniel Morris, Chief Market Strategist, discuss the recent market turmoil and what might come next. They start with the outlook for the US and whether there is justification for market concerns over an impending recession. For more insights, visit Viewpoint: https://vi…
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With early career roots in both equity derivatives and relative value fixed income, Lisa O’Connor is now the Co-CIO of Multi-Strategy Assets and Solutions at BlackRock. Here she oversees her team’s development and delivery of a long only, systematic asset allocation process on behalf of the firm’s clients. Our discussion first considers some of the…
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On this week’s podcast: Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete for a slice of the rapidly expanding market for artificial intelligence-related products and services. Derek Glynn, Associate Portfolio Manager for our disruptive technology strategy, and Chief Market Strategist Daniel M…
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“Walking on a tightrope” is an idiom that conjures the notion of danger – of exceptionally little margin of safety and of particularly significantconsequences should things not go as planned. Markets feel this way - asset prices are full, Sharpe ratios high, correlations low, political polarization intensifying. In this discussion, we review the re…
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How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and is this a good time to invest in these floating rate loans? These are some of the questions Daniel Morris, Chief Market Strategist, and Javier Perez Diaz, Head of Leveraged Loans, tackle on this edition. Other topics incl…
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How can investors implement strategies that align portfolios with the objective of limiting the effects of climate change while preserving or improving financial returns? Taking our recent handbook, Adjusting your approach to net zero and including our wider sustainability framework, Andrew Craig, Co-head of the Investment Insight Centre, and Fabio…
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If smoothing returns is the feature not bug of private equity and credit, what strategy fully embraces the virtue of honest mark to market risk? What strategy highlights price shocks and the resulting level at which a portfolio could be unwound in a hurry as the basis of thinking about its efficacy? In this short podcast, I make the case that expos…
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A Wall Street economist who served institutional clients at both Lehman Brothers and Bank of America, Michelle Meyer, transitioned to Mastercard two and a half years ago, now serving as the firm’s Chief Economist and Head of the Mastercard Economics Institute. I had the opportunity to catch up with Michelle back in May and while much has of course …
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With elections held in large economies such as India and the EU, and more to come elsewhere, particularly in the US, investors might be left wondering how changes of government and in the composition of parliaments would affect the ambitions of countries to mitigate and adapt to the effects of climate change. They can be reassured for the most part…
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In this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides down…
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What is a Balanced Advantage Fund? Does it help balance risk and reward for investors? Welcome to Podtales by Baroda BNP Paribas Mutual Fund, where we use the power of storytelling to share timeless financial wisdom and gain investment insights from industry experts. In the first episode of this investor education series, Suresh Soni, CEO of Baroda…
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In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer. Listen to this Talking Heads podcast with Maxence Foucault, ESG Specialist and Private Assets Lead, and Celine Claudon, Chief Commercial Officer at BNPP Asset Management-owned IWC. They discuss with Andrew Craig, Co-head of the Inve…
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My guest this week is Tagg Henderson, co-CEO of BNP Media, a b2b media company operating in a variety of different niches. In this 40 minute conversation, we talked about how the business got its start, the 90 day pivot from print to digital that happened during 2020, the various revenue streams including advertising, events, research, and continui…
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