FEG Insight Bridge

A regular guest and guest host on CNBC, Bloomberg TV & Radio, CNN, Fox Business News, and PBS NewsHour as well as named one of the “25 Most Powerful Women in Finance” by American Banker, one of the “Top 50 Women in Wealth” by Wealth Magazine, and twice named one of the “100 Most Influential Women in Finance” by Barron’s Magazine, Liz Ann Sonders has a resume that’s impressive by any measure. She’s worked with industry giants like Marty Zweig and Charles Schwab and has made a name for herself as an investment strategist capable of breaking down complicated and confusing concepts into simple, easy-to-understand takeaways. In this episode of the FEG Insight Bridge, Greg and Liz Ann discuss her storied career, her take on the current markets, and her thoughts on the Fed, the infrastructure plan, and taxes.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

As the President and Co-CEO of Ariel Investments, Chair of the Board at Starbucks, Director of JP Morgan Chase, Chairman of After School Matters, and Co-Founder of Ariel Alternatives, to say that Mellody Hobson has a lot on her plate is quite the understatement. She came by her love of investing early and honestly, and focused her career on furthering financial literacy, advancing educational opportunities in underserved communities, and increasing diversity in business and investing. Mellody has worked with industry titans from Howard Schultz to Jamie Diman and is not shy about sharing the many lessons she has learned from them. Listen in as Mellody reveals what qualities make for the right board member, her strategy for ensuring diversity in any company, her approach to rebuilding stability and trust after underperformance, and her humble perspective on serving others. You won’t want to miss this incredible episode!You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Founder and chairman of the board of Research Affiliates, Rob Arnott, is deeply dedicated to the role of research in understanding and forecasting market trends. His commitment to research spans several decades, and he has published three books and more than 130 articles on various financial topics and earned several awards for his efforts, including seven Graham and Dodd Scrolls and four Bernstein Fabozzi/Jacob Levy awards. In this episode, Greg and Rob sit down to talk about the fate of diversification (and value), how investors can appropriately size in a volatile market, whether or not smart money has gotten dumb, and why an investor should always seek to be curious. They also discuss key takeaways from Rob’s recent research and his capital market assumptions. Rob shares many important lessons in this episode and answers, once and for all, the question of whether or not diversification and value are “dead.”You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Jeremy Grantham has had a lot of firsts in his life; he was among the first to recommend commercial index funds, purportedly the first to create an international stock database, one of the first to call several bubbles—including the Japanese Bubble, the Tech Bubble, and the Great Financial Crisis—and certainly one of the first philanthropists to invest not only his time, but 98% of his fortune to address issues of climate change. In this episode, Greg and Jeremy discuss the breadth of Jeremy’s career from his origins at Shell Oil to the co-founding of Batterymarch and GMO, to the creation of the Grantham Foundation for the Protection of the Environment. Jeremy shares his insights on today’s market, breaks down the zero-sum investment game and the art of bubble calling, explains how the U.S. is in a unique position to provide innovative greening solutions, and offers his advice to listeners on how they can work to make a difference in the fight against climate change.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

It has been a turbulent period for recent market darling, SPACs, also known as Special Purpose Acquisition Companies. Although SPACs began almost three decades ago, they only recently surged in popularity. In fact, more U.S. companies went public through SPACs than traditional IPOs in 2020. Fir Tree Partners has a long history investing in SPACs, and Managing Partner, David Sultan, joins the conversation to provide some perspective. In this episode, we define SPACs and how they work, discuss how the current wave of SPACs differs from past waves, and speculate as to whether the current craze is a bubble. Listeners will also learn about the various ways to invest, some of the craziest SPACs to date, and concerns that have brought about scrutiny from regulators.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Mark McCall, Managing Director at Lime Rock New Energy and former Executive Director of the U.S. Department of Energy Loan Programs Office, joins us in this episode to talk about the rise of renewable energy. Listen in as we discuss the megatrend toward renewables, what technology investments are required along the way, how the government will be involved, and how traditional energy fits into the equation.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

With the rise of bitcoin, blockchain has gained much popularity in recent years. In this episode, Atul Rustgi of Accolade Partners joins us to break down the “chain.”  We will discuss how the technology behind cryptocurrencies is disrupting industries from banking to the internet. Hear about some of the many different use cases for blockchain and Atul's opinion on whether cryptocurrencies, like Bitcoin, are truly currencies, or something else entirely. Finally, hear how institutions can invest in this disruptive force.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

In this episode, we are pleased to welcome Rhonda Fitzgerald of the Sustained Dialogue Institute. As managing director at the Institute, she works to train, mentor, and provide guidance to a broad range of institutions and individuals seeking to transform their communities through Sustained Dialogue.In our conversation, we discuss how these techniques led to diplomacy breakthroughs like the Camp David Accords and the Dartmouth Conferences, the longest running continuous bilateral agreement between the U.S. and the former Soviet Union.Today, these five principles are being applied to facilitate healthy conversations around difficult topics such as race, gender, and religion. Join us as we dive into the process and how it may vary across industries, as well as the evolution of dialogue in an increasingly virtual environment, and an example of an off-the-shelf event used at a hedge fund. Whether you invest your money or time, you expect a positive return, and we believe this conversation will pay dividends.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Jeffrey Gundlach gained international renown when he was anointed the "King of Bonds" by Barron's magazine in 2011. Having joined us on the main stage at the FEG Investment Forum twice, FEG clients gave Jeffrey high marks for the knowledge his brings to these events. We are excited to have him on the FEG Insight Bridge to discuss the firm he launched 11 years ago, almost buying the NFL's Buffalo Bills, and his market views for 2021. Listen in to hear what market themes he anticipates for the new year!You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

We are excited to have professor, author, and investment professional, Jeremy Siegel, join us in the latest episode of our FEG Insight Bridge podcast!Jeremy is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He is a regular on CNBC, CNN, and NPR. Jeremy is probably best known for his best-selling book, Stocks for the Long Run. In addition to his storied academic career, Jeremy is also an advisor for Wisdom Tree Advisors.  Listen in as we tackle a myriad of topics ranging from 2021 equity markets outlook, the future of academia, to fundamental indexing.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.