FireSide: A Podcast Series from FS Investments

3D Report: Spinal Tapping into Interest Rates


Listen Later

In this episode, Ryan Caldwell, CIO of Chiron funds, is joined by FS Investments Chief U.S. Economist Lara Rhame, FS Investments President Mike Kelly, Chiron Head of Trading Peter Bianco, and Chiron Portfolio Managers Brian Cho and Scott Sullivan. Ryan opens the show by explaining how ’80s mockumentary Spinal Tap is the perfect metaphor for how interest rate policy is affecting all things portfolio construction, and the group gives their take on recent economic events and what they may mean.

To access the full transcript click here.

This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information.

All investing is subject to risk, including the possible loss of the money you invest.

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

To watch the video version, go to https://www.youtube.com/@FSInvestments

For more research insights go to FSInvestments.com
https://bit.ly/m/fsinvestments

...more
View all episodesView all episodes
Download on the App Store

FireSide: A Podcast Series from FS InvestmentsBy FS Investments

  • 5
  • 5
  • 5
  • 5
  • 5

5

35 ratings


More shows like FireSide: A Podcast Series from FS Investments

View all
WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,750 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,366 Listeners

Odd Lots by Bloomberg

Odd Lots

1,780 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,992 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,023 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,047 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,264 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

144 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,095 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,543 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

410 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

22 Listeners