Discover how one of the most influential voices in finance views the evolving landscape of global markets and investment strategies.

In this episode, Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, joins Greg Dowling to explore the intricacies of today's economic environment. From the impact of AI and technology on finance, to the challenges posed by government deficits, Rick provides a comprehensive analysis of market trends and investment strategies. He also shares personal anecdotes about his journey in the financial world and the lessons learned from his passion for golf.

Join us for an insightful discussion on market dynamics, investment strategies, and the future of finance with one of the industry's leading experts.

In this episode, Greg Dowling sits down with Torsten Slok, Partner and Chief Economist at Apollo Global Management, to break down the forces shaping markets in 2026. They discuss the surprising resilience of the global economy in 2025, the transformative power of AI and the persistence of a K-shaped economy. Torsten also weighs in on private credit’s growth, China’s structural challenges, Europe’s fiscal pivot and the global industrial renaissance reshaping investment opportunities. He also reveals what may be next for inflation and the Fed—and uncovers the hidden risks that could shake up markets this year.

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Host Greg Dowling sits down with Karthik Ramanathan, former Director of the U.S. Treasury’s Office of Debt Management, for a behind-the-scenes look at how the Treasury and the U.S. Federal Reserve intersect. From managing trillions in debt issuance to coordinating with the Fed around day-to-day policy execution as well as crisis event triage, Karthik shares firsthand insights into how Treasury decisions shape U.S. financial stability and global market dynamics. The conversation covers auction strategy, debt management, and the delicate balance between independence and collaboration—especially in times of economic and political stress.

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In this episode, host Greg Dowling welcomes Josh Harris—founder of 26North, co-founder of Apollo Global Management, and managing partner of the Philadelphia 76ers, New Jersey Devils, and Washington Commanders. Josh reflects on his journey from Wall Street to the world of sports, sharing lessons on building enduring institutions, transforming franchises into global media powerhouses and leading with trust and purpose. The conversation explores how finance, philanthropy and legacy intersect—and why the future of investing is more human than ever.

You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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, host Greg Dowling welcomes Sean Kammann, Equity Portfolio Manager, Partner and Senior Managing Director with Wellington Management to discuss the shifting dynamics of equity markets. While the “Mag 7” stocks have dominated headlines, the conversation focuses on opportunities among smaller-cap stocks. Sean discusses the persistence of the small-cap premium, the potential impact of higher growth, inflation and interest rate changes on smaller versus larger companies, as well as the merits of an equal-weighted small-cap portfolio. The discussion highlights the importance of active management, fundamental research, and global diversification in identifying long-term value across sectors and geographies.

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, host Greg Dowling speaks with Paul Froning and Michael Feinstein from Focus Healthcare Partners, a firm dedicated to investing in senior housing and healthcare-related properties. Their conversation explores how demographic shifts and changing consumer expectations are reshaping the senior living industry for the better. Paul and Mike share their investment philosophy, which centers on strategic partnerships, operational improvements and the critical importance of meaningful experiences and better health outcomes for residents.  

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 of FEG’s Insight Bridge Podcast, Greg Dowling speaks with Peter Kolchinsky, Managing Partner at RA Capital. Together they delve into the drivers and details of today’s biotech industry, how to foster innovation and why Peter is optimistic about biotech’s ability to address autoimmune disorders. Peter shares RA Capital’s investment approach, which emphasizes patience, rigor and selectiveness across healthcare and life science sectors.

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 of FEG’s Insight Bridge Podcast, Greg Dowling chats with Dave Thomas, founder of Atalan Capital Partners. They discuss the challenges and opportunities in the hedge fund industry, the impact of structural and cyclical headwinds and Atalan's valuation-based investment approach. Dave also shares his insights on emerging trends like generative AI and European defense spending, and why he believes Atalan’s long-short methodology may be especially beneficial today.

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 of the FEG Insight Bridge Podcast, Greg Dowling sits down with Cheryl Brandon and Kamal Toor, the founders and managing partners of Kinterra Capital. They discuss the transformative impact of AI on the mining industry and the critical role of essential minerals like copper, nickel, magnetite, and manganese in today’s and tomorrow’s economy. Cheryl and Kamal share their insights on using private equity strategies to access development stage projects, the importance of “friendshoring” to secure critical supply chains, and their commitment to strong environmental practices. Throughout the episode, they offer valuable perspectives on navigating geopolitical factors, mitigating risks, and the essential yet sometimes underappreciated role of specific minerals in the ongoing expansion of clean energy.

You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.