Host Greg Dowling speaks with Alexey Teplukhin of Blue Owl Capital on the rapid buildout of digital infrastructure for cloud and AI. They cover an estimated $7 trillion need, long-term leases to investment‑grade hyperscalers, and Blue Owl’s role, including a Meta joint venture in Louisiana. Topics include power access, community and regulatory dynamics, private credit’s flexibility, and why landlords hold real estate risk while tenants manage technology refresh, reducing obsolescence concerns.

Explore how systematic investing drives discipline, diversification, and resilience across market cycles.

In this episode of the FEG Insight Bridge, Greg Dowling speaks with Leda Braga, CEO of Systematica Investments, about her journey from academia to leading a global quantitative investment firm. She explores how systematic investing has evolved, the role of discipline and diversification across market cycles, and how advances in data and AI are shaping quant strategies. Leda also reflects on lessons from decades in finance and what it takes to build resilient, process-driven portfolios.

Explore the resilience, competitive mindset, and fan-first ethos that shaped Jeremy Roenick’s path to the NHL Hall of Fame.

In this special episode of the FEG Insight Bridge, recorded in connection with the 2026 FEG Hockey Classic, NHL Hall of Famer Jeremy Roenick reflects on a career defined by tenacity, adaptability, and connection. From elite youth hockey to an unconventional jump into the NHL, he shares lessons forged under pressure, career‑defining moments, and why family, joy, and connection to fans continue to matter long after the final horn.

Explore the resilience and strategic discipline behind countercyclical energy investing as Dan Pickering assesses oil and gas fundamentals, LNG buildout, renewables, and geopolitical tail risks.

Dan Pickering, Chief Investment Officer of Pickering Energy Partners, joins the FEG Insight Bridge to analyze today’s energy landscape through a cyclical, price‑disciplined lens. He discusses the maturation of U.S. shale, the shift to free‑cash‑flow discipline and consolidation among public producers, and the implications for supply growth. Pickering outlines natural gas’s practical role in powering AI data centers, the outsized influence of LNG exports through 2030, and the long lead times and execution risks for new terminals. He evaluates renewables’ improving costs alongside storage constraints, then surveys geopolitics—from Russian flows and shadow fleets to Venezuela’s incremental potential, and Iran’s tail risks—before presenting a countercyclical framework for both public and private markets.

Listen for a concise, cycle-tested framework to navigate energy markets amid evolving fundamentals and global crosscurrents.

Explore the resilience and strategic innovation behind Machine Investment Group's journey through adversity and opportunity in the evolving real estate landscape.

In this episode, Eric Rosenthal, Co-Founder and Managing Partner of Machine Investment Group, joins Greg Dowling to delve into the dynamic world of real estate investments. Eric shares the compelling story of Machine's founding and success amidst personal and global challenges, offering insights into their disciplined approach to navigating distressed markets. He discusses the unique opportunities and risks in various real estate sectors, while also reflecting on personal resilience and the power of strategic innovation.

Join us for an inspiring conversation on resilience, strategic innovation, and the future of real estate investment with a visionary leader in the industry.

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.

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

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.

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 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.