The AltsViews Podcast

In today's episode of AltsViews I sit down with Gerard Cassidy, Head of US Bank Equity Strategy at RBC Capital Markets and a long-tenured bank analyst. Gerard helps us understand how the rise of alternative investments has impacted traditional banks and capital raising broadly. We discuss private credit, what the next credit cycle might look like, and the possible evolution of regulation as we move through the next downturn. Finally, Gerard talks about what it's like to be an equity research analyst, advice for aspiring professionals and the keys to his career success. 

In today's episode of AltsViews we dig into the opaque world of fixed income investing with Jeff Rosenkranz, Portfolio Manager at Shelton Capital Management.  Drawing on his career on both the traditional and alternative sides of the investing business, Jeff helps us understand what it's like to be a fixed income portfolio manager. Further, he shares fascinating perspectives on private credit, the bond market today, and how AI might impact the investment business.  Finally, we explore Jeff's career path and keys to success. 

To explore how the rise of alternative investments such as private equity and private credit are impacting the traditional asset management industry today, I sat down to record my first AltsViews podcast with Jeff Whitaker, CEO of Chevy Chase Trust. Whitaker's unvarnished commentary on alternative investments and related risks is both insightful and colorful! Our discussion is wide ranging but converges on the importance of liquidity (the ability to turn an asset back into cash.