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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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Investment Podcast #8 – Contrarian Investing
In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston …
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Investment Podcast #7 – Navigating Portfolios Through Cycles
In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of …
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Investment Podcast #6 – Bonds
MHost James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor …
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Investment Podcast #5 – Investment Committees
Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical …
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Investment Podcast #4 – Small Caps
In this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox …
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Investment Podcast #3 – Infrastructure
Host James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In …
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Investment Podcast #2 – Fixed Income
Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance …
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Investment Podcast #1 – REITs and Real Assets
James Maydew from Macquarie joins Morningstar’s Jody Fitzgerald and host James Whelan to go under the hood for …