FEG Insight Bridge
Business & Economics Podcasts
The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how...
Location:
United States
Description:
The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. www.feg.com/insight-bridge-podcast www.feg.com FEG Investment Advisors seeks to provide clients with the exceptional investment experience they deserve. FEG provides services across the institutional portfolio management spectrum, from discretionary outsourced chief investment officer (OCIO) to traditional nondiscretionary consulting services. FEG predominantly serves clients with a philanthropic mission to uplift individuals and local communities such as education endowments and foundations, community foundations, healthcare organizations, private foundations, faith-based organizations, charitable organizations, family offices, and other financial institutions. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Neither the information nor any opinion expressed in this podcast constitutes an offer, or an invitation to make an offer, to buy or sell any securities. Clients of FEG may maintain positions in the securities discussed in this podcast. Listeners are strongly encouraged to consult their financial advisor before making any investment decisions.
Language:
English
Website:
http://www.feg.com
Episodes
Rebuilding the Machine: Featuring Eric Rosenthal
3/3/2026
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.
Duration:00:45:16
Playing The Greens: Rick Rieder's Market Insights
2/3/2026
Discover how one of the most influential voices in finance views the evolving landscape of global markets and investment strategies.
Watch the full video episode on YouTube: https://youtu.be/XW50mQOp7DQ
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.
Duration:00:41:01
The Emperor's New Economic Model: Decoding the Forces Driving Markets in 2026
1/6/2026
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.
Duration:00:39:06
The Odd Couple: The Fed and Treasury Nexus
12/2/2025
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.
Duration:00:38:23
Commanding Heights: The Investment Journey of Josh Harris
11/4/2025
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.
Duration:00:36:56
Can Small Be Beautiful? Life Outside the Mag 7
10/7/2025
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.
Duration:00:31:45
Aging Gracefully, Investing Wisely: Featuring Focus Healthcare Partners
9/9/2025
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.
Duration:00:37:43
Where's the Promise of Biotech? Featuring Peter Kolchinsky
8/5/2025
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.
Duration:00:39:04
Hedging Risk, Accessing Opportunity with Dave Thomas
7/1/2025
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.
Duration:00:38:14
Mining for Alpha: Featuring Kinterra Capital
6/3/2025
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.
Duration:00:45:30
Do You Believe in Miracles? Featuring Jack O'Callahan
5/6/2025
In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Jack O'Callahan, a member of the legendary 1980 "Miracle on Ice" U.S. Olympic hockey team. Jack shares his incredible journey from playing street hockey in Boston to becoming part of perhaps the greatest upsets in sports history. He recounts the intense preparation and team dynamics that led to the victory over the Soviet Union, an event famously dramatized in the Disney movie "Miracle". Jack also discusses his transition from the Olympics to the NHL and his eventual move into the investment business. Throughout the episode, Jack offers valuable insights on leadership, teamwork, and the importance of integrity, both on and off the ice.
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:47:09
Emerging Unscathed: Featuring Ali Akay
4/1/2025
In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Ali Akay, Founder and CIO of Carrhae Capital and experienced emerging markets investor. Ali shares his journey from central bank consultant to founder of a successful investment firm, embodying his personal mantra, "Struggling, I emerge." His perspective on macroeconomic factors, political and currency risks, and the benefits of country and currency diversification provide a roadmap for navigating the complexities and considerable opportunities inherent in these markets.
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:34:18
The Winner's Mindset with Jason Fowler
3/4/2025
In March’s episode of the FEG Insight Bridge Podcast, Greg Dowling talks to Jason Fowler about what it takes to develop the mindset of a winner. From his devastating motocross injury as a teenager to his path to overcoming obstacles, to his success as an adaptive sports champion, coach and mentor, Jason’s search for his “true north” can help and inspire all of us. Jason believes that a combination of factors is common to all successful initiatives with: the need for physical health, clear vision, the ability to adapt thought processes to life’s inevitable ruts, and an accountability coach.
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:28:19
Hear the Bengal Growling: Featuring Malabar Investments
2/4/2025
In the February episode of the FEG Insight Bridge Podcast, Malabar Investments Advisors Sumeet Nagar and Akshay Mansukhani join FEG CIO Greg Dowling in an in-depth discussion. This month they analyze the differentiating quality of the Indian market versus other emerging markets and the importance - and benefit - of a comprehensive understanding of market liquidity. A history of entrepreneurial spirit, low-cost structure and an attractive mix of domestic and offshore capital have combined to make Indian private markets worthy of attention.
Tune in for this in-depth discussion of the opportunities and risks within India's evolving and growing private markets.
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:44:04
The Thoughtful Contrarian: Featuring Ben Inker
1/7/2025
Discover a fresh perspective: Ben Inker of GMO examines market trends and potential investment strategies for 2025.
On this episode of the FEG Insight Bridge Podcast, we are joined by Ben Inker, Co-Head of Asset Allocation and Portfolio Manager at GMO, in a conversation exploring market trends and investment strategies for 2025. Ben and FEG CIO Greg Dowling discuss the impact of market concentration, the role of quality and value in portfolios, and the effects of passive investing. Ben provides insights into the performance of U.S. large cap growth stocks, the state of Japanese small caps, and the potential importance of diversification in uncertain times. Ben also shares his career journey at GMO, highlighting lessons learned from industry leaders like Jeremy Grantham and David Swenson.
Tune in for key insights on market concentration and the evolving dynamics of today's investment landscape.
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:49:00
The Golden Age with Max Belmont
12/3/2024
On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Max Belmont, Portfolio Manager and Senior Research Analyst at First Eagle Investments. Max discusses the growing interest in gold amid global economic uncertainties, exploring its role as a potential hedge against inflation and currency devaluation. The discussion also covers the dynamics of gold mining investments, the impact of central bank policies, and the comparison between gold and digital assets like Bitcoin.
Tune in for key insights on the enduring allure of gold and exploration of its strategic importance in today's investment landscape.
Key Takeaways
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:37:52
Does The Sun Rise Again? with Howard Smith
10/28/2024
On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Howard Smith, Partner at Indus Capital Partners and Portfolio Manager for the Indus Japan Strategies. Howard shares his extensive experience investing in Japan, discussing the country’s economic resurgence, corporate reforms, and strategic positioning as an alternative to China. The conversation covers Japan’s role in high-tech industries like semiconductors and robotics, the impact of Abe’s three arrows policy, and the evolving landscape of corporate governance and M&A in Japan. They also delve into the yen carry trade unwind and its global implications, as well as the potential takeover of Seven & I Holdings by Canadian company Couche-Tard.
Tune in for key insights on Japan’s economic transformation and investment potential.
Key Takeaways:
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:46:19
PE Health Checkup with Oliver Moses
10/1/2024
On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Oliver Moses, Managing Partner of WindRose Health Investors. Moses shares his journey into healthcare investing and the evolution of private equity's role in the sector. The two discuss the rapid growth of healthcare, post-COVID challenges like labor shortages, and how technology, including AI, is driving efficiency. Moses also addresses criticisms of private equity in healthcare and highlights WindRose's investments, including a case study on AI nurse assistant Eleanor. The episode wraps up with a look at Moses’ personal mission to use investment strategy to improve and provide free healthcare access for 30,000 children annually in Liberia through Haven Care.
Tune in for key insights on healthcare's future and private equity's role in shaping it.
Key Takeaways
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:42:09
Inside the Curve with Dan Ivascyn
9/3/2024
On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Dan Ivascyn, CIO of PIMCO, as he reflects on his 26-year career at PIMCO, from trading structured products to leading their portfolio management. Dan discusses the firm’s evolution, the shift from traditional to alternative fixed income strategies, and the current appeal of high-quality bonds. Hear insights on PIMCO’s secular forums, Federal Reserve policies, and the potential impact of political scenarios like a Harris vs. Trump presidency. The episode also covers global volatility, debt levels, and emerging market debt opportunities. Don't miss this conversation as we go inside the curve.
Key Takeaways
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:42:55
Inside The Counting House with Gary Sernovitz
8/6/2024
On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Gary Sernovitz as they delve into Gary’s dual careers as author and Managing Director at Lime Rock. Gary shares insights into his latest book, The Counting House, and its relevance to institutional investors. Approaching investment from an innovative, semi-fictional perspective, he reveals his inspiration and the role his wife played in encouraging this unique approach to investment storytelling.
As Gary shares his integration of humor and truth in fiction, the conversation unpacks the performance pressures faced by CIOs, and the blend of real and fictional elements in character development. Gary discusses FEG’s connection to the fictional firm of Busken Capital and satirizes generic private equity firms. He describes the four types of limited partners (LPs), his writing process, and real-life experiences of bizarre general partners (GPs) and limited partner (LPs) meetings. As the conversation comes to a close, Gary provides a sneak peek into alternative endings for the book, shares with listeners his favorite books, and provides recommendations for listeners interested in new reading material.
For more information on The Counting House, visit: The Counting House — Gary Sernovitz
To purchase The Counting House, visit: Octavia Books
Key Takeaways
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Duration:00:40:33