Beste FS Investments podcaster (2024)

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FireSide: Answering the burning questions around private debt – Part 1 29:00

3d ago29:00

29:00

Private debt is a $1.6 trillion market that’s critical to our economy and to investors—and it’s rapidly evolving. As banks have retreated from certain kinds of lending, private lenders have stepped in to fill the gap, allowing investors to reap the potential rewards. Join Chief U.S. Economist Lara Rhame, Head of Credit Wealth Solutions Rob Hoffman,…

1
Market Minute: Gold pushes ever higher—April 22, 2024 3:28

5d ago3:28

3:28

Weekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minuteAv FS Investments

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Head to Head: Michelle Marquez, Marquez Private Wealth Management, Raymond James 37:38

10d ago37:38

37:38

In a new episode of Head to Head, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children’s charities and the unique challenge of managing wealth for professional…

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FireSide: Q2 2024 Research roundup—Adjusting to the old normal 23:29

17d ago23:29

23:29

The first quarter was marked by a continuation of last year’s economic optimism, albeit against the backdrop of stubborn inflation and high rates. While many investors still dream about substantial rate cuts, a return to the “old normal” could require investors to adjust. Join Executive Director, Investment Research Andrew Korz and Chief U.S. Econo…

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Head to Head: Eve Ellis, the Matterhorn Group, William Blair 30:04

1M ago30:04

30:04

Eve Ellis (Vice President, the Matterhorn Group, William Blair) has received numerous awards, both for her work as a top wealth advisor and for her leadership in promoting equity and empowerment in financial services and beyond. In a new episode of Head to Head, Eve joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what i…

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3D Report: Q1 2024 Recap—Effectively valuing the Mag Six 56:55

1M ago56:55

56:55

While the Magnificent Six continue to lead the S&P 500 to new heights, markets are still learning how to effectively value these tech growth superstars. Meanwhile investors begin to face the reality of their rate cut pipedreams amid strong economic momentum and an increasingly volatile world. In this episode of 3D Report, Chief Investment Officer R…

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FireSide: Market Madness 2024 50:36

1M ago50:36

50:36

In celebration of March Madness, Chief U.S. Economist Lara Rhame and the Investment Research team go head-to-head in “Market Madness.” In this bracket-style debate, our experts consider which topics will be most influential to markets for the rest of the year and what it means for investors.Av FS Investments

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FireSide x Mary Ann Bartels: Follow your gut, follow your intuition 42:47

1M ago42:47

42:47

Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and one of the industry’s most trusted experts in economic analysis and financial communication, joins Chief U.S. Economist Lara Rhame for a conversation on market trends, career building, women pathfinders and more. Listen for the 2024 economic outlook she refers to as a “bucking bu…

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FS Thrive x HelloHive: Breaking down barriers 38:49

2M ago38:49

38:49

In this episode, we’re joined by our partners at HelloHive, the next-gen recruitment and resume technology company working to create more equitable pathways for early-career talent. Ginevra Czech, FS Investments’ Director of Client Value Add Programs, sits down with HelloHive’s Head of Client Strategy Claire Schulz, Customer Success Manager Kyra Ma…

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FireSide: 5 challenges and 5 opportunities 20:37

2M ago20:37

20:37

Markets started the year with high expectations and high valuations. But volatility and expensive equities are just a few of the challenges facing investors in 2024. Chief U.S. Economist Lara Rhame and Executive Director, Research Andrew Korz sit down to discuss their latest chartbook examining the five key challenges facing investors today—and how…

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FireSide: Anatomy of a CRE correction—2024 Update 23:38

2M ago23:38

23:38

The commercial real estate (CRE) market continues to endure a correction that began 18 months ago. Andrew Korz (Executive Director, Research) joins Chief U.S. Economist Lara Rhame to discuss the progress of the correction, examine its drivers and identify potential areas of opportunity that persist despite the challenged market environment…

1
FireSide: What's happening in Washington? 27:41

3M ago27:41

27:41

Jason Cole, Head of Public Policy and Corporate Social Responsibility at FS Investments, joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors. Lara and Jason address evolving pressures on Treasuries, where the Fed may move next and how election results could impact financial regulation, taxes an…

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FireSide: 10 for ’24—Ten big ideas for 2024 28:47

4M ago28:47

28:47

Lara Rhame sits down with Executive Director, Investment Research Andrew Korz to review last year’s 10 for ’23—and unveil this year’s 10 for ’24, her forecast for the 10 essential trends facing investors in markets, policy and the economy in the new year. Her outlook? While 2024 is opening with optimism that a recession has been avoided, inflation,…

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3D Report: Q4 2023 Recap—The economy has to normalize 44:58

4M ago44:58

44:58

A surprise to the upside has continued to delight investors and confound experts throughout 2023. But despite the current giddy growth, gathering headwinds are likely to bring the economy back to a more rational place in the new year. In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine th…

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FS Thrive x Ace Quintana: Mapping career growth 41:41

6M ago41:41

41:41

Whether you’re a team of one, or the one in charge of the whole team, everyone has a stake in career development. In this episode, we’re joined by Ace Quintana, Head of Organizational & Leadership Development at FS Investments and our in-house expert on the Predictive Index (PI)—the validated workstyle assessment we use to power career development …

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Head to Head: Louise & Nina Gunderson, UBS Private Wealth Management 41:00

6M ago41:00

41:00

Louise and Nina Gunderson are more than just an incredibly successful advisor team at UBS Private Wealth Management—they’re also mother and daughter. In a new episode of Head to Head, Louise and Nina join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss running a team like a family, blazing new trails in financial services and…

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FS Thrive: Goal setting—start with the why, achieve the wins 32:46

6M ago32:46

32:46

In this episode we’re joined by Chris Serrano, Performance Manager at EXOS and James Boyd, Wealth Management Advisor at Van Buren Financial Group. One is an expert in fitness, the other is an expert in finance, but each day they tackle the same challenge—helping clients achieve their goals. Chris and James sit down with FS Investments Director of C…

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FireSide: Q4 2023 Research roundtable—Can the growth continue? 39:40

6M ago39:40

39:40

Even with unanswered questions about a potential slowdown, the Q4 economy is largely firing on all cylinders. Commercial real estate continues to navigate a unique correction, while rising stock/bond correlation helps corporate credit shine. Can the growth continue? Join Lara Rhame, Chief US Economist, Robert Hoffman, Managing Director, Credit Weal…

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FireSide: Multifamily—A rental health check-in 23:34

7M ago23:34

23:34

The U.S. commercial real estate (CRE) market has come under pressure from rising interest rates and an uncertain economic outlook. The multifamily sector has experienced what feels like a full market cycle in the span of just three years. With uncertainty swirling around the CRE space, Robert Hoffman and Andrew Korz take a deep dive into their outl…

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FS Thrive x Carlos Muñoz: The Equity Collective 34:29

8M ago34:29

34:29

What is the perception of financial services? And how can we nurture talent that hasn’t always seen a place for themselves in the industry? In this episode, we’re joined by Carlos Muñoz, Head of Asset Manager DEI Engagement at Morgan Stanley. He heads The Morgan Stanley Equity Collective, an industry leading group of top firms (including FS Investm…

1
FireSide: Economy, markets and Taylor Swift 36:33

8M ago36:33

36:33

Taylor Swift may be the biggest trend in the economy today. And it’s not just because her Eras tour is giving a lift to everything from airlines to hotels (what other pop star can claim chart-toppers on both Billboard and the Fed’s Beige Book?), but it’s also because of the intriguing way her meteoric rise echoes best practices in accessing alterna…

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Head to Head: A conversation with Rory O'Hara, Founder of Ausperity Private Wealth 31:38

8M ago31:38

31:38

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rory O’Hara, CFP®, CRPC®, Founder and Senior Managing Partner at Ausperity Private Wealth. In this episode, Rory shares the early career lessons he learned cold calling (communicate authority and grow a thick skin), how he hel…

1
FS Thrive x Jason Cole: What’s happening in Washington? 26:55

9M ago26:55

26:55

What happens in Washington is almost always felt on Wall Street. No one knows this better than Executive Director of Public Policy and Corporate Social Responsibility, Jason Cole. In this episode, Ginevra Czech, Director of Client Value Add Programs, sits down with Jason to discuss what he refers to as the three Cs of government: Confrontation, com…

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3D Report: Q2 2023 Recap—An exuberant upside surprise 1:16:25

9M ago1:16:25

1:16:25

The first half of the year is what happens when Wall Street predicts a recession that doesn’t materialize: Exuberant upside surprise and massive valuation lift. But while today’s markets remain doggedly optimistic, forward-looking indicators are forecasting headwinds in the near future. In this episode of the 3D Report, Chief Investment Officer Rya…

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FireSide: Q3 2023 Research roundtable—Rethink what you know 53:06

9M ago53:06

53:06

In this episode of FireSide, the Investment Research team offers their Q3 outlooks for macro, credit markets and commercial real estate. The first half of the year saw a contradictory confluence of pessimism and impressive performance. That has left investors rethinking the popular market ideas they’ve held for the past 15 years. Join Head of Resea…

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Head to Head: A conversation with top advisor Rachel Gottlieb, Managing Director at UBS 32:21

10M ago32:21

32:21

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rachel Gottlieb, Managing Director - Wealth Management at UBS. In this episode Rachel shares how she turned a college internship into a career in financial services that landed her on lists like Forbes Top Next Gen Wealth Advi…

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FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market 24:04

10M ago24:04

24:04

In this episode of FireSide, the Investment Research team explores the unprecedented concentration in the U.S. equity market. This top-heavy market meant impressive returns for investors over the first half of the year, but it could become one of the key risks for portfolios in the coming period. Join Lara Rhame, Chief U.S. Economist, and Andrew Ko…

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Head to Head: A conversation with President of Mosaic Family Wealth Scott Highmark 34:09

11M ago34:09

34:09

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Scott Highmark, President and Principal of Mosaic Family Wealth. Scott shares how he went from being a college basketball athlete to becoming a financial advisor eventually opening his own firm.…

1
FS Thrive x Truelytics: Unlocking value—AI, technology, and the future of financial services 21:53

11M ago21:53

21:53

How much is your financial practice worth and what drives that value? Where are the opportunities to unlock unrealized value? How are you preparing your business for the inevitable changes coming due to the impact of technology and AI? We sit down with the Truelytics team to learn more about their technology platform built for financial advisors an…

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FireSide: Anatomy of a CRE correction 35:51

12M ago35:51

35:51

The CRE market is undergoing a painful correction today, as demonstrated by declining property values and tepid investment activity. In this episode of FireSide, Chief U.S. Economist Lara Rhame and Investment Research Director Andrew Korz analyze the causes, address concerns around debt financing and examine what comes next in the CRE market.…

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3D Report: Q1 2023 Recap — You can run for a long time, but sooner or later… 47:17

12M ago47:17

47:17

In this episode of 3D Report, Ryan Caldwell, Managing Director and Chief Investment Officer of Chiron Funds, and Lara Rhame, Chief U.S. Economist, discuss the timing of a possible recession and assess macroeconomic trends and global investment opportunitiesAv FS Investments

1
FS Thrive x Exos: Preparing for Draft Day with Brent Callaway 45:50

1y ago45:50

45:50

We chat with Brent Callaway from FS Thrive partner Exos to learn how elite athletes combine movement, nutrition, recovery, and mindfulness to build a foundation of sustainable high performance and prepare for life’s biggest moment like the NFL combine and beyond. With years of experience coaching and preparing elite athletes for the largest sports …

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Head to Head: A conversation with Chief U.S. Economist Lara Rhame 28:23

1y ago28:23

28:23

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Lara Rhame, Chief U.S. Economist at FS Investments. Lara shares how she landed her first job with the Fed and pivoted to a career on Wall Street and later, FS Investments.Av FS Investments

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FireSide: Research Roundtable—Q2 2023 outlooks 41:18

1y ago41:18

41:18

In this episode of FireSide, the Investment Research team takes stock of Q1’s performance and offers their outlooks for Q2. After an eventful Q1 marked by bank failures, more tech layoffs, and other concerning headlines, the Investment Research Team explores some bright spots and adds nuance to their market evaluations. Join Rob Hoffman, Managing D…

1
Head to Head: A conversation with CEO, Patti Brennan 31:48

1y ago31:48

31:48

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Patti Brennan, President and CEO of Key Financial. Patti shares how she went from working as an Oncology and ICU nurse to being one of the top financial advisors in America.Av FS Investments

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FireSide: Market Madness 2023 47:39

1y ago47:39

47:39

In the second annual Market Madness episode of FireSide, the Investment Research team hosts their own version of the Big Dance to assess what they believe will be the most impactful market event for the next quarter. Join host Kara O’Halloran and the members of the investment research team—Lara Rhame, Chief U.S. Economist; Rob Hoffman, Managing Dir…

1
Head to Head: A conversation with Top Advisor, Cheryl Young 33:52

1y ago33:52

33:52

In the inaugural episode of Head to Head, a new podcast from FireSide, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Cheryl Young, Private Advisor at Rockefeller Global Family Office. Cheryl shares how she built her business and why she believes her authenticity sets her apart as a top advisor.…

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3D Report: Q4 2022 Recap—We won't get fooled again 44:58

1y ago44:58

44:58

In the latest episode of the 3D Report, FS Chiron Funds CIO Ryan Caldwell is joined by Chief U.S. Economist Lara Rhame to reflect on the events from 2022, which will likely continue to shape the global financial markets in the new year. Looking to dive deeper? Access the full 3D report here: https://fsinvestments.com/fs-insights/q4-2022-3d-report/…

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FireSide: Debt ceiling looms large—Economic and market impact 26:09

1y ago26:09

26:09

The U.S. debt ceiling is once again back in focus. Jason Cole, Executive Director of Public Policy and Corporate Social Responsibility and Chief U.S. Economist Lara Rhame join FireSide to break down what exactly is happening in Washington D.C. and how it might affect our economy and financial markets.…

1
FireSide: New year, new view 30:12

1y ago30:12

30:12

The new year brings new possibilities. In FireSide's special 50th episode, Director of Investment Research, Kara O'Halloran, and Director of Investment Research, Andrew Korz gather to analyze three different economic scenarios for 2023, and explore how they might impact two of the most interesting areas of the market that we're closely watching: Cr…

1
FS Thrive: Building personal authenticity and brand with FourBlock 59:41

1+ y ago59:41

59:41

What is your personal brand? In this episode, Head of Field Strategy, Kyle Simpson sits down with Eric Stetson of FourBlock, an organization that bridges the divide between the business community and veterans entering the workforce after serving, to discuss how to build your personal brand, authentically connect with people to build your network, a…

1
FireSide: Our economist answers our top 3 questions for 2023 21:27

1+ y ago21:27

21:27

In their final episode for 2022, Director, Investment Research Kara O’Halloran sits down with Chief U.S. Economist Lara Rhame to discuss 3 big questions facing the markets and economy in 2023. They preview Lara’s 10 for ’23 chartbook and discuss the recent CPI report. Listen to the podcast to hear more.…

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3D Report: Q3 2022—Sympathy for the devil 58:16

1+ y ago58:16

58:16

The globalized world that has long been the secular driver of capital markets has now become more fragmented and regionalized. In the latest episode of the 3D Report, FS Chiron Funds CIO Ryan Caldwell is joined by Chief U.S. Economist Lara Rhame to analyze the shifting circumstances across the markets today and discuss key components affecting the …

1
FireSide: Research Roundtable—5 for 2022 lookback 30:30

1+ y ago30:30

30:30

In this episode, members of the Investment Research team, including: Chief U.S. Economist Lara Rhame, Managing Director, Investment Research; Rob Hoffman, Director, Investment Research; Kara O’Halloran, Director, Investment Research; and Director, Investment Research, Andrew Korz, gather to talk about the predictions they made entering 2022—and wha…

1
FireSide: What the FTX is happening in crypto? 28:33

1+ y ago28:33

28:33

In this episode, Director, Investment Research, Kara O’Halloran, is joined by FS Investments digital asset specialist and Client Portfolio Manager, Dan Wilk, to discuss the future of the crypto industry after the catastrophic collapse of FTX. The two discussed what happened and how this massive failure occurred, the likelihood of future regulation …

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FireSide: Q4 Commercial Real Estate Outlook—Recalibration in process 25:27

1+ y ago25:27

25:27

We’re continuing with our Q4 outlook series! Investment Research Director Kara O’Halloran is joined by Investment Research Director Andrew Korz to discuss the state of the commercial real estate market. 2022’s rising interest rate environment has necessitated a recalibration in many asset classes, real estate included. Plus, we dive into opportunit…

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FireSide: Q4 Corporate Credit Outlook—At a crossroads 23:13

1+ y ago23:13

23:13

We’re spooked it’s already October, which means Q4 outlook season has begun! Investment Research Director Kara O’Halloran kicks off this quarter’s outlook episodes alongside Head of Investment Research Rob Hoffman to discuss the rollercoaster ride credit has taken so far this year. As we reach the end of 2022, it appears credit is facing a crossroa…

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3D Report: Q2 2022—Mapping the Economy's Rapid Movement 59:05

1+ y ago59:05

59:05

As we enter the second half of 2022, markets are moving rapidly, and macroeconomic conditions are underpinning the wide array of investment challenges. So, what’s an investor to do? In this episode, FS Chiron Funds CIO Ryan Caldwell and Chief U.S. Economist Lara Rhame explore key components of the current macroeconomic environment—from inflation an…

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FireSide: Q3 2022 CRE Outlook—Mean Reversion, or Something more? 20:08

1+ y ago20:08

20:08

In this quarterly outlook episode, Investment Research Directors Kara O’Halloran and Andrew Korz discuss the potential impacts of a slowing economy on the commercial real estate market. They cover the team’s views on inflation, growth and financing costs, and why investors might consider seeking higher on the capital structure. Plus, Andrew gives u…

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FireSide: Q3 2022 Corporate Credit Outlook—Quality Time 21:43

1+ y ago21:43

21:43

Credit has arguably felt some of the most pain across asset classes in 2022, so where can investors turn as we enter the second half of the year? In this episode, Investment Research Director Kara O’Halloran is joined by Head of Investment Research Rob Hoffman to explore why they believe active approaches geared toward higher quality credit assets …

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