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Investment Insights

BNP Paribas Asset Management

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Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors. Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability. Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks. For more insights, visit Viewpoint: https://vi ...
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Welcome to PodTales, a carefully curated investor awareness and education series brought to you by Baroda BNP Paribas Mutual Fund. This series is designed to engage with investors through dynamic and modern communication channels. PodTales dives into fascinating tales, fables, and lessons from diverse realms, deciphering valuable insights for investors. Through these stories, we endeavour that investors not only learn but also reap substantial benefits from these narratives. Each episode of ...
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Thinking Aloud with BNP Paribas is a podcast channel featuring our views on current market themes. Our experts explain how we are positioned to meet our clients’ challenges, allowing them to focus on opportunities for digital transformation and sustainable growth. Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Renowned tennis commentator Craig Gabriel hosts this podcast covering all you need to know about the annual BNP Paribas Open in Indian Wells, California. From featured interviews with the sport’s greatest stars to daily tournament recaps on-site at the Indian Wells Tennis Garden, Gabriel provides tennis fans with the best insight and analysis from the thrilling action in Tennis Paradise.
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BnP is a budding channel which discusses the latest happenings in the world of football on a weekly basis. We are rare group of Indian podcasters who cover the world of football in a casual way, more like of how you discuss about the ball with a group of friends at a bar having a pint. Tune in!
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Join us for unconventional conversations about life and leadership in Out of Office, hosted by Mallika Kapur. Tune in to hear newsmakers talk about things they don't get asked about in the office. Their childhood. Dreams. Mentors. Favorite books. Failure. Triumphs. Down time. Family and love. Because all these influences make them who they are and define how they lead.
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Talk Tennis

Michelle Heidbrink, Tennis Warehouse

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Created for the tennis enthusiast & players of all ages and levels! Get a peek behind the scenes from WTA & ATP pros, industry experts, the physics behind tennis & gear guides! You‘ll stay up to date & well versed in all things tennis and learn more than you can imagine about gear (think: racquets, shoes, strings and MORE)! Powered by Tennis Warehouse.
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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
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Sports betting expert and Host of VSiN's "A Numbers Game", Gill uncovers the best of sports handicapping including free picks, the ins and outs of gambling strategies, and the truth behind sports book and casino operations. Together with industry high stakes handicappers and sports wagering experts, Gill covers NFL, college football, MLB baseball, golf, horse racing, and more. Listen to this entertaining and informative podcast for a winning edge.
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Welcome to KickServeRadio.com! We are very proud to be a part of the Tennis Channel Podcast Network. Our team is here to bring you entertaining and informative segments on the glory days of tennis, as well as current day, hot topics. We are so proud to feature former World #1, Mats Wilander, as he remains one of the most respected people in our sport. We also are joined by Former Texas Longhorn All-American, Jonny Levine who is a very highly thought-of tennis great.
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Star Mountain Capital

Star Mountain Capital

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Founded in 2010, Star Mountain Capital is a specialized investment firm focused on the large and fragmented North American lower middle-market. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 2/29/24) through customized and commingled funds for some of the world’s most sophisticated investors, including individuals, family offices, insurance companies, wealth managers, endowments / foundations and pension plans. Star Mountain’s specialty is helping ...
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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A Media Operator

Jacob Cohen Donnelly

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A Media Operator is a community for entrepreneurs and operators in the digital media space. This podcast is a natural extension of the newsletter (www.amediaoperator.com) and community that has already been built. Each week, I will interview entrepreneurs and operators that are building these media companies. Over the course of approximately an hour, we'll discuss their businesses, their success and failures, and, ultimately, what they learned about building media companies. This podcast wil ...
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At RedCompass Labs we believe that there are only two types of payments – good and bad. We talk about good payments in our After Hours series, where the best and brightest of the financial services industry let their hair down, unbutton their collars, and share what they really think about payments. To talk about bad payments, we invite guests to our A Few Thoughtful People podcast series where they discuss financial crime, fraud and anti-money laundering, always seeking new and improved way ...
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'Prime Property with Uma Rajah' aims to cover all areas of the Prime sector. Hosted by CapitalRise CEO and Co-Founder, Uma Rajah, she speaks to industry experts and influential figures about the sector, uncovering trends and discussing forecasts. To join the conversation you can follow @CapitalRiseLive on Twitter or go to capitalrise.com
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Tall, Short and Cheesy

Tall Short and Cheesy

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Tall, Short and Cheesy consists of Moxey, Dan and Cheese....and Alex, cos we cant count We talk about anything that pops into our heads and are jam packed with amazing features including the News-at-6-at-8, Alex's film reviews, the high-money scratchcard game and Moxey's Forgotten song Broadcast live every Tuesday from 7pm at www.brunelstudents.com/radio on URB University Radio Brunel
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How do businesses balance financial growth with sustainability and impact? Join hosts Venkata Gandikota - a frugal innovation and impact investing evangelist - and Prof Jaideep Prabhu - Professor of Marketing at Cambridge University’s Judge Business School and co-author of an award-winning book on frugal innovation - to understand the global challenges of sustainable growth and potential solutions to them. Our podcast features conversations with leading business leaders, consultants, entrepr ...
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Even if very short-lived, market vol episodes as protracted as that of Monday August 5th, demand our attention. In seeking some understanding of the why of successive 10% NKY moves and a 65 pre-open handle on the VIX, it was a pleasure to welcome Oliver Brennan to the Alpha Exchange. An FX vol strategist at BNP, Oliver brings theoretical training i…
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In this episode of PodTales, Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Balanced Advantage Funds help protect against market volatility, manage biases when making investments, and the role of debt in building a secure portfolio.By BBNPP
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Also, Jonny is a happy camper, as the American men have 5 players in the top 20, for the first time in 27 years! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Andy Zodin, Tennis Channel Podcast Network
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When an accident occurs, the insurance claims adjuster produces a report. What does said report tell us? The yen’s largely one way path lower took a dramatic turn that saw it rally by roughly 9% over just 3 weeks. The pricing fallout was everywhere – in curves, credit, correlation, convexity and carry. That’s a bunch of C’s, isn’t it. The cause of …
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We are so excited to talk beyond the playtest about the new Wilson RF 01 Collection! We talk about everything from our experiences with the racquets, our favorite string set ups, who each racquet is for and more! We also are taking your questions LIVE and compare the racquets to other ones you might be more familiar with. Don't miss when we explain…
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Vineer Bhansali was recently among a small group of athletes who achieved the unthinkable, a 135 mile run in scorching heat, wind gusts and rain, all while traversing both the lowest and highest elevation points in North America. The Badwater 135 is considered the most difficult Ultra Marathon, an undertaking in which a guiding philosophy is, simpl…
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In this episode of Beating the Book with Gill Alexander, Gill is checking in on the MLB at the Quarter 3 check-in point with the Basewinner himself Mark Borchard. The guys will take a look at a variety of stat categories including the best ROI teams to this point in the season and the best umpires to bet overs and unders on this season. See omnystu…
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In this episode, Chief Market Strategist Daniel Morris and Sustainability Integration Lead Berenice Lasfargues discuss the concept and practice of impact investing, which aims to generate positive social and environmental outcomes alongside financial returns. They cover the three ingredients of impact investing – intentionality, additionality, and …
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Considering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But with greater opportunity comes increased volatility—so how do you navigate this space effectively? In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Richard Iv…
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What a week in markets and one that should give us a lot to chew on with respect to how and why risk episodes materialize. There are certainly some conclusions at the ready and first and foremost is that vol is the only anti-fragile asset. In the trading action on Monday, August 5th, we see the reflexive nature of vol exposures and the manner in wh…
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Reality TV stars are freezing their eggs on camera. Lawmakers in DC are debating federal protection for IVF. Hundreds of millions of dollars are being invested in slick startups that market fertility treatments for all. But this rapid growth has revealed cracks in the system. Misconception, a new series from Bloomberg’s Prognosis, follows reporter …
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And...Jonny gives some love to his man the Djoker, who's now career Super-Slam is a Golden cherry on top! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Andy Zodin, Tennis Channel Podcast Network
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With deep roots on the sell-side, serving in strategist roles at both Miller Tabak and BTIG, Dan Greenhaus is now Chief Strategist at Solus Asset Managment, a multi-billion dollar AuM firm with expertise in distressed and high yield investing. Our conversation considers economics in theory and practice, differentiating classic academic training fro…
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Mark Richards, Head of Flexible and Absolute Return in our multi-asset team, and Daniel Morris, Chief Market Strategist, discuss the recent market turmoil and what might come next. They start with the outlook for the US and whether there is justification for market concerns over an impending recession. For more insights, visit Viewpoint: https://vi…
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No, it isn't Travis and Taylor...instead, today we have the cutest crossover couple from the NFL and the WTA: Angela and Alex! Angela Kulikov is a CA girl who played college tennis at USC and is now a doubles specialist on the WTA Pro Tour, but can also kick some serious butt in singles and knows a thing or two about football having gone viral as t…
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With early career roots in both equity derivatives and relative value fixed income, Lisa O’Connor is now the Co-CIO of Multi-Strategy Assets and Solutions at BlackRock. Here she oversees her team’s development and delivery of a long only, systematic asset allocation process on behalf of the firm’s clients. Our discussion first considers some of the…
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On this week’s podcast: Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete for a slice of the rapidly expanding market for artificial intelligence-related products and services. Derek Glynn, Associate Portfolio Manager for our disruptive technology strategy, and Chief Market Strategist Daniel M…
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“Walking on a tightrope” is an idiom that conjures the notion of danger – of exceptionally little margin of safety and of particularly significantconsequences should things not go as planned. Markets feel this way - asset prices are full, Sharpe ratios high, correlations low, political polarization intensifying. In this discussion, we review the re…
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How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and is this a good time to invest in these floating rate loans? These are some of the questions Daniel Morris, Chief Market Strategist, and Javier Perez Diaz, Head of Leveraged Loans, tackle on this edition. Other topics incl…
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We JUST spent an hour on the court hitting the stiffest string in Luxilon's lineup: 4G, next to the SOFTEST string in their lineup: Element Soft IR. Listen in as we talk about what we liked, didn't and how each string performed in terms of power, control, feel, notching, durability, etc. AND we take your questions! Want to pick what we test next?! …
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How can investors implement strategies that align portfolios with the objective of limiting the effects of climate change while preserving or improving financial returns? Taking our recent handbook, Adjusting your approach to net zero and including our wider sustainability framework, Andrew Craig, Co-head of the Investment Insight Centre, and Fabio…
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If smoothing returns is the feature not bug of private equity and credit, what strategy fully embraces the virtue of honest mark to market risk? What strategy highlights price shocks and the resulting level at which a portfolio could be unwound in a hurry as the basis of thinking about its efficacy? In this short podcast, I make the case that expos…
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A Wall Street economist who served institutional clients at both Lehman Brothers and Bank of America, Michelle Meyer, transitioned to Mastercard two and a half years ago, now serving as the firm’s Chief Economist and Head of the Mastercard Economics Institute. I had the opportunity to catch up with Michelle back in May and while much has of course …
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With elections held in large economies such as India and the EU, and more to come elsewhere, particularly in the US, investors might be left wondering how changes of government and in the composition of parliaments would affect the ambitions of countries to mitigate and adapt to the effects of climate change. They can be reassured for the most part…
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We are back philosophizing and debating the world of tennis! Grab a cup or two of coffee, buckle up and join Tim, Troy and Michelle as they chat about everything from how to become a better player, exploring ourselves through the game of tennis, mastery of the sport vs. winning and BEYOND. With 3 very different backgrounds and opinions, we challeng…
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In this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides down…
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In this episode of Beating the Book with Gill Alexander, Gill is checking in on the MLB at the Mid-Season check-in point with the Basewinner himself Mark Borchard. The guys will take a look at a variety of stat categories including home-run splits, best ROI teams to this point in the season and even the best umpires to bet overs and unders on this …
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What is a Balanced Advantage Fund? Does it help balance risk and reward for investors? Welcome to Podtales by Baroda BNP Paribas Mutual Fund, where we use the power of storytelling to share timeless financial wisdom and gain investment insights from industry experts. In the first episode of this investor education series, Suresh Soni, CEO of Baroda…
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In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer. Listen to this Talking Heads podcast with Maxence Foucault, ESG Specialist and Private Assets Lead, and Celine Claudon, Chief Commercial Officer at BNPP Asset Management-owned IWC. They discuss with Andrew Craig, Co-head of the Inve…
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My guest this week is Tagg Henderson, co-CEO of BNP Media, a b2b media company operating in a variety of different niches. In this 40 minute conversation, we talked about how the business got its start, the 90 day pivot from print to digital that happened during 2020, the various revenue streams including advertising, events, research, and continui…
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We are recording from the Pro String room at the BNP Paribas Open with one of your favorite guests, Dennis Fabian, from Head! Dennis gives us a behind the scene look at what is going on with strings in Indian Wells but also provides us with a sneak peek into the new lineup of bright yellow Head Extreme Racquets which launch July 18 2024! Watch this…
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It’s been 25 years since Mark Cuban implemented an exceedingly well-timed and attractively priced hedge on shares of Yahoo. In this short podcast, we review the popular “zero cost collar” trade and discuss the factors that impact its pricing. Cuban is known for playing offense in investing, buying the Mavs and making deals on the Tank. But his defe…
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The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark Richards, Head of Flexible and Absolute Return, points out to Daniel Morris, Chief Market Strategist, such action from the Fed could boost the performance of government bonds in multi-asset portfolio…
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My guest this week is Phillip Jackson, co-founder and CEO of Future Commerce. In this hour long conversation, we talked about how the brand got its start, the various revenue streams across advertising, subscriptions, learning, insights, and events, why they can accomplish all of this with a very lean team, and where he sees the brand going from he…
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There’s been some decent ink spilled recently on the “dispersion trade” which has profited from the epically low level of realized correlation among stocks. If winning trades attract capital and erode the margin of safety in the process, is this exposure crowded and vulnerable to an unwind? In this short pod, I lay out a 5-part, informal framework …
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Earning a Ph.D. in financial economics is no small feat. And not only did Garrett DeSimone do just that, but he would unknowingly embark on his future career in the process of doing so. His dissertation from the University of Delaware involved the study of event risk premia in single stocks ahead of earnings. And to perform the analysis he engaged …
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In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss the success of fixed income exchange-traded funds, due, as he explains, to the fact that they offer investors access to a diversified and liquid portfolio of bonds at an attractive cost. The discussion also…
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My guest this week is Curtis Cord, the founder and editor in chief of Olive Oil Times. In this 35 minute conversation, we talked about how the business got its start, its expansion into launching the NY World Olive Oil Competition, its education business where it holds sommelier courses in New York and London, and why he feels so passionately about…
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And...Johnny Mac getting a little "makeup blowback"? Is he a bit over the line, or do people just need to get a grip? Honorable mention to Jasmine for her double-final. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Andy Zodin, Tennis Channel Podcast Network
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The study of correlation is valuable, informative and, likely an over-indulged in activity on Wall Street. That said, there are important risk considerations when it comes to how significantly assets move together or do not. The task at hand in this short podcast is to illustrate and contemplate the diverging paths of two important correlations: th…
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With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the high-yield bond market remain, in our view, well orientated. Listen to this Talking Heads podcast with Andrew Craig, Co-head of the Investment Insights Centre, and Stef Abelli, European High Yield Portfolio Manager. Among …
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Join the Tennis Warehouse playtest squad as the gush over the Wilson Pro Staff Six.One 95! Troy, Chris, Boone & Michelle talk about the what they loved about this racquet as well they go into the history and heritage of the Six.One line of frames. Take a look at the specs: Wilson Pro Staff Six.One 95 v14 Racquet: http://www.tennis-warehouse.com/des…
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