
About this podcast
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger's seasoned investors who discuss trends that are transforming the investment industry and beyond.
155 episodes · business
Disruptive Forces in Investing
About this podcast
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger's seasoned investors who discuss trends that are transforming the investment industry and beyond.
Latest episodeA New Growth Plane for Japanese Equities
Recent episodes
- Mid-Year Scorecard: Assessing Our Solving For 2026 Calls16 Jul · 26 min
- Know What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in Passive8 Jul · 26 min
- How Asset-Based Finance Is Powering the AI Infrastructure Boom24 Jun · 19 min
- Capital Solutions: A Flexible Response to Private Equity's Exit Problem9 Jun · 26 min
- Beyond Macro: A Value Lens on Emerging Markets Equity18 May · 27 min
- The Harder Questions: Neuberger CEO George Walker on Private Credit, AI and Active Ownership29 Apr · 32 min
- 2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public Pipeline20 Apr · 26 min
- BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets11 Mar · 17 min
- The Great Bond Divergence: Opportunities Across Curves, Countries, and Credit24 Feb · 23 min
- Real Estate's Reset: Where Almanac Sees Stress and Opportunity10 Feb · 28 min