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Artwork for Center For Investment Excellence

Center For Investment Excellence

J.P. Morgan Asset Management
Inflation
Private Equity
Soft Landing
US Economy
Credit Markets
Federal Reserve
Investment Strategies
Private Markets
Real Estate
Fixed Income
Private Credit
Asset Allocation
Commercial Real Estate
Investment Outlook
Hard Landing
Global Market Trends
S&P 500
Japan
Interest Rates
Risk Assets

The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

PublishesMonthlyEpisodes179Founded8 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Center For Investment Excellence

Latest Episodes

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Marke... more

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment A... more

In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidi... more

In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Tr... more

Key Facts

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Contact Information
Podcast Host
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Recent Guests

Andy Dacey
CEO and CIO of JP Morgan Asset Management's Global Transportation Group
JP Morgan Asset Management
Episode: Transportation assets and tariffs: Is bad news good news?
Dr. David Kelly
Chief Global Strategist and Head of the Global Market Insight Strategy Team
JP Morgan Asset Management
Episode: Unpacking policy uncertainty
Sam Soquar
Global Head of Research within our Global Fixed Income Currency and Commodities Group.
JPMorgan Asset Management
Episode: A New Perspective for Credit Investors
Brian Coleman
Head of Private Credit Strategies for JPMorgan Asset Management.
JPMorgan Asset Management
Episode: A New Perspective for Credit Investors
Michael Cembalest
Chairman of Investment Strategy in Asset and Wealth Management
JP Morgan Asset Management
Episode: Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest
Grace Koo
Portfolio Manager in Multi-Asset Solutions
JPMorgan Asset Management
Episode: 2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition

Host

David Lebovitz
Global strategist in multi-asset solutions business, and host of discussions involving macroeconomic themes and investment strategies.

Reviews

4.4 out of 5 stars from 152 ratings
  • Quality content

    Host and guests expert competence and that’s quite educational for this comedian with a part time passion for investing.

    This podcast runs the same challenges many others do in not becoming ‘what’s cooking today?’ CNBC and succeeds because of it content selections reflecting long term investment thinking.

    Please keep making them; I will listen.

    Apple Podcasts
    4
    TheLoneComic
    United States3 years ago
  • Sound is awful

    DONT U HAVE CONTROLLER SOUND IS NOT UNDERSTANDABLE PLEASE FIX OR GOOD BYE

    Apple Podcasts
    2
    Lazy Phone People
    United States5 years ago
  • The Benefits of Active Fixed Income

    This podcast by Lynn Avitabile and Ben Christensen is a helpful discussion of the benefits of active fixed income management and investment factors to consider, and also a helpful overview of the history of fixed income indexing. Thank you.

    Apple Podcasts
    5
    MSavola
    United States5 years ago
  • Excellent content

    I have learned a lot from your podcast

    Apple Podcasts
    5
    violinissimo
    Australia5 years ago
  • Missed Opportunity to Advise

    Too concerned about the legal ramifications of the content to make the OPINION expressed useful as a real advice or guidance.

    Apple Podcasts
    2
    SAARKESH
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There have been concerns about sound quality in some episodes, impacting the listening experience for some.
Listeners appreciate the depth and expertise of the hosts and guests, highlighting the educational quality of the content.
Most reviews reflect satisfaction with the insights provided, particularly regarding investment strategies and market discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#153
Mexico/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction
Q: What do you see as the biggest risk?
Continued lack of distributions from private capital is going to continue to be something that universities need to think about from a portfolio return standpoint.
Transportation assets and tariffs: Is bad news good news?
Q: How do you think about transportation in more of a portfolio context?
The speaker emphasizes the importance of long-duration leasing with high-quality counterparties for predictable yield.
Transportation assets and tariffs: Is bad news good news?
Q: What are you seeing in the rail or aircraft areas?
The speaker discusses slow growth in the rail industry and prolonged valuations for second-hand aircraft amid tariffs and supply chain issues.
Transportation assets and tariffs: Is bad news good news?
Q: How are you thinking about those non-trade or non-tariff-related sources of uncertainty?
The speaker highlights that geopolitical issues like the Ukraine conflict and tensions in the Red Sea pose significant uncertainty for the shipping industry.
The Calm after the cuts
Q: What risks are you monitoring?
Key risks include election risk, geopolitical risk, and concerns over capital flow and positioning in the market.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Center For Investment Excellence

What is Center For Investment Excellence about and what kind of topics does it cover?

Covering a range of themes related to investments and financial strategies, the content centers on educating listeners about asset classes, macroeconomic factors, and investment strategies for individuals and institutions alike. Episodes feature in-depth discussions on topics like the implications of economic nationalism, fixed income returns, and shifts in liquidity among endowments and foundations. Expert guests provide insights on navigating complex investment landscapes, emphasizing the importance of diversification and portfolio construction amidst evolving market dynamics. The show is probably valuable for both seasoned investors and those looking to enhance their understanding of financial markets.

Where can I find podcast stats for Center For Investment Excellence?

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How many listeners does Center For Investment Excellence get?

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What are the audience demographics for Center For Investment Excellence?

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How many subscribers and views does Center For Investment Excellence have?

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Which podcasts are similar to Center For Investment Excellence?

These podcasts share a similar audience with Center For Investment Excellence:

1. Notes on the Week Ahead
2. Making Sense
3. The Markets
4. At Any Rate
5. Eye On The Market

How many episodes of Center For Investment Excellence are there?

Center For Investment Excellence launched 8 years ago and published 179 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Center For Investment Excellence?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Center For Investment Excellence?

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What guests have appeared on Center For Investment Excellence?

Recent guests on Center For Investment Excellence include:

1. Andy Dacey
2. Dr. David Kelly
3. Sam Soquar
4. Brian Coleman
5. Michael Cembalest
6. Grace Koo

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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