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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
Global Market Trends
Hard Landing
S&P 500
Equities
Japan
Interest Rates

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.

PublishesInfrequentlyEpisodes176Founded7 years ago
Number of ListenersCategories
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Artwork for Center For Investment Excellence

Latest Episodes

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

This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal ... more

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insi... more

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and infl... more

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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 Market Strategist in Multi-Asset Solutions and Host at JP Morgan Asset Management.

Reviews

4.4 out of 5 stars from 153 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 States2 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 States5 years ago

Listeners Say

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

Listeners appreciate the expert insights and educational nature of the content, highlighting its relevance for making informed investment decisions.
General feedback points to a desire for more practical examples rather than hypothetical discussions, though many find the content to be highly informative.
Some concerns have been raised about sound quality in certain episodes, which may detract from the listening experience.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
The Calm after the cuts
Q: How are you thinking about managing the duration position?
The expectation is for duration to play a more traditional, negatively correlated role in portfolios as inflation decreases.

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?

This podcast focuses on providing educational insights into various asset classes and investment strategies, aiming to equip listeners with the knowledge necessary to make informed financial decisions. Episodes cover a range of topics from economic growth and market conditions to detailed discussions on asset allocation, public versus private markets, and the implications of governmental policy on the economy. Episodes often feature expert contributors who discuss complex financial concepts in an accessible way, making it suitable for both novice and seasoned investors alike. Notably, the format often incorporates mock draft scenarios and in-depth explorations of economic indicators to deliver a comprehensive view of the investment landscap... more

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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. Insights Now
2. Notes on the Week Ahead
3. Making Sense
4. At Any Rate
5. Goldman Sachs The Markets

How many episodes of Center For Investment Excellence are there?

Center For Investment Excellence launched 7 years ago and published 176 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?

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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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