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Artwork for Center For Investment Excellence

Center For Investment Excellence

J.P. Morgan Asset Management
Inflation
Private Equity
Soft Landing
Fixed Income
US Economy
Federal Reserve
Credit Markets
JP Morgan Asset Management
Investment Strategies
Private Credit
Private Markets
Real Estate
Asset Allocation
Commercial Real Estate
Economic Growth
Tariffs
Investment Outlook
Hard Landing
Global Market Trends
Transportation 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.

PublishesMonthlyEpisodes181Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Center For Investment Excellence

Latest Episodes

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction... more

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities... more

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

Key Facts

Accepts Guests
Contact Information
Podcast Host
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Recent Guests

Danielle Hines
US Director of Core Research at JP Morgan Asset Management
JP Morgan Asset Management
Episode: Maintaining Conviction Through Disruption
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 and host focused on long-term valuation and institutional portfolios.

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 States6 years ago
  • Excellent content

    I have learned a lot from your podcast

    Apple Podcasts
    5
    violinissimo
    Australia6 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.

Content is generally regarded as high quality and educational for serious investors.
Listeners value the rigor and long-horizon thinking bringing clarity to complex markets.
Guests and topics are praised for practical insights into fixed income and active management.
Audio quality is inconsistent and sometimes hard to understand.
Disclosures and hypothetical examples are noted as a potential limitations for actionable advice.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Maintaining Conviction Through Disruption
Q: How has the team navigated past disruptions and how does that inform current decisions?
Historical analogs like the rise of Amazon show that winners and losers emerge; incumbents can adapt through innovation and scale, and the team applies its disciplined process to identify durable moats and evolving earnings power.
Maintaining Conviction Through Disruption
Q: How do you know when you're early or wrong given rapid changes like AI disruption?
We compare forecasts to investment theses, continuously assess probabilistic earnings, and adjust as new information arrives, using both primary research and updated market signals to recalibrate.
Maintaining Conviction Through Disruption
Q: What are the core components of the framework and what makes it different from other shops?
The framework rests on a career, tenured research team with deep sector experience, a long-term five-year earnings view, and a time-tested five-year return framework that guides both opportunities and sell discipline.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Center For Investment Excellence

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

The show centers on disciplined, research-driven investing with a strong emphasis on long-term valuation, macro themes, and risk management. Episodes frequently discuss asset allocation, fixed income, emerging markets, and the interplay between technology, policy, and markets, often through the lens of institutional portfolios and global macro trends. A standout aspect is the practical, framework-driven approach to alpha—balancing data, people, and cross-functional collaboration—alongside candid looks at how evolving tech, inflation, and credit dynamics shape investment strategies for serious, professional audiences.

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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?

To see how many followers or subscribers Center For Investment Excellence has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Eye On The Market
5. At Any Rate

How many episodes of Center For Investment Excellence are there?

Center For Investment Excellence launched 8 years ago and published 181 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. Danielle Hines
2. Andy Dacey
3. Dr. David Kelly
4. Sam Soquar
5. Brian Coleman
6. Michael Cembalest
7. 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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