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Artwork for Disruptive Forces in Investing

Disruptive Forces in Investing

Neuberger
Neuberger Berman
Inflation
Private Equity
Investment Strategies
Market Volatility
Artificial Intelligence
130/30 Tax-Managed Investing
Tax-Loss Harvesting
AI Debt Supercycle
Emerging Markets
Investment Management
NVIDIA
Private Credit
Private Markets
US Trade Policy
Investment-Grade Credit
Tariffs
Data Centers
Long-Only Strategies
Interest Rates

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.

PublishesTwice monthlyEpisodes154Founded7 years ago
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InvestingBusiness

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Artwork for Disruptive Forces in Investing

Latest Episodes

At the end of last year, Neuberger's investment leaders laid out five themes to guide investors through 2026. Since then, a regional war in the Middle East and a global oil shock have reshaped the macro landscape — testing some calls while reinforcin... more

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US equities have proven remarkably resilient this year. Despite the Middle East conflict, energy price pressures, and an uneven global backdrop, the market has powered higher on AI enthusiasm and broad-based earnings growth. But beneath the headline ... more

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Hyperscalers are spending more than $750 billion a year on AI infrastructure, and much of it is for physical hardware that needs financing. That's creating a compelling opportunity for asset-based lenders who can underwrite real collateral and contra... more

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Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity investments remain inside private equity funds awaiting exits, many acquired at elevated valuations du... more

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Recent Guests

Joe Amato
President and Chief Investment Officer for Equities at Neuberger
Neuberger Berman
Episode: Know What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in Passive
Sean Hinze
Special guest from Neuberger's Specialty Finance Team
Neuberger Berman
Episode: How Asset-Based Finance Is Powering the AI Infrastructure Boom
David Lyon
Managing Director and Head of Capital Solutions at Neuberger
Neuberger Berman
Episode: Capital Solutions: A Flexible Response to Private Equity's Exit Problem
Vera German
Portfolio Manager on Neuberger's Emerging Markets Equity Team
Neuberger Berman
Episode: Beyond Macro: A Value Lens on Emerging Markets Equity
Juan Torres
Portfolio Manager on Neuberger's Emerging Markets Equity Team
Neuberger Berman
Episode: Beyond Macro: A Value Lens on Emerging Markets Equity
George Walker
CEO of Neuberger
Neuberger Berman
Episode: The Harder Questions: Neuberger CEO George Walker on Private Credit, AI and Active Ownership
Renos Savvides
Head of Equity Capital Markets at Neuberger
Neuberger Berman
Episode: 2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public Pipeline
Paul Daggett
Managing Director on private investment portfolios and co-investments team
Neuberger Berman
Episode: 2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public Pipeline
Ashok Bhatia
Chief Investment Officer and Global Head of Fixed Income at Neuberger Berman
Neuberger Berman
Episode: BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets

Host

Anu Rajakumar
Host of Disruptive Forces in Investing, Neuberger Berman

Reviews

4.9 out of 5 stars from 105 ratings
  • Awesome Podcast!!!

    Neuberger, host of the Disruptive Forces in Investing Podcast, highlights all investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines5 years ago
  • Quality content from a top firm

    I listen to a lot of podcasts on the app, including those by Motley fool, Morningstar, and others. This podcast is by far the most informative around topics that interest me in the word of investment. They’re not overly complicated and present sound ideas from a top investment firm.

    Apple Podcasts
    5
    alreyes1218
    United States7 years ago

Listeners Say

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

Insightful take on investing from a top firm with clear, practical insights.
Strong emphasis on value and active management resonates with institutional listeners.
Consistently informative and well-structured discussions with actionable ideas for portfolios.
High-caliber guests and thoughtful discussion make complex topics accessible.

Chart Rankings

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

Apple Podcasts
#203
Hong Kong/Business/Investing
Apple Podcasts
#230
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public Pipeline
Q: How should investors think about access to these opportunities on the private side?
Access is likely through traditional GP/LP funds for earlier entry, with SPVs and publicly traded closed-end VC vehicles offering other pathways; however, demand and ability to participate will depend on skill, relationships, and willingness to deploy capital into private markets ahead of a potential public exit.
2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public Pipeline
Q: What will the IPO pipeline look like in terms of size and demand?
Notional IPO sizes for megacaps like SpaceX are rumored between 30 and 75 billion dollars, far larger than historic IPOs, and demand is expected from a mix of retail, passive/index funds, and institutional investors, including sovereign wealth and pension funds.
2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public Pipeline
Q: So what's driving the private-to-public shift and why now?
The supply of capital in private markets has exploded, with VC, growth funds, hedge funds, and special purpose vehicles expanding funding sources, allowing private companies to grow to scale without public listing for longer. Liquidity options, including large tender offers, are also providing exits while staying private, which changes the traditional need to IPO quickly.
How Asset-Based Finance Is Powering the AI Infrastructure Boom
Q: Walk us through what one of these deals actually looks like in practice and talk through the structure, collateral and return expectation.
The deal highlighted involved financing 55,000 Blackwell NVIDIA chips for a large Neo cloud, with the core attractive feature being multi-year off-take contracts to investment-grade hyperscale counterparties, alongside a smaller portion of non-investment-grade offtake that still underwrites the loan with higher risk but manageable returns.
Capital Solutions: A Flexible Response to Private Equity's Exit Problem
Q: How does the opportunity set evolve from here, and what should investors focus on when evaluating this space?
Be sober about expected returns, understand that IRR can be misleading, emphasize capital compounding over multi-year horizons, ensure diversification, and evaluate whether the provider has a scalable, disciplined sourcing model that can deploy large sums efficiently.

Audience Metrics

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Frequently Asked Questions About Disruptive Forces in Investing

What is Disruptive Forces in Investing about and what kind of topics does it cover?

The show centers on sophisticated investing topics with a focus on active, value-driven approaches across public and private markets. Episodes frequently explore emerging markets, fixed income, real estate, and AI-driven disruption, often featuring firm leaders and portfolio managers discussing risk frameworks, governance, and case studies. A notable strength is the blend of practitioner voices from Neuberger Berman—ranging from EM stock pickers to private credit and real assets leaders—along with timely conversations about policy, geopolitics, and technology's impact on markets. This mix provides actionable perspectives for institutional investors, wealth managers, and asset owners seeking strategy-rich discussions with practical takeaways... more

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Which podcasts are similar to Disruptive Forces in Investing?

These podcasts share a similar audience with Disruptive Forces in Investing:

1. Capital Allocators – Inside the Institutional Investment Industry
2. The Credit Edge by Bloomberg Intelligence
3. Odd Lots
4. The View From Apollo
5. FICC Focus

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Disruptive Forces in Investing launched 7 years ago and published 154 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Disruptive Forces in Investing?

Recent guests on Disruptive Forces in Investing include:

1. Joe Amato
2. Sean Hinze
3. David Lyon
4. Vera German
5. Juan Torres
6. George Walker
7. Renos Savvides
8. Paul Daggett

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