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Artwork for Disruptive Forces in Investing

Disruptive Forces in Investing

Neuberger Berman
Neuberger Berman
Investment-Grade Credit
Consumer Spending
Inflation
Japan
Mergers and Acquisitions
Retirement Planning
Aerospace
Airline Industry
Retail Earnings Season
Liquidity
ESG
Private Equity
Giving Tuesday
Custom Direct Investing
Private Credit
Specialty Finance
Aircraft Manufacturing
Covid-19
Supply Chain

Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman’s seasoned investors who discuss trends that are transforming the investment industry and beyond.

PublishesTwice monthlyEpisodes138Founded6 years ago
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BusinessInvesting

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Artwork for Disruptive Forces in Investing

Latest Episodes

Asset-based credit is reshaping the private credit landscape, offering investors new ways to diversify portfolios with the potential to capture higher yields amid market volatility. As banks pull back from certain lending markets and consumer behavio... more

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Municipal bonds have been one of the more active corners of the fixed income market this year. Near-record levels of new issuance have outpaced demand amid uncertainties stemming from shifts in the policy landscape. While institutional investors have... more

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The space economy is quickly moving from science fiction to investable reality, reshaping industries far beyond rockets and satellites. But with hype and misconceptions clouding the landscape, how can investors separate signal from noise and identify... more

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With 2025 marked by heightened uncertainty, shifting fiscal policies, and volatile market swings, investors are eager to understand which trends have held up—and which have not. As we cross the year’s midpoint, Neuberger Berman’s senior investment le... more

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Recent Guests

Sachin Patel
Managing Director on the Specialty Finance team
Neuberger Berman
Episode: The ABCs of Asset-Based Credit
Jeff Blazek
Co-Chief Investment Officer of MultiAsset
Neuberger Berman
Episode: From Forecasts to Facts: Revisiting 2025’s Investment Themes
Philipp Patschkowski
Managing Director of Neuberger Berman's Private Equity Secondaries Team
Neuberger Berman
Episode: GP Led Secondaries: What's next?
Mark Regenbaum
Managing Director and Portfolio Manager for the Neuberger Berman Long Short Fund
Neuberger Berman
Episode: Stop Guessing Tomorrow: Insights on Long/Short Strategies
David Stonberg
Deputy Head of NB Alternatives and the Global Co-Head of Private Equity Co-Investments
Neuberger Berman
Episode: Navigating the New Normal in Private Markets
Joseph Lynch
Global Head of Non-Investment Grade Credit and Senior Portfolio Manager for Non-Investment Grade Credit
Neuberger Berman
Episode: The High Yield Playbook: Positions and Possibilities
Rachel Young
Director of Non-Investment Grade Credit Research and Senior Research Analyst
Neuberger Berman
Episode: The High Yield Playbook: Positions and Possibilities
David Levine
Associate Portfolio Manager of the Large Cap Value Fund at Neuberger Berman
Neuberger Berman
Episode: Could Value Stocks Make a Comeback?
Jamie Zakalik
Senior Research Analyst and leading semiconductor researcher at Neuberger Berman
Neuberger Berman
Episode: NVIDIA, DeepSeek and the Evolution of AI

Host

Anu Rajakumar
Host of Disruptive Forces in Investing, engaging discussions on investment strategies and market trends.

Reviews

4.9 out of 5 stars from 100 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
    Philippines4 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 States6 years ago

Listeners Say

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

Listeners commend the insightful discussions and depth of information provided in each episode, highlighting its relevance to both novice and experienced investors.
There are frequent mentions of the engaging format and the practical advice offered, making it a valuable resource for anyone interested in investment strategies.

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Talking Points

Recent interactions between the hosts and their guests.

A World of Opportunity in the Space Economy
Q: How can investors think about adding an allocation to space economy strategies within their portfolios?
Investing in the space economy requires a bottom-up understanding, recognizing both growth and innovation opportunities across different sectors, while maintaining a disciplined investment framework.
From Forecasts to Facts: Revisiting 2025’s Investment Themes
Q: Jeff, in alternatives at the beginning of the year, re-expected conditions might be right for a rebound in private markets and M&A activity.
Unfortunately, tariff uncertainty has held back much of the expected deal and exit activity seen in private equity.
From Forecasts to Facts: Revisiting 2025’s Investment Themes
Q: Shannon, another theme in Solving for 2025 was this idea of an expanding soft landing that was really focusing on broadening real income growth. Did we see those benefits materialize across the economy?
Yes, although we have not seen improved consumer confidence yet, which remains a concern.
Stop Guessing Tomorrow: Insights on Long/Short Strategies
Q: What advice would you give to investors on maintaining discipline during turbulent times?
Investors should focus on their long-term goals, have a solid process in place, and use volatility to their advantage instead of reacting impulsively to market changes.
Stop Guessing Tomorrow: Insights on Long/Short Strategies
Q: Why is active management so important in the context of long short strategies?
Active management is crucial as it allows managers to navigate and take advantage of detailed market dynamics and trends effectively, especially in volatile environments.

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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?

This series presents insightful discussions led by seasoned investors on the transformative trends in the investment landscape. Each episode features expert guests who share their knowledge on various investment strategies, market trends, and the complexities of financial products ranging from private equity to the implications of emerging technologies. Unique topics consistently explored include asset-based credit, municipal bonds, and the evolving space economy, which keeps the audience engaged and informed about the latest opportunities and risks in investing.

Listeners can expect a blend of deep analysis and practical advice, making it suitable for both seasoned investors and newcomers looking to enhance their understanding of complex ... 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. The View From Apollo
2. Insights Now
3. FICC Focus
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Credit Edge by Bloomberg Intelligence

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Disruptive Forces in Investing launched 6 years ago and published 138 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. Sachin Patel
2. Jeff Blazek
3. Philipp Patschkowski
4. Mark Regenbaum
5. David Stonberg
6. Joseph Lynch
7. Rachel Young
8. David Levine

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