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Disruptive Forces in Investing

Neuberger
Neuberger Berman
Inflation
Investment Strategies
Market Volatility
Private Equity
Artificial Intelligence
130/30 Tax-Managed Investing
Tax-Loss Harvesting
AI Debt Supercycle
Emerging Markets
Investment Management
US Trade Policy
NVIDIA
Investment-Grade Credit
Tariffs
Private Credit
Long-Only Strategies
Interest Rates
Data Centers
2024 US Presidential Election

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.

PublishesMonthlyEpisodes150Founded7 years ago
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Artwork for Disruptive Forces in Investing

Latest Episodes

Beyond Macro: A Value Lens on Emerging Markets Equity

Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns... more

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Capital markets are pricing in geopolitical uncertainty. AI is reshaping how asset managers compete. And investors are asking harder questions about who they trust with their capital.

George Walker, Neuberger's Chairman and CEO, sits down with Disr... more

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For years, some of the most consequential companies in technology have stayed private far longer than historical norms — growing to public-company scale without ever listing a share. Now, a significant pipeline of mega-cap private companies appears h... more

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Credit index spreads have been largely unchanged this year — but the calm surface belies a more complex picture underneath. Rising dispersion, AI-driven disruption fears, widening BDC spreads, and the military conflict in the Middle East are reshapin... more

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Recent Guests

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
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
Paul Grainger
Senior Portfolio Manager on the Global Fixed Income Team
Neuberger Berman
Episode: The Great Bond Divergence: Opportunities Across Curves, Countries, and Credit
Gorky Urquieta
Portfolio Manager at Neuberger Berman
Neuberger Berman
Episode: Why Hard Currency Emerging Market Debt is Back in Focus
Sachin Patel
Managing Director on the Specialty Finance team
Neuberger Berman
Episode: The ABCs of Asset-Based Credit
Shannon Saccocia
Chief Investment Officer, Wealth
Neuberger Berman
Episode: From Forecasts to Facts: Revisiting 2025's Investment Themes
Jeff Blazek
Co-Chief Investment Officer of MultiAsset
Neuberger Berman
Episode: From Forecasts to Facts: Revisiting 2025's Investment Themes

Host

Anu Rajakumar
Host of Disruptive Forces in Investing, Neuberger Berman

Reviews

4.9 out of 5 stars from 104 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 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.

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Talking Points

Recent interactions between the hosts and their guests.

Beyond Macro: A Value Lens on Emerging Markets Equity
Q: What regions or countries look most compelling right now from your valuation screen?
Asian countries such as Thailand, Indonesia, and the Philippines show screening value, with China still offering interesting opportunities; India and Taiwan are being avoided due to valuations; Brazil looks attractive as well.
Beyond Macro: A Value Lens on Emerging Markets Equity
Q: How do you manage risk in a concentrated, high-conviction EM portfolio?
They use a risk-scoring framework from 1 to 10 for each idea, adjusting position size inversely with risk and maintaining a relatively flat overall portfolio to protect against drawdowns while pursuing upside.
Beyond Macro: A Value Lens on Emerging Markets Equity
Q: Why is valuation more important than macro growth when selecting EM opportunities?
Valuation captures the market's pricing of growth and risk; even fast-growing economies like Taiwan or India can be priced for perfection if valuations are rich, making re-ratings possible with favorable news relative to expectations.
Beyond Macro: A Value Lens on Emerging Markets Equity
Q: Tell us about what big misconception investors often have, and why you think they should look at EM with a different lens.
The EM universe is not one monolithic block; there are 24 very different countries at various development stages, and relying on a macro, top-down approach misses the idiosyncratic value opportunities found bottom-up in individual stocks.
The Harder Questions: Neuberger CEO George Walker on Private Credit, AI and Active Ownership
Q: How is AI being integrated at Neuberger, and how do you balance optimism with caution?
The firm is embedding AI to augment expertise and client engagement while acknowledging that data preparation and process changes are grinding work; productivity gains may take time, but use of AI is intended to enhance judgment rather than replace it.

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. The View From Apollo
2. Dry Powder: The Private Equity Podcast
3. Capital Allocators – Inside the Institutional Investment Industry
4. The Credit Edge by Bloomberg Intelligence
5. Eye On The Market

How many episodes of Disruptive Forces in Investing are there?

Disruptive Forces in Investing launched 7 years ago and published 150 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. Vera German
2. Juan Torres
3. George Walker
4. Ashok Bhatia
5. Paul Grainger
6. Gorky Urquieta
7. Sachin Patel
8. Shannon Saccocia

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