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Artwork for Disruptive Forces in Investing

Disruptive Forces in Investing

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

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.

PublishesMonthlyEpisodes149Founded7 years ago
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Artwork for Disruptive Forces in Investing

Latest Episodes

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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Global bond markets are starting to diverge again. After years of moving in near lockstep, correlations are breaking down as political and fiscal paths split across regions. The balance for investors is pursuing income, diversification, and flexibili... more

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Recent Guests

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
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

Host

Anu Rajakumar
Host of Disruptive Forces in Investing, Neuberger Berman

Reviews

4.9 out of 5 stars from 103 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.

Smart, insightful conversations with deep expertise from a leading investment firm.
The host and expert guests offer practical, actionable ideas and clear explanations without being overly technical.

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Talking Points

Recent interactions between the hosts and their guests.

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.
The Harder Questions: Neuberger CEO George Walker on Private Credit, AI and Active Ownership
Q: What should individual investors focus on when evaluating private credit managers?
Investors should scrutinize underwriting quality, a manager's sourcing and deal evaluation edge, track record and default experience, and understand how the vehicle's liquidity terms and investor base might affect exposure and outcomes.
The Harder Questions: Neuberger CEO George Walker on Private Credit, AI and Active Ownership
Q: So, why don't we start with what's driving the asks for broader geographic reach, better strategy access and faster transparency?
These demands reflect a shift in client preferences toward more diverse geographies, clearer access to strategic thinking, and faster, more transparent information flows as clients seek to navigate a complex global environment.
BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets
Q: Well, maybe sticking with the BDCs theme, if you don't mind, just give a quick primer.
Ashok provides a primer on BDCs (Business Development Corporations) as vehicles that provide capital access to small- and mid-sized businesses, describing their debt and leverage structures, liquidity provisions, and how software exposure has affected their valuations and risk of defaults. He explains that BDCs have started trading at discounts relative to simple book value due to software-related credit risk, signaling a shift in risk pricing.
BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets
Q: How do you think about this in your macro outlook at this point? And what are some of the potential implications for inflation as well as the Fed?
Ashok explains that there are three major risk factors (AI disruption, concerns about BDCs and software defaults, and the Iran Middle East tensions) now visible in both bond and equity markets, and that the crude price shock is likely to be a short-term inflation spike but a more pronounced drag on growth, potentially leading to an easing bias from the Fed. He also notes that the market is pricing in more risk now than before, guiding a cautious but opportunistic stance.

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?

This program centers on depth-focused discussions with seasoned investment professionals, primarily from Neuberger Berman, about trends reshaping fixed income, private markets, credit, and macro policy. Episodes commonly explore macro backdrop shifts, regional market dynamics, innovative strategies in credit and private markets, and how policy, technology, and geopolitics influence investment decisions. A standout pattern is the emphasis on real-world investment opportunities within complex markets (e.g., AI-related debt, private credit, municipal and real estate exposures) and the use of practitioner-led insight to illuminate nuanced risk/reward tradeoffs. The format tends to feature high-caliber guests from Neuberger Berman or related fin... 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 Credit Edge by Bloomberg Intelligence
2. The View From Apollo
3. Notes on the Week Ahead
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Markets

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Disruptive Forces in Investing launched 7 years ago and published 149 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. George Walker
2. Ashok Bhatia
3. Paul Grainger
4. Gorky Urquieta
5. Sachin Patel
6. Jeff Blazek
7. Philipp Patschkowski
8. Mark Regenbaum

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