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Artwork for Greater Possibilities

Greater Possibilities

Invesco
Artificial Intelligence
Inflation
Federal Reserve
Tariffs
US Economy
Bond Market
US Dollar
Invesco
Commercial Real Estate
Bitcoin
Monetary Policy
Market Volatility
Emerging Markets
High-Yield Bonds
American Exceptionalism
Automation
Real Estate
Investment Grade Credit
Retail Sector
Deepseek

Greater Possibilities is for financial professionals and curious investors who want clearer thinking and sharper insights in a complex world. Our three distinct series cut through the noise to explore what’s changing, why it matters, and how to respond with confidence. Rethink Markets. Explore what’s driving markets — and what may be misunderstood — with monthly insights from Chief Global Market S... more

PublishesTwice monthlyEpisodes22Founded6 years ago
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Artwork for Greater Possibilities

Latest Episodes

How might a divided government impact policy over the next two years? How does a 10% youth unemployment rate compare to history? And how is the artificial intelligence trade evolving? (Hint: It may not be enough to simply beat quarterly earnings esti... more

Kevin Holt, Chief Investment Officer and Senior Portfolio Manager for Invesco’s US Value Equity Team, talks about value investing in today’s rapidly changing market. From AI-driven disruption and concentrated market leadership to the role of active m... more

Is the stock market’s advance in April and May “too good to be true”? We explore why market pessimism may be missing the bigger picture. Then, Head of Global Small Cap Equities Michael Oliveros joins us to discuss what he learned about artificial int... more

In this episode of Rethink Portfolios, Danielle Singer sits down with Charlie Rose, Invesco’s Global Head of Commercial Real Estate Credit, to look past the headlines and unpack what’s really happening in commercial real estate. From the office marke... more

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Recent Guests

Jennifer Fliton
Invesco's head of US Government Affairs
Invesco
Episode: Rethink Markets: Midterms, youth unemployment, and the next phase of the AI trade
Kevin Holt
Chief Investment Officer and Senior Portfolio Manager for Invesco's US Value Equity Team
Invesco
Episode: Rethink Portfolios: US value stocks with Kevin Holt
Michael Oliveros
Head of Global Small Cap Equities at Invesco
Invesco
Episode: Rethink Markets: Chinese AI, small caps, and the space economy
Charlie Rose
Global Head of Commercial Real Estate Credit for Invesco
Invesco
Episode: Rethink Portfolios: Commercial real estate with Charlie Rose
Brian Levitt
Chief Global Market Strategist at Invesco
Invesco
Episode: Rethink Now: A new era for the Federal Reserve
Mark Paris
Chief Investment Officer and Head of Municipals for Invesco
Invesco
Episode: Rethink Portfolios: Municipal bonds with Mark Paris
Scott Baskind
Global Head of Private Credit
Invesco
Episode: Rethink Markets: The war with Iran, market indicators, and the realities of private credit
David Hemming
Global Head of Alternatives for ETF and index investing at Invesco
Invesco Distributors, Inc.
Episode: The Middle East conflict, oil prices, and market reactions
Zack Kass
One of the world's foremost authorities on implied artificial intelligence, former head of GoToMarket at OpenAI.
OpenAI
Episode: Discussing the future of AI with Zack Kass

Hosts

Brian Levitt
Chief Global Market Strategist at Invesco; frequent host for market commentary and strategic discussions across assets.
Jody Phillips
Co-host contributing guest interactions and interview facilitation.
Jessica Wise
Host of Rethink Now; part of the Greater Possibilities ecosystem.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Rethink Portfolios: US value stocks with Kevin Holt
Q: How do you explain the role of US value equities in a diversified portfolio?
We emphasize a numbers-driven approach to quantify downside and upside, aiming to protect downside while anchoring stock selection in cash-flow projections and disciplined portfolio construction.
Rethink Markets: Chinese AI, small caps, and the space economy
Q: First question. A prominent memory chip company recently became the fastest to go from a $500 billion to $1 trillion market cap. Is that an ominous sign?
No, the surge is contextualized by the company's stronger forward earnings (about 10x forward earnings) and a history where such large jumps have often followed by continued gains, though not as a universal rule. It's important to keep multiple metrics in perspective rather than assuming a negative signal.
Rethink Portfolios: Commercial real estate with Charlie Rose
Q: What changed to drive the shift from banks to alternative lenders in CRE debt, and what does that mean for investors?
Banks have reduced their share of new CRE lending significantly over time, now around a third, as they pursue more capital-efficient strategies and loan-on-loan arrangements with alternative lenders, creating opportunities for diversified, lower-volatility credit exposure for investors.
Rethink Portfolios: Commercial real estate with Charlie Rose
Q: From your perspective, how would you rate the overall health of commercial real estate today on a scale from dumpster fire to quietly fine, and why?
The broader market is not a dumpster fire; it's concentrated in a small portion of the sector, with most of the market showing stability and improving fundamentals as prices and valuations recover, supported by lower supply and resilient cash flows in core property types.
Rethink Markets: Strong corporate earnings beat the market’s expectations
Q: What is Hemant Baijal's view on the global macro backdrop and which regions are most affected by the Iran conflict?
Baijal describes three competing forces in the US: inflationary pressure from oil, CAPEX-driven growth, and a tight labor market; globally, energy prices and shortages are dampening growth in Asia and Europe, while the US benefits from domestic CAPEX and energy independence.

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Frequently Asked Questions About Greater Possibilities

What is Greater Possibilities about and what kind of topics does it cover?

The conversations center on macro markets, policy, and portfolio strategy, with a steady emphasis on how geopolitical events, inflation dynamics, and central bank actions shape investment opportunities. Episodes routinely feature Invesco experts and external guests who unpack complex themes—ranging from Fed policy, commodity markets, and debt dynamics to AI, private credit, and real estate—into practical takeaways for financial professionals and serious investors. A notable strength is the blend of big-picture macro with tactical insights, including multi-asset positioning, sector rotations, and risk management, all anchored by experienced hosts from Invesco. The show frequently surfaces nuanced viewpoints that challenge conventional wisdom... more

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These podcasts share a similar audience with Greater Possibilities:

1. Facts vs Feelings with Ryan Detrick & Sonu Varghese
2. Talking Wealth
3. On The Tape with Danny Moses
4. The Compound and Friends
5. Excess Returns

How many episodes of Greater Possibilities are there?

Greater Possibilities launched 6 years ago and published 22 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 Greater Possibilities?

Recent guests on Greater Possibilities include:

1. Jennifer Fliton
2. Kevin Holt
3. Michael Oliveros
4. Charlie Rose
5. Brian Levitt
6. Mark Paris
7. Scott Baskind
8. David Hemming

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