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The Investment Conversation

Lord Abbett
Private Credit
Municipal Bonds
Interest Rates
Inflation
Generative AI
Federal Reserve
Tariffs
Value Investing
Investment Strategies
Opportunistic Credit
Equities
Fixed Income Investing
Earnings Growth
Credit Quality
Lord Abbett
Fixed Income
Competitive Advantage
U.S. Economy
Market Volatility
Private Equity

Lord Abbett investment experts offer timely insights on crucial topics in the equity and fixed-income markets, along with analysis of key economic trends.

PublishesWeeklyEpisodes91Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Investment Conversation

Latest Episodes

In this podcast, Lord Abbett Managing Director Juli Van Hook discusses her team’s approach to the discipline of sourcing and structuring direct loans to businesses—and what she sees in the market today.

In this podcast, Lord Abbett Portfolio Manager Adam Castle discusses what he’s watching in credit markets, how opportunities are evolving across structured securities, and how his team is thinking about risk in the current environment.

In this podcast, Lord Abbett Portfolio Manager Steve Kuppenheimer discusses today’s environment for private credit and direct lending—and how recent developments may result in more favorable conditions for investors going forward.

In this podcast, Lord Abbett's Fixed Income and Equity portfolio managers, Rob Lee and Matt DeCicco, discuss recent episodes of market volatility and what they may mean for investors.

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Recent Guests

Rob Lee
Co-Head of Taxable Fixed Income
Lord Abbett
Episode: The Investment Conversation: Forces Driving Market Volatility
John Hardy
Portfolio Manager at Lord Abbett and longtime value investor
Lord Abbett
Episode: The Active Investor: Seeking Quality and Value in Today’s Market
Jonathan Pearl
Head of Origination at Lord Abbott
Lord Abbott
Episode: The Investment Conversation: Why Origination Matters in Private Credit Deals
Thomas O'Halloran
Portfolio manager
Lord Abbett
Episode: The Active Investor: Growth Equity Through the Lens of AI and Innovation
Steve Kuppenheimer
Head of Private Credit, Lord Abbett
Lord Abbett
Episode: The Investment Conversation: Prospects for Private Credit in 2026
Matt DeCicco
Director of Equities at Lord Abbett
Lord Abbett
Episode: The Investment Conversation: Will Equities Remain Resilient in 2026?
Matthias Knerr
Lead Portfolio Manager for Lord Abbott's International Equity Strategy
Lord Abbett
Episode: The Active Investor: Exploring International Equities
Vince Lu
Partner and Portfolio Manager at Lord Abbett, with background in private credit/direct lending
Lord Abbett
Episode: The Active Investor: Dimensions of Private Credit and Direct Lending
Leah Traub
Partner and Portfolio Manager, Lord Abbett; PM on core and core-plus strategies
Lord Abbett
Episode: The Active Investor: Considering Core and Core-Plus in the Current Environment

Hosts

Andy D'Souza
Host of The Investment Conversation
Brian Forrester
Host of the Active Investor Podcast / The Active Investor Podcast

Reviews

5.0 out of 5 stars from 33 ratings
  • Well worth a listen!!

    Lord is a great host and does a fantastic job at interviewing his guests!!

    Apple Podcasts
    5
    Poppy@davedubeau
    United Kingdoma year ago
  • Great podcast

    We need more! One of the best podcasts out there but we want more content!

    Apple Podcasts
    5
    sean_g_siny
    United States2 years ago
  • Great info, well presented

    I just found this podcast, and I love the content. Clear, concise, well-presented information I can use. Great job.

    Apple Podcasts
    5
    Meeroom
    United States6 years ago
  • Great Podcast!

    Short, sweet, and super informative. Will be tuning in from now on!

    Apple Podcasts
    5
    Erikajb987475
    United States7 years ago

Listeners Say

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

Well produced and concise interviews; guests bring practical insights for portfolio construction.
Audience-friendly explanations of complex topics like AI impact on productivity and market dynamics.
High-quality guests with deep expertise in both traditional and alternative fixed-income strategies.
Short, dense episodes that deliver clear takeaways without fluff.

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Talking Points

Recent interactions between the hosts and their guests.

The Active Investor: Considering Core and Core-Plus in the Current Environment
Q: What has been the team's approach to navigating a volatile fixed-income environment, especially around core and core-plus strategies?
The team uses a diversified four-source alpha framework, maintains conservative duration bands around the benchmark, and selectively tilts toward securitized and inflation-linked exposures to reduce risk while preserving carry.
The Active Investor: Seeking Quality and Value in Today’s Market
Q: What are your main risk-management practices when things don't go as planned?
We start with upfront due diligence focusing on free cash flow, quality, and stability to avoid value traps. Our largest risk is stock-specific, so we rely on a deep, bottom-up research effort with a well-staffed team of analysts to monitor and manage that risk.
The Active Investor: Seeking Quality and Value in Today’s Market
Q: Could you share examples that illustrate your framework in practice, such as how you evaluate Alphabet vs. Boeing?
Alphabet is attractive due to its low working capital and ongoing CAPEX in data centers for AI, leading to robust free cash flow. Boeing, after a difficult period, shows how normalization and deleveraging can restore value through improved cash flow and potential buybacks in the future, illustrating how a stock can become attractive on a forward-looking, cash-flow basis.
The Active Investor: Seeking Quality and Value in Today’s Market
Q: How do you think about valuation in this new world where traditional metrics like price to book are less informative?
Valuation now relies more on a company's ability to convert earnings into free cash flow and to deploy capital effectively. Price-to-earnings alone is not enough; we need to assess working capital, capital expenditure, and overall capital allocation to understand true value.
The Active Investor: Seeking Quality and Value in Today’s Market
Q: What are the core shifts you've seen in value investing as technology and AI disrupt industries?
The core shift is recognizing that intangible assets and free cash flow are the primary drivers of value now, not just static assets like plant footprints. We rank companies by quality, stability, and the ability to generate free cash flow, which helps us identify durable leaders even in disrupted sectors.

Audience Metrics

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Frequently Asked Questions About The Investment Conversation

What is The Investment Conversation about and what kind of topics does it cover?

A finance-focused discussion series featuring Lord Abbett investment professionals and external guests who dissect current markets across equities, fixed income, and macro themes. Episodes frequently center on pragmatic frameworks for evaluating AI-driven productivity, private credit and blended credit strategies, and the interplay of policy, inflation, and growth with sector dynamics like energy, municipal bonds, and international equities. Real-world examples, disciplined risk management, and a bottom-up approach to stock selection or credit origination provide listeners with actionable takeaways for portfolio construction and risk assessment. The show often emphasizes how technology, AI disruption, and macro shifts shape investment oppor... more

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Which podcasts are similar to The Investment Conversation?

These podcasts share a similar audience with The Investment Conversation:

1. The Compound and Friends
2. Notes on the Week Ahead
3. Talking Wealth
4. Hard Lessons
5. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

How many episodes of The Investment Conversation are there?

The Investment Conversation launched 7 years ago and published 91 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 The Investment Conversation?

Recent guests on The Investment Conversation include:

1. Rob Lee
2. John Hardy
3. Jonathan Pearl
4. Thomas O'Halloran
5. Steve Kuppenheimer
6. Matt DeCicco
7. Matthias Knerr
8. Vince Lu

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