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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
Public Credit
Lord Abbett
Equities
Fixed Income Investing
Earnings Growth
Credit Quality
Fixed Income
Competitive Advantage
Market Volatility
U.S. Economy

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

PublishesWeeklyEpisodes93Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Investment Conversation

Latest Episodes

How are institutional investors navigating today's housing market? In this episode of The Investment Conversation, Eric Phillipps (Head of Private Real Estate Investments at Lord Abbett) breaks down the long-term fundamentals, macroeconomic data, and... more

In this podcast, Lord Abbett portfolio managers Vincent Lu and Kearney Posner discuss how public and private credit markets are evolving into a broader toolkit of solutions for borrowers and investors.

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.

Key Facts

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Recent Guests

Kearney Posner
Partner and portfolio manager at Lord Abbett
Lord Abbett
Episode: The Investment Conversation: Public and Private Credit Markets Converge
Juli Van Hook
Managing Director on the firm's private credit team
Lord Abbett
Episode: The Investment Conversation: Private Credit Origination, from Start to Finish
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
Steve Rocco
Co-head of fixed income, partner and portfolio manager at Lord Abbett
Lord Abbett
Episode: The Active Investor: Why a Flexible Approach to Credit Makes Sense
Thomas O'Halloran
Portfolio manager
Lord Abbett
Episode: The Active Investor: Growth Equity Through the Lens of AI and Innovation
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

Hosts

Andy D'Souza
Host of The Investment Conversation, Lord Abbett
Brian Forrester
Host of Active Investor Podcast; Host of The Active Investor Podcast; Lord Abbett
Dan Solender
Lord Abbett partner and head of tax-free fixed income

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 States7 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.

Strong interviews and valuable perspectives on credit and markets.
The host delivers clear, concise interviewing and keeps guests on point.
High-quality content with practical insights for investors and sponsors.
Concise and informative with well-presented topics that are immediately usable.

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Talking Points

Recent interactions between the hosts and their guests.

The Investment Conversation: Public and Private Credit Markets Converge
Q: Is there room for both asset classes in a diversified portfolio?
Yes, there is room for both, with private credit offering incremental returns for illiquid allocations and public markets providing liquidity and different risk/return characteristics; the optimal mix depends on timeline and risk tolerance.
The Investment Conversation: Public and Private Credit Markets Converge
Q: What should CFOs consider when choosing between markets?
CFOs should assess their objectives for best execution versus flexibility, decide between fixed or floating rates, evaluate the company's cash flow profile, and recognize the value of prepayability and tailored financing.
The Investment Conversation: Public and Private Credit Markets Converge
Q: Why have these markets grown so much in the last 10-15 years?
Growing demand for yield, especially in a low-rate environment, plus higher perceived risk-adjusted returns in private credit, and increasing complexity in markets that require diverse financing solutions have driven growth across high yield, syndicated loans, and private credit.
The Investment Conversation: Current Perspectives on Private Credit
Q: What are you seeing? How is that evolving overall in the marketplace?
The market sentiment has run ahead of portfolio realities, with particular concern around software exposure and AI's impact; however, there is a broader stress signal with elevated default rates and a push toward more defensible structures, better covenants, and selective lending as opportunities reopen.
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.

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?

This series centers on fixed income and equity markets through the lens of a single sponsor institution, with frequent discussion of private and public credit, portfolio construction, and macro trends shaping bond and stock markets. Episodes often feature in-depth conversations about private credit origination, convergence between public and private credit, AI-driven productivity, and how rate, liquidity, and covenant structures affect underwriting, risk management, and capital allocation. Notable strengths include a practical, practitioner-driven approach with real-world examples (sponsors, deal origination, and market headwinds) and a clear emphasis on cross-asset perspectives that connect credit markets to equity opportunities. The forma... more

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Which podcasts are similar to The Investment Conversation?

These podcasts share a similar audience with The Investment Conversation:

1. Capital Ideas podcast
2. The Credit Edge by Bloomberg Intelligence
3. Notes on the Week Ahead
4. Exchanges
5. Masters in Business

How many episodes of The Investment Conversation are there?

The Investment Conversation launched 7 years ago and published 93 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Investment Conversation?

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What guests have appeared on The Investment Conversation?

Recent guests on The Investment Conversation include:

1. Kearney Posner
2. Juli Van Hook
3. Rob Lee
4. John Hardy
5. Jonathan Pearl
6. Steve Rocco
7. Thomas O'Halloran
8. Matt DeCicco

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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