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The Investment Conversation

Lord Abbett
Municipal Bonds
Inflation
Federal Reserve
Opportunistic Credit
Investment Strategies
Equities
Generative AI
Value Investing
Fixed Income
Interest Rates
Collateralized Loan Obligations
Investment Grade Floating Rate Securities
Liquidity
Health Care
Dodd-Frank
Cash Flow
Small Cap Stocks
Technology Revolution
Tax Policy
Earnings Growth

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

PublishesTwice monthlyEpisodes77Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Investment Conversation

Latest Episodes

In this podcast, Lord Abbett Portfolio Manager Leah Traub discusses the current economic and monetary policy backdrop—and how it’s influencing her team’s approach to investing in intermediate-term bonds.

In this podcast, Lord Abbett Portfolio Manager Ryan Howard discusses his team’s approach to investing in global equities, and the role the asset class can play in investment portfolios.

In this podcast, Lord Abbett Portfolio Manager Greg Shuman discusses innovative approaches to investing in high-yield municipal bonds.

In this podcast, Lord Abbett Portfolio Manager Greg Benz discusses the growing appeal of combining public and private investment vehicles in fixed income portfolios.

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Recent Guests

Greg Shuman
Portfolio Manager and Partner at Lord Abbott
Lord Abbott
Episode: The Active Investor: Expanding the Opportunity Set in Municipal Bonds
Greg Benz
Portfolio manager and managing director at Lord Abbett with expertise in credit investing.
Lord Abbett
Episode: The Active Investor: The Case for an Innovative, Flexible Approach to Credit
Steve Rocco
Co-head of Taxable Fixed Income
Lord Abbett
Episode: The Investment Conversation: A Midyear Map of Fixed Income Markets
Rob Lee
Co-head of Taxable Fixed Income
Lord Abbett
Episode: The Investment Conversation: A Midyear Map of Fixed Income Markets
Steve Kuppenheimer
Head of Private Credit at Lord Abbett
Lord Abbett
Episode: The Investment Conversation: A Midyear Update on Private Credit
Darnell Azeez
Head of value equities capability at Lord Abbett with nearly two decades of experience.
Lord Abbett
Episode: The Active Investor: For Equities, a Focus on Quality in a Volatile Market
Dan Solender
Head of Tax-Free Fixed Income
Lord Abbett
Episode: The Investment Conversation: What’s Ahead for Municipal Bonds?
Adam Castle
Partner at Lord Abbett and leader of the specialty finance team in fixed income
Lord Abbett
Episode: The Active Investor: An Update on Investment Grade Floating Rate
Tom O'Halloran
Partner at Lord Abbott with extensive experience in investment management and leading top-decile performance strategies.
Lord Abbott
Episode: The Active Investor: Gauging the Potential for Innovation Growth

Hosts

Brian Forrester
Host of the Active Investor Podcast
Andy D'Souza
Partner and Chief Marketing Officer

Reviews

5.0 out of 5 stars from 30 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 Kingdom6 months 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 Statesa year 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 States6 years ago

Listeners Say

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

Many express desire for additional content, indicating high engagement with the material.
The discussions are often highlighted for being clear and concise, beneficial for both novice and experienced investors.
Listeners appreciate the informative approach and well-presented insights provided by the hosts and guests.

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Talking Points

Recent interactions between the hosts and their guests.

The Investment Conversation: A Midyear Update on Private Credit
Q: How does the prospect of lower rates affect current deals that are in process now?
Lower rates are more of a symptom of the overall health of the economy, and while they may not significantly alter portfolio management decisions, they do influence underwriting risks and expectations.
The Investment Conversation: A Midyear Update on Private Credit
Q: Could you just talk to us a little bit about the environment today compared to maybe six months ago or even a year ago, and how competitive landscape has changed in that time?
There has been a shift in deal flow and market dynamics, especially after Liberation Day, with increased caution among market participants but a return to normalcy as confidence builds.
The Active Investor: For Equities, a Focus on Quality in a Volatile Market
Q: Can you talk a little bit about just the overall evolution of value investing in the last few decades and sort of like where that quality component fits in?
Value investing has needed to adapt to understand the importance of quality as cash becomes more precious.
The Active Investor: For Equities, a Focus on Quality in a Volatile Market
Q: How are you and your team feeling about equities right now, along with the broader earnings and economic environment?
Increasing uncertainty is affecting market outlooks and forcing adjustments in investment strategies.
The Active Investor: Gauging the Potential for Innovation Growth
Q: Let’s talk about the 2021 to 2022 innovation growth bear market. Do you think it's over?
Yes, I believe it's over, and that a new innovation growth bull market has begun.

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 podcast focuses on timely insights and analysis of key topics in the equity and fixed-income markets, providing listeners with a comprehensive understanding of economic trends affecting these areas. Various investment strategies are discussed, including municipal bonds, private credit, and the evolving dynamics within fixed income, often featuring experts who share their perspectives on the implications of policy changes, market volatility, and innovative investment approaches. Notably, the show emphasizes the importance of adapting strategies to navigate the complexities of current financial landscapes, making it a valuable resource for both seasoned investors and those new to the field.

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How many listeners does The Investment Conversation get?

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How many subscribers and views does The Investment Conversation have?

To see how many followers or subscribers The Investment Conversation has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Investment Conversation?

These podcasts share a similar audience with The Investment Conversation:

1. Thoughts on the Market
2. The Compound and Friends
3. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of The Investment Conversation are there?

The Investment Conversation launched 7 years ago and published 77 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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Where can I see ratings and reviews for The Investment Conversation?

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What guests have appeared on The Investment Conversation?

Recent guests on The Investment Conversation include:

1. Greg Shuman
2. Greg Benz
3. Steve Rocco
4. Rob Lee
5. Steve Kuppenheimer
6. Darnell Azeez
7. Dan Solender
8. Adam Castle

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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