Greg chats with a leading expert on all things China, Paul Krake, the founder of the research platform, View from the Peak. Paul and Greg discuss topics including China's role in global politics and economics, the impact of new security laws on Hong Kong, if China is the new Silicon Valley, and what opportunities exist in Chinese capital markets. Listen in to this great conversation!
As a part of FEG’s 2020 Approachable Asia series, Greg chats with ASEAN expert James Johnstone of RWC Partners to discuss the importance of the ASEAN region to investors. Topics covered include how have e-commerce giants impacted ASEAN consumer trends, how the pandemic has impacted ASEAN tourism and healthcare industries, and what opportunities exist as the U.S. decouples from China.
As a part of FEG’s 2020 Approachable Asia series, Greg chats with two of China’s elite venture capital investors, Jenny Lee with GGV Capital and Tommy Yip from Unicorn Capital Partners. Jenny and Tommy discuss topics including, where the next Alibaba, Tencent, JD, and Xiomi will come from, the impact of rising geopolitical tensions between the U.S. and China, and the importance of relative importance of valuation in choosing funds. The conversation also touches on what industries appear to be the most promising for venture capital and how the pandemic has impacted deal activity and performance.
2020 has been a year filled with fear, volatility, and uncertainty for individuals and organizations across the globe. Since 2020 has already had so many uncertainties, why not add an election too? Listen in as Libby Cantrill, head of public policy at PIMCO, joins the conversation to discuss the issues facing markets and investors, current election outlook, key demographics to watch, the mail-in voting dilemma, and market and policy implications of the different election outcomes.
Prior to COVID, FEG knew nothing about podcasting. As in-person conferences were cancelled, we started this podcast to bring the same content and educational value to our audience. Today, we are pleased to welcome acclaimed author and founder of the Money for the Rest of Us educational platform and podcast, David Stein, to this episode to discuss podcasting, principles for investing, quantitative easing and the Fed, non-traditional investments, and the biggest risks amid COVID-19.
Staley Cates of Southeastern Asset Management, a Memphis native and music buff, joins us for today’s episode, titled Steamroller Blues—which could not be more fitting when talking about active management and value. In the new world economy, many investors are left to wonder if active management and value can still work. Listen in as Staley discusses these topics, as well as the current market environment, and the opportunity set in the value universe.
The last couple of months saw a dramatic increase in market volatility and plummeting oil prices amid a global pandemic and oil price war. Listen in to our conversation with John Baschab of Scout Energy and Billy Quinn of Pearl Energy as we discuss the energy backdrop and where we are today, including whether there truly is a storage crisis and how to preserve value in your assets. We also discuss the opportunity set moving forward and the impacts of ESG on energy markets.
During a global pandemic, the biotech field can be critical as researchers race to develop a cure. In this episode, Peter Kolchinsky of RA Capital and Kush Parmar of 5AM Ventures join us to discuss the Promise and Hope of Biotech. The conversation delves into the specialist field, including the biotech and big pharma ecosystem, balancing financial acumen and medical knowledge, why the NPV model doesn't tell all, exciting innovations, and how to build the industry of the future in less common geographic areas.
Listen in as Greg Dowling, CIO and Head of Research at FEG, guides the discussion with Josh around:
- How the global pandemic...
The effects of the COVID-19 pandemic have rippled through markets and halted businesses, some of which may never be restored. Listen in as Josh Friedman of Canyon Partners compares the current crisis to those we have seen before, including the structural differences today, the impact of inflows and outflows on liquidity, and the goals of the Fed’s swift response. We also touch on the outlook across structured credit, including residential and commercial mortgages, and the right investment vehicle for different types of strategies.
WANT TO RECEIVE MARKET UPDATES & PODCAST NOTIFICATIONS?
Join other institutional investors receiving FEG’s updates, including market perspectives, white papers,
podcast episodes, and event invitations.