Podcast Center
Podcast Center
Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Our podcasts are available in the Podcast Center and through popular distribution channels like Apple Podcasts, Spotify and YouTube. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Who is Winning the US-China AI Race?
Aberdeen’s Macro Bytes podcast explores whether the U.S. or China is better positioned in the AI race. The discussion looks beyond model performance to examine the role of energy, chips, manufacturing, open-source adoption, government policy, and real-world deployment.
Channel 11: The Land of Pain - Part Deux
DoubleLine Portfolio Manager Ken Shinoda breaks down the “Land of Pain” in March across equities, commodities and fixed income, reviewing market performance with an eye on risk management, global allocation, duration strategy and where opportunities might emerge as markets reprice risk.
Blurring the Lines: How AI Is Redefining Fixed Income Boundaries
Rachel Campbell and Kristoff Nelson of Income Research and Management discuss how AI-driven data center investment is reshaping fixed income markets, credit dynamics, and portfolio strategy.
AI Use Cases
StepStone’s Qi Liu provides an overview of how AI is being used within SPI by StepStone to streamline data organization and support investment analysis.
Meet The Institutes’ President & CEO - Pete Miller, CPCU
Pete Miller, President and CEO of The Institutes, joins the InsuranceAUM.com Podcast to discuss the future of insurance education, investing, and innovation.
Beyond the Bubble: Data Centers, Demand and the Rise of AI Infrastructure
Alexey Teplukhin of Blue Owl Capital joins the podcast to discuss how data centers and digital infrastructure are powering AI, what’s driving demand, and the implications for investors.
Emerging Market Equities: CapEx, Chips, and a Charging China
From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.
Matt McLennan Featured on NYSE ETF Central Podcast
Matt McLennan joined the NYSE ETF Central Podcast to discuss the Global Value team's philosophy of resilient wealth creation, explore today’s macro backdrop of inflation, debt and geopolitical risk and explain why gold remains a critical hedge.
Executive Spotlight: Siddharth Chakravarty – Director of Investments at Coaction Specialty
Siddharth Chakravarty of Coaction Specialty joins the podcast to share his insights on alternatives, infrastructure investing, regulatory shifts, and how insurers are navigating today’s complex market environment.
After the volatility, where is the stock market headed?
With peak tariff uncertainty behind us, we think stocks should grind higher.
Executive Spotlight: Seth D. Rosenthal, CFA - Chief Investment Officer at Academy Asset Management
Seth Rosenthal, CFA, of Academy Asset Management joins the podcast to share his views on fixed income, mortgage-backed securities, veteran hiring, and Academy’s mission-driven approach.
Emerging markets equities: Game on or game over?
In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.