FireSide: A Podcast Series from FS Investments
188 episodes - English - Latest episode: 2 days ago - ★★★★★ - 24 ratingsFireSide is a podcast series from FS Investments featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of FS Investments or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.
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Episodes
Head to Head: Michelle Marquez, Marquez Private Wealth Management, Raymond James
April 17, 2024 09:00 - 37 minutes - 25.9 MBIn a new episode of Head to Head, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children’s charities and the unique challenge of managing wealth for professional athletes. “I think for professional athletes, it's really difficult for them. I know that the statistics are against them. You see that everywh...
Market Minute: CPI does it again—April 15, 2024
April 15, 2024 09:00 - 3 minutes - 2.43 MBWeekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute
FireSide: Q2 2024 Research roundup—Adjusting to the old normal
April 10, 2024 09:00 - 23 minutes - 16.2 MBThe first quarter was marked by a continuation of last year’s economic optimism, albeit against the backdrop of stubborn inflation and high rates. While many investors still dream about substantial rate cuts, a return to the “old normal” could require investors to adjust. Join Executive Director, Investment Research Andrew Korz and Chief U.S. Economist Lara Rhame as they examine CRE pressures, movements in equities, and the balance of challenges and optimism in their outlooks for macro and ...
Market Minute: Oil at a 6-month high—April 8, 2024
April 08, 2024 09:00 - 3 minutes - 2.38 MBWeekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute
Market Minute: More concentration in Q1—April 1, 2024
April 01, 2024 09:00 - 3 minutes - 2.52 MBWeekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute
Head to Head: Eve Ellis, the Matterhorn Group, William Blair
March 27, 2024 09:00 - 30 minutes - 20.7 MBEve Ellis (Vice President, the Matterhorn Group, William Blair) has received numerous awards, both for her work as a top wealth advisor and for her leadership in promoting equity and empowerment in financial services and beyond. In a new episode of Head to Head, Eve joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what it means to be “passionate about fairness,” why she advises young professionals to “work where you’re valued” and how she helps clients build weal...
Market Minute: FOMC committed to cutting—March 25, 2024
March 25, 2024 09:00 - 3 minutes - 2.31 MBWeekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute
3D Report: Q1 2024 Recap—Effectively valuing the Mag Six
March 21, 2024 11:00 - 56 minutes - 39.2 MBWhile the Magnificent Six continue to lead the S&P 500 to new heights, markets are still learning how to effectively value these tech growth superstars. Meanwhile investors begin to face the reality of their rate cut pipedreams amid strong economic momentum and an increasingly volatile world. In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine where markets are at the end of Q1 and what investors could see in Q2—including how ...
3D Report: Q1 Recap—Effectively valuing the Mag Six
March 21, 2024 11:00 - 56 minutes - 39.2 MBWhile the Magnificent Six continue to lead the S&P 500 to new heights, markets are still learning how to effectively value these tech growth superstars. Meanwhile investors begin to face the reality of their rate cut pipedreams amid strong economic momentum and an increasingly volatile world. In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine where markets are at the end of Q1 and what investors could see in Q2—including how ...
FireSide: Market Madness 2024
March 18, 2024 14:00 - 50 minutes - 34.8 MBIn celebration of March Madness, Chief U.S. Economist Lara Rhame and the Investment Research team go head-to-head in “Market Madness.” In this bracket-style debate, our experts consider which topics will be most influential to markets for the rest of the year and what it means for investors.
Market Minute: Inflation running hot—March 18, 2024
March 18, 2024 09:00 - 3 minutes - 2.26 MBWeekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute
FireSide x Mary Ann Bartels: Follow your gut, follow your intuition
March 14, 2024 11:00 - 42 minutes - 29.4 MBMary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and one of the industry’s most trusted experts in economic analysis and financial communication, joins Chief U.S. Economist Lara Rhame for a conversation on market trends, career building, women pathfinders and more. Listen for the 2024 economic outlook she refers to as a “bucking bull,” her storied path to success in finance (including the trailblazing aunt who broke barriers in the male-dominated world of 1970s Wall Street...
Market Minute: Magnificent Seven taking some time apart—March 11, 2024
March 11, 2024 09:00 - 3 minutes - 2.36 MBWeekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute
FS Thrive x HelloHive: Breaking down barriers
March 08, 2024 10:00 - 38 minutes - 26.7 MBIn this episode, we’re joined by our partners at HelloHive, the next-gen recruitment and resume technology company working to create more equitable pathways for early-career talent. Ginevra Czech, FS Investments’ Director of Client Value Add Programs, sits down with HelloHive’s Head of Client Strategy Claire Schulz, Customer Success Manager Kyra Maryland, and Partnerships Associate Christiann Cannon to learn more about how their pioneering tools and initiatives are connecting diverse studen...
Market Minute: Income gains support spending—March 4, 2024
March 04, 2024 10:00 - 3 minutes - 2.29 MBWeekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute
Market Minute: Nvidia soars on earnings—February 26, 2024
February 26, 2024 10:00 - 3 minutes - 2.22 MBWeekly recap of analysis from the FS Investments research team. To read the full market minute with charts and data, go to https://fsinvestments.com/market-minute
Market Minute: Disinflation stalls—February 19, 2024
February 19, 2024 10:00 - 3 minutes - 2.27 MBWeekly analysis from the FS Investments investment research team for the week of Feb. 19, 2024. To read the full Market Minute with charts and data, go to https://fsinvestments.com/market-minute/
Market Minute: Feb-19-2024
February 19, 2024 10:00 - 3 minutes - 2.27 MBWeekly analysis from the FS Investments investment research team for the week of Feb. 19, 2024. To read the full Market Minute with charts and data, go to https://fsinvestments.com/market-minute/
FireSide: 5 challenges and 5 opportunities
February 15, 2024 20:00 - 20 minutes - 14.2 MBMarkets started the year with high expectations and high valuations. But volatility and expensive equities are just a few of the challenges facing investors in 2024. Chief U.S. Economist Lara Rhame and Executive Director, Research Andrew Korz sit down to discuss their latest chartbook examining the five key challenges facing investors today—and how alternatives may address those challenges and provide potential opportunities.
FireSide: Anatomy of a CRE correction—2024 Update
February 14, 2024 19:00 - 23 minutes - 16.3 MBThe commercial real estate (CRE) market continues to endure a correction that began 18 months ago. Andrew Korz (Executive Director, Research) joins Chief U.S. Economist Lara Rhame to discuss the progress of the correction, examine its drivers and identify potential areas of opportunity that persist despite the challenged market environment
Fireside: Anatomy of a CRE correction—2024 Update
February 14, 2024 19:00 - 23 minutes - 16.3 MBThe commercial real estate (CRE) market continues to endure a correction that began 18 months ago. Andrew Korz (Executive Director, Research) joins Chief U.S. Economist Lara Rhame to discuss the progress of the correction, examine its drivers and identify potential areas of opportunity that persist despite the challenged market environment
FireSide: What's happening in Washington?
January 17, 2024 21:00 - 27 minutes - 19 MBJason Cole, Head of Public Policy and Corporate Social Responsibility at FS Investments, joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors. Lara and Jason address evolving pressures on Treasuries, where the Fed may move next and how election results could impact financial regulation, taxes and deglobalization in the coming year.
FireSide: 10 for ’24—Ten big ideas for 2024
December 21, 2023 16:00 - 28 minutes - 19.8 MBLara Rhame sits down with Executive Director, Investment Research Andrew Korz to review last year’s 10 for ’23—and unveil this year’s 10 for ’24, her forecast for the 10 essential trends facing investors in markets, policy and the economy in the new year. Her outlook? While 2024 is opening with optimism that a recession has been avoided, inflation, tighter credit conditions and a steep hill of debt refinancing will challenge markets.
3D Report: Q4 2023 Recap—The economy has to normalize
December 19, 2023 15:00 - 44 minutes - 31 MBA surprise to the upside has continued to delight investors and confound experts throughout 2023. But despite the current giddy growth, gathering headwinds are likely to bring the economy back to a more rational place in the new year. In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine the yield curve, household spending, movements in Washington and more to tell us where markets are at the end of Q4 and what investors could see i...
FS Thrive x Ace Quintana: Mapping career growth
November 13, 2023 14:00 - 41 minutes - 28.7 MBWhether you’re a team of one, or the one in charge of the whole team, everyone has a stake in career development. In this episode, we’re joined by Ace Quintana, Head of Organizational & Leadership Development at FS Investments and our in-house expert on the Predictive Index (PI)—the validated workstyle assessment we use to power career development at our firm and one of the key resources we offer advisors through our FS Thrive Value-Add program. Ace sits down with Ginevra Czech, Direct...
FS Thrive x Lyss Quintana: Mapping career growth
November 13, 2023 14:00 - 41 minutes - 28.7 MBWhether you’re a team of one, or the one in charge of the whole team, everyone has a stake in career development. In this episode, we’re joined by Lyss Quintana, Head of Organizational & Leadership Development at FS Investments and our in-house expert on the Predictive Index (PI)—the validated workstyle assessment we use to power career development at our firm and one of the key resources we offer advisors through our FS Thrive Value-Add program. Lyss sits down with Ginevra Czech, Dire...
Head to Head: Louise & Nina Gunderson, UBS Private Wealth Management
November 02, 2023 14:00 - 41 minutes - 28.2 MBLouise and Nina Gunderson are more than just an incredibly successful advisor team at UBS Private Wealth Management—they’re also mother and daughter. In a new episode of Head to Head, Louise and Nina join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss running a team like a family, blazing new trails in financial services and working together to build multi-generational relationships to help clients achieve their goals.
FS Thrive: Goal setting—start with the why, achieve the wins
October 30, 2023 14:00 - 32 minutes - 22.6 MBIn this episode we’re joined by Chris Serrano, Performance Manager at EXOS and James Boyd, Wealth Management Advisor at Van Buren Financial Group. One is an expert in fitness, the other is an expert in finance, but each day they tackle the same challenge—helping clients achieve their goals. Chris and James sit down with FS Investments Director of Client Value Add Programs Ginevra Czech to share insights on goals and goal setting. They discuss the necessity of “starting with why,” the best w...
FireSide: Q4 2023 Research roundtable—Can the growth continue?
October 20, 2023 13:00 - 39 minutes - 27.3 MBEven with unanswered questions about a potential slowdown, the Q4 economy is largely firing on all cylinders. Commercial real estate continues to navigate a unique correction, while rising stock/bond correlation helps corporate credit shine. Can the growth continue? Join Lara Rhame, Chief US Economist, Robert Hoffman, Managing Director, Credit Wealth Solutions, and Andrew Korz, Director, Investment Research as they dive into their outlooks for commercial real estate, corporate credit and m...
FireSide: Multifamily—A rental health check-in
September 18, 2023 14:00 - 23 minutes - 16.2 MBThe U.S. commercial real estate (CRE) market has come under pressure from rising interest rates and an uncertain economic outlook. The multifamily sector has experienced what feels like a full market cycle in the span of just three years. With uncertainty swirling around the CRE space, Robert Hoffman and Andrew Korz take a deep dive into their outlook for the rental market.
FS Thrive x Carlos Muñoz: The Equity Collective
September 13, 2023 10:00 - 34 minutes - 23.7 MBWhat is the perception of financial services? And how can we nurture talent that hasn’t always seen a place for themselves in the industry? In this episode, we’re joined by Carlos Muñoz, Head of Asset Manager DEI Engagement at Morgan Stanley. He heads The Morgan Stanley Equity Collective, an industry leading group of top firms (including FS Investments) that work together to educate, empower and develop the next generation of diverse leaders in financial services. Carlos sits down with F...
FireSide: Economy, markets and Taylor Swift
September 05, 2023 13:00 - 36 minutes - 25.1 MBTaylor Swift may be the biggest trend in the economy today. And it’s not just because her Eras tour is giving a lift to everything from airlines to hotels (what other pop star can claim chart-toppers on both Billboard and the Fed’s Beige Book?), but it’s also because of the intriguing way her meteoric rise echoes best practices in accessing alternatives and private equity. In this episode, we assemble a powerhouse panel of market experts (and enthusiastic Swifties) from across our Researc...
Head to Head: A conversation with Rory O'Hara, Founder of Ausperity Private Wealth
August 28, 2023 13:00 - 31 minutes - 21.8 MBIn a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rory O’Hara, CFP®, CRPC®, Founder and Senior Managing Partner at Ausperity Private Wealth. In this episode, Rory shares the early career lessons he learned cold calling (communicate authority and grow a thick skin), how he helps his team learn and grow, and the ways his firm is helping baby boomers and high income millennials achieve their financial goals.
FS Thrive x Jason Cole: What’s happening in Washington?
August 15, 2023 11:00 - 26 minutes - 18.5 MBWhat happens in Washington is almost always felt on Wall Street. No one knows this better than Executive Director of Public Policy and Corporate Social Responsibility, Jason Cole. In this episode, Ginevra Czech, Director of Client Value Add Programs, sits down with Jason to discuss what he refers to as the three Cs of government: Confrontation, competition and uneasy cooperation. They dive into the news from Washington—and how it could affect markets.
3D Report: Q2 2023 Recap—An exuberant upside surprise
August 10, 2023 15:00 - 1 hour - 52.6 MBThe first half of the year is what happens when Wall Street predicts a recession that doesn’t materialize: Exuberant upside surprise and massive valuation lift. But while today’s markets remain doggedly optimistic, forward-looking indicators are forecasting headwinds in the near future. In this episode of the 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame dive into where markets are at the end of Q2 and where key indicators suggest they’re headed.
FireSide: Q3 2023 Research roundtable—Rethink what you know
July 31, 2023 16:00 - 53 minutes - 36.5 MBIn this episode of FireSide, the Investment Research team offers their Q3 outlooks for macro, credit markets and commercial real estate. The first half of the year saw a contradictory confluence of pessimism and impressive performance. That has left investors rethinking the popular market ideas they’ve held for the past 15 years. Join Head of Research Robert Hoffman, Chief U.S. Economist Lara Rhame and Director, Investment Research Andrew Korz as they shed light on CRE corrections, Fed...
Head to Head: A conversation with top advisor Rachel Gottlieb, Managing Director at UBS
July 06, 2023 13:00 - 32 minutes - 22.3 MBIn a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rachel Gottlieb, Managing Director - Wealth Management at UBS. In this episode Rachel shares how she turned a college internship into a career in financial services that landed her on lists like Forbes Top Next Gen Wealth Advisors, Forbes Top Women Wealth Advisors, and Wall Street's Top 40 Advisors Under 40.
FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market
June 22, 2023 14:00 - 24 minutes - 16.6 MBIn this episode of FireSide, the Investment Research team explores the unprecedented concentration in the U.S. equity market. This top-heavy market meant impressive returns for investors over the first half of the year, but it could become one of the key risks for portfolios in the coming period. Join Lara Rhame, Chief U.S. Economist, and Andrew Korz, Director, Investment Research, as they unpack the macro drivers contributing to equity market concentration and share their opinions on how t...
Head to Head: A conversation with President of Mosaic Family Wealth Scott Highmark
May 31, 2023 12:00 - 34 minutes - 23.5 MBIn a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Scott Highmark, President and Principal of Mosaic Family Wealth. Scott shares how he went from being a college basketball athlete to becoming a financial advisor eventually opening his own firm.
FS Thrive x Truelytics: Unlocking value—AI, technology, and the future of financial services
May 24, 2023 12:00 - 21 minutes - 15.1 MBHow much is your financial practice worth and what drives that value? Where are the opportunities to unlock unrealized value? How are you preparing your business for the inevitable changes coming due to the impact of technology and AI? We sit down with the Truelytics team to learn more about their technology platform built for financial advisors and RIAs to help define practice value and analyze the health of advisory businesses, while exploring how changes like advisor demographics, consoli...
FireSide: Anatomy of a CRE correction
May 11, 2023 14:00 - 35 minutes - 24.7 MBThe CRE market is undergoing a painful correction today, as demonstrated by declining property values and tepid investment activity. In this episode of FireSide, Chief U.S. Economist Lara Rhame and Investment Research Director Andrew Korz analyze the causes, address concerns around debt financing and examine what comes next in the CRE market.
3D Report: Q1 2023 Recap — You can run for a long time, but sooner or later…
May 05, 2023 14:00 - 47 minutes - 32.5 MBIn this episode of 3D Report, Ryan Caldwell, Managing Director and Chief Investment Officer of Chiron Funds, and Lara Rhame, Chief U.S. Economist, discuss the timing of a possible recession and assess macroeconomic trends and global investment opportunities
3D Report: Q1 2023 Recap - You can run for a long time, but sooner or later…
May 05, 2023 14:00 - 47 minutes - 32.5 MBIn this episode of 3D Report, Ryan Caldwell, Managing Director and Chief Investment Officer of Chiron Funds, and Lara Rhame, Chief U.S. Economist, discuss the timing of a possible recession and assess macroeconomic trends and global investment opportunities
FS Thrive x Exos: Preparing for Draft Day with Brent Callaway
April 27, 2023 15:00 - 45 minutes - 31.5 MBWe chat with Brent Callaway from FS Thrive partner Exos to learn how elite athletes combine movement, nutrition, recovery, and mindfulness to build a foundation of sustainable high performance and prepare for life’s biggest moment like the NFL combine and beyond. With years of experience coaching and preparing elite athletes for the largest sports stages in the world, Exos Vice President of Performance Brent Callaway shares his strategies on creating a foundation of sustainable high perfor...
Head to Head: A conversation with Chief U.S. Economist Lara Rhame
April 25, 2023 13:00 - 28 minutes - 19.5 MBIn a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Lara Rhame, Chief U.S. Economist at FS Investments. Lara shares how she landed her first job with the Fed and pivoted to a career on Wall Street and later, FS Investments.
FireSide: Research Roundtable—Q2 2023 outlooks
April 19, 2023 13:00 - 41 minutes - 28.4 MBIn this episode of FireSide, the Investment Research team takes stock of Q1’s performance and offers their outlooks for Q2. After an eventful Q1 marked by bank failures, more tech layoffs, and other concerning headlines, the Investment Research Team explores some bright spots and adds nuance to their market evaluations. Join Rob Hoffman, Managing Director; Lara Rhame, Chief U.S. Economist; and Andrew Korz, Director, as they cover updates in the credit, macro and commercial real estate sector...
Head to Head: A conversation with CEO, Patti Brennan
March 27, 2023 13:00 - 31 minutes - 21.9 MBIn a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Patti Brennan, President and CEO of Key Financial. Patti shares how she went from working as an Oncology and ICU nurse to being one of the top financial advisors in America.
FireSide: Market Madness 2023
March 14, 2023 14:00 - 47 minutes - 32.8 MBIn the second annual Market Madness episode of FireSide, the Investment Research team hosts their own version of the Big Dance to assess what they believe will be the most impactful market event for the next quarter. Join host Kara O’Halloran and the members of the investment research team—Lara Rhame, Chief U.S. Economist; Rob Hoffman, Managing Director; and Andrew Korz, Director—as they go through head-to-head matchups and fill out the bracket in real time to determine what the team thinks ...
Head to Head: A conversation with Top Advisor, Cheryl Young
February 27, 2023 11:00 - 33 minutes - 23.3 MBIn the inaugural episode of Head to Head, a new podcast from FireSide, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Cheryl Young, Private Advisor at Rockefeller Global Family Office. Cheryl shares how she built her business and why she believes her authenticity sets her apart as a top advisor.
3D Report: Q4 2022 Recap—We won't get fooled again
February 07, 2023 16:00 - 44 minutes - 31 MBIn the latest episode of the 3D Report, FS Chiron Funds CIO Ryan Caldwell is joined by Chief U.S. Economist Lara Rhame to reflect on the events from 2022, which will likely continue to shape the global financial markets in the new year. Looking to dive deeper? Access the full 3D report here: https://fsinvestments.com/fs-insights/q4-2022-3d-report/