
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇯🇵JP · Investing#1851K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
500 to 5K🎙 Weekly cadence·180 episodes·Last published 1mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
1K to 10K🇯🇵100% - Active Followers
Loyal subscribers who consistently listen
300 to 3K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
Maintaining Conviction Through Disruption
May 26, 2026
18m 16s
2026 Asset Allocation Draft
Jan 29, 2026
40m 04s
LTCMA’s 30th Anniversary: Shifting landscapes and silver linings
Oct 31, 2025
22m 12s
U.S. exceptionalism and developed markets
Oct 16, 2025
27m 39s
How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction
Sep 8, 2025
20m 49s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/26/26 | ![]() Maintaining Conviction Through Disruption | In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They explain the U.S. core equity research framework—anchored by a tenured, career analyst model and a time-tested five-year expected return approach—and how the team differentiates “being early from being wrong” by documenting theses, tracking key signposts, and updating forecasts as facts change. The conversation also examines AI-driven disruption on both sides of the market, including a case study on insurance brokers, the role of cross-sector collaboration in evaluating AI “enablers,” and lessons from past disruption cycles like e-commerce. | 18m 16s | ||||||
| 1/29/26 | ![]() 2026 Asset Allocation Draft | In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income, real assets, and alternatives. Listeners will hear perspectives on inflation, central bank policy, global growth, and the impact of technology and AI on markets. Podcast recorded December 2025. | 40m 04s | ||||||
| 10/31/25 | ![]() LTCMA’s 30th Anniversary: Shifting landscapes and silver linings | In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion covers the key findings of this year’s publication, including the projections that are at the core of our approach to building stronger portfolios and explain how you can use them to inform your own strategic asset allocations. | 22m 12s | ||||||
| 10/16/25 | ![]() U.S. exceptionalism and developed markets | In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the theme of U.S. exceptionalism. The discussion covers the key factors behind America’s economic and market leadership, the potential risks to its continued outperformance, and how global trends may shift the investment landscape. Listeners will gain valuable insights into asset allocation, diversification, and the importance of re-evaluating long-held assumptions in today’s evolving markets. | 27m 39s | ||||||
| 9/8/25 | ![]() How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction | In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline, Head of Endowments, Foundations, and Healthcare, we provide in-depth discussions on navigating today's complex investment landscape. | 20m 49s | ||||||
| 6/26/25 | ![]() Transportation assets and tariffs: Is bad news good news? | In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the discussion to explore how macroeconomic factors, such as trade tariffs and geopolitical tensions, are influencing transportation assets like shipping, aviation, and rail. The conversation delves into the implications of recent policy changes, the evolving global trade routes, and the strategic considerations for transportation investments. | 22m 32s | ||||||
| 4/3/25 | ![]() Unpacking policy uncertainty | This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under the new administration. The conversation also touches on the implications of government efficiency measures and potential tax reforms. | 24m 11s | ||||||
| 1/17/25 | ![]() 2025 Asset Allocation Draft | In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a comprehensive macroeconomic update and delve into the intricacies of asset allocation for 2025. The discussion covers a range of asset classes, including equities, fixed income, real assets, and financial alternatives, with each host making strategic picks for the upcoming year. | 36m 46s | ||||||
| 12/12/24 | ![]() 2025 LTCMAs: Higher starting points but healthier foundations | In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping investment opportunities for the next decade. Gain valuable insights into asset classes, market trends, and strategies to navigate the evolving financial landscape. | 26m 36s | ||||||
| 11/13/24 | ![]() Across the Great Divide: Public and Private markets reconsidered | In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy discuss insights from the SIAG Public & Private Markets series. They explore the roles of real estate, credit, and equity in diversified portfolios, highlighting the blend of public and private investments. | 28m 49s | ||||||
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 10/9/24 | ![]() The Calm after the cuts | In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode. | 20m 21s | ||||||
| 9/9/24 | ![]() Gaining perspective on public and private equity | In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations. | 28m 17s | ||||||
| 6/20/24 | ![]() Leading with science: A deep dive on biotech | In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 2024 and beyond. | 17m 43s | ||||||
| 5/16/24 | ![]() The role of public and private strategies in real estate | In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the long-term growth potential of real estate as an investable asset class, including the expansion of the real estate market from traditional core to a wide range of extended sectors, and the case for allocating to real estate investment trusts (REITs) and private real estate funds for a well-diversified portfolio. Tune in now to get the latest insights from David Lebovitz, Global Market Strategist, Multi-Asset Solutions, Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, and Bob Culver, Managing Director, Security Capital Research and Management. | 21m 56s | ||||||
| 4/4/24 | ![]() A New Perspective for Credit Investors | Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, talks with Samrawit Soquar, Global Head of Research, Global Fixed Income, Currency & Commodities Group, and Brian Coleman, Head of Private Credit Strategies, about the public credit spectrum, including the convergence of investment grade and high yield, the growth of private credit and direct lending, and what investors can do to take advantage of shifting market conditions. | 18m 29s | ||||||
| 3/7/24 | ![]() Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest | While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternative investments, It's Mostly a Paper Moon. | 34m 58s | ||||||
| 2/23/24 | ![]() How soft would a soft landing be? | The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, including stock/bond correlations, high quality duration and risks and opportunities for investors. | 18m 26s | ||||||
| 1/25/24 | ![]() Investment Outlook for 2024 | While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutions, discuss their investment predictions for the coming year, including risks and opportunities across all sectors and asset classes. | 20m 06s | ||||||
| 12/15/23 | ![]() The 2024 Asset Allocation Draft | David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy, conduct their annual asset allocation draft across various asset classes, and make their picks for the most promising investment opportunities in 2024. | 29m 57s | ||||||
| 11/21/23 | ![]() Unpacking the opportunity in developed market equities | While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, David Lebovitz is joined by Tim Woodhouse, a Portfolio Manager in our International Equity Group, to discuss cross-border investing, valuations, sector themes, corporate governance and more. | 18m 35s | ||||||
| 10/25/23 | ![]() 2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition | The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs of capital. Our experts discuss these themes and more on our November episode. | 16m 24s | ||||||
| 9/29/23 | ![]() Post-FOMC perspectives and the road ahead | Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities. | 15m 00s | ||||||
| 9/7/23 | ![]() The intersection of technology and healthcare | Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists and startups are navigating the complex regulatory landscape and other exciting opportunities for investors. | 25m 15s | ||||||
| 7/20/23 | ![]() Artificial intelligence and the power of disruption | From predictive analysis to machine learning models to robots, the landscape of artificial intelligence is evolving at a meteoric rate and businesses across every industry have no choice but to adopt. Our experts discuss the existing AI infrastructure, how AI is reshaping the corporate environment and what investors need to know about this revolutionary technology. | 16m 23s | ||||||
| 6/15/23 | ![]() The post-COVID world comes into focus | David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy. | 26m 22s | ||||||
Showing 25 of 181
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.
