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On the show
From 10 epsHosts
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Recent episodes
Navigating Supply, Rates, and Opportunities in Real Estate
Mar 12, 2026
18m 38s
Real Estate Foundations
Feb 25, 2026
24m 04s
Finding Opportunity Amid Imbalance: 2026 Market Outlook
Feb 3, 2026
30m 37s
Ferrari's Electric Future and the Evolution of Luxury Investing
Dec 19, 2025
15m 09s
Luxury Brands Navigate China Slowdown and Tariff Pressures
Dec 8, 2025
13m 08s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 3/12/26 | Navigating Supply, Rates, and Opportunities in Real Estate✨ | real estateinvestment landscape+3 | — | Thornburg | real estateAI infrastructure+1 | real estateinvestment+5 | — | 18m 38s | |
| 2/25/26 | Real Estate Foundations✨ | real estateinvestment opportunities+3 | — | Thornburg | U.S.multifamily+2 | real estatemultifamily+6 | — | 24m 04s | |
| 2/3/26 | Finding Opportunity Amid Imbalance: 2026 Market Outlook✨ | market outlookequity returns+3 | — | Thornburg | — | market imbalanceequity concentration+3 | — | 30m 37s | |
| 12/19/25 | Ferrari's Electric Future and the Evolution of Luxury Investing✨ | luxury brandselectric vehicles+3 | — | FerrariBrunello Cucinelli | — | Ferrariluxury investing+3 | — | 15m 09s | |
| 12/8/25 | Luxury Brands Navigate China Slowdown and Tariff Pressures✨ | consumer spendingChina economy+3 | — | Luxury Brands | China | luxury brandsChina slowdown+3 | — | 13m 08s | |
| 11/20/25 | The High-Quality Case for Investing in Global Luxury Goods✨ | global luxury goodsactive management+3 | — | Thornburgglobal luxury space | EuropeU.S. | luxury goodsinvestment+3 | — | 16m 09s | |
| 11/5/25 | Beyond ESG Scores: Active, Governance-Driven Alpha✨ | ESGactive investing+4 | — | ThornburgESG+1 | — | ESG scoresactive investing+3 | — | 19m 41s | |
| 10/3/25 | Active Management, International Investing, and Dividends✨ | active managementinternational investing+3 | Thornburg client portfolio managers | Thornburg | — | active managementinternational investing+3 | — | 13m 06s | |
| 9/18/25 | Thornburg Investment Insights: Corporate Earnings and Tariff Impacts✨ | corporate earningstariff impacts+3 | — | ThornburgThornburg Client Portfolio Managers | — | corporate earningstariffs+3 | — | 13m 57s | |
| 9/4/25 | The U.S.-China Relationship, the Fed, and Data Reliability | Thornburg client portfolio managers discuss the latest topics moving markets including the U.S.-China relationship, the latest with the Fed, and how data reliability can affect decisions in today's current environment. | — | ||||||
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| 8/21/25 | Active Investing in a Passive World | Thornburg's CPMs discuss the case for active investment management amid heightened uncertainty, macro pressures, and interest rate volatility. | — | ||||||
| 8/7/25 | Thornburg Investment Insights: A Deep Dive Into Fixed Income Markets | Thornburg client portfolio managers discuss the nuances of the fixed income market and what should be top of mind for investors. | — | ||||||
| 7/24/25 | The CPM Roundtable: Adventures in Global Equity | We discuss opportunities in global equity, including the importance of dividend income and diversification. | — | ||||||
| 7/9/25 | Tariffs, Stagflation, and the Fed: A Spotlight on Investors' Most Pressing Questions | Thornburg's client portfolio managers explore some of Wall Street's biggest themes. | — | ||||||
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