FEG Insight Bridge

Hosted by FEG Investment Advisors

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Jun 2026

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About the show

The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. www.feg.com/insight-bridge-podcast www.feg.com FEG Investment Advisors seeks to provide clients with the exceptional investment experience they deserve. FEG provides services across the institutional portfolio management spectrum, from discretionary outsourced chief investment officer (OCIO) to traditional nondiscretionary consulting services. FEG predominantly serves clients with a philanthropic mission to uplift individuals and local communities such as education endowments and foundations, community foundations, healthcare organizations, private foundations, faith-based organizations, charitable organizations, family offices, and other financial institutions. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Neither the information nor any opinion expressed in this podcast constitutes an offer, or an invitation to make an offer, to buy or sell any securities. Clients of FEG may maintain positions in the securities discussed in this podcast. Listeners are strongly encouraged to consult their financial advisor before making any investment decisions.

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60 recent

June 5, 202658 min

The Trend is Your Friend: Leda Braga's Journey Through Academia, Quantitative Finance & Hedge Funds

Explore how systematic investing drives discipline, diversification, and resilience across market cycles.In this episode of the FEG Insight Bridge, Greg Dowling speaks with Leda Braga, CEO of Systematica Investments, about her journey from academia to leading a global quantitative investment firm. She explores how systematic investing has evolved, the role of discipline and diversification across market cycles, and how advances in data and AI are shaping quant strategies. Leda also reflects on lessons from decades in finance and what it takes to build resilient, process-driven portfolios.

May 5, 202650 min

Lessons From the Ice and Beyond, with Jeremy Roenick

Explore the resilience, competitive mindset, and fan-first ethos that shaped Jeremy Roenick’s path to the NHL Hall of Fame.In this special episode of the FEG Insight Bridge, recorded in connection with the 2026 FEG Hockey Classic, NHL Hall of Famer Jeremy Roenick reflects on a career defined by tenacity, adaptability, and connection. From elite youth hockey to an unconventional jump into the NHL, he shares lessons forged under pressure, career‑defining moments, and why family, joy, and connection to fans continue to matter long after the final horn.

April 7, 202645 min

Power Plays: An Energy Outlook from Dan Pickering

Explore the resilience and strategic discipline behind countercyclical energy investing as Dan Pickering assesses oil and gas fundamentals, LNG buildout, renewables, and geopolitical tail risks.Dan Pickering, Chief Investment Officer of Pickering Energy Partners, joins the FEG Insight Bridge to analyze today’s energy landscape through a cyclical, price‑disciplined lens. He discusses the maturation of U.S. shale, the shift to free‑cash‑flow discipline and consolidation among public producers, and the implications for supply growth. Pickering outlines natural gas’s practical role in powering AI data centers, the outsized influence of LNG exports through 2030, and the long lead times and execution risks for new terminals. He evaluates renewables’ improving costs alongside storage constraints, then surveys geopolitics—from Russian flows and shadow fleets to Venezuela’s incremental potential, and Iran’s tail risks—before presenting a countercyclical framework for both public and private markets.Listen for a concise, cycle-tested framework to navigate energy markets amid evolving fundamentals and global crosscurrents.

March 3, 202645 min

Rebuilding the Machine: Featuring Eric Rosenthal

Explore the resilience and strategic innovation behind Machine Investment Group's journey through adversity and opportunity in the evolving real estate landscape.In this episode, Eric Rosenthal, Co-Founder and Managing Partner of Machine Investment Group, joins Greg Dowling to delve into the dynamic world of real estate investments. Eric shares the compelling story of Machine's founding and success amidst personal and global challenges, offering insights into their disciplined approach to navigating distressed markets. He discusses the unique opportunities and risks in various real estate sectors, while also reflecting on personal resilience and the power of strategic innovation.Join us for an inspiring conversation on resilience, strategic innovation, and the future of real estate investment with a visionary leader in the industry.

February 3, 202641 min

Playing The Greens: Rick Rieder's Market Insights

Discover how one of the most influential voices in finance views the evolving landscape of global markets and investment strategies.In this episode, Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, joins Greg Dowling to explore the intricacies of today's economic environment. From the impact of AI and technology on finance, to the challenges posed by government deficits, Rick provides a comprehensive analysis of market trends and investment strategies. He also shares personal anecdotes about his journey in the financial world and the lessons learned from his passion for golf.Join us for an insightful discussion on market dynamics, investment strategies, and the future of finance with one of the industry's leading experts.

December 2, 2025Episode 438 min

The Odd Couple: The Fed and Treasury Nexus

Host Greg Dowling sits down with Karthik Ramanathan, former Director of the U.S. Treasury’s Office of Debt Management, for a behind-the-scenes look at how the Treasury and the U.S. Federal Reserve intersect. From managing trillions in debt issuance to coordinating with the Fed around day-to-day policy execution as well as crisis event triage, Karthik shares firsthand insights into how Treasury decisions shape U.S. financial stability and global market dynamics. The conversation covers auction strategy, debt management, and the delicate balance between independence and collaboration—especially in times of economic and political stress.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

September 19, 2022Episode 844 min

Mohamed on Macro with Mohamed El-Erian

Mohamed El-Erian’s career is impressive by any standards: he’s served as deputy director of the IMF, as part of President Obama’s Global Development Council, and as CEO for PIMCO, and is currently president of Queens College, chair of Gramercy Funds, and chief economic advisor to Allianz. On this episode, he sits down with Greg to discuss the Fed’s recent actions and statements, how institutional investors should be interpreting the current market signals, and what the Biden administration should be doing to maintain and grow the reputation of the U.S. as global leader. You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

October 19, 2021Episode 1136 min

The REIT Stuff with Jon Cheigh of Cohen and Steers

Did you know that one of the biggest sectors in the REIT market today is cell phone towers? Or that REITs tend to generate positive returns in rising interest rate environments? This week on the Insight Bridge, Jon Cheigh, CIO and Head of Global Real Estate for Cohen & Steers sits down with FEG’s Greg Dowling to discuss all things REITs. From malls to cell towers and self-storage, REIT allocations have been shifting over time and have grown to positions of prominence in many portfolios, with over $1.6 trillion invested in U.S. REITs alone. In this compelling episode, Jon shares his insights on the role of the indices as a forecaster for the future, his strategies for REIT valuation, and his thoughts on near- and longer-term trends in the space. You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

April 21, 2021Episode 529 min

Renewing Energy Investments with Mark McCall

Mark McCall, Managing Director at Lime Rock New Energy and former Executive Director of the U.S. Department of Energy Loan Programs Office, joins us in this episode to talk about the rise of renewable energy. Listen in as we discuss the megatrend toward renewables, what technology investments are required along the way, how the government will be involved, and how traditional energy fits into the equation.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

January 6, 2026Episode 539 min

The Emperor's New Economic Model: Decoding the Forces Driving Markets in 2026

In this episode, Greg Dowling sits down with Torsten Slok, Partner and Chief Economist at Apollo Global Management, to break down the forces shaping markets in 2026. They discuss the surprising resilience of the global economy in 2025, the transformative power of AI and the persistence of a K-shaped economy. Torsten also weighs in on private credit’s growth, China’s structural challenges, Europe’s fiscal pivot and the global industrial renaissance reshaping investment opportunities. He also reveals what may be next for inflation and the Fed—and uncovers the hidden risks that could shake up markets this year.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.