FEG Insight Bridge

76 Episodes

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Understanding a Shifting Fed, with Tony Crescenzi

2026-10-0659:31

A timely conversation on the Federal Reserve, fixed income, and the forces shaping today’s market environment.Host Greg Dowling speaks with Tony Crescenzi, PIMCO, about the forces reshaping the Federal Reserve and global fixed income markets. They explore Fed leadership, institutional credibility, balance-sheet policy, and how fiscal pressures and shifting global investment patterns influence interest rates and bond-market opportunities.

Stay Calm: David Booth’s Journey to Embrace Uncertainty in Investing & Life

2026-09-0143:25

Explore David Booth’s perspective on managing uncertainty, building a disciplined investment philosophy, and finding lasting value in the decisions that shape both markets and life. Host Greg Dowling speaks with David Booth, founder of Dimensional Fund Advisors, as he reflects on the ideas behind his new book Stay Calm, sharing lessons from his life, career, and role in advancing evidence-based investing. He discusses why uncertainty can never be eliminated, why investors should focus on what they can control, and how long-term discipline, sound advice, and perspective shape both investing and life.Check out David's book on Amazon here.

Adapt or Die: Maintaining Edge Amongst Hyper-Competition

2026-08-0445:38

Explore the discipline, adaptability, and platform-building mindset required to sustain an edge in an increasingly competitive hedge fund landscape. Host Greg Dowling speaks with Dmitry Balyasny, Managing Partner, CIO of Balyasny Asset Management, about building and sustaining an investment platform in a highly competitive environment. The conversation highlights the roles of talent, culture, risk discipline, and technology, with particular focus on how continuous adaptation and thoughtful use of AI can help firms preserve an edge when competition never stands still.

Infrastructure for Intelligence: A Conversation with Blue Owl

2026-07-0937:07

Host Greg Dowling speaks with Alexey Teplukhin of Blue Owl Capital on the rapid buildout of digital infrastructure for cloud and AI. They cover an estimated $7 trillion need, long-term leases to investment‑grade hyperscalers, and Blue Owl’s role, including a Meta joint venture in Louisiana. Topics include power access, community and regulatory dynamics, private credit’s flexibility, and why landlords hold real estate risk while tenants manage technology refresh, reducing obsolescence concerns.

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

2026-06-0558:43

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.

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