Claim OwnershipFireSide: A Podcast Series from FS Investments
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© 2024 FireSide: A Podcast Series from FS Investments
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FireSide 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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How does the #1 advisor in the country close business? In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” instead of “employees” and how he balances family, mentorship, career and philanthropy.“It's about connecting with people and finding a connectio...
Join Chief Market Strategist Troy Gayeski as he dives into the latest mega trends. Troy sits down with Content Strategist Harrison Beck to examine what’s driving growth in private credit markets, the reason investors are embracing middle market private equity and why exploring alternatives could be essential to staying competitive for financial professionals. “There's a reason why large institutions in some cases have 80 percent of their capital in alternatives. They're not d...
In this episode we’re joined by FS Thrive partner, Sarano Kelley, the award-winning speaker, coach and trainer to the financial industry. Sarano sits down with Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss how to build a “Mega Team,” mobilizing authentic communication to help grow your business and how a hyper focus on process may be the ultimate secret to success. “Money moves towards order and money moves towards control. Money moves away fr...
How can we be bullish on the middle market when the Russell 2000 chronically underperforms the S&P 500? It’s a question that investors often ask when considering middle market private equity—and a perfect opportunity to demystify some of this sector’s unique qualities.Join Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew Korz as they examine how the Russell 2000 falls short in mirroring the strong fundamentals and robust growth in middle market PE, and how innovat...
Spring is in the air, and it’s not just the plants that are enjoying the sunshine. The U.S. economy continues its bracing growth, even while the outlook for inflation and interest rates remains stubbornly cloudy.Chief Market Strategist Troy A. Gayeski joins Content Strategist Harrison Beck to discuss his latest strategy note in a brand new show from FS Investments. He examines where portfolios may need some spring cleaning, especially when it comes to redeploying last year’s cash allocat...
Private debt is a $1.6 trillion market that’s critical to our economy and to investors—and it’s rapidly evolving. As banks have retreated from certain kinds of lending, private lenders have stepped in to fill the gap, allowing investors to reap the potential rewards. Join Chief U.S. Economist Lara Rhame, Head of Credit Wealth Solutions Rob Hoffman, and Executive Director of Research Andrew Korz for an initial dive into the private debt market, including the fundamentals of the asse...
In 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 every...
The 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 mar...
Eve 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 wealth ...
While 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 Q...
In 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.
Mary 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 Stre...
In 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 withHelloHive’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 students a...
Markets 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.
The 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
Jason 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.
Lara 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.
A 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...
Whether 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 Gi...
Louise 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.
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