Jeff Blazek

speaker

496 appearances 1 recordings 1 series first heard Feb 2026 last heard 13 Feb

Jeff Blazek’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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How I Invest with David Weisburd · E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make · 13 Feb 2026 podcast

They're not going to give you a very good return.

Yes, real yields are higher now than they have been from five or six years ago, but it's still a tough starting point.

So, yeah, I agree with you.

I think that...

in this hypothetical $10 billion, and let's say that we've made the determination we're going to put one third of the money to work in equities.

So we've got 600 million or so to play with that we want to be more stable, but we still want to be earning a decent return.

Let's keep a hundred billion or a billion of it in treasuries and high-grade credit, liquidity, assets that we know will be very cash-like, will be that stability, and put the rest of it in a diversified portfolio of enhanced strategies, liquid diversifiers, macro hedge funds.

I mean, there are a lot of things you can do in a diversified way that you could have a decent confidence that you could get a 7% return.

Well, I'm going to start with undervalued because I'm an optimist at heart, and then I'll come back to the overvalued.

And to make clear, we are leaning into risk assets.

We upgraded equities about a year ago.

We think that when you look at what is going right, there's a lot going right.

We have the Fed easing.

We have earnings growing in the low teens.

We have a capital cycle that's only getting started, GDP growth that has navigated tariff uncertainty accelerating.

So we see top line revenue growth ahead.

We see bottom line earnings growth ahead.

And valuations, while elevated, we don't worry about evaluations as much when we're aligning with growth.

And so because of that, we like equities, especially outside the US.

And we think that leaning into private equity, private real estate, public equity, these are all overweights in the portfolio.

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