Greater Possibilities
Episodes
Santa rallies, recovery regimes, and a K-Pop economy
18 Dec 2025
Contributed by Lukas
It’s the most wonderful time of the year, when asset managers release their prognostications for the next 12 months, and investors hope that a Santa...
The AI “bubble,” commercial real estate, and extraordinary monetary policy
29 Oct 2025
Contributed by Lukas
As talk of an “AI bubble” hits the headlines, we discuss key differences between today’s artificial intelligence spending and the tech bubble of...
The government shutdown, gold prices, and the state of the economy
07 Oct 2025
Contributed by Lukas
The government shutdown may or may not be over by the time this hits the airwaves, but the negotiations process on appropriations bills promises to la...
Long rates, the US dollar, and the global debt market
16 Sep 2025
Contributed by Lukas
Rising long rates globally have caused some concern among investors. We discuss why meaningfully higher long rates are a tail risk, but not our base c...
A surge in IPOs, stablecoins, and two key sector opportunities in mid-caps
18 Aug 2025
Contributed by Lukas
Mid-cap manager Justin Livengood joins the podcast to discuss the surge in initial public offerings — a trend that he believes is more than just a t...
The fiscal deficit, international SMID, and the case for optimism
25 Jun 2025
Contributed by Lukas
International equity managers are in vogue again, so we visited with Portfolio Manager David Nadel about the case for international small- and mid-cap...
Trade deficits, the dollar, and diversification
06 May 2025
Contributed by Lukas
In this episode, we ask a UK market expert whether the current environment in the US brings back any memories of Brexit, and what that means for diver...
The twists and turns of tariff policy
14 Apr 2025
Contributed by Lukas
Just hours after we recorded our latest episode on President Trump’s “Liberation Day” tariffs, he announced a 90-day pause on reciprocal tariffs...
Discussing the correction in US stocks
21 Mar 2025
Contributed by Lukas
The S&P 500 Index entered correction territory this month. European stocks got a boost from pledges to increase defense spending. And Social Secur...
What could tariffs mean for markets?
27 Feb 2025
Contributed by Lukas
In this episode, we get an economist’s perspective on what tariffs could mean for growth, inflation, and markets. We also talk about what’s drivin...
Markets grapple with the DeepSeek news
30 Jan 2025
Contributed by Lukas
2025 started with a bang: The DeepSeek AI reveal stunned markets, inflation concerns returned to the headlines, and the Gulf Coast was transformed int...