Greater Possibilities
Episodes
Rethink Now: A new era for the Federal Reserve
29 Apr 2026
Contributed by Lukas
Brian Levitt shares his quick take on the results of today’s Federal Reserve (Fed) meeting, his expectations for incoming Fed Chair nominee Kevin Wa...
Rethink Portfolios: Municipal bonds with Mark Paris
24 Apr 2026
Contributed by Lukas
In the inaugural episode of Rethink Portfolios, host Danielle Singer sits down with Mark Paris, Chief Investment Officer and Head of Municipals at Inv...
The war with Iran, market indicators, and the realities of private credit
13 Apr 2026
Contributed by Lukas
What is the market telling us about the conflict in the Middle East? Brian Levitt discusses what he’s seeing from his preferred indicators of distre...
The Middle East conflict, oil prices, and market reactions
13 Mar 2026
Contributed by Lukas
Market returns have historically been positive a year after many military conflicts. But there have been a few exceptions. What did those events have ...
A software-driven selloff, an incoming Fed chair, and economic resilience
10 Feb 2026
Contributed by Lukas
We discuss the drivers and implications of the early-February market selloff with guest Justin Livengood, who believes “a broader market is a health...
Discussing the future of AI with Zack Kass
13 Jan 2026
Contributed by Lukas
In this special episode, we welcome Zack Kass, one of the world’s leading artificial intelligence (AI) futurists, to discuss hype, hope, and the hum...
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...