In this episode of the Fat Pitch Podcast, hosts Paul Barausky and Clint Sorenson dive into the latest developments in U.S. monetary policy and global economic trends. They explore the implications of recent Federal Reserve decisions, the impact of China's stimulus measures, and the shifting dynamics in market structures. With insights on inflation, credit growth, and investment strategies, this discussion offers listeners a comprehensive look at how these factors shape today's financial landscape. Join Paul and Clint as they unravel the complexities of the market and highlight potential opportunities for savvy investors.

In this episode of Fat Pitch, hosts Paul Barausky and Clint Sorensen discuss several pressing financial topics. They cover recent changes and expectations in Federal Reserve policy, particularly concerning interest rates and their impact on various markets. They debate the potential for rate cuts and the implications of current economic conditions, including inflation and labor market trends. Additionally, they explore the broader market shifts, such as the performance of real estate and other sectors, and touch on the upcoming election's potential impact on economic policy.

In this episode, our guest is Luke Oliver, Managing Director and Head of Climate Investments and Head of Strategy at KraneShares. Luke brings his carbon markets expertise to the show as we dive into a discussion about the trillion-dollar world of carbon trading. From tracing its growth over the past decade to projecting its future potential, Luke covers the complexities of this growing market, including how carbon trading has evolved from a niche corner to a global powerhouse with markets in Europe, California, and beyond, driving substantial investment opportunities.

Our conversation includes carbon market dynamics, from understanding the nuances of futures trading to exploring the role of carbon pricing in shaping investment strategies. We also highlight the investment opportunities inherent in carbon trading, emphasizing its potential for substantial returns and low correlation with traditional asset classes. Luke outlines strategies for integrating carbon exposure into investment portfolios, drawing attention to the role of carbon ETFs in diversification and risk management. We discuss forecasts, policy implications, and investment implications and uncover the immense potential and opportunities that lie in carbon trading. Whether you're a seasoned investor or a curious observer, this episode offers a comprehensive exploration of one of the most dynamic sectors in today's financial landscape.

Nick Rosenthal, Co-CEO of Griffin Capital shares his thoughts about the affordable housing crisis in the United States with a focus on the multifamily sector. The conversation includes the origin of the housing issue, challenges in single-family home production, the shift towards renting, and the impact of factors like increased home prices and stagnant wages. Nick discusses the current state of the multifamily market, discussing the high number of deliveries in 2023 and 2024, challenges in the credit environment, and the importance of timing in real estate development. We talk about the Opportunity Zones program as a potential solution for tax mitigation and its benefits, including gain deferral, tax-free growth, and tax-free income generation while also touching on the pitfalls of OZs, emphasizing the need for due diligence in selecting projects and managers. The conversation wraps up with speculating how the Federal Reserve's role and the uncertainty surrounding future interest rate cuts factor in.

Welcome to the Dugout 2024. In this 15-minute segment Paul and Clint have a casual and semi off-the-cuff conversation about topics that range from Paul's upcoming visit to see Clint's Tar Heels play in the Dean Dome to their thoughts on “anyone under 80”. Conversation points include the Federal Reserve rate cuts, cash, employment, America’s spending, the S&P 500, the Magnificent Seven, cyclical fluctuation, playing the long game, old and new prognostications, pundits, and of course a dash of politics.

Join us in this episode as Nick Fusco, Co-founder of ApeVue, takes us on a journey through the dynamic world of private markets. From the rise of credit funds to the evolving landscape of equity valuations, Nick provides a unique perspective on the challenges and opportunities in this often-overlooked sector. Discover the significance of long-duration plays, the impact of data on AI models, and the intriguing developments in fund finance. Gain insights into ApeVue's index benchmarks and learn how they contribute to a holistic understanding of private market dynamics. Don't miss this conversation that unveils the secrets of private markets and their potential for long-term success.

Chris Nero, Founder and CEO of Bridgeport Financial Technology, brings 34 years of industry expertise to the show, where we discuss the financial markets evolution and the transition from public to private markets and the challenges and nuances of this shift.

We cover key aspects such as the importance of education in bridging the gap between public and private markets, the growth of accredited high net worth and ultra high net worth investors in private markets, and the role of additive–not disruptive–technology in facilitating this transition. We talk about trends such as the popularity of private credit and the emergence of feeder structures to provide access to exclusive funds. We also highlight the significance of digitization and single source of truth and what that means for the industry in the long term. In our conversation, Chris emphasizes the importance of understanding the entire life cycle of private markets and private market investments and how it works as being critical in building a digital infrastructure that creates a seamless and transparent experience for advisors and clients alike.

Our guest is Chris Pavese, a Wall Street veteran and current President and Chief Investment Officer at Broyhill Asset Management. In this episode, we dive deep into the world of value investing. We discuss whether the tech sector still holds value amidst the AI frenzy and how market dynamics have shifted since the late '90s. We address top-down vs. bottom-up strategies, navigating drawdowns in today's market, and uncovering investment opportunities beyond tech, including a unique take on the online music industry's valuation. Plus, we explore the impact of the ESG craze on stock markets, the fascinating story of tobacco stocks, and the energy industry's current landscape. Don't miss our conversation and insight about catalyst-driven value in a market that has gotten bananas for growth.

This week Jay Jackson, CEO of Abacus Life, joins us to discuss life insurance policies as an alternative asset class. Jay highlights the evolution of the industry, shedding light on the changes in regulation, growth, and the institutionalization of this market. Jay also explains the potential integration of lifespan data into financial planning and investment strategies, emphasizing that life insurance policies are assets with value, suggesting that it’s crucial for financial advisors and clients to be educated about the options available in this space.

The conversation touches on liquidity, returns, and the potential for creating customized investment solutions and an innovative approach to life insurance policies as a unique asset class.

Listen in as we are joined by Mark Yusko, CEO & CIO of Morgan Capital Management, LLC, as he discusses “Innovation as an Asset Class”. Most people think of stocks, bonds, currencies, or commodities when thinking about classical asset classes. And while that's certainly true, those wouldn’t exist without innovation, right? From Bitcoin to AI, there's innovation all around us.