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Disruptive Forces in Investing
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger's seasoned investors who discuss trends that are transforming the investment industry and beyond.
10 posts · theirs
Lately
A New Growth Plane for Japanese Equities
Mid-Year Scorecard: Assessing Our Solving For 2026 Calls
Know What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in Passive
How Asset-Based Finance Is Powering the AI Infrastructure Boom
Capital Solutions: A Flexible Response to Private Equity's Exit Problem
Beyond Macro: A Value Lens on Emerging Markets Equity
The Harder Questions: Neuberger CEO George Walker on Private Credit, AI and Active Ownership
2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public Pipeline
BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets
The Great Bond Divergence: Opportunities Across Curves, Countries, and Credit
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