FireSide: A Podcast Series from FS Investments
FireSide is a podcast series from FS Investments featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of FS Investments or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.
Episodes
112 episodes
Head to Head: Joe Brienza, Clarity Advisors, UBS Private Wealth Management
From public service to private wealth—Joe Brienza shares his journey to becoming a Forbes and Barron’s top-ranked financial advisor. In a new episode of Head to Head, Joe Brienza (Managing Director, Clarity Advisors, UBS Private Wea...
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Episode 112
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41:10
Q4 Research roundup: Landings are bumpy
Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for equities, credit, real estate and essential macroeconomic trends in Q4.T...
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Episode 111
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32:43
Election 2024—Congress matters
We are 34 days away from election day. Join FS Investments’ Chief U.S. Economist Lara Rhame and Head of Public Policy Jason Cole as they dive into the critical issues surrounding the election. While the top of the ticket gets most of the focus,...
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Episode 110
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26:56
FS Thrive x Regina Hess: That’s just for rich people
Even sophisticated clients don’t always understand why financial planning can help them achieve their goals. Regina McCann Hess, Founder and President of Forge Wealth Management, hopes to change that. Regina joins Ginevra Czech, FS ...
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Episode 109
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39:52
The Takeaway with Troy Gayeski: Are private credit markets too good to be true?
Are private credit markets saturated with too much capital? Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note,
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Episode 108
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27:00
What's next for banks?
Banks are essential to the healthy functioning of the global economy, and their role in the financial system has been anything but static over time. Today, headwinds for banks and the growth of private markets point to further evolution. &n...
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Episode 107
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27:34
Head to Head x Ken Crowley: Chasing waves
In a new episode of Head to Head, Ken Crowley (Private Wealth Advisor and Managing Director at Rockefeller Capital Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what surfing taught him about the import...
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Episode 106
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21:53
FS Thrive x Stefan Underwood: Be a trickle of water
How can you achieve sustainable high performance in your work? Stefan Underwood, Senior Vice President of Methodology at Exos, has supported the performance goals of pro athletes, elite military operators and leaders at Fortune 100 organization...
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Episode 105
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46:06
Is private credit a bubble?
The extraordinary growth in private credit markets has led some investors to question its risks. We go in depth on our recent report, Is private credit a bubble? to...
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Episode 104
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27:56
The Takeaway with Troy Gayeski: Become the bank
How are investors “becoming the bank” through investments like mortgage REITs? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why current conditions favor these debt-focused CRE investments a...
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Episode 103
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22:06
Election 2024—100 days before the vote: Market and policy impact
With less than 100 days until Americans hit the polls, how are markets reacting to the rapidly evolving headlines and how should investors navigate the most likely scenarios?Join our experts—Head of Public Policy Jason Cole, Chief U.S. E...
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Episode 102
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53:17
Election 2024—Biden withdraws: What’s next in politics and markets?
It’s a political earthquake, but what will Joe Biden's unexpected withdrawal and Kamala Harris’ emerging candidacy mean for investors?Join Head of Public Policy Jason Cole and Executive Director of Investment Research Andrew Korz as the...
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Episode 101
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21:56
Golden handcuffs: The latest on the housing market
A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. Join Chief U.S. Economist Lara Rhame and Executive Director Andrew Korz as they examine what investors need to know about the latest trends driving the housing...
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Episode 100
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24:31
Q3 Research roundup—Navigating market optimism
Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for corporate credit, private equities, commercial real estate and key macroeconomi...
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Episode 99
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35:27
Election 2024—Market and investing impact
The upcoming election will likely mean changes in policy and regulation. What shifts can we expect and how could they impact key markets?Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they offer insight into...
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Episode 98
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31:52
Head to Head: Mike Barry and Kelly Milligan, Quorum Private Wealth
Mike and Kelly consider themselves more than just financial advisors—they’re life advisors.In a new episode of Head to Head, Managing Partners Mike Barry and Kelly Milligan join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson...
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Episode 97
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41:37
Answering the burning questions around private debt—Part 2
Private debt is a growing asset class that’s increasingly making headlines. That’s why we’re back in the studio with more cool answers to your burning questions on this key alternative. Chief U.S. Economist Lara Rhame and Executive...
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Episode 96
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33:36
The Takeaway with Troy Gayeski: Too good to be true?
Are current market conditions too good to be true? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a suboptimal reason to hold on to cash.Troy joins Content St...
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Episode 95
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20:08
Middle market private equity—Greed versus fear
It’s a topic as old as investing: how can portfolio builders better balance greed and fear? Against today’s backdrop of high valuations and concentration in public equities, middle market private equity may offer that ideal mix of risk and rewa...
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Episode 94
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34:35
Head to Head: Jeff Erdmann, Merrill Private Wealth Management
How does the #1 advisor in the country close business? In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ry...
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Episode 93
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34:21
The Takeaway with Troy Gayeski: Embrace alternatives or be left behind?
Join Chief Market Strategist Troy Gayeski as he dives into the latest mega trends. Troy sits down with Content Strategist Harrison Beck to examine what’s driving growth in private credit markets, the reason investors are embracing middle market...
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Episode 92
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21:05
FS Thrive x Sarano Kelley: Access your potential
In this episode we’re joined by FS Thrive partner, Sarano Kelley, the award-winning speaker, coach and trainer to the financial industry. Sarano sits down with Ginevra Czech, FS Investments Director of Client Value Add Program...
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Episode 91
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35:20
The middle market—Beyond the limit of public equities
How can we be bullish on the middle market when the Russell 2000 chronically underperforms the S&P 500? It’s a question that investors often ask when considering middle market private equity—and a perfect opportunity to demystify some of th...
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Episode 90
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23:00
The Takeaway with Troy Gayeski: Putting cash to work
Spring is in the air, and it’s not just the plants that are enjoying the sunshine. The U.S. economy continues its bracing growth, even while the outlook for inflation and interest rates remains stubbornly cloudy.Chief Market Strategist T...
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Episode 89
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23:47
Answering the burning questions around private debt – Part 1
Private debt is a $1.6 trillion market that’s critical to our economy and to investors—and it’s rapidly evolving. As banks have retreated from certain kinds of lending, private lenders have stepped in to fill the gap, allowing investors to reap...
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Episode 88
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29:00