Best Bnp Paribas Asset Management Podcasts (2025)

1
110: Rewind: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello 55:22

4d ago55:22

55:22

Alfonso Peccatiello built a following of 500,000 on LinkedIn by doing something radical – by being a real, authentic human in the fund world. And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital. Alfonso’s story is proof that it pays to challenge the status quo and to put people (and connecti…

1
109: Rewind: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship 1:00:52

11d ago1:00:52

1:00:52

Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connnection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way. Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners. In this episode, he and Stacy disc…

1
Talking Heads – Setting a course for investing in the rest of 2025 8:59

11d ago8:59

8:59

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centre, that concerns remain over US Treasuries, arguing for an overweight …

1
108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street 1:13:15

18d ago1:13:15

1:13:15

What do a chimney sweep empire, a top hat obsession, and a $500M home services company have in common? Dock Street. This Newport-based multifamily office is redefining wealth management for Main Street entrepreneurs, and it’s run by a sibling duo, Spencer Ogden and Liz Curtin. who swore they’d never work together. In this episode, Spencer and Liz j…

1
Talking Heads – Combining asset ownership and stewardship 7:25

19d ago7:25

7:25

Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am Hosted by Ausha. Se…

1
107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds 54:06

25d ago54:06

54:06

What do you do when the market tells you there’s no room for another fund? You tell a better story and carve your niche anyway. In this episode, Stacy sits down with Bob Lind, Co-Founder of Lind Capital Partners, a boutique manager specializing in one of the most overlooked corners of the credit market: non-rated municipal bonds. They dive into how…

1
Talking Heads – What next with digital assets such as tokenised securities? 6:00

26d ago6:00

6:00

When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. On our podcast, Stefan Brinaru, Head of Digital Assets, tells Chief Market Strategist Daniel Morris that the advantages of tokenisation include more transparency and faster settlement. For m…

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Talking Heads – A look at the latest ETF flows 7:19

30d ago7:19

7:19

How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest trends including flows out of – and back into – US equities and the a…

1
Talking Heads – Any viable alternatives to a US dollar in the doldrums? 6:56

1M ago6:56

6:56

With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency’s strength against a basket of six others including the pound, euro and yen, slumped more than 10% in the first half of 2025, the worst sta…

1
106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series 5:35

1M ago5:35

5:35

Headed to a new city and thinking, “Should I try to book lunch with that allocator?” Not so fast. If your first email is a wall of text with your bio, your strategy, and your lunch plans all crammed in… it’s probably going straight to the trash. The good news is that there’s a better way to warm up new prospects, and in this episode, Stacy is break…

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105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family 54:35

1M ago54:35

54:35

Picture this: You’ve got a big job in finance, two tiny humans at home, and a brutal 90-minute commute. Then one day, you trade it all in to start a business with your husband. That’s exactly what Liz Fritz did. In this Episode, she joins Stacy Havener to chat about: Taking the leap from corporate to co-founder (with two babies in tow) What it’s ac…

1
Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once 12:08

1M ago12:08

12:08

This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far beyond personal assistants and chatbots to include even robotics and au…

1
104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building 1:01:21

2M ago1:01:21

1:01:21

What if luck plays a bigger role in fund success than anyone wants to admit? Simon Evan-Cook isn’t just throwing that idea out there. He’s lived it. He spent years on the allocator side, vetting fund managers and learning what really sticks (hint: it’s not just your track record). Now that he’s a fund manager himself, he’s pulling back the curtain …

1
Talking Heads – Have green bonds emerged from their niche? 8:04

2M ago8:04

8:04

Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro Aggregate and SRI Fixed Income, tells Chief Market Strategist Daniel Morris that standards and standardisation have improved. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ D…

1
Talking Heads – What’s new in thematic investing? Check out our Barometer 8:13

2M ago8:13

8:13

Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Investment Management for Europe for Coalition Greenwich, notes the leadi…

1
103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning 55:29

2M ago55:29

55:29

Forget what you think you know about finance careers. Eric Flynn didn’t come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed. Today, he’s the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who …

1
Talking Heads - What’s new on ocean protection and preservation? 6:53

2M ago6:53

6:53

What are the five human activities threatening the ocean’s health and its ability to support jobs and business and act as a carbon sink? What can sustainability-minded investors do to discourage companies from, for example, trading protected species or engaging in industrial fishing? For more insights, visit Viewpoint: https://viewpoint.bnpparibas-…

1
102. How a Female, First-Gen American Founder Turned European Credit on Its Head | Meet Agata Dornan and Her $230M Boutique, Chepstow Lane 1:08:19

2M ago1:08:19

1:08:19

When you think about European credit investing, most people assume it’s only for the big shops with billions under management. Agata Dornan, Founder & CIO of Chepstow Lane, is here to challenge that, and she’s doing it with smarts, grit, and real talk about what it really takes to succeed. Agata’s path to launching her own boutique wasn’t a straigh…

1
101: Meet Rob Morier: From Wall Street Exec to Podcasting Entrepreneur to Venture Capital Professor 1:08:15

2M ago1:08:15

1:08:15

Stacy and Rob Morier met over 25 years ago at Julius Baer Investment Management, long before podcasting, LinkedIn, and fund manager personal brands were even a thing. Fast forward to today, and Rob’s resume reads like an adventure novel. He’s done it all. From Wall Street, to teaching the next generation about all things VC as a Professor at Drexel…

1
Talking Heads – Making the case for absolute return bonds 6:49

2M ago6:49

6:49

How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading? Jayesh Mistry, Absolute Return Portfolio Manager, makes the case for an absolute return approach, with flexibility to benefit from different sectors within global b…

1
Talking Heads – Which long-term themes are set to drive global equity markets? 7:25

2M ago7:25

7:25

Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/…

1
100th Episode Featuring Dr. Daniel Crosby | The Scientist and The Storyteller Reunite on The Soul of Wealth, Why Every Company is a Media Company, and How to Find Meaning in the Attention Economy 1:01:20

2M ago1:01:20

1:01:20

Being great at investing is one thing but if no one knows about you or what you stand for, good luck growing your fund. It might sound harsh, but it’s true. In today’s world, attention is the new currency and you can’t afford to ignore it. That’s why today, Stacy is bringing her friend Dr. Daniel Crosby back on the mic for a very special 100th epis…

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99: How to Add Personality to Your Posts (Without Losing Your Professional Edge) | Story Snacks Series 10:51

3M ago10:51

10:51

Let’s be honest: writing for LinkedIn can feel like walking a tightrope. You want to sound smart, credible, and professional. But also… like a human. In this Episode, Stacy shares the exact approach she uses to walk that line between being personable and credible (and to generate leads for her firm, Havener Capital, in the process). Listen in as sh…

1
Talking Heads – Investing via an ETF in the European defence sector 7:41

3M ago7:41

7:41

Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, and Andrew Craig, Co-head of the Investment Insight Centre talk about prospects for the European defence sector. For more insights, visit Viewpoint: https://vi…

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98: Inside the Mind of a 3x Billion-Dollar Boutique Founder: Tucker Walsh on Growth, Grit, and Getting Funded 56:20

3M ago56:20

56:20

Stacy’s had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn’t just build one billion-dollar firm, he did it again. And now? He’s back at it for a third time. In this Episode, Tucker and Stacy talk about what it really takes to build an investment firm from the ground up. They also discuss: …

1
Talking heads - It’s a match: infrastructure investing and Europe’s new focus 8:49

3M ago8:49

8:49

Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation. The asset class’s stable and predictable cashflows can also offer downside protection, she argues. For more insights…

1
Talking Heads - Investing in the resilience of environmental trends 7:51

3M ago7:51

7:51

Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https…

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97: Sean Peche, Founder and Fund Manager, Ranmore Funds – Benefits of Challenging the Status Quo in Fund Marketing and Distribution 1:02:13

3M ago1:02:13

1:02:13

Most fund managers are happiest behind their screens, crunching data and studying markets. That’s their zone of genius, so it makes sense. But when you step into the founder seat, everything changes. Investing is no longer your only job. Suddenly, marketing and distribution aren’t just important, they’re non-negotiables. Today’s guest, Sean Peche, …

1
Talking Heads – Maintaining discipline when equities scatter 7:36

3M ago7:36

7:36

Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the US. For more insights, visit Viewpoint: https://…

1
96: Alex Boyd, Founder of Aware – Helping Investment Firms (and Introverts) Succeed on LinkedIn 45:19

3M ago45:19

45:19

Most college students aren’t spending their free time building trading algorithms. But Alex Boyd isn’t most people. From an early start on an investment desk to founding Aware—a tool that helps professionals build real influence on LinkedIn in a fraction of the time—Alex’s journey is anything but typical. He’s also an introvert who understands what…

1
95: Dan Mikulskis, CIO £31B People’s Partnership – How to Take Conference Panels from “Meh” to Magic 1:07:11

4M ago1:07:11

1:07:11

Panels are everywhere in the asset management world. But let’s be honest, most of them aren’t exactly lighting the room on fire. So why is something that seems so simple, so hard to get right? Is it really that tough to throw a few smart folks on stage and ask them questions? To find out, Stacy called in her friend Dan Mikulskis. Dan is the Chief I…

1
Talking Heads – Curious about private equity? 8:28

4M ago8:28

8:28

Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist. They highlight the agility private equity brings in the current market and economic environment and discuss the opportunitie…

1
Talking Heads – Generating income, protecting capital in bonds 11:30

4M ago11:30

11:30

Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets. Olivier reminds listeners that one things hasn't changed, namely the number one performance driver for fixed income remains carry. For more insights, visit Viewpoint: https://viewpoint.bnppar…

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94: Big Exit. Bigger Idea. $30M in Backing | Meet Rafael Loureiro, CEO of Wealth.com 1:03:19

4M ago1:03:19

1:03:19

After exiting a successful startup, Rafael Loureiro went looking for a better way to do estate planning…and came up empty. The experience? Clunky. Expensive. Outdated. So like any smart entrepreneur would do, he decided to build something better. Today, Rafael is the CEO of Wealth.com, a FinTech firm backed by Google Ventures and designed to modern…

1
Talking Heads – ETF flows and trends in a world in flux 7:29

4M ago7:29

7:29

Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head of ETF Research. For more insights, visit Viewpoint: https://viewpoint.…

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93: Meet Ben Beneche – Former Co-Lead of International Equity at $200B Pictet, Now Boutique Investment Co-Founder at Tourbillon 1:01:06

4M ago1:01:06

1:01:06

Founders don’t start firms because it’s easy; they do it because they believe there’s a better way. That was true for today’s guest, Ben Beneche, who left the comfort of a $200B+ global firm to launch his own boutique: Tourbillon Investment Management. In this Episode, he sits down with Stacy to discuss: His backstory: How his nomadic childhood sha…

1
Talking Heads – Making a difference with impact investing 6:11

4M ago6:11

6:11

Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing interest from investors, even in a world where many types of sustainable investing face scepticism. Berenice Lasfargues, Sustainability Integration Lead, talks to Chief Market Strategist Daniel Morris abo…

1
Talking Heads – Tariff turmoil clouds Europe’s economic outlook 7:46

4M ago7:46

7:46

A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans to re-engineer global trade threaten to sap investor and consumer confidence. Listen to Mario Pietrunti, Senior European Economist, as he explains the direct and indirect effects to Chief Market Strategist Daniel Morris. For mor…

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92: Crowd Control—How to Nail Investor Meetings (Even With 10+ People in the Room) | Story Snacks Series 7:50

4M ago7:50

7:50

There’s nothing worse than walking into a conference room full of investors. Suddenly, everything you thought you knew about running a great meeting goes out the window. You’re wondering who to make eye contact with, whether anyone is actually interested, and why no one is saying anything. Crowded meetings are awkward. They’re intimidating. But the…

1
Talking Heads – The case for long-short convertibles in volatile times 6:56

4M ago6:56

6:56

A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the underlying equity that the bonds typically convert into. Skander discusses with Chief Market Strategist Daniel Morris how these strategies can appeal to investors looking for less risk and le…

1
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo? 9:02

4M ago9:02

9:02

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies with Chief Market Strategist Daniel Morris. Fo…

1
Talking Heads – Thinking about diversification? Try asset-backed securities 7:29

5M ago7:29

7:29

European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversification from other forms of credit such as corporate debt. Listen to David Favier, Head of Structured Credit, as he discusses the ins and outs of asset-backed securities and their role as a diversifica…

1
91: The 4 Traits Every Great Fundraiser Has (and They’re Not on a Resume) | Story Snack Series 9:19

5M ago9:19

9:19

Whether you’re raising capital on your own or thinking about hiring someone to help, chances are… you’re focused on all the wrong things. The biggest lesson Stacy learned while raising $8B for boutique asset managers (which ultimately helped drive over $30B in follow-on AUM)? Flashy resumes, market hot takes, and smooth talkers don’t close deals. T…

1
Talking Heads – A new focus on investing in water 12:03

5M ago12:03

12:03

Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. Listen to water strategy portfolio managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change as well as the growing need for ultraclean water for semiconductors and cooling applications…

1
90: Are Allocators Even on LinkedIn? How to Build Relationships With Investors on Social and Beyond | Story Snack Series 9:56

5M ago9:56

9:56

Raising capital starts with real relationships. And in 2025, social media is the easiest way to make those connections…right? Well… not always. What if the allocators you’re trying to reach aren’t posting? You can’t comment. You can’t DM them. Heck, maybe they don’t even accept your connection requests on LinkedIn. Then what? How do you reach someo…

1
Talking Heads – Long-term trends underpin European private equity infrastructure 9:20

5M ago9:20

9:20

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private Equity Infrastructure Investment Team Rodolphe Brumm tells Andrew Craig, Co-head of the Investment Insights Centre, that this asset class benefits from robust characteristics. For more insig…

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89: The 5 Biggest Storytelling Mistakes Fund Managers Make (And How to Fix Them) | Story Snack Series 9:42

5M ago9:42

9:42

You know storytelling is powerful. You’ve heard that facts don’t close deals—feelings do. But when it comes time to talk about yourself, it suddenly feels...awkward. When is the right time to tell a story? And how do you know if you’re sharing too much or sounding too braggy? Listen in as Stacy tackles these questions and breaks down: The #1 storyt…

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88: How to Stand Out (and Win Over Investors) in a Crowded Sea of Fund Managers | Story Snacks Series 10:56

5M ago10:56

10:56

As a boutique, blending in isn’t just a mistake; it’s a death sentence. You don’t need to be BlackRock. You need to own what makes your fund different. But let’s be real: finding your edge—and actually leading with it—can feel like showing up to a black-tie event in your pajamas. Awkward. Exposed. Uncomfortable. That’s why in this Episode, Stacy br…

1
Talking Heads – Time to unearth value stocks and diversify 7:51

5M ago7:51

7:51

Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into account both the market's overall risk appetite and trends. For more in…

1
Talking Heads - US small caps: looking beyond the near-term uncertainties 10:02

5M ago10:02

10:02

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/…

Podcasts Worth a Listen

Bnp Paribas Asset Management Podcasts

Podcasts Worth a Listen

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