HeyJaredGreater Possibilities
Investing is all about possibilities. In this podcast, we sit down with portfolio managers, market strategists, economists, and political experts for candid conversations about the greater possibilities they see ahead.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Aug 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 23, 2026
Latest episodes
Rethink Portfolios: Investment grade bonds with Matt Brill (opens the original)
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From hyperscaler borrowing to higher yields, there’s a lot happening beneath the surface of today’s bond markets. Matt Brill breaks down what it all means for credit investors and why fixed income may be more dynamic than many people realize. (Invesco Distributors, Inc.)
Rethink Markets: Oil prices, perma-bears, and the so-called “earnings bubble” (opens the original)
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Oil price increases are back in the news, the perma-bears have grabbed their megaphones, and now there’s talk of an AI “earnings bubble.” Brian Levitt and Jodi Phillips sort through the market’s latest drama to ask what’s really important and what’s just a distraction. (Invesco Distributors, Inc.)
Rethink Portfolios: Midstream energy with Brian Watson (opens the original)
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Think all energy-related companies are driven by the same market forces? It’s time to rethink that view. We interviewed Brian Watson of Invesco’s SteelPath team about the often-overlooked world of midstream energy infrastructure — the systems that help move, store, process, and export the oil and gas people rely on every day. We discussed why these companies may be less tied to oil prices than many investors assume, how rising demand for liquefied natural gas and reliable power is shaping the lo
Rethink Markets: Midterms, youth unemployment, and the next phase of the AI trade (opens the original)
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How might a divided government impact policy over the next two years? How does a 10% youth unemployment rate compare to history? And how is the artificial intelligence trade evolving? (Hint: It may not be enough to simply beat quarterly earnings estimates anymore.) We tackle these topics and much more in our latest episode. (Invesco Distributors, Inc.)
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