Podcast appearances and mentions of david lebovitz

This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under the new administration. The conversation also touches on the implications of government efficiency measures and potential tax reforms.

Watch the video version on YouTube.  In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by David Lebovitz, Managing Director and Strategist at the Multi-Asset Solutions Group, to discuss the inception and evolution of the Guide to Alternatives. They delve into the structure and importance of alternative investments, the integration of alternatives into multi-asset portfolios and the challenges of sizing these allocations.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Another holiday season is upon us, so everyone stay calm! Shawn and Simon are bringing the chill, mindful vibes this Christmas along with boxes of scones, macarons and fruitcake.  Questions, comments or corrections? Hit us up at email@eatdrinkcheap.ca eatdrinkcheap.ca eadrinkbreathe.com/podcast Music by John Palmer Show notes and Shout Outs: Ann Rice's Interview With The Vampire on Netflix: https://www.netflix.com/tudum/articles/interview-with-the-vampire-netflix-date-cast-details Strawberry Hotel by Underworld: https://underworld.bandcamp.com/album/strawberry-hotel The Many Works of David Lebovitz: https://www.davidlebovitz.com/chocolatecherry/ Macarons by Pierre Herme: https://www.pierreherme.com/en/macarons.html  

In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy discuss insights from the SIAG Public & Private Markets series. They explore the roles of real estate, credit, and equity in diversified portfolios, highlighting the blend of public and private investments. 

In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode.

In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations.

In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations.

David Lebovitz is a pastry chef, cookbook author, and recipe developer based in France. He's known for his popular newsletter, which gives subscribers a window into his life in Paris, including restaurant recommendations, recipes, and personal stories. On today's episode, David joins host Jessie Sheehan to discuss his time at Chez Panisse, his move to Paris, and what delights him about the city all these years later. Next, they talk through David's recipe for chocolate cheesecake brownies. Find out why David prefers day-old brownies to fresh ones, how he shops for baking ingredients in Paris, what he learned from Lindsey Shere and Laurie Colwin, and what the deal is with Lipton soup mix and French tinfoil. Click here for David's recipe so you can bake along.Thank you to Plugrà Premium European Butter for supporting our show. Visit Cherry Bombe's Event Calendar for our upcoming event dates, details, and tickets. Hosted by Jessie SheehanProduced by Kerry Diamond, Catherine Baker, and Elizabeth VogtEdited by Jenna SadhuContent & Partnerships Manager Londyn CrenshawRecorded at CityVox StudiosShe's My Cherry Pie is a production of The Cherry Bombe Podcast Network. For past episodes and transcripts, click here. Subscribe to our newsletter here.More on David: Instagram, newsletter, website, booksMore on Jessie: Instagram, “Salty, Cheesy, Herby, Crispy Snackable Bakes” cookbookSubscribe to Cherry Bombe Magazine here.

In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 2024 and beyond.

In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the long-term growth potential of real estate as an investable asset class, including the expansion of the real estate market from traditional core to a wide range of extended sectors, and the case for allocating to real estate investment trusts (REITs) and private real estate funds for a well-diversified portfolio. Tune in now to get the latest insights from David Lebovitz, Global Market Strategist, Multi-Asset Solutions, Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, and Bob Culver, Managing Director, Security Capital Research and Management.

Today on the show we have some really cool conversations about European butter. First up is David Lebovitz, a cookbook author and baker extraordinaire. Our lively conversation is all about cooking with good European butter and why using the good stuff is essential in baking and other kitchen adventures. David is such a pro, and we loved catching up with him about one of his favorite products. Also on the show, we have a great interview with Charles Duque, managing director (Americas) for the French dairy board. We hear about trends in European butter and how sustainability and animal wellness are top of mind with butter production in Europe. He also answers the question “How do you actually taste butter?” Finally, Aliza, Matt, and Shalea share some of their favorite ways to cook with quality butter, including some unexpected twists and turns.This episode is presented by Taste Europe, Butter of France. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, talks with Samrawit Soquar, Global Head of Research, Global Fixed Income, Currency & Commodities Group, and Brian Coleman, Head of Private Credit Strategies, about the public credit spectrum, including the convergence of investment grade and high yield, the growth of private credit and direct lending, and what investors can do to take advantage of shifting market conditions.

While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternative investments, It's Mostly a Paper Moon.    

The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, including stock/bond correlations, high quality duration and risks and opportunities for investors.

Chef David Lebovitz is back on the show to talk about the Aligre Market (le marché d'Aligre) in the 12th arrondissement of Paris. Follow David here for his newsletter on Substack.  Music in this episode is from Pres Maxson. *********** The Earful Tower exists thanks to support from its Patreon members. From $10 a month you can unlock almost endless extras including bonus podcast episodes, live video replays, special event invites, and our annually updated PDF guide to Paris.  Membership takes only a minute to set up. Thank you for keeping this channel independent.  For more from the Earful Tower, here are some handy links: Website  Weekly newsletter 

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutions, discuss their investment predictions for the coming year, including risks and opportunities across all sectors and asset classes.

There aren't a lot of things on the internet that have been around since 1999. But David Lebovitz's blog (and now Substack), full of quips, stories, and recipes from his life in Paris, is one of them. David is the author of many cookbooks, including The Perfect Scoop, Ready For Dessert, Drinking French, and the iconic My Paris Kitchen. This is such a fun conversation, full of life and stories about pastry in San Francisco and Paris. David is one of our all-time favorites, and it was so fun having him in the studio. We hope you enjoy this conversation. Do you enjoy This Is TASTE? Drop us a review on Apple, or star us on Spotify. We'd love to hear from you. MORE FROM DAVID LEBOVITZ:Chocolate Chip “Kitchen Sink” Cookies [David Lebovitz]TASTE Travels France: Exploring Camembert, Calvados, and The French CountrysideThis Is TASTE 323: We ❤️ Saveur with Dorothy Kalins [TASTE]The Making of My Paris Kitchen [David Lebovitz]

Working as a food creator for 25+ years, transitioning from food blogging to Substack, and future-proofing your content against AI with David Lebovitz. ----- Welcome to episode 443 of The Food Blogger Pro Podcast! This week on the podcast, Bjork interviews David Lebovitz. Why David Lebovitz Switched from Blogging to Substack (and How he Quadrupled his Income) David Lebovitz is a pastry chef, cookbook author, and OG food blogger (he first started his blog in 1999!). He has witnessed every new platform, algorithm update, and trend in the last 25 years and is still one of the most successful food creators in the business. In this interview, Bjork and David chat about David's recent pivot from food blogging to his Substack newsletter. David shares what he loves about Substack, what he misses about blogging, and how he has had so much success with his newsletter. We are big fans of David (and his sense of humor!) and know you'll love this episode. In this episode, you'll learn: The importance of adapting or adopting as a creator. All about David's journey through food blogging. Why David stopped blogging and switched to Substack (and what he misses about blogging). How and why he started doing Instagram Lives (and more about his success with them). How he is making 4x his blog income through his Substack newsletter. How he approaches free vs. paid content on Substack. The meaning and importance of various metrics (like engagement) as a food creator. What it's like to be a food blogger in France. What he would do differently if he were starting out as a food creator now. His thoughts on AI in the food blogging space and future-proofing against AI. Resources: DavidLebovitz.com 129: Forging Your Own Path with David Lebovitz Baking Yesteryear Substack Simply Recipes David's Podcast Saveur Magazine's Blog Awards Drinking French 1000 True Fans L'Appart: The Delights and Disasters of Making My Paris Home Smitten Kitchen Dianne Jacob Follow David on Substack and Instagram Join the Food Blogger Pro Podcast Facebook Group ----- This episode is sponsored by CultivateWP and Memberful. Learn more about our sponsors at foodbloggerpro.com/sponsors. Interested in working with us too? Learn more about our sponsorship opportunities and how to get started here. If you have any comments, questions, or suggestions for interviews, be sure to email them to podcast@foodbloggerpro.com. Learn more about joining the Food Blogger Pro community at foodbloggerpro.com/membership.

David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy, conduct their annual asset allocation draft across various asset classes, and make their picks for the most promising investment opportunities in 2023

Our guest today is a longtime friend of the podcast, David Lebovitz. He brought us two album choices and while it's always an enticing idea to discuss Warren Zevon, we tabled that and begged for him to talk about a really weird Johnny Cash album with us instead. Thankfully, he bent to our will. If you've never heard of this particular Johnny Cash album, you're in for quite a ride. We dig into why it's such an intriguing and mystifying entry in his catalog of work -- and David came prepared with quite a bit of material.Big thanks to him for putting this album in front of us! David's all over the place on socials -- here are his many links in the form of a good old-fashioned link dump, as the kids call it.https://twitter.com/leboismhttps://bsky.app/profile/leboism.bsky.socialhttps://letterboxd.com/leboism/https://ko-fi.com/leboismhttps://thedavidbugle.substack.com/David also suggested the following Salon article for further reading about this album.Here also is the documentary that he references during the conversation, plus the book about Bitter Tears.P.S. If you enjoy this podcast, we'd love it if you were moved to join our Patreon. The Record Club offers all sorts of bonus content related to this podcast and beyond -- including advance listens to our episodes and additional bonus audio! Thank you for your support and listening ears!

While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, David Lebovitz is joined by Tim Woodhouse, a Portfolio Manager in our International Equity Group, to discuss cross-border investing, valuations, sector themes, corporate governance and more.

Nathan discusses the unique benefits of Health Savings Accounts, and explains why your home should not be looked at as a traditional financial investment. Also on MoneyTalk, Donna and Nathan speak with JP Morgan Global Market Strategist, David Lebovitz, to discuss the factors that have driven higher than expected economic growth this year, and how that may change in 2024. Hosts: Nathan Beauvais, CFP®, CIMA® & Donna Sowa Allard, CFP®, AIF®; Special Guest: David Lebovitz; Air Date: 11/10/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the US is staring down the barrel of a sluggish economy. Nela Richardson, ADP Chief Economist, says the Fed's job is more complicated now. Kevin Book, Clearview Energy Partners Co-Founder, says there is still room to run for oil. Alan Ruskin, Deutsche Bank Chief International Strategist, says a Fed cut could cause a weaker dollar and potentially ease some China pressures. David Lebovitz, JPMorgan Asset Management Global Market Strategist, expects airlines to continue to raise prices to defend their margins. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

In today's episode (117) of the EAT, CAPTURE, SHARE podcast, I'm talking with teacher, author of 'Will Write For Food' and food writing coach, Dianne Jacob.  We chat about the rise of artificial intelligence (AI) and whether it threatens food writers', food bloggers' and food photographers' livelihoods or not!  We also talk about the what, where and why of Substack, and its benefits and drawbacks for food bloggers and food writers today. Dianne is such an expert in her field so this is an episode you won't want to miss!   Here's what else you can expect from today's episode... Dianne introduces herself. Dianne explains how AI is affecting the food writing space. Dianne talks about how AI such as ChatGPT is impacting recipe developers and food bloggers. Dianne gives her expert opinion on whether AI is a threat to food bloggers or not. The answer may surprise you! Dianne explains the benefits of Substack versus blogging! Dianne gives her top tips for getting your cookbook proposal to stand out in a crowded market.   LINKS MENTIONED: My book, Creative Food Photography is available HERE! It's for food photographers who want to find their own unique style and up level their photography Find out more about my Fearless Focus Mastermind and Mentoring program for food photographers and food bloggers HERE Dianne's Substack newsletter and Instagram Dianne's books ChatGPT Bard Dianne's ChatGPT-generated cookie photo David Lebovitz's newsletter Food 52 Sally's Baking Addiction Eleni from the TLP team How to write a cookbook proposal. Get the FREE downloadable pdf HERE! Find the full show notes HERE Find my Instagram HERE

Kate and Kristin talk with writer David Lebovitz about his career and life in France. He discusses how he went from pastry chef to food writer, how blogging strengthened his writing voice and why he pivoted to video during the pandemic. He shares his decision to write "the hardest book he ever wrote", the advice he gives to aspiring writers and his choice to move his writing to Substack. Finally, he tells us how decides what stories to tell and reveals a glimpse into a few new potential projects.Hosts: Kate Leahy + Molly Stevens + Kristin DonnellyEditor: Abby Cerquitella MentionsDavid LebovitzWebsiteInstagramSubstackPodcast The Idle Hour Visit the Everything Cookbooks Bookshop to purchase a copy of the books mentioned in the showDrinking French by David LebovitzL'Appart by David LebovitzMy Paris Kitchen by David LebovitzThe Perfect Scoop by David LebovitzReady for Dessert by David LebovitzThe Sweet Life in Paris by David LebovitzThe Great Book of Chocolate by David LebovitzThe Lost Kitchen by Erin French

Ed Hyman, Evercore ISI Chairman & Head of Macro Economic Research, sees the Fed hiking one more time then they will be done. Thomas Tzitzouris, Strategas Head of Fixed Income Research, believes inflation expectations are bottoming for this cycle. David Lebovitz, JPMorgan Asset Management Global Market Strategist, warns against chasing the rally. Ellen Wald, Atlantic Council Senior Fellow, isn't surprised by Saudi Arabia's search for "global prestige" in the sports world, as they are "not really getting it from oil anymore." Helane Becker, TD Cowen Senior Research Analyst, discusses the airline industry following the influx of travel on July 4th. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy.

What opportunities exist in private equity? Our experts discuss valuations, sector preferences, the secondaries market and more on a new Center for Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Morgan Asset Management's Global Private Equity Group Co-Heads, Stephen Catherwood and Ashmi Mehrotra.

 Jelena McWilliams, Former FDIC Chair & Cravath Swaine & Moore Partner, says regional banks must manage risk. Daleep Singh, PGIM Fixed Income Chief Global Economist, says congress is as polarized as its ever been. David Lebovitz, JPMorgan Asset Management Global Market Strategist, says the recent growth data and US jobs report don't suggest a recession. Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees yields remaining range-bound. Adam Tooze, Columbia University Professor of History, sees a bifurcation of the US economy. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Specialist, Emerging Market and Asia Pacific Equities Group, discuss pressures on the U.S. dollar, the impact of China's re-opening and what investors need to know about investing overseas.

Welcome to “Multiplex and Talent Show” on the What's The Matter With Me? Podcast This week, I used my wheelchair to go to the multiplex in Dublin and the talent show in the auditorium at my children's elementary school. The movie we saw was "Inside" with Willem Dafoe and the elementary school talent show had a few truly bizarre, fun memorable moments.. Using my wheelchair made it possible. Spicy Nut and Pretzel Mix Whipped up the David Lebovitz snack mix because our dinner guest brought an extra pie. I think you could say it was burnt, but it's still so addictive that it didn't matter - it all gets eaten every time Welcome in Shout out to Canada. I watched the Sharks lose to the Oilers last night so I gotta give a big Shout out. to Canada I heard the band Big Blood from South Portland, Maine on the radio during KFJC's Female Takeover a marathon of music created by female artists - shout out to cousin Jimmy https://www.youtube.com/watch?v=hDmrH488oS8 Big Blood The song I heard was "Reproduce and Get Dirty which is like a great summary of all living things. It has great slide guitar and a wonderful vocal melody that soars at times and is also more intimate other times Big Blood has a lot of free music {including the aforementioned track) on the Free Music Archive At the Multiplex I went to the Regal Hacienda Crossing Spaceport in Dublin. It is a multiplex at an outdoor mall Shout out to Anjela the hair-cutter who told me she went to movies there when she was in high school I went with Nami to the movie in my wheelchair. I like going to the multiplex in a wheelchair because multiplexes are big and huge and I don't know if I'd be able to make it otherwise We saw the movie Inside with William Defoe It's about an art burglar who gets trapped inside a smart house which more-or-less tortures him and features the destruction of millions of dollars worth of of art and furniture. Kids Got Talent I went to the children's talent show in my wheelchair, but beforehand i emailed ahead of time to ask if they would save a space for me, which was no problem. they saved a space for me at the front of the room and a really sweet girl wearing a tap outfit helped me to get settled There were great embarrassing song and dance routines, solo Hamilton, martial arts, gymnastic cartwheels I & II, Water Under The Bridge interpretive dances and SO much more. It was more interesting than I thought it would be. My son told me he had a crush on a girl who did a gymnastic routine. When his mom asked why, he said it was because she "ran really fast" "A pint is a pound the world around" https://twitter.com/deerhoof/status/1637952008039849984 Indie rockers weigh in Only one thing left subscribe to the whatsthematterwithme podcast and you'll get a very fancy nice email version of the podcast every time a new episode comes out its very handsome be sure to click subscribe right at the top of the page, just a name and your email is all we need to get goin and then youll always get the selfie This Week's Selfie In the studio

Christian Horner, Red Bull Racing F1 Team Principal, discusses Formula One's growth in the US and Red Bull's win at the opening race in Bahrain. Jim Bianco, Bianco Research President, says the China reopening trade may be "overdone." David Lebovitz, JPMorgan Asset Management Global Market Strategist, says any possible US downturn won't be as severe as the recession of 2008. Ellen Wald, Atlantic Council Senior Fellow and "Saudi Inc." Author, says we're headed towards a period of tightness in the oil market.See omnystudio.com/listener for privacy information.

This week on The Lebenthal Report, we welcome back Managing Director & Global Market Strategist at J.P. Morgan, David Lebovitz. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press. Michael and Dominick discuss with David the view of the market forecast going forward. As well as an update on the current market

This week on The Lebenthal Report, we welcome back Managing Director & Global Market Strategist at J.P. Morgan, David Lebovitz. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe has appeared on both Bloomberg TV and CNBC and is often quoted in the financial press. Michael and Dominick discuss with David the view of the market forecast going forward. As well as an update on the current market

In this episode of the Scenic Route podcast, host Jennifer Walter sits down with Nadia Gabrielle to discuss the secret to unlocking business success. Nadia is a business coach and consultant who helps entrepreneurs and creatives navigate the business world with purpose and passion. In this episode, she takes you on a journey to uncover the common pitfalls in business and shows you how to reconnect with the purpose behind why you started. Don't miss out on the human connection with your ideal client, and learn how to establish boundaries when faced with tough triggers. Discover the power of perception and the energetic forces that attract the wrong clients. Explore the concept of capacity and how it plays a crucial role in determining your limits. Finally, Nadia shares her expertise on expanding your capacity for growth and success as she answers my million-dollar question. Join the conversation now!Books Mentioned: The Big LeapConnect with Nadia Gabrielle over on:Instagram: https://www.instagram.com/_nadiagabrielle/Projectors Invited: https://www.instagram.com/projectorsinvited/Website: https://www.nadiagabrielle.com/Book she is reading: L'Appart: The Delights and Disasters of Making My Paris Home by David Lebovitz _____________________________________________________________________For more of The Scenic Route, head to scenicroutepodcast.com for more free resources to help you build the life you want, regardless of what life throws at you. JOIN THE CONVERSATIONConnect with me over on: Instagram https://www.instagram.com/jenniferwalter_ch/ or TikTok https://www.tiktok.com/@itsjenniferwalter Don't forget to sign up and receive your free Intuitive Branding Invitation email course, where you learn how to unlock the secrets to a captivating brand that is just so you and builds the foundation of your successful and sustainable business. SHOW SOME LOVEIf you found value in today's episode, I would appreciate it if you could leave a rating and review and help me share the message with more business owners who are ready to discover the scenic route!

We are starting 2023 right with a chat with guest David Lebovitz about Paris drinking culture to kick off this year's Tour de France for which I'll export a different region of the country every month.

In this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist for J.P. Morgan Asset Management, for a discussion on the outlook for U.S. equities and what investors can expect from 3Q22 earnings season. Higher inflation, higher interest rates and slowing consumer demand have all posed considerable headwinds to U.S. equities and contributed to the large selloffs experienced in markets this year. As third-quarter earnings season kicks off, investors are hoping to gain insight into how earnings, revenues and margins are holding up as the macro environment gets rockier. While the risks dampening investor sentiment right now are very real, valuations have also come down significantly, paving the way for potentially very attractive expected returns going forward.

David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most promising opportunities to reach them.

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and where institutional investors can find the most promising investment opportunities.

Stocks closing sharply lower to close out a brutal week for the bulls amid rising fears of a global recession. Former Kansas City Fed President Thomas Hoenig discusses whether the Federal Reserve is making a mistake by being so aggressive with its interest rate hikes. Laffer Tengler Investments' CEO Nancy Tengler says the market is starting to price in a policy mistake by the Fed and unveils how she is positioning her clients as a result. JP Morgan Asset Management's David Lebovitz says high quality fixed income is starting to look very attractive as investors seek safety from this market turmoil. Bespoke's Paul Hickey on how this week's huge market sell off could impact historic seasonal patterns. Ariel's Charlie Bobrinskoy says value stocks are the way to play this market sell off, but Edward Jones' Mona Mahajan believes it may be time to buy back into growth stocks. Evercore ISI's Mark Mahaney reveals where he sees longer term opportunities to buy large cap tech stocks. And Raymond James' Pavel Molchanov weighs in on whether there is an opportunity in the energy sector as oil prices fall to the lowest level since January.

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to preserve capital against a backdrop of elevated volatility and recession concerns.

David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate technology companies and solutions. 

2022 has been a challenging year for most public asset classes, leaving many investors at odds on how to position portfolios, protect against inflation and identify areas for potential excess returns going forward. While markets have been more challenging, the need for income, capital appreciation and capital preservation has not changed. That's where alternative investments may provide some solutions. On this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist, to discuss the outlook for Alternatives in an environment with higher rates and slower growth. For more information on the Guide to Alternatives, please visit our website here.

David Lebovitz and Jack Manley, Global Market Strategists, discuss the Canadian economy from the booming housing market to inflation dynamics with the Bank of Canada, and the opportunity set for institutional investors in the second half of the year.

The equity markets have seen a tumultuous and fairly disappointing few months in 2022. Investor sentiment has turned extremely bearish due to a land war in Ukraine, a more hawkish and aggressive Fed, and rising and persistent inflation. On this episode, Dr. David Kelly is joined by Andrew Tyler, Head of U.S. Market Intelligence, to discuss the current state of equity markets, the factors driving recent volatility, the takeaways form 1Q22 earnings season and the further implications of the Fed's rate hiking cycle on equity markets. For additional insights on the 1Q22 earnings season, check out our latest bulletin written by David Lebovitz and Nimish Vyas.

Things that make Bridget happy and the Lake Geneva Public Library came together this week to make some interesting threads of conversation. We hope you enjoy listening to our journey through our weeks, plus all the fun and games we have along the way.We have a really fun game this week. Seriously, make sure you listen!The Lake Geneva Public Library re-opened this week after months after renovation. If you're local, go check it out!We checked out Drinking French by David Lebovitz from said Library and made a Triple Ménace cocktail from Gin, Lillet Blanc, and Yellow Chartreuse (a substitute for Suze). It was delicious!Bridget shared this cool organization called Guerrilla Gardening that promotes growing beautiful and tasty things in public spaces. How would you feel about booking a plane ticket that then becomes a bus ticket? Well. It's happening. United is trying to put a positive spin on this development, but Nick isn't having it.If Bridget is using this coffee cup, maybe give her a little space!Nick is a huge fan of the beers they're making at Low Daily Beer in Burlington, WI, especially their Table Beer. It's called 'Buckets' because you can drink buckets of it because it's only 3.5% ABV and delicious.When you want to listen to radio stations from other cities - maybe like Seattle, for instance - Bridget recommends using the Audacy Radio app!Shout out to The Dating Divas for coming up with this at home version of The Price is Right and thank you to Shannon for playing along!Thank you so much for listening, we hope you have a great week. If you'd like to follow along with us, here are all the links:Visit our websiteLike us on FacebookFollow us on InstagramGet links to follow the podcast in your favorite appOr email us at: hello /at/ dinnerlusdrinks /dot/ comCheers everybody!~ Bridget and Nick

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the current state of inflation, the reaction of the Federal Reserve and how investors can position themselves for both the near-and-long-term shift in interest rates.

I might suggest not listening to this episode on an empty stomach because my guest this week is professional pastry chef, blogger, and nine-time author David Lebovitz. David's book “The Sweet Life in Paris” was an International Association of Culinary Professionals Literary Award finalist and Saveur Magazine named him Blogger of the Decade. David's latest book “Drinking French” delves into the history and traditions of French drinksincluding coffees, liqueurs, cocktails, and aperitifs, and explores the place these drinks hold in current French society. He interweaves stories, history and anecdotes with 160 drink recipes that will have you thirsting for a taste. In our interview, David discusses his inspiration for “Drinking French,” his early morning writing habits, and how to craft the perfect culinary day. Then, he treats us to a reading from his book.davidlebovitz.comhttps://www.instagram.com/davidlebovitz/@davidlebovitzJoin us on Patreon: patreon.com/parisundergroundradioFind Us OnlineWebsite: https://www.parisundergroundradio.com/storytimeinparisFacebook: https://www.facebook.com/parisundergroundradioInstagram: https://www.instagram.com/parisundergroundradio/CreditsHost and Producer: Jennifer Geraghty. Facebook, Instagram, and Twitter: @jennyphoria; Website: http://jennyphoria.comMusic CreditsHip Hop Rap Instrumental (Crying Over You) by christophermorrow https://soundcloud.com/chris-morrow-3​ Creative Commons — Attribution 3.0 Unported— CC BY 3.0 Free Download / Stream: http://bit.ly/2AHA5G9​ Music promoted by Audio Library https://youtu.be/hiYs5z4xdBU​About UsSince well before Victor Hugo looked up at Notre Dame and thought, "Huh... what if a hunchback lived in there?" authors have been inspired by Paris. The Storytime in Paris podcast will help keep this tradition alive with short interviews and readings from your favorite contemporary authors with a French connection. Every episode will feature five questions, asked by you, our authors' biggest fans, and answered live on air. Then, our authors will treat us to a reading of an excerpt from their book. Who knows? Maybe you'll even be inspired to write your own Great French Novel. Happy listening! 

Padma Lakshmi shares stories about her childhood in India, her time in Spain and her new show, “Taste the Nation.” Plus, we get a crash course on Parisian cocktail culture from David Lebovitz; we present a new take on the cheeseburger; and Bianca Bosker teaches us about the history and evolution of wine reviews. (Originally aired June 26, 2020.)Get this week's recipe, Garlic-Rosemary Burgers with Taleggio Sauce: https://www.177milkstreet.com/recipes/garlic-rosemary-burgers-taleggio-cheese-sauce-dinner-barbequeThis week's sponsors: Get unlimited access to every MasterClass, and as a Milk Street listener, you get 15% off an annual membership! Go to masterclass.com/MILK.Visit Sitka Salmon Shares dot com slash MILK for $25 off the first month of a Premium Sitka Seafood Share. See acast.com/privacy for privacy and opt-out information.

We're celebrating Thanksgiving with friends old and new. Andrea Nguyen shares her family traditions, inspired by the Vietnamese Moon Festival; pie experts Chris Taylor and Paul Arguin put a new spin on classic desserts; Grant Barrett and Martha Barnette give us a language lesson on Thanksgiving Day; Rachael Ray, Maneet Chauhan, Maangchi, David Lebovitz and more chefs, authors and friends recount their Thanksgiving tales of disaster, culinary wisdom and family memories; and Dan Pashman breaks down the pros and cons of hosting a virtual Thanksgiving.This week's sponsors:Go to masterclass.com/MILK for 15% off your Annual MasterClass All-Access Pass.Go to kingarthurbaking.com/milkstreet to get 10% off King Arthur's line of products.Get 50% off your first month of KiwiCo plus free shipping on any crate line with code MILK at kiwico.com. See acast.com/privacy for privacy and opt-out information.