Jodie Gunzberg
Showing 1–2 of 2 transcripts.
- Milken Institute1h 1m
Reading the Tea Leaves
John Authers, Alex Denner, Jodie Gunzberg, Jason Karp, Alex Roepers, Anne Walsh
Investment experts analyze the transition from a low-rate environment to a regime of normalized interest rates, highlighting structural risks in credit ETF liquidity and the growing dominance of systematic strategies over active management. Panelists identify significant alpha opportunities in shifting market regimes, specifically through value investing in consumer staples and energy, as well as activist engagements in mid-cap sectors where passive flows have reduced corporate oversight. Forward-looking catalysts include an anticipated yield curve inversion and a surge in M&A activity, which together signal a potential rotation from momentum-driven growth toward a value-oriented market with heightened divergence between high-quality and "zombie" firms.
- Milken Institute57 min
Alternative Investing: Cure for Stock and Bond Blues?
Tom Petruno, Jonathan Grunzweig, Jodie Gunzberg, Jonathan Rotolo, Scott Sperling, Carrie Thome, John Rotolo, Jody Gunsberg
Leading asset managers including Scott Sperling, Kerry Tomei, and Jody Gunsberg convened to advocate for shifting from traditional asset-class allocation to risk-based strategies amid expectations of underperformance in equities and bonds. The panelists detailed how private real estate credit, intellectual property, and diversified real assets offer compelling alpha while mitigating volatility through proprietary deal flows and structured liquidity. Despite concerns regarding the risks of packaging illiquid assets into retail vehicles like 401(k)s, the experts emphasized that long-term horizons and operational expertise remain essential for sustaining returns in a complex market environment.