FireSide: A Podcast Series from Future Standard

In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz break down their latest publication, Q2 2026 Mapping the Markets: Shock and Awe , a quarterly macro and cross-asset chartbook illustrating the current state of markets.  Key takeaways Supply-side shocks are occurring more frequently and driving persistent inflation volatility. AI CapEx is powering eq...

In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz sit down with Scott Burr, Senior Portfolio Manager at Future Standard, to discuss how multi-strategy investing may help investors navigate a changing macro regime. Scott also shares how his liquid alternatives approach blends diversification with conviction, the role of liquid alternatives play along...

In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz unpack the key themes from their Q2 2026 U.S. Economic Outlook, Sturdy, Under Strain . They examine the state of the U.S. economy entering the conflict in the Middle East, discuss the long-term implications of a shifting global landscape, and provide views on the most pressing macro themes in Q2. The...

In this episode, Future Standard’s Investment Research team members, Alan Flannigan and Andrew Korz, are joined by Rob Hoffman, Head of Credit Solutions, for a data‑driven look at what’s really happening in private credit right now. They unpack the biggest headline concerns—PIK usage, redemption activity and gates, bank financing, defaults, software exposure and valuations—and explain how structur...

Private markets are entering 2026 at a pivotal moment. After years defined by inflation, rate volatility and compressed liquidity, investors now confront a landscape where opportunity is expanding — but not evenly. In this episode of the Future Standard Podcast, we explore why the year ahead represents an inflection point, how capital concentration is reshaping private markets and why the middle m...

In a new episode of Head to Head, Greg Toskos (Managing Director, Head National Sales, UBS Global Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson. For more research insights go to https://futurestandard.com/insights Have a question for our experts? Text us for a chance to have your questions answered on the next episode. For more research insights go to https:/...

In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets.  Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today’s environment of volatility, inflation and uncertainty. He gives insights i...

In this episode of the Private Markets Outlook series, we sit down with Scott Giardina, Managing Director and Head of Trading for Future Standard’s Global Credit Team, for an in-depth look at the current state of private credit. Scott joins Research team members Alan Flannigan and Andrew Korz to discuss the benefit of specialization in private credit, why lender protections matter more than ever a...

What’s next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries. He joins Research team members Andrew Korz and Alan Flannigan to explore how private equity investors are navigating a shifting landscape.  The Private Markets Outlook podcast series from Future Standard features special guests and portfolio...

What lies ahead for CRE? We continue our Private Markets Outlook series with a discussion featuring two of our portfolio managers, Jason Landon (equity) and Rob Lawrence (credit). They join Research team members Andrew Korz and Alan Flannigan to share how major shifts in CRE are playing out on the ground.  The Private Markets Outlook podcast series from Future Standard features special guests and...

Head of Public Policy Jason Cole provides his latest briefing from Washington. Jason updates the team on critical policy developments impacting markets and shaping the Trump administration’s economic agenda. Jason joins SVP of Investment Research Andrew Korz and Investment Research Associate Alan Flannigan to cover the uncertain path forward for tariffs, the looming government shutdown and the evo...

Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain?   Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on what trade policy may mean for equities and how investors can respond.   Have a question for our experts? Text us for a chance to have your questions answered on the next episode. For more research insights go to https://future...

We dive deep into the defining trends shaping private markets in the first episode of our midyear Private Markets Outlook series. Join Andrew Korz, Senior Vice President of Investment Research, and Alan Flannigan, Investment Research Associate, as they explore the forces driving the new private markets imperative: pursuing alpha through specialization and operational excellence.   The Private Mark...

Join Senior Vice President of Investment Research Andrew Korz and Investment Research Associate Alan Flanigan as they explore what the latest developments in tax reform, trade policy and fiscal policy mean for the U.S. fiscal outlook and economy. They dive into the latest edition of Mapping the markets and provide clarity on what it means for investors. Mapping the markets: Q2 2025 Is private cred...

In a new episode of Head to Head, Jennifer Garcia (Private Wealth Advisor and Managing Director of the Garcia Private Wealth Group at Wells Fargo) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss her unique approach to multi-generational wealth management, what it means to lead one of the few all-women teams in financial services and how she prospects for clients. “So,...

Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain?  Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on how investors can respond to tariff-induced volatility.   Resources: The Galactic Mean Reversion Part II: Trade wars are not good for S&P 500 profit margins Domestic resilience in vogue amid selloff Have a question for our e...

Join the Investment Research Associate Alan Flanigan and Head of Public Policy Jason Cole for a status update on tariffs, trade and taxes. The team analyzes the post-Liberation Day path forward and what it means for investors. Jason and Alan provide expert analysis of the latest developments out of Washington D.C. and the implications for markets and the economy.  Have a question for our experts?...

In this episode, our research team examines the latest on U.S. tariff policy and how it will impact private markets. Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they discuss the potential ramifications of tariffs on private markets. They also bring in resident expert Dan Wilk, Head of Private Equity Solutions, for his take on how tariffs w...

Join the Investment Research team in celebrating March’s NCAA Basketball Tournament with our annual Market Madness show. Our experts put their Sweet 16 of public and private investment strategies to the test and crown a champion in this bracket-style debate. Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan provide expert analysis of their sixteen-team...

Can U.S. economic exceptionalism survive the transformations of our time? We analyze the underpinnings of American economic exceptionalism, weigh its resilience and provide a playbook for investing in a new era  Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they delve into their new report, U.S. exceptionalism: At a crossroads. Have a questi...

On this episode, we’re joined by Portfolio Manager and Future Standard Head of Global Credit Andrew Beckman . We go in depth on what differentiates his approach to credit, how his team sources opportunities and his insights into credit markets today. Andrew sits down with Chief Market Strategist Troy A. Gayeski, CFA who addresses how allocators are responding to credit’s key trends.  Have a questi...

In a new episode of Head to Head, Caroline Gundeck (Managing Director, Head of Client and Field Engagement at Morgan Stanley Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to share how she became one of the industry's leading community builders, her team's powerful approach to high-net-worth clients and what it takes to be successful in a &qu...

Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternatives , examining how investors can replace or complement fixed income with alternatives. He addresses bonds and duration, the potential impact of Fed cuts, and key strategies including commercial real estate lending, corporate private credit and li...

As we approach the end of 2024, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape.  Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine private markets and the outlooks for private equity, private credit and commercial real estate in 2025.  Have a question for o...

With over 20 years of experience supporting top athletes, military personal and business leaders, John Stemmerman (Senior Vice President of Performance at Exos) knows that high-performance is much more than just running a faster mile.  John sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss practical strategies for reflection and regulation, and how the...