Greater Possibilities

Rethink Markets: The war with Iran, market indicators, and the realities of private credit

Invesco — Mon, 13 Apr 2026 14:21:57 -0400

What is the market telling us about the conflict in the Middle East? Brian Levitt discusses what he’s seeing from his preferred indicators of distress. Then, we talk with Head of Global Private Credit Scott Baskind about the current realities of private credit and the ongoing headlines emanating from that space. (Invesco Distributors, Inc.)

The Middle East conflict, oil prices, and market reactions

Invesco — Fri, 13 Mar 2026 13:48:40 -0400

Market returns have historically been positive a year after many military conflicts. But there have been a few exceptions. What did those events have in common, and what might that indicate about the market’s reaction to the conflict in Iran? Plus, we talk to Global Head of Alternatives David Hemming about what he’s watching in commodity markets today. (Invesco Distributors, Inc.)

A software-driven selloff, an incoming Fed chair, and economic resilience

Invesco — Tue, 10 Feb 2026 15:41:37 -0500

We discuss the drivers and implications of the early-February market selloff with guest Justin Livengood, who believes “a broader market is a healthier market.” And Brian Levitt explains why he disagrees with a past statement from Fed Chair Nominee Kevin Warsh, and what he thinks of Warsh’s recent opinion that significant productivity gains from artificial intelligence could enable growth without inflation. (Invesco Distributors, Inc.)

Discussing the future of AI with Zack Kass

Invesco — Tue, 13 Jan 2026 09:00:10 -0500

In this special episode, we welcome Zack Kass, one of the world’s leading artificial intelligence (AI) futurists, to discuss hype, hope, and the human experience in the age of AI. (Invesco Distributors, Inc.)

Santa rallies, recovery regimes, and a K-Pop economy

Invesco — Thu, 18 Dec 2025 11:23:09 -0500

It’s the most wonderful time of the year, when asset managers release their prognostications for the next 12 months, and investors hope that a Santa rally delivers a late-December boost to their portfolios. In our last episode of 2025, Brian Levitt explains why he wanted to name Invesco’s 2026 outlook “K-Pop,” but decided on “Resilience and Rebalancing” instead. (Invesco Distributors, Inc.)

The AI “bubble,” commercial real estate, and extraordinary monetary policy

Invesco — Wed, 29 Oct 2025 15:44:41 -0400

As talk of an “AI bubble” hits the headlines, we discuss key differences between today’s artificial intelligence spending and the tech bubble of the late 1990s. We also talk to Invesco Real Estate’s Chase Bolding and Charlie Rose about opportunities in real estate credit and equities. And, with extraordinary monetary policies facing some recent criticism, we remember the role of the Federal Reserve in dealing with the deflationary threats of 2008 and 2020. (Invesco Distributors, Inc.)

The government shutdown, gold prices, and the state of the economy

Invesco — Tue, 07 Oct 2025 11:45:40 -0400

The government shutdown may or may not be over by the time this hits the airwaves, but the negotiations process on appropriations bills promises to last for several weeks. Global Head of Public Policy Jennifer Flitton tells us why she believes we’ll get a final appropriations bill by the end of this year. We also explore what’s driven the strong price of gold over the past few years. And we discuss which verb tense is best to use when describing the US economy: “is weakening” or “has weakened.” (Invesco Distributors, Inc.)

Long rates, the US dollar, and the global debt market

Invesco — Tue, 16 Sep 2025 07:58:13 -0400

Rising long rates globally have caused some concern among investors. We discuss why meaningfully higher long rates are a tail risk, but not our base case. Plus, we talk to Hemant Baijal, Head of Macro Alpha and Co-Head of Emerging Markets Debt, about some big shifts this year in international market performance and the US dollar. (Invesco Distributors, Inc.)

A surge in IPOs, stablecoins, and two key sector opportunities in mid-caps

Invesco — Mon, 18 Aug 2025 09:45:52 -0400

Mid-cap manager Justin Livengood joins the podcast to discuss the surge in initial public offerings — a trend that he believes is more than just a temporary pop in activity. We also discuss why industrials and financials are his two favorite sectors right now, as well as his thoughts on stablecoins. (Invesco Distributors, Inc.)

The fiscal deficit, international SMID, and the case for optimism

Invesco — Wed, 25 Jun 2025 18:51:18 -0400

International equity managers are in vogue again, so we visited with Portfolio Manager David Nadel about the case for international small- and mid-cap (SMID) stocks. In other news, we ponder how many burgers the One Big Beautiful Bill could buy. And we dive into Brian Levitt’s “pessimism aversion” and why he prefers to stay optimistic about the big trends that promise to impact the future. (Invesco Distributors, Inc.)

Trade deficits, the dollar, and diversification

Invesco — Tue, 06 May 2025 11:45:34 -0400

In this episode, we ask a UK market expert whether the current environment in the US brings back any memories of Brexit, and what that means for diversification in portfolios. We discuss trade deficits and refute the idea that global trade has to have a winner and a loser. Finally, we tackle the persistent question of whether the US dollar is in any danger of losing its reserve currency status. (Invesco Distributors, Inc.)

The twists and turns of tariff policy

Invesco — Mon, 14 Apr 2025 16:47:41 -0400

Just hours after we recorded our latest episode on President Trump’s “Liberation Day” tariffs, he announced a 90-day pause on reciprocal tariffs on most countries. But the tariff story is far from over, and high tariff rates continue to cast a shadow over the economy. We’ll continue to track this story, but in the meantime, this episode highlights some of the economic and market challenges that come with high tariffs. (Invesco Distributors, Inc.)

What could tariffs mean for markets?

Invesco — Thu, 27 Feb 2025 15:53:29 -0500

In this episode, we get an economist’s perspective on what tariffs could mean for growth, inflation, and markets. We also talk about what’s driving the recent outperformance of European stocks and the main indicator to watch regarding US inflation. (Invesco Distributors, Inc.)