Shows
Bloomberg SurveillanceBloomberg Surveillance TV: January 6th, 2026 Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI Sonal Desai, Fixed Income CIO at Franklin Templeton Andrew Hollenhorst, Chief US Economist at Citi Research Troy Gayeski, Chief Market Strategist at Future Standard Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares his market outlook for the year ahead. Sonal Desai, Fixed Income CIO at Franklin Templeton, discusses why she’s remaining constructive on US growth. Andrew Hollenhorst, Chief US Economist at Citi Research, examines the state of the labor market and what it could mean for Fed policy in 2026. Troy Gayeski, Chief Market Strategist at Future Standard, explai...
2026-01-0634 minBloomberg SurveillanceVenezuela Regroups With New LeaderWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 6th, 2026Featuring:1) Liz Ann Sonders, Chief Investment Strategist & Kevin Gordon, Head of Macro Research and Strategy at Charles Schwab, joins for an extended conversation on why 2026 marks a transition year for markets.2) Ricardo Hausmann, Professor of the Practice of International Political Economy at Harvard Kennedy School, on why foreign control and oil exploitation cannot replace democratic legitimacy for Venezuela.3) Troy Gayeski, Chief Market Strategist at Future Standard, discusses why middle-market private...
2026-01-0658 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Troy GayeskiTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversation with Troy Gayeski, Chief Market Strategist at Future Standard.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-11-0704 minBloomberg SurveillanceStocks Fall as Burst of Dip-Buying FadesBloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, November 7th, 20251) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about mixed signals across equities, bonds, and commodities amid policy uncertainty.2) Ryan Majerus, Partner: International Trade Team at King & Spalding LLP and former Assistant General Counsel at the Office of the U.S. Trade Representative during the first Trump Administration, analyzes Supreme Court skepticism over presidential tariff powers under IEEPA.3) Troy Gayeski, Chief Market Strategist at Future Standard, discusses how unprecedented AI spending is colliding with growing investor concerns over ROIC.4) Lisa Mateo joins with the latest headlines...
2025-11-0730 min
FireSide: A Podcast Series from Future StandardThe Takeaway: Delayed but not deniedWho 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. Troy joins Content Strategist Harrison Beck to outline his frameworks for understanding the current tariff-inflected environment. He examines the contributing factors of the GDP, U.S. consumer and bank strength, and the concept he coined to describe this kind of market upheaval, “The Galactic Mean Reversion.” Have a question for our exp...
2025-09-1126 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Troy Gayeski & Neil DuttaTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Troy Gayeski & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-06-2704 min
FireSide: A Podcast Series from Future StandardThe Takeaway: The Galactic Mean Reversion is backWho 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. Troy joins Content Strategist Harrison Beck to outline his framework for understanding the current, trade war-inflected environment. He examines what a “Galactic Mean Reversion” means for equities, how U.S. consumer and bank strength is challenging recession narratives and how investors can prepare for what may come next. “The thing to remember is that pockets of disloca...
2025-05-0234 min
FireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: How Andrew Beckman approaches creditOn this special edition of The Takeaway, 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. Senior Content Strategist Harrison Beck leads the conversation. Link to Andrew Beckman’s bio: https://fsinvestments.com/fs-people/andrew-beckman/Have a question for our experts? Text us...
2025-02-2640 min
FireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: Post-election strategyChief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his latest strategy note series on the post-election landscape for middle market private equity, private credit, senior commercial real estate lending and liquid multi-strategy funds.Troy joins Content Strategist Harrison Beck to examine what new policies and continuing trends may mean for investors and allocators. He addresses valuation disparities between listed and private equities, corporate deal flow and bank consolidation, and how middle market private equity may offer compelling opportunities for GARP (growth at a reasonable price). “We're always trying to look at the...
2025-01-1529 min
FireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: Replacing fixed incomeChief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternativesTroy joins Content Strategist Harrison Beck to examine 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 liquid multi-strategy.“The more things change, the more they stay the same. And if you think about use cases for alternatives, one of the most profound continues to be as a su...
2024-12-1124 min
FireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: Middle market PE secondariesChief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Going for growth: Middle market private equity secondaries Troy joins Content Strategist Harrison Beck to examine how middle market PE secondaries offer the potential for growth at a reasonable price. He addresses the potential advantages of the middle market, what makes secondaries attractive, and how middle market private equity, combined with secondaries, may help serve investor needs for growth. “Middle market private equity may be the definition of growth at a reasonable price. And when we look at investor port...
2024-10-2343 min
FireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: Are private credit markets too good to be true?Are private credit markets saturated with too much capital? Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Are private credit markets too good to be true—Or just factually true? Troy joins Content Strategist Harrison Beck to analyze the opportunity set for private credit. He addresses frequent investor questions, examines key trends and dives into the latest data on this essential asset class. “You have two discrete opportunities in private credit that you wouldn't have dreamed of back then, sourcing assets directly from bank balance sheets and being a...
2024-09-1126 min
FireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: Become the bankHow are investors “becoming the bank” through investments like mortgage REITs? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why current conditions favor these debt-focused CRE investments and how to pick one. Troy joins Content Strategist Harrison Beck to examine the regulatory trends shaping CRE lending, how higher interest rates can amplify potential opportunities and what investors may want to seek out when evaluating these investments. “If you can be the bank and potentially earn an attractive return well above cash without taking uncomfortable levels of risk, what a wonderf...
2024-08-0721 min
FireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: Too good to be true?Are current market conditions too good to be true? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a suboptimal reason to hold on to cash.Troy joins Content Strategist Harrison Beck to examine the current economic landscape, how advisors are addressing investor concerns about asset allocation and the reasons to consider redeploying cash into select alternatives.“It's really important to differentiate between where things appear too good to be true and where they're just factually true.” –Troy GayeskiThe Take...
2024-06-1219 min
FireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: Embrace alternatives or be left behind?Join Chief Market Strategist Troy Gayeski as he dives into the latest mega trends. Troy sits down with Content Strategist Harrison Beck to examine what’s driving growth in private credit markets, the reason investors are embracing middle market private equity and why exploring alternatives could be essential to staying competitive for financial professionals. “There's a reason why large institutions in some cases have 80 percent of their capital in alternatives. They're not doing it for their health. They're doing it because in certain areas there are meaningful alpha propositions or excess return above and beyond what you can ge...
2024-05-2220 min
FireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: Putting cash to workSpring is in the air, and it’s not just the plants that are enjoying the sunshine. The U.S. economy continues its bracing growth, even while the outlook for inflation and interest rates remains stubbornly cloudy.Chief Market Strategist Troy A. Gayeski joins Content Strategist Harrison Beck to discuss his latest strategy note in a brand new show from Future Standard. He examines where portfolios may need some spring cleaning, especially when it comes to redeploying last year’s cash allocations, and how key alternatives could play a part.Have a question for our expe...
2024-05-0123 min
Wealth Strategies UnleashedIs the Economy Still Strong? w/ Troy Gayeski || Wealth Strategies Unleashed PodcastWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-04-2921 min
Opening Bid UnfilteredThe Potential for a market shock: talking TeslaIn the premiere episode of Opening Bid, Yahoo Finance Executive Editor Brian Sozzi comes out blasting with hot takes on everyone’s favorite stock Nvidia, and most controversial billionaire, Tesla CEO Elon Musk. Is the stock market headed for a plunge? Sozzi weighs in alongside FS Investments Chief Market Strategist Troy Gayeski, and Freedom Capital Markets Chief Global Strategist Jay Woods. Safe to say both Gayeski and Woods don’t agree with Sozzi on the potential for a market beating, or Elon Musk.Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wild...
2024-04-2224 min
Wealth Strategies UnleashedPrivate Equity: Mitigating Volatility w/ Troy Gayeski || Wealth Strategies Unleashed EP038Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-04-0826 min
Wealth Strategies UnleashedMarket Outlook & Investment Strategies w/ Troy Gayeski || Wealth Strategies Unleashed EP037Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-04-0122 min
Top Traders UnpluggedALO16: Beyond 60-40... A Bold Approach to Asset Allocation ft. Troy GayeskiTroy Gayeski, Chief Market Strategist for FS Investments, joins us today to discuss asset allocation and investment opportunities in today’s higher yield environment. We discuss how higher interests rates are impacting the risk and reward across capital markets and why higher interest rates mean equity valuations may be stretched at the current juncture. We discuss how asset allocation has evolved from the 60-40 benchmark to a 40-30-30 allocation for many institutional investors with a 30% allocation to alternatives. We delve into where Troy sees opportunities within alternatives particularly in real estate, private equity, secondaries and liquid alternatives given his...
2023-10-111h 04
TopTradersUnplugged.comALO16: Beyond 60-40... A Bold Approach to Asset Allocation ft. Troy GayeskiTroy Gayeski, Chief Market Strategist for FS Investments, joins us today to discuss asset allocation and investment opportunities in today’s higher yield environment. We discuss how higher interests rates are impacting the risk and reward across capital markets and why higher interest rates mean equity valuations may be stretched at the current juncture. We discuss how asset allocation has evolved from the 60-40 benchmark to a 40-30-30 allocation for many institutional investors with a 30% allocation to alternatives. We delve into where Troy sees opportunities within alternatives particularly in real estate, private equity, secondaries and liquid alternatives given his vi...
2023-10-111h 03
What Goes UpThe Case for a 22% Drop in S&P 500Troy Gayeski, chief market strategist at FS Investments, says don’t wait until May to flee the stock market rally—get out now. He joined the What Goes Up podcast to explain why he’s expecting the S&P 500 to bottom out at around 3,200, a roughly 22% drop from current levels.“First of all, the strongest rallies have always been in bear markets,” he says. “Usually they’re driven by technical factors. And then there’s a narrative that’s put together to justify it: the more recent one was that inflation’s going to slow enough that the Fed won’t have to hike...
2023-04-1441 min
Worldwide ExchangeDay 2 of Powell's Testimony, Wall Street's Sell-Off, and the Energy Industry Outlook 03/08/23Fed Chairman Jay Powell heads back to Capitol Hill this morning for Day 2 of testimony, this time before the House Financial Services Committee. The Wall Street Journal's Nick Timiraos explains what to expect. Plus, investors are looking to shake off the dust from yesterday's Powell-fueled sell-off. FS Investments' Troy Gayeski, KKM Financial's Jeff Kilburg, and Delancey Wealth Management's Ivory Johnson discuss the markets. And, energy industry leaders are in Texas for the 2023 Cera Week in Houston. Brian Sullivan sits down with Dow CEO Jim Fitterling to weigh in on the outlook.
2023-03-0844 min
SALT TalksMacro Shifts & Best Ideas Coming Out of the Pandemic | #𝐒𝐀𝐋𝐓𝐍𝐘Macro Shifts & Best Ideas Coming Out of the Pandemic with Todd Lemkin, Partner & Chief Investment Officer, Canyon Partners. Peter Wallach, Executive Managing Director & Head of Risk Management, Sculptor Capital. Jason Mudrick, Chief Investment Officer, Mudrick Capital Management. Leslee Cowen, Management Committee Partner, Credit Funds, Fortress Investment Group.Moderated by Troy Gayeski, CFA—————————————————————— Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://salt.org/salt-ny-librarySALT New York is a global thought leadership and networking forum at the intersection of finance, technology and public policy. Ove...
2021-10-0635 min
Leaders in Business and InvestingPopular Trends Among Institutional Investors ft. Troy GayeskiPaul Gray, Co-Founder and Managing Partner of Ironhold Capital, talks with Troy Gayeski, Co-CIO of Skybridge Capital, about popular trends among institutional investors and some emerging trends they might be looking towards to help you with your portfolio, like classic investment vehicles like real estate, and emerging asset classes like cryptocurrency.
For those interested in learning more about Ironhold Capital, please visit us at:
www.ironholdcapital.com
2021-03-2525 min
MacroCrunchE4: Troy Gayeski - Portfolio ConstructionIn this episode Troy and I discuss portfolio construction, manager research, developing investment themes and go deep on Bank Trust Preferred Securities (TruPs) to illustrate how SkyBridge invest capital. We also touch on Opportunity Zones and there potential to economically energize communities. This interview was recorded in September 2019, before the COVID-19 pandemic, so a lot has changed, but the concepts are timeless.
Troy A. Gayeski, CFA is a Partner and Senior Portfolio Manager at SkyBridge. As Senior Portfolio Manager, Mr. Gayeski oversees the firm’s discretionary portfolios and institutional separate accounts. A regular speaker and commentator, Mr. Gay...
2020-12-3142 min
DailypodSurveillance: OECD Cuts 2021 Global Forecast Podcast: Bloomberg Surveillance (LS 58 · TOP 0.5% what is this?)Episode: Surveillance: OECD Cuts 2021 Global ForecastPub date: 2020-12-01Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationLaurence Boone, OECD Chief Economist, says virus vaccines offer hope for a brighter outlook. Troy Gayeski, Skybridge Capital Co-CIO, says equity gains may be much harder to come by following November's record rally. Ethan Harris, BofA Securities Head of Global Economic Research, expects a stimulus package to be the only serious piece of legislation to be passed in the next two yea...
2020-12-0124 min