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just THINK about it
Nadine Terman and Benjamin Brey
24 episodes
9 months ago
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
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Investing
Business
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All content for just THINK about it is the property of Nadine Terman and Benjamin Brey and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
Show more...
Investing
Business
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“This is a Reset, Not a Bear Market” with David Levenson
just THINK about it
1 hour 17 minutes 39 seconds
10 months ago
“This is a Reset, Not a Bear Market” with David Levenson

In Episode 23, we welcomed David Levenson, a veteran of Wall Street fixed income trader, to discuss his thesis that what is going on right now is a reset, not a bear market. David articulates his view through the lenses of fixed income and how it allows him to see the complexities of global markets with more clarity. The discussion covers the current leverage concerns, the implications of deleveraging, and investment strategies that should work during this transition period. David shares his insights on the future path of interest rates, risk assets, and economic recovery, providing listeners with key indicators to navigate the market effectively.

just THINK about it
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.