In Conversation with Julie Segal is a dialogue with the people who have shaped and continue to influence the world of institutional investors. The podcast will feature both familiar names talking about new ideas and upstarts who want to do things differently.
In Conversation with Julie Segal
Claim This Podcastby Institutional Investor
5.0(2 reviews)
21 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
24
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality24
Social0
YouTube0
Engagement60
Podcast Overview
In Conversation with Julie Segal is a dialogue with the people who have shaped and continue to influence the world of institutional investors. The podcast will feature both familiar names talking about new ideas and upstarts who want to do things differently.
Language
🇺🇲
Publishing Since
11/1/2023
Unlock The Full Podcast Authority Score Report
See how your podcast performs across key metrics
24
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality24
Social0
YouTube0
Engagement60
7
Excellent Areas
0
Good Performance
12
Growth Opportunities
excellent
Episode Length
23 minutes
Performing excellently!
poor
Publishing Consistency
Every 52 days
Recommendations available
Unlock the full report to see detailed tips
+16 More Metrics
Unlock comprehensive insights including:
- • YouTube presence analysis
- • Social media reach metrics
- • RSS compliance scoring
- • Podcast 2.0 features
- • Technical standards
What's Included in Your Full Report
Detailed Analytics
- Complete breakdown of all 19 authority metrics
- Personalized recommendations for each metric
- Industry benchmarks and comparisons
- Technical RSS feed analysis and compliance scoring
Growth Strategies
- Step-by-step action plans for improvement
- Quick wins to boost your score immediately
- Pro tips from successful podcasters
Get your free podcast insights report
See how your show performs across every key metric
Instant delivery
No spam
Attract Better Guests
High authority scores make your podcast more attractive to industry leaders and influencers who want to appear on credible shows.
Secure Sponsorships
Sponsors look for podcasts with proven authority and engagement. Your score demonstrates your podcast's value to potential partners.
Grow Your Audience
Understanding your strengths and weaknesses helps you make data-driven decisions to expand your listener base effectively.
1 verified contact email on file for In Conversation with Julie Segal
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
July 2, 2026
Churchill's Ken Kencel on Private Credit's Second Act
<p>Private credit isn’t the new story anymore. The more interesting questions are about what happens as the industry matures. That's where my conversation with Churchill CEO Ken Kencel begins.</p><p>I found myself coming back to one phrase from our conversation: "the sediment at the bottom of the barrel." It's how Kencel explains why the highest-returning private credit manager isn't necessarily the best one. In credit, headline returns can look attractive for years until the weakest loans finally reveal themselves. Only then do investors discover what was really sitting at the bottom of the portfolio.</p><p>The same thing comes up again as we turn to retail. Kencel argues that recent redemption pressures say less about private credit itself, but rather that investors and managers are still adjusting to the realities of an illiquid asset class. As he puts it, private credit isn't "semi-liquid." It's fundamentally illiquid, and products need to reflect that.</p><p>Another part of the conversation I found particularly interesting was Churchill's role as both a lender and an investor in hundreds of private equity funds. I asked why private equity firms would allow one of their lenders into their funds. Kencel's answer was that Churchill isn't just another lender. As a long-term LP, the firm has relationships that extend well beyond individual loans, giving it a different perspective on managers, businesses, and opportunities across private markets.</p><p>We also discussed where he sees legitimate stress building today, why relationships still matter in the middle market despite the industry's growth, and what institutional investors should be paying closer attention to as private credit enters its next phase.</p>
June 11, 2026
The World Is Changing Faster Than Markets Can Process
<p>More than a decade ago, I wrote a story called "Is Alpha Dead?" The premise was simple: Markets had become so competitive, so efficient, and so crowded that generating excess returns was getting harder and harder.</p><p>Andre Perold, CIO of HighVista Strategies, was one of the people I interviewed for that piece.</p><p>So I was curious how he thinks about the question today.</p><p>Perold argues that we're living through a period of such rapid technological and economic change that opportunities for alpha may actually be expanding. In a world shaped by artificial intelligence, breakthroughs in healthcare, and shifting business models, markets don't always adapt as quickly as investors assume.</p><p>As Perold says, “the ability to get an edge is much greater when new things are happening, for better or worse. You can see things, understand things, and react more easily in this new world.”</p><p>That doesn't mean alpha is easy to find. Perold has always believed investors need to look in what he calls "beautifully inefficient" markets, smaller corners of the investing world where size, specialization, and human behavior still create opportunities. That may be more important than ever.</p><p>We talked about biotech, small buyouts, risk, the real definition of a mistake, diversification, and why some of the most interesting investors are what he calls "small geniuses" operating far from Wall Street's spotlight until great performance attracts more capital and the search for the next small genius begins again.</p><p>We also discussed a topic that feels particularly relevant today: why networks (of people) still matter. At a time when we’re swimming in information and AI-generated stories about that information, Perold believes the edge comes from long relationships with people whose judgment you trust, and who help you see opportunities and risks that aren't obvious from the data and endless crunching of it. And data won't introduce you to that next great investor. Take a walk and listen to my conversation with Andre. </p>
June 4, 2026
Cheyne's Stuart Fiertz on Private Credit's Slow-Motion Stress Test
<p>In this episode, I spoke with Stuart Fiertz, co-founder and president of Cheyne Capital.</p><p><br>I've known Stuart for years and one of the things I appreciate most about him is his willingness to say things that many people in the industry are thinking but few will say publicly. This conversation was a good example.</p><p><br>We started with private credit, because, well, there’s a lot to say. Stuart argued that many of the concerns he and other investors have raised over the years are beginning to surface. He discusses the rise of payment-in-kind loans, concentration in software and technology, and why he believes the industry still hasn't fully absorbed the consequences of the dramatic interest-rate shift that began in 2020.</p><p><br>As Stuart put it: "You just can't have such a momentous change in an interest-rate regime and not have fallout from that."</p><p><br>But he doesn't expect a dramatic collapse. In fact, the industry has become remarkably good, perhaps too good, at delaying any reckoning. Loose covenants, refinancing activity, continuation vehicles, evergreen capital, and fresh sources of funding are all helping extend the credit cycle. The problems are showing up, Stuart argues, but they're unfolding far more slowly than many expected.</p><p><br>We also discussed what may ultimately unlock the industry's enormous backlog of unsold private companies. Stuart has been thinking about this question for a while. When he entered the business, private equity often created significant value by taking public companies private and improving them. Today, many businesses have been passed from one sponsor to another through multiple ownership cycles.<br>Stuart’s question is a simple one: "Who is leaving value on the table?" he asked.</p><p><br>His point was not simply that valuations remain too high. “I think there's a little bit of a challenge here that is more fundamental than I think people realize. It's part that the lemon's been squeezed. I think it's going to take a meaningful valuation haircut to move them. And I'm just not sure why the PE firms would mark them down.”</p><p><br>We also get into why Stuart believes transparency may be the industry's biggest challenge. He argues that investors, regulators, and managers would all benefit from more consistent reporting and warns that private credit firms risk inviting heavy-handed regulation if they don't become more forthcoming about what is happening inside portfolios.</p><p><br>And there’s more. Listen in for other topics and tidbits we covered:<br>• The difference between "cockroaches" and "termites" when assessing risk in credit markets<br>• Why semi-liquid credit funds may increase cyclicality and pressure managers to deploy capital<br>• Whether the industry's push into retail was driven more by asset gathering than investor need and why it matters<br>• What continuation funds reveal about today's private equity exit environment<br>• Why Europe remains both attractive and frustrating for private market investors</p>
21 total episodes available with 1 transcripts
Similar Podcasts
Discover related shows you might enjoy
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
The Credit Edge by Bloomberg Intelligence
Bloomberg
Invest Like the Best with Patrick O'Shaughnessy
Colossus | Investing & Business Podcasts
Odd Lots
Bloomberg
FICC Focus
Bloomberg Intelligence
Masters in Business
Bloomberg
Flirting with Models
Corey Hoffstein
Unhedged
Financial Times & Pushkin Industries
Monetary Matters with Jack Farley
Jack Farley
Forward Guidance
Blockworks
Founders
David Senra
a16z Podcast
Andreessen Horowitz
Goldman Sachs Exchanges
Goldman Sachs
Macro Voices
Hedge Fund Manager Erik Townsend
The Macro Trading Floor
Alfonso Peccatiello & Brent Donnelly
Deep-dive analytics for In Conversation with Julie Segal
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is In Conversation with Julie Segal?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.