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Greater Possibilities

by Invesco
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Latest episodes

  • AI: The surge, the spending spree … and a slowdown?

    September 28, 2026 · 37 min

    AI investment is booming — so when will companies fully realize a return on their invested capital? We explore this and other questions about the rise of AI agents and the market implications of a potential slowdown in AI development. We…

  • Rethink Portfolios: Investment grade bonds with Matt Brill

    August 25, 2026 · 32 min

    From hyperscaler borrowing to higher yields, there’s a lot happening beneath the surface of today’s bond markets. Matt Brill breaks down what it all means for credit investors and why fixed income may be more dynamic than many people…

  • Rethink Markets: Oil prices, perma-bears, and the so-called “earnings bubble”

    August 19, 2026 · 21 min

    Oil price increases are back in the news, the perma-bears have grabbed their megaphones, and now there’s talk of an AI “earnings bubble.” Brian Levitt and Jodi Phillips sort through the market’s latest drama to ask what’s really important…

  • Rethink Portfolios: Midstream energy with Brian Watson

    August 3, 2026 · 29 min

    Think all energy-related companies are driven by the same market forces? It’s time to rethink that view. We interviewed Brian Watson of Invesco’s SteelPath team about the often-overlooked world of midstream energy infrastructure — the…

  • Rethink Markets: Midterms, youth unemployment, and the next phase of the AI trade

    July 23, 2026 · 28 min

    How might a divided government impact policy over the next two years? How does a 10% youth unemployment rate compare to history? And how is the artificial intelligence trade evolving? (Hint: It may not be enough to simply beat quarterly…

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  • Rethink Portfolios: US value stocks with Kevin Holt

    June 30, 2026 · 30 min

    Kevin Holt, Chief Investment Officer and Senior Portfolio Manager for Invesco’s US Value Equity Team, talks about value investing in today’s rapidly changing market. From AI-driven disruption and concentrated market leadership to the role…

  • Rethink Markets: Chinese AI, small caps, and the space economy

    June 10, 2026 · 35 min

    Is the stock market’s advance in April and May “too good to be true”? We explore why market pessimism may be missing the bigger picture. Then, Head of Global Small Cap Equities Michael Oliveros joins us to discuss what he learned about…

  • Rethink Portfolios: Commercial real estate with Charlie Rose

    May 29, 2026 · 36 min

    In this episode of Rethink Portfolios, Danielle Singer sits down with Charlie Rose, Invesco’s Global Head of Commercial Real Estate Credit, to look past the headlines and unpack what’s really happening in commercial real estate. From the…

  • Rethink Markets: Strong corporate earnings beat the market’s expectations

    May 15, 2026 · 25 min

    In this episode, we unpack why strong corporate earnings — not geopolitical headlines — have continued to drive market performance. We also sit down with Invesco’s Hemant Baijal to discuss the global macro backdrop, the US dollar, and…

  • Rethink Now: A new era for the Federal Reserve

    April 29, 2026 · 7 min

    Brian Levitt shares his quick take on the results of today’s Federal Reserve (Fed) meeting, his expectations for incoming Fed Chair nominee Kevin Warsh, and his assessment of Jerome Powell’s time at the helm of the Fed. (Invesco…

  • Rethink Portfolios: Municipal bonds with Mark Paris

    April 24, 2026 · 30 min

    In the inaugural episode of Rethink Portfolios, host Danielle Singer sits down with Mark Paris, Chief Investment Officer and Head of Municipals at Invesco, for a timely, in-depth conversation on the municipal bond market - why it matter…

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

    April 13, 2026 · 26 min

    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…

Full episode archive on Apple Podcasts →

About the show

Greater Possibilities is for financial professionals and curious investors who want clearer thinking and sharper insights in a complex world. Our three distinct series cut through the noise to explore what’s changing, why it matters, and how to respond with confidence. Rethink Markets. Explore what’s driving markets — and what may be misunderstood — with monthly insights from Chief Global Market Strategist Brian Levitt. Expect context, nuance, and ideas that challenge conventional wisdom. Rethink Portfolios. Go inside the decision-making process of portfolio managers. Each month, these in-depth conversations explore how risks are managed and opportunities are identified across asset classes and market cycles. Rethink Now. When breaking headlines are shaking markets, these short, sharp episodes help you make sense of what’s happening right now — and what it could mean next. Brought to you by Invesco Distributors, Inc.