Commonfund OCIO
Point of View Podcast
The Commonfund OCIO Point of View podcast delivers market commentary from our senior investment leaders. Each episode takes on one question clients are asking, whether that’s the path of interest rates, the outlook for private credit, or where real estate stands after a long repricing. Episodes run about 15 minutes and are dated, so you can see what we were thinking and when.
Listen below, or subscribe through Wistia, Apple Podcasts or YouTube.
Episodes
- Mission-Aligned Investing for Endowments & Foundations August 2026
Julia Mord with Caroline Greer and Brian Cohen on how mission-aligned conversations start, how to measure a portfolio's alignment, and why a theory of change holds up as committees turn over.
- Real Estate & Infrastructure: Finding Opportunity After the Repricing May 2026
Julia Mord with Paul Von Steenberg on where real estate stands after a three-year correction, the overlap with infrastructure, and the data center opportunity.
- Evolving Landscape of Private Credit February 2026
Julia Mord with Vincent Kravec on BDC risks, overlapping portfolios, and why Commonfund favors a multi-strategy approach.
- Is the AI Bubble Real? Venture Capital Returns & Private Market Growth November 2025
Julia Mord with Aaron Miller on a decade of venture returns, the 2022–2024 liquidity cycle, and what heavy AI investment means for long-term private market allocations.
- Is U.S. Exceptionalism Over? Tariffs, Deficits & Growth July 2025
Julia Mord takes over as host and, with Kris Kwait, looks at tariffs, deficits and a downgraded global growth outlook.
- Is a Recession Coming? Tariffs, Debt & U.S. Market Risks April 2025
Anita Hariton and Kris Kwait on the macro dashboard, tariffs and inflation, recession odds, and the risks to watch.
- Fed Rate Cuts Begin: What It Means for Stocks & Fixed Income November 2024
Anita Hariton and Kris Kwait on how the first Fed cuts and interest rate risk play out across stocks and fixed income.
- Fed Rate Cuts Ahead: Bonds, Recession Risk & Election Impact August 2024
Anita Hariton and Kris Kwait on the Fed, bonds, recession risk and the U.S. election.
- Do Markets Need Fed Rate Cuts? AI, Earnings & Credit Risk May 2024
Anita Hariton and Kris Kwait on employment, interest rates, AI, and what investors should watch in the months ahead.
- Global Growth, Hedge Funds & Election Risk: Macro Outlook February 2024
Anita Hariton and Kris Kwait on the macro outlook, diversification, and the role of hedge funds.
- Is a Hard Landing Priced In? Rates, Credit & Real Estate November 2023
The debut episode: Deborah Spalding and Kris Kwait on public and private equities, inflation, fixed income and credit, real estate, and banks.
Disclaimer
Certain information contained herein has been obtained from or is based on third-party sources and, although believed to be reliable, has not been independently verified. Such information is as of the date indicated, if indicated, may not be complete, is subject to change and has not necessarily been updated. No representation or warranty, express or implied, is or will be given by The Common Fund for Nonprofit Organizations, any of its affiliates or any of its or their affiliates, trustees, directors, officers, employees or advisers (collectively referred to herein as “Commonfund”) or any other person as to the accuracy or completeness of the information in any third-party materials. Accordingly, Commonfund shall not be liable for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on any statement in, or omission from, such third-party materials, and any such liability is expressly disclaimed.
All rights to the trademarks, copyrights, logos and other intellectual property listed herein belong to their respective owners and the use of such logos hereof does not imply an affiliation with, or endorsement by, the owners of such trademarks, copyrights, logos and other intellectual property.
To the extent views presented forecast market activity, they may be based on many factors in addition to those explicitly stated herein. Forecasts of experts inevitably differ. Views attributed to third-parties are presented to demonstrate the existence of points of view, not as a basis for recommendations or as investment advice. Market and investment views of third-parties presented herein do not necessarily reflect the views of Commonfund, any manager retained by Commonfund to manage any investments for Commonfund (each, a “Manager”) or any fund managed by any Commonfund entity (each, a “Fund”). Accordingly, the views presented herein may not be relied upon as an indication of trading intent on behalf of Commonfund, any Manager or any Fund.
Statements concerning Commonfund’s views of possible future outcomes in any investment asset class or market, or of possible future economic developments, are not intended, and should not be construed, as forecasts or predictions of the future investment performance of any Fund. Such statements are also not intended as recommendations by any Commonfund entity or any Commonfund employee to the recipient of the presentation. It is Commonfund’s policy that investment recommendations to its clients must be based on the investment objectives and risk tolerances of each individual client. All market outlook and similar statements are based upon information reasonably available as of the date of this presentation (unless an earlier date is stated with regard to particular information), and reasonably believed to be accurate by Commonfund. Commonfund disclaims any responsibility to provide the recipient of this presentation with updated or corrected information or statements. Past performance is not indicative of future results. For more information please refer to Important Disclosures.