FireSide: A Podcast Series from Future Standard

Future Standard

FireSide is a podcast series from Future Standard featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. Future Standard is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of Future Standard. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of Future Standard or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. Future Standard does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. Future Standard cannot guarantee that the information herein is accurate, complete, or timely. Future Standard makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither Future Standard nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.

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Mapping the Markets: Q2 2026

In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz break down their latest publication, Q2 2026 Mapping the Markets: Shock and Awe, a quarterly macro and cross-asset chartbook illustrating the current state of markets. Key takeaways Supply-side shocks are occurring more frequently and driving persistent inflation volatility.AI CapEx is powering equity markets but also increasing concentration risk.Stock-bond correlation has risen, weakenin...

Jun 18

46 min

Multi-strategy investing for the changing macro regime featuring Scott Burr

In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz sit down with Scott Burr, Senior Portfolio Manager at Future Standard, to discuss how multi-strategy investing may help investors navigate a changing macro regime. Scott also shares how his liquid alternatives approach blends diversification with conviction, the role of liquid alternatives play alongside private markets, and how strategies go from idea to execution. Have a question for our exper...

May 18

1 hr 1 min

Q2 U.S. economic outlook: Sturdy under strain featuring Jason Cole

In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz unpack the key themes from their Q2 2026 U.S. Economic Outlook, Sturdy, Under Strain. They examine the state of the U.S. economy entering the conflict in the Middle East, discuss the long-term implications of a shifting global landscape, and provide views on the most pressing macro themes in Q2. The episode also features a discussion with Jason Cole, Head of Public Policy at Future Standard, who...

Apr 20

58 min

Private Credit: Looking beyond the headlines

In this episode, Future Standard’s Investment Research team members, Alan Flannigan and Andrew Korz, are joined by Rob Hoffman, Head of Credit Solutions, for a data‑driven look at what’s really happening in private credit right now. They unpack the biggest headline concerns—PIK usage, redemption activity and gates, bank financing, defaults, software exposure and valuations—and explain how structure, lender protections and income durability shape outcomes across cycles. The discussion cuts thr...

Mar 20

1 hr 5 min

2026 Private markets outlook: Forged, not found

Private markets are entering 2026 at a pivotal moment. After years defined by inflation, rate volatility and compressed liquidity, investors now confront a landscape where opportunity is expanding — but not evenly. In this episode of the Future Standard Podcast, we explore why the year ahead represents an inflection point, how capital concentration is reshaping private markets and why the middle market remains a durable source value creation. Our 2026 Outlook, Forged, Not Found, argues that t...

Mar 4

53 min

Head to Head x Greg Toskos

In a new episode of Head to Head, Greg Toskos (Managing Director, Head National Sales, UBS Global Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson. For more research insights go to https://futurestandard.com/insights Have a question for our experts? Text us for a chance to have your questions answered on the next episode. For more research insights go to https://futurestandard.com/insights

Dec 10, 2025

32 min

Private markets outlook: CIO Mike Kelly—The new investing imperative

In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today’s environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational ...

Oct 27, 2025

43 min

Private markets outlook: Private credit

In this episode of the Private Markets Outlook series, we sit down with Scott Giardina, Managing Director and Head of Trading for Future Standard’s Global Credit Team, for an in-depth look at the current state of private credit. Scott joins Research team members Alan Flannigan and Andrew Korz to discuss the benefit of specialization in private credit, why lender protections matter more than ever and what it means for investors. The Private Markets Outlook podcast series from Future Standard f...

Oct 20, 2025

47 min

Private markets outlook: Private equity

What’s next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries. He joins Research team members Andrew Korz and Alan Flannigan to explore how private equity investors are navigating a shifting landscape. The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private ...

Oct 1, 2025

39 min

Private markets outlook: Commercial real estate

What lies ahead for CRE? We continue our Private Markets Outlook series with a discussion featuring two of our portfolio managers, Jason Landon (equity) and Rob Lawrence (credit). They join Research team members Andrew Korz and Alan Flannigan to share how major shifts in CRE are playing out on the ground. The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity...

Sep 24, 2025

36 min