Month: December 2025

A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)

A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)

It is not often that an economic moment feels this confusing for everyday people, and Robert Curtiss knows it. 

That is why he brings economist Bryce Gill, economist and national speaker with First Trust Advisors, into a conversation that puts words to the shifts everyone is sensing but few can explain clearly. Robert approaches the discussion the same way he approaches client conversations. He slows things down, asks the questions people are wrestling with, and pulls out insights that make a complicated world easier to understand.

Together, Robert and Bryce explore how global supply chains are being rebuilt, why inflation feels so different from what the data suggests, and how AI and automation are reshaping opportunities for younger workers. 

What to expect from this release:

  • How global reshoring and demographic changes are reshaping inflation and economic growth
  • Why younger workers are struggling to find traction and how AI is influencing hiring
  • What rising regional shifts inside the United States reveal about long-term economic power
  • How market concentration within a handful of companies may affect future returns and consumer behavior
  • And more!

Resources:

Connect with Bryce Gill:

Connect with Robert Curtiss:

About Our Guest:

A resident of Austin, Texas, Bryce graduated from Miami University of Ohio with a bachelors degree in economics and received an MBA from the University of Texas. An economist and designated national speaker with First Trust he works directly with his colleague Brian Wesbury in the creation of the firm’s widely read weekly “Monday Morning Outlook.” In 2022, First Trust’s work was recognized by its receiving the highly coveted Consensus Economics Award for most accurate economic forecasting.

With a highly energetic speaking style and a scholar’s understanding of current economic matters, Bryce is a frequent guest on financial related podcasts and other media platforms, as well as a speaker at numerous public forums with his listeners remarking upon his ability to make the often difficult to understand both understandable and interesting.

In his presentation on “The Dawn of the Era of Volatility” Bryce will be focusing in his talk on describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come.

The Real Role of Private Credit in Portfolios with Tod Trabocco (Ep. 86)

The Real Role of Private Credit in Portfolios with Tod Trabocco (Ep. 86)

When most investors think about private credit, they picture direct lending. But as Tod Trabocco, Head of Private Debt Advisory at StepStone Group, makes clear, it’s much more nuanced than that. 

With over two decades in the space, Tod walks us through the four silos of private credit, including corporate, asset-based, asset-backed, and risk-sharing strategies, using unforgettable examples like leasing aircraft and monetizing Van Halen’s music catalog.

Listeners will learn:

  • Why private credit offers control that public markets don’t
  • How bilateral negotiation changes risk dynamics
  • What recent high-profile defaults reveal (and what they don’t)
  • Why institutions are doubling down on asset-based finance
  • And more!

Resources:

Connect with Tod Trabocco:

Connect with Robert Curtiss:

About Our Guest:

Mr. Trabocco is Head of Private Debt Advisory for StepStone Private Debt. He is responsible for helping public and private pension plans, endowments, and foundations build private credit portfolios and sits on the Private Debt Advisory Investment Committee.

Prior to joining StepStone Private Debt, Mr. Trabocco served as a consultant and product specialist at Aksia, where he sat on the firm’s credit fund investment committee. Prior to Aksia, he served as Head of Product for ITE Management, a leading transportation leasing fund. Prior to that, he was Cambridge Associate’s first Head of Private Credit, and chaired that firm’s Credit Investment Committee. He began his career in private credit in 2005 as Head of Research and Underwriting for LBC Credit Partners, now CIFC’s direct lending unit.

He holds an MBA from Columbia Business School and a MALD from the Fletcher School of Law and Diplomacy at Tufts University.