The Callan Botcast

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The Callan Botcast is an experimental feature using an AI tool from Google called NotebookLM to generate automated podcasts about our research. While each Botcast is carefully reviewed, as with all AI tools there are nuance and minor accuracy issues that may occur. We hope you enjoy the feature, which we will continue to refine as the AI tools improve.

Title
Excerpt
Date
Title
Type
This conversation explores the role of private equity secondary investments in institutional portfolios, analyzing their risk-return trade-offs compared to primary private equity funds.
October 2, 2025
The Callan Botcast: The Key Issues About Secondary Investments, Explained
Botcast
Reducing carbon emissions is becoming a prominent investment theme in real estate. These standards are emerging across cities and states around the globe, requiring decarbonization in commercial and residential buildings and penalizing those that fall short.
September 30, 2025
The Callan Botcast: Decarbonization in Real Estate
Botcast
The recent success of systematic managers may not be entirely attributed to model developments, but rather to current market conditions, which have favored value, a factor that many systematic managers have incorporated into their processes.
September 18, 2025
The Callan Botcast: Have Systematic Global ex-U.S. Equity Managers Been Doing Too Well?
Botcast
The Science Based Target initiative (SBTi) is a nonprofit voluntary organization established in 2015 whose objective is to help create emissions-reduction plans and targets for private-sector companies that align with the goals of the 2015 Paris Climate Agreement.
September 15, 2025
The Callan Botcast: Demystifying SBTi
Botcast
The result of new and material tax burdens on certain institutions could upend some of the modern endowment investment tropes and shift their calculus across asset allocation, manager selection, liquidity, and spending.
September 4, 2025
The Callan Botcast: How New Endowment Tax May Shape Portfolios
Botcast
This Botcast explores how the $36.2 trillion in federal debt (and counting) may shape our projections for the capital markets.
September 3, 2025
The Callan Botcast: Federal Debt and Our CMAs
Botcast
This Botcast explores how a change in market dynamics has led to an improved opportunity set for hedge fund managers.
August 21, 2025
The Callan Botcast: The Five Trends Driving Hedge Funds This Year
Botcast
This Botcast features an interactive dialogue about the key distinctions between these two important inflation measures.
August 19, 2025
The Callan Botcast: PCE vs. CPI
Botcast
This Botcast explores whether there is role for digital assets in institutional portfolios.
August 19, 2025
The Callan Botcast: Time for Digital Assets?
Botcast
This Botcast explores the methodology behind Russell's changes to the way in which its indices are constructed.
August 18, 2025
The Callan Botcast: All About the Russell Capping Changes
Botcast
This Botcast features a discussion of our blog post, "Sometimes It Pays to Be Humble," on how we model equity returns.
August 18, 2025
The Callan Botcast: Equity Valuations Debate
Botcast
This Botcast explores Callan's philosophy about defining market-based bogeys.
August 15, 2025
The Callan Botcast: The Market Cap Weight Debate
Botcast