Erin Browne's guest appearances

Erin Browne

The Meb Faber Show

Money to Love

Alpha Exchange

Fruitful & Multiplying with Jewish Fertility Foundation

Jared Dillian

Rick Bookstaber

Campbell Harvey

Chris Cole

Samantha McLemore

Vineer Bhansali

Paul Kim

Nancy Davis

Howard Marks

Bryan Taylor

Zach Coelius

Andrew Patterson

Kevin Kelly

Jonathan Hsu

Ron Lieber

OwlTail

This episode of Fruitful &amp; Multiplying features three renowned female film and tv producers, who specialize in reality programming and have all had their own unique fertility journeys. We sat down with Jill Garelick-Aron, Judy Levenson, and Erin Browne who combined have worked on hit TV shows including The Bachelor, Jersey Shore, Disney’s Fairytale Weddings, Celebrity IOU, Wife Swap, Live Free or Die, and many more. Jill, Judy, and Erin discuss how they each got started in the reality programming industry and their careers. The three each talk about their journeys with infertility including IUI, IVF, egg retrieval, and their now children. This episode explores embryo donation, as well as navigating pregnancy as a single mother by choice and how health insurance benefits impact infertility treatments and family planning.

This episode of Fruitful &amp; Multiplying features three renowned female film and tv producers, who specialize in reality programming and have all had their own unique fertility journeys. We sat down with Jill Garelick-Aron, Judy Levenson, and Erin Browne who combined have worked on hit TV shows including The Bachelor, Jersey Shore, Disney’s Fairytale Weddings, Celebrity IOU, Wife Swap, Live Free or Die, and many more. Jill, Judy, and Erin discuss how they each got started in the reality programming industry and their careers. The three each talk about their journeys with infertility including IUI, IVF, egg retrieval, and their now children. This episode explores embryo donation, as well as navigating pregnancy as a single mother by choice and how health insurance benefits impact infertility treatments and family planning.

The Reality of Fertility: An Unscripted Journey (feat. Jill Garelick-Aron, Judy Levenson, and Erin Browne)

In episode 360, we welcome our guest, Erin Browne, portfolio manager for PIMCO, focusing on asset allocation strategies. She was also named as one of Barron’s 100 most influential women in U.S. finance last year.   In today’s episode, we’re talking all things macro with someone who spent time as a Strategist at Moore Capital, PM at Point72, and most recently Head of Asset Allocation for UBS Asset Management, all of which helped Erin develop a framework for looking at the market through both a quantitative and discretionary approach.  Erin applies that lens to the world today and shares what she sees, notably the risk of a continued rise in energy prices. She walks us through how that may impact different asset classes and commodity prices.    Next, we look at global equity markets and hear how the U.S. market compares to Europe, China, and emerging markets.   As we wind down, we touch on bonds, interest rates, crypto, and much, much more.   Please enjoy this episode with PIMCO’s Erin Browne.      -----   Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com   -----   Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

In episode 360, we welcome our guest, <a href="https://www.linkedin.com/in/erinbrowne/" rel="nofollow" target="_blank">Erin Browne</a>, portfolio manager for PIMCO, focusing on asset allocation strategies. She was also named as one of Barron’s 100 most influential women in U.S. finance last year. In today’s episode, we’re talking all things macro with someone who spent time as a Strategist at Moore Capital, PM at Point72, and most recently Head of Asset Allocation for UBS Asset Management, all of which helped Erin develop a framework for looking at the market through both a quantitative and discretionary approach.  Erin applies that lens to the world today and shares what she sees, notably the risk of a continued rise in energy prices. She walks us through how that may impact different asset classes and commodity prices.  Next, we look at global equity markets and hear how the U.S. market compares to Europe, China, and emerging markets. As we wind down, we touch on bonds, interest rates, crypto, and much, much more. Please enjoy this episode with PIMCO’s Erin Browne.    ----- Follow Meb on <a href="https://twitter.com/MebFaber" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/mebanefaber/" rel="noopener nofollow" target="_blank">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w" rel="nofollow" target="_blank">YouTube</a> For detailed show notes, click <a href="https://mebfaber.com/2021/10/18/e360-erin-browne/" rel="nofollow" target="_blank">here</a> To learn more about our funds and follow us, subscribe to our <a href="https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&amp;id=7249739cdb" rel="noopener nofollow" target="_blank">mailing list</a> or visit us at <a href="http://www.cambriainvestments.com/" rel="nofollow" target="_blank">cambriainvestments.com</a> ----- Today’s episode is sponsored by <a href="https://theideafarm.com/" rel="nofollow" target="_blank">The Idea Farm</a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

#360 – Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View

On this episode of the Alpha Exchange, Dean had the pleasure of catching up with Erin Browne, a Portfolio Manager at PIMCO. Through their discussion, we learn of Erin’s introduction to the study of macro, a discipline she instantly found fascinating and has underpinned her more than 2 decades career in markets. At Moore Capital through the build-up and ultimate unwind of the US housing bubble, Erin provides perspective she gathered during the GFC, laying out the time spent on idea generation as well as efforts to optimize the trade construction. Because these shorts became so large, having a game plan on profit-taking also became an important consideration. The conversation also focuses on the 2020 Pandemic, and how Erin and her team successfully positioned portfolios at PIMCO through that volatility episode. Surveying the set of risks that comprise today’s investing landscape, Erin is focused on inflation and, importantly, the Fed’s reaction function to the data. She sees vulnerability in “spec tech”, that equity market segment with lofty valuations and for which higher interest rates appear a real headwind. But there is value out there and in EM, Erin sees cheap assets on both the FX and equity side. Dean closes the conversation by soliciting Erin’s views on the opportunity set for women in finance. Recently named to the highly prestigious list of Barron’s 100 Most Influential Women in Finance, Erin is in a great position to share her views. She sees lots of progress, with excellent efforts to support women at the junior level and more still to do at the mid-level segment of female career development. Please enjoy Dean’s discussion with Erin Browne.

On this episode of the Alpha Exchange, Dean had the pleasure of catching up with Erin Browne, a Portfolio Manager at PIMCO. Through their discussion, we learn of Erin’s introduction to the study of macro, a discipline she instantly found fascinating and has underpinned her more than 2 decades career in markets. At Moore Capital through the build-up and ultimate unwind of the US housing bubble, Erin provides perspective she gathered during the GFC, laying out the time spent on idea generation as well as efforts to optimize the trade construction. Because these shorts became so large, having a game plan on profit-taking also became an important consideration. The conversation also focuses on the 2020 Pandemic, and how Erin and her team successfully positioned portfolios at PIMCO through that volatility episode. Surveying the set of risks that comprise today’s investing landscape, Erin is focused on inflation and, importantly, the Fed’s reaction function to the data. She sees vulnerability in “spec tech”, that equity market segment with lofty valuations and for which higher interest rates appear a real headwind. But there is value out there and in EM, Erin sees cheap assets on both the FX and equity side. Dean closes the conversation by soliciting Erin’s views on the opportunity set for women in finance. Recently named to the highly prestigious list of Barron’s 100 Most Influential Women in Finance, Erin is in a great position to share her views. She sees lots of progress, with excellent efforts to support women at the junior level and more still to do at the mid-level segment of female career development. Please enjoy Dean’s discussion with Erin Browne.

Erin Browne, Portfolio Manager, PIMCO