MENGENAI PODCAST INI 🔗

Kekerapan kemas kini:
every 86 days
Purata panjang audio:
8 minutes
Bahasa Inggeris
Amerika Syarikat
40 episod
sejak 11 Mei 2020
episodic

EPISOD TERKINI 🔗

This month, I push back against the extremes.

CARI EPISOD LEPAS

Cari episod lepas bagi Notes from the CIO.

EPISOD SEBELUMNYA

In this podcast I speak to concerns regarding the AI land grab.
In this podcast, I lament the quick-draw narratives that seem to drive short-term market volatility.
This session, I ponder the motivations of and position our work against the "do this now!" punditry.
In this podcast, I provide some early glimpses of the power of artificial intelligence in practice. I also discuss some concerns I have for the technologies' broader usage in investment management and allow Microsoft's CoPilot to chime in.
Cash holdings may provide comfort, but inflation diminishes the value of uninvested cash over time. Outside of purchase delays and product substitutes, there is little more consumers can do to directly address inflation. Investors, on the other hand, have a range of options to address that poten ...
So long as one did not carry too substantial an amount of interest rate risk in portfolios, markets provided a solid foundation for generally positive returns over the past quarter and year. While fixed income returns have yet to register the now higher yields on offer (recall that yields up = p ...
While it’s understandable that investors may get excited about future prospects of new industries and business models, that enthusiasm may need to be tempered when it comes to the associated investment cases. Early investors may see substantial gains from the immense risks they took on when pote ...
Over the four-plus decades since Americans last braced against a high-inflation environment, investors have seen interest rates sink to fresh lows and rise to lower peaks with each successive economic cycle. Rates are well off recent depths on account of ongoing efforts to ease upward price pres ...
In recent months we’ve sought to highlight the notion that investment markets are forward-looking, meaning that they tend to reflect aggregate investor views as to where global economies and the countries and companies that operate within them are heading, rather than where they’ve been. But wha ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Mark Mowrey, CFA, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.