O TYM PODKAŚCIE 🔗

Prowadzący:
Częstotliwość aktualizacji:
every 86 days
Średnia długość dźwięku:
8 minutes
Język angielski
Stany Zjednoczone
43 odcinków
od 11 maja 2020
episodic

NAJNOWSZY ODCINEK 🔗

This month, I push back against the extremes.

WYSZUKAJ MINIONE ODCINKI

Wyszukaj minione odcinki Notes from the CIO.

POPRZEDNIE ODCINKI

In this podcast, I speak to concerns regarding the AI land grab.

Leaning on Narratives

In this podcast, I lament the quick-draw narratives that seem to drive short-term market volatility.

Can't Will Returns

This session, I ponder the motivations of and position our work against the "do this now!" punditry.

AI in Practice

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 potentia…
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 = pric…
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 potenti…
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 pressur…

Contrary Cues

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 what d…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Mark Mowrey, CFA, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.