ABOUT THIS PODCAST 🔗

Update frequency:
every 43 days
Average audio length:
20 minutes
English
United States
25 episodes
since March 27, 2024
episodic

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AI adoption inside the enterprise took major steps forward in 2026, but AI behaves very differently from the software companies are used to managing. In the latest Silvercrest Podcast, Managing Director and Portfolio Manager Alexander Waldorf, CFA, and Managing Director and Chief Investment Strateg…

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PREVIOUS EPISODES

The market has spent trillions building the brain. The next phase is the tentacles. In the latest Silvercrest Podcast, Portfolio Managers Brian Bies and Steve Lilly discuss edge AI, the shift toward putting intelligence directly inside robots, vehicles, and medical devices instead of routing everyt…
Markets aren't behaving the way they used to. In the latest Silvercrest Podcast, Senior Equity Analyst Chad Kusserow and Growth Equity Portfolio Manager Jeff Nevins explore how technology, social media, and AI are transforming market structure and investor demographics, driving new patterns of vola…
In this Silvercrest Market Update, Chairman & CEO Richard Hough and Robert Teeter, Chief Investment Strategist, explore the contradictions defining today's investment landscape—from record earnings beats and expanding profit margins to elevated valuations and massive capex spending—and discuss …
Silvercrest Growth Equity Portfolio Managers, Brian Bies and Jeff Nevins, discuss their investment backgrounds in technology and their perspectives on the rapidly changing world of technology in the latest episode of the Silvercrest Podcast. 1:18 Career Journeys in Tech Investing5:50 Lessons Learne…
Silvercrest International Value Portfolio Manager, Christopher Richey, and Bernard Paternina, Portfolio Manager, discuss their investment philosophy, global markets and geopolitical risks, and the role of AI in the latest episode of the Silvercrest Podcast. Important Disclosure: This communication …
In this latest Silvercrest Market Update, our Chairman & CEO, Richard Hough, and Robert Teeter, Silvercrest Chief Investment Strategist break down the Fed’s latest rate cut, what it signals for the economy, and how it could support valuations in an expensive market. They also explore risks, the…
Important Disclosure: This communication was recorded on May 29, 2025 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Brown and Mr. Kelleher. No part of Mr. Brown’s or Mr. Kelleher’s compensation was, i…
How are companies finding earnings growth in today's economy? Silvercrest's Chairman & CEO, Richard Hough, and Robert Teeter, Chief Investment Strategist, discuss inflation, tariffs, and corporate earnings growth in the Silvercrest Podcast.. Important Disclosure:This communication was recorded …
Silvercrest's Chairman & CEO, Richard Hough, and Robert Teeter, Chief Investment Strategist, discuss the current economy. Important Disclosure:This communication was recorded on May 14, 2025 and contains the personal opinions, as of the date set forth herein, about the securities, investments a…
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