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every 86 days
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8 minutes
ingilizce
Amerika Birleşik Devletleri
43 bölüm
11 Mayıs 2020beri
episodic

SON ÇIKAN BÖLÜM 🔗

This month, I push back against the extremes.

SON BÖLÜMLERİ ARA

Notes from the CIO için geçmiş bölümleri ara.

ÖNCEKİ BÖLÜMLER

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.
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…
Feragatname: Bu sayfaya yerleştirilmiş podcast ve sanat eserleri, sahibinin mülkiyetinde olan ve Listen Notes, Inc.'e bağlı olmayan veya tarafından onaylanmayan Mark Mowrey, CFA'e aittir.