Podcast Episodes
Back to SearchInvesting in Emerging Markets with Special Guest Julia Hermann (March 15, 2021)
Emerging markets are often considered a “high beta” strategy – one that does well when global growth is improving and investors are willing to take o…
5 years, 1 month ago
What to make of a bond market shock (March 8, 2021)
The bond market is spooking investors. Lauren and Robert dig into the seemingly scary move higher in interest rates.
5 years, 1 month ago
The wild winter and how it impacts investments (March 1, 2021)
The U.S. has had a wild winter, but it’s not just weather events piquing investor interest. Recent Fed speeches and government policies point to an i…
5 years, 1 month ago
The Great Debate: Value vs. Growth! (February 22, 2021)
The reflation trade has a lot of investors positioning for value stocks outperformance. In this week’s episode, Lauren and Robert, take a deep dive i…
5 years, 1 month ago
How to Invest the New Administration (February 15, 2021)
Razor thin margins in the House and Senate mean that Biden will not have full reign to pursue the more expansive aspects of his campaign. Still, we e…
5 years, 2 months ago
A multi-asset approach to generating income (February 8, 2021)
“Lower for longer” interest rates are here to stay, reducing both current income and future returns. What’s an investor to do? Lauren and Robert make…
5 years, 2 months ago
Turning meme-stock madness into investor insight (February 1, 2021)
Retail investors are taking some bets that look a lot like gambling. Lauren and Robert take a step back to discuss tactical allocation and stock pick…
5 years, 2 months ago
Is Inflation on the Way? (January 25, 2021)
Is inflation on the way? Lauren and Robert discuss the drivers of higher prices and how the Federal Reserve will – or will not – react to inflationar…
5 years, 2 months ago
Will big tech dominance continue? (January 18, 2021)
Last year, we witnessed remarkable performance from big tech companies. Lauren and Robert look back at what drove tech higher in 2020 and discuss the…
5 years, 2 months ago
Taking stock of 2021 investment opportunities (January 11, 2021)
New year, same complex financial markets. Lauren and Robert take stock of the year that was, and the themes shaping the economy and financial markets…
5 years, 3 months ago