Podcast Episodes
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The State of the Consumer and the Opportunity in Small- and Mid-cap Stocks
Vice President & Portfolio Manager Steve Hall discusses the state of the consumer in the post-covid world, his approach to analyzing consumer busines…
2 years, 10 months ago
An Inflation Outlook for the New Year
Season 4 Episode 9
Vice President & Senior Portfolio Manager Romas Budd shares his most recent thoughts on inflation concerns, fixed-income markets and what investors w…
3 years ago
A look at the year ahead
Season 4 Episode 8
Chief Investment Strategist Myles Zyblock shares his views on market and economic events, the outlook for 2023 and the opportunities, challenges and …
3 years ago
The Gold-ilocks approach to Taming Inflation
Vice President & Portfolio Manager Robert Cohen shares his perspective on the nature of the current inflationary environment, and why his outlook for…
3 years ago
Words that start with “I”: Inflation, Interest Rates, and Investments
Vice President & Senior Portfolio Manager, David Fingold shared his thoughts on if interest rates and inflation will stay higher longer, if we are in…
3 years ago
Words that start with "I": Inflation, Interest Rates, and Investments
Vice President & Senior Portfolio Manager, David Fingold shared his thoughts on if interest rates and inflation will stay higher longer, if we are in…
3 years ago
The Power of Growth
Season 4 Episode 5
Vice President & Senior Portfolio Manager, Noah Blackstein discusses the opportunity ahead for growth stocks, new leadership that often comes with a …
3 years, 1 month ago
Financials: Back to the Forefront?
Season 4 Episode 4
Portfolio Manager Nick Stogdill discusses the notion that financials could be part of the new market leadership in the next market cycle and the brea…
3 years, 1 month ago
Navigating Global Markets
Vice President & Portfolio Manager Ryan Nicholl discusses the opportunities in quality defensive businesses and why he’s at a fully deployed cash pos…
3 years, 2 months ago
What’s investable in Real Estate Now?
Season 4 Episode 2
Vice President & Portfolio Manager Maria Benavente shares her thoughts on real estate as an inflation hedge, where the opportunities are within Real …
3 years, 2 months ago