Podcast Episodes
Back to Search
Episode 12: The Evolution of Sustainable Investment
Despite media reports to the contrary, sustainable investment looks here to stay: an estimated $35 trillion in assets have a sustainable investment m…
1 year, 6 months ago
Episode 11: U.S. Consumer — Dining Out or Dining In?
America’s restaurant industry has endured dramatic change in recent years. Covid forced many restaurants to shut down, and the survivors had to adapt…
1 year, 6 months ago
Episode 10: What’s Next for Oil, Gold and Copper?
Oil, Gold and Copper — the “Commodity Trinity” — are of particular interest to the financial markets given their importance to the global economy. Oi…
1 year, 7 months ago
Episode 9: AI in Software — A Multiplier or Subtractor?
As artificial intelligence, or AI, continues to grab headlines, enterprise software companies are looking to prioritize AI-related projects with a vi…
1 year, 7 months ago
Episode 8: The Digital Transformation of the Global Economy
The digital transformation amounts to an ongoing shift from an economy that's characterized primarily by flows of physical “stuff” to one that’s more…
1 year, 8 months ago
Episode 7: The Big Picture Across Africa
Africa’s share of global GDP is in the low single digits, but two factors in particular could prove transformative for its economy: positive populati…
1 year, 8 months ago
Episode 6: U.S. Consumer — What’s in the Cart?
After last year’s strong holiday season, U.S. financial markets were concerned that this year’s first-quarter retailer earnings might reveal a lull i…
1 year, 8 months ago
Episode 5: How ETFs Will Earn More of Your Assets
Exchange-traded funds, or ETFs, built their initial reputation as passive investment vehicles, and in that context they’ve matured —with a tradable E…
1 year, 9 months ago
Episode 4: Inflation, Jobs, and the Path to U.S. Rate Cuts
This year kicked off with financial markets expecting multiple rate cuts from the Fed, as a slowing trend in jobs growth and easing inflation expecta…
1 year, 9 months ago
Episode 3: Is the U.S. Housing Market Broken?
The current state of the U.S. housing market can be traced back to the Global Financial Crisis (GFC). The ensuing retreat of builders and lenders res…
1 year, 10 months ago