エピソード

  • What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg
    2026/09/08

    Steven McClurg, CEO of Canary Capital, discusses the evolving digital-asset landscape. McClurg weighs in on Bitcoin, crypto ETFs, tokenization, and growing institutional interest. He concludes with the investment playbook for the next 12–18 months.

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    29 分
  • Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies
    2026/08/31

    Brian Leonard, CFA, Portfolio Manager at Gabelli, discusses opportunities in small- and mid-cap stocks, the appeal of dividend-paying companies, and why corporate spinoffs can create attractive investment opportunities. He also weighs in on themes shaping his portfolios and managing through market volatility.

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    37 分
  • The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA
    2026/08/10

    Tyler Wilkens, CFA, Director and Head Portfolio Strategist at Catalyst Capital Advisors, discusses navigating market uncertainty while remaining invested for the long term. He shares his views on asset allocation, risk management and where opportunities may exist across equities, fixed income and alternatives.

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    46 分
  • CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee
    2026/07/21

    Jessica Lee, Chief Investment Officer of Real Estate Credit at Manulife Investment Management, discusses portfolio construction and why today's higher-for-longer interest rate environment is creating compelling investment opportunities. Additional topics include Federal Reserve policy, inflation, sector trends, and the importance of downside protection and capital preservation in generating attractive returns.

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    27 分
  • The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi
    2026/07/14

    Artificial intelligence is reshaping the investment industry. Jan Szilagyi, CEO and Co-founder of Reflexivity, explains how investors are using AI to enhance research, portfolio construction, and risk management.

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    28 分
  • Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets
    2026/06/25

    Dr. Mark Malek, Chief Investment Officer of Siebert Financial, discusses how investors can navigate an increasingly complex market environment. He shares his perspectives on geopolitical tensions, inflation, central bank policy, and corporate earnings, while exploring the opportunities and risks created by a technology investing and artificial intelligence.

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    53 分
  • The Future of Markets and Investing With Luis M. Viceira of Harvard Business School
    2026/06/15

    Luis Viceira, Professor of Finance at Harvard Business School, discusses the forces reshaping global capital markets and investment management. Topics discussed include AI-driven capital spending, inflation, public and private markets and approaches to portfolio construction.

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    1 時間 11 分
  • Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson
    2026/05/27

    Ted Mortonson, Managing Director at Baird, discusses the implications of the AI-driven infrastructure spending reshaping global markets. He also shares views on the evolving playbook for technology investing, portfolio construction and risks that could challenge the sector.

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    39 分