Cary Street Partners CSP Conversation Series
13 episodes - English - Latest episode: 3 months ago - ★★★★★ - 23 ratingsMarket commentary and public policy conversations hosted by Cary Street Partners.
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Episodes
2024 Market Outlook: Macro Meets Technical
January 23, 2024 22:10 - 25 minutes - 58.3 MBChief Market Strategist Tom Herrick and guest Katie Stockton, Founder and Lead Principal with Fairlead Strategies, review four high-level recommendations from Cary Street Partners' 2024 Market Outlook. (Transcript & Disclaimer: https://bit.ly/CSP-Podcast-E10)
Episode 9: Consequences of Conflict
March 10, 2022 22:29 - 23 minutes - 33.3 MBChief Investment Officer Tom Herrick and guest Bradford Klein, the co-founder of Core Commodity Management, discuss the fallout of geopolitical events on commodity prices. (Transcript & Disclaimer: https://bit.ly/CSP-CIO-Podcast-E9)
Episode 8: Supply Pains - A Symphony Out of Tune
January 10, 2022 17:00 - 25 minutes - 35.1 MBChief Investment Officer Tom Herrick and guest Michael Contopoulos, Director of Fixed Income at Richard Bernstein Advisors, have a reprised conversation on the current pains within the supply chain and the inflationary boom. (Transcript & Disclaimer: https://bit.ly/CSP-CIO-Podcast_E8)
Episode 7: Alexander Hamilton – Pop Culture and History Collide
September 03, 2021 13:22 - 34 minutes - 47.4 MBChief Investment Officer Tom Herrick and guest David J. Cowen, President and CEO of the Museum of American Finance, discuss Alexander Hamilton, the history of the capital markets and the room where it happened. (Transcript & Disclaimer: https://bit.ly/CSP-CIO-Podcast-E7)
Episode 6: A Conversation on Commodities— An Uncommon Yet Everyday Subject
July 26, 2021 14:24 - 27 minutes - 38.5 MBChief Investment Officer Tom Herrick and guest Bradford Klein, the co-founder of Core Commodity Management, discuss the avalanche in demand coming for metals and other commodities. (Transcript & Disclaimer: https://bit.ly/CSP_CIO_Podcast_E6)
Episode 5: Single-Family Home Prices, Everybody’s Business
June 28, 2021 17:36 - 23 minutes - 32.2 MBChief Investment Officer Tom Herrick and guest Steve Shigekawa, Managing Director and Real Estate Portfolio Manager at Neuberger Berman, discuss the strengths and dynamics of the current red hot single-family housing market. (Transcript & Disclaimer: https://bit.ly/CSP-CIO-Podcast-E5)
Episode 4: Innovations in Health Sciences
May 23, 2021 21:10 - 23 minutes - 32.2 MBCary Street Partners CIO Tom Herrick and Brian Dausch, Vice President and Portfolio Specialist in the US Equities Division at T. Rowe Price discuss innovations in health sciences – the pandemic’s silver lining. (Transcript & Disclaimer: http://bit.ly/CSP-CIO-Podcast-E4)
Episode 3: The Complex U.S./China Relationship
April 23, 2021 20:54 - 23 minutes - 32.9 MBCary Street Partners CIO Tom Herrick and Boston Partners Emerging Markets Portfolio Manager discuss the complex U.S./China relationship. (Transcript & Disclaimer: http://bit.ly/CSP-CIO-Podcast-E3)
Episode 2: Equity Market Rotation
March 26, 2021 19:40 - 27 minutes - 45.1 MBIn this episode of the Cary Street Partners CIO Conversation Series, Tom Herrick and Dan Suzuki, Richard Bernstein Advisors Deputy CIO, discuss the equity market rotation from large cap technology to cyclical. (Transcript & Disclaimer: https://bit.ly/CSP-CIO-Podcast_E2)
Episode 2: Dan Suzuki
March 26, 2021 19:40 - 27 minutes - 45.1 MBIn this episode of the Cary Street Partners CIO Conversation Series, Tom Herrick and Dan Suzuki, Richard Bernstein Advisors Deputy CIO, discuss the equity market rotation from large cap technology to cyclical. (Transcript & Disclaimer: http://bit.ly/CSP-CIO-Podcast-E2)
Cary Street Partners CIO Conversation Series: Episode 1
February 17, 2021 23:33 - 24 minutes - 34.5 MBChief Investment Officer Tom Herrick and Steve Pavlick, Public Policy Advisor at Renaissance Macro, discuss policy dynamics of the new administration and Congress.
Episode 1: Steve Pavlick
February 17, 2021 23:33 - 24 minutes - 34.5 MBChief Investment Officer Tom Herrick and Steve Pavlick, Public Policy Advisor at Renaissance Macro, discuss policy dynamics of the new administration and Congress. (Transcript & Disclaimer: http://bit.ly/CSP-CIO-Podcast-E1)
Episode 1: Policy Dynamics
February 17, 2021 23:33 - 24 minutes - 34.5 MBChief Investment Officer Tom Herrick and Steve Pavlick, Public Policy Advisor at Renaissance Macro, discuss policy dynamics of the new administration and Congress. (Transcript & Disclaimer: http://bit.ly/CSP-CIO-Podcast-E1)