Cary Street Partners CIO Conversation Series Podcast: Recent Episodes
Cary Street Partners
Market commentary and public policy conversations hosted by Cary Street Partners Chief Investment Officer Tom Herrick.
Chief 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)
Chief 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)
Chief 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)
Chief 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)
Chief 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)
Cary 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)
Cary 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)
In 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)
Chief 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)