Cary Street Partners CIO Conversation Series Podcast

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Market commentary and public policy conversations hosted by Cary Street Partners Chief Investment Officer Tom Herrick.

Cary Street Partners


    • Jan 23, 2024 LATEST EPISODE
    • infrequent NEW EPISODES
    • 25m AVG DURATION
    • 10 EPISODES


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    Latest episodes from Cary Street Partners CIO Conversation Series Podcast

    2024 Market Outlook: Macro Meets Technical

    Play Episode Listen Later Jan 23, 2024 25:30


    Chief 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

    Play Episode Listen Later Mar 10, 2022 23:53


    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)

    Episode 8: Supply Pains - A Symphony Out of Tune

    Play Episode Listen Later Jan 10, 2022 25:33


    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)

    Episode 7: Alexander Hamilton – Pop Culture and History Collide

    Play Episode Listen Later Sep 3, 2021 34:04


    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)

    Episode 6: A Conversation on Commodities— An Uncommon Yet Everyday Subject

    Play Episode Listen Later Jul 26, 2021 27:13


    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)

    Episode 5: Single-Family Home Prices, Everybody's Business

    Play Episode Listen Later Jun 28, 2021 23:08


    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)

    Episode 4: Innovations in Health Sciences

    Play Episode Listen Later May 23, 2021 23:06


    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)

    Episode 3: The Complex U.S./China Relationship

    Play Episode Listen Later Apr 23, 2021 23:30


    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)

    Episode 2: Equity Market Rotation

    Play Episode Listen Later Mar 26, 2021 27:45


    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)

    Episode 1: Policy Dynamics

    Play Episode Listen Later Feb 17, 2021 24:32


    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)

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