Podcasts about epoch investment partners

The U.S. has enjoyed unchallenged economic, technological and military dominance globally for several decades, but its hegemony is at risk as a strengthening China has shaken the status quo. The Trump administration seeks to reaffirm the U.S.'s superiority through policies focused on homeshoring, innovation through deregulation, and reducing global reliance on the USD as reserve currency, but with all of these priorities driving policy, what is the future of the new global order? What is the impact on investors as the U.S. renegotiates its position on the global stage?Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Kevin Hebner, Managing Director, Global Portfolio Management, Epoch Investment Partners, Inc. as they dive into Kevin's latest whitepaper looking at the key drivers of Trump's policy pivots, and what might be ahead for investors when the dust settles. Highlights include:  (00:01:25) Key themes of the new global order(00:05:48) Can the U.S. successfully "homeshore" its manufacturing?(00:12:29) The goal for the U.S. dollar(00:18:35) Outlook for U.S. and global equity markets(00:23:32) Prime Minister Mark Carney and Canada's role in the new global order For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

This interview went in an unexpected direction. What started as a look at the AI boom, and whether it's a repeat of the internet explosion of the 90s, turned into an explanation of why Donald Trump is pursuing tariffs to achieve his economic goals for the US. Dr Kevin Hebner, Global Investment Strategist at Epoch Investment Partners, talks to Sean Aylmer from New York in a wide-ranging, fascinating interview.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

In this episode, William Green speaks with Barron's Roundtable member Bill Priest, who is Vice Chairman of TD Wealth and founder, Chairman, and Co-Chief Investment Officer of TD Epoch. Bill is the co-author of several books, including “Winning at Active Management.” Having prospered for six decades in the financial markets, Bill has seen it all. Here, he talks about his core investing principles & why he believes investors are too complacent in the face of mounting risk & fragility. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 06:50 - How Bill Priest fell in love with the stock market. 40:30 - Why he focuses relentlessly on free cash flow & cost of capital. 41:11 - How he goes about analyzing a business.  48:41 - Why growth stocks may start to struggle. 50:47 - Why he's worried about the threat of stagflation.  59:16 - How investors can protect themselves from an unknowable future. 1:03:36 - Why AI is unstoppable, not just another bubble. 1:07:35 - Why he'd be “very careful” about investing in China. 1:15:38 - Why you should keep ample cash to ride out difficult times. 1:17:20 - Why his exposure to equities is much lower than usual. 1:21:16 - How to be a successful leader. 1:57:16 - What he's learned from his daughter about happiness. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Bill Priest's investment firm, Epoch Investment Partners. Bill Priest's book, “Free Cash Flow & Shareholder Yield.” Bill Priest's book, “Winning at Active Management.” Anne Applebaum's book “Autocracy, Inc.” Ruchir Sharma's book, “What Went Wrong with Capitalism.” William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found Unchained The Bitcoin Way Vanta Fintool PrizePicks Onramp SimpleMining TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

There's just under five months until the US presidential election - and there's plenty of anticipation about what the outcome will mean for markets, and the broader US economy.Dr Kevin Hebner, Global Investment Strategist at Epoch Investment Partners, joins Sean Aylmer from New York to examine the differences between Trump and Biden for markets, trade and investors.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Contrary to wide opinion, globalisation is not "history" but is being reinvented. Since 2010, rising Chinese nationalism, the Covid pandemic, and Russia's invasion of Ukraine helped bring an end to 30 years of hyper-globalisation. Weaponised interdependence and the derisking of global supply chains mean location matters again. Rather than relying on highly-efficient global supply chains, governments and firms must now carefully consider how they source resources and goods – whether it's energy, semiconductors or electric vehicles – as well as risks and vulnerabilities in the US dollar financial system. For investors, a less interconnected world has significant implications for corporate capital expenditure and country allocation. - Kevin Hebner, Epoch Investment Partners. Earn 0.25 CE/CPD hrs on Portfolio Construction Forum

The Portfolio Managers at TD Asset Management Inc. (TDAM) are always hard at work behind the scenes expanding our innovative offerings, and through their dedication TDAM continues to be one of the top asset managers in Canada1. With a focus on building and maintaining strong relationships, and a commitment to understanding the unique needs of retail and institutional investors, asset managers at TDAM are driven to provide competitive solutions to help our clients achieve their goals.Building on these strengths, we recently launched TD Global Investment Solutions (TDGIS), a new institutional identity bringing the combined multi-asset expertise of TDAM and Epoch Investment Partners, Inc. (TD Epoch) to the global investing community with the ability to expand our offerings in existing and new jurisdictions.In this episode  of our Breadth of Experience podcast series, Jason McIntyre, Vice President, Head of Retail Distribution, TDAM, welcomes Mark Cestnik, Managing Director, Head of Global Institutional Distribution, TDGIS, for a look at some of the challenges asset managers face in the current market environment of GICs and "safety-seeking" behaviors of investors, and provide a deeper dive into TDAM capabilities at both the retail and institutional level.Highlights include:What has enabled our asset management businesses to be successful in both the retail and institutional space? (0:42)What are some of our institutional Portfolio Managers' distinctive capabilities? (2:58)What are the main challenges for institutional asset management in the current market environment? (5:32)Perspectives on the launch of TD Global Investment Solutions (9:13) For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

Artificial intelligence has arrived, and we now have a clearer picture of how it's going to affect the workforce - the jobs it will make easier, and the ones it may replace altogether. GSFM fund manager partner Epoch has released a white paper exploring the impact on labour markets… and as a result, the economic impact, and the implications for investors. Dr Kevin Hebner, Global Investment Strategist at Epoch Investment Partners, joins Sean Aylmer from New York to talk about how workers can use AI to their benefit, and some of the companies where AI has already been priced in to their value.Remember, this is general information only, and you should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Epoch Investment Partners, 4th Quarter 2021 A conversation with Tom Callahan Letter by William W. Priest and Kevin Hebner Companies discussed: $AB $PRU The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Epoch Investment Partners , 3rd Quarter 2021. A conversation with David Siino. China's ‘Common Prosperity' Regime: What Does It Mean for Investors? William W. Priest and Kevin Hebner. "The motivation for Beijing's crackdown on real estate couldn't be clearer: It represents 70%+ of household assets, and real estaterelated activities account for a staggering 25% of Chinese $GDP." The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

The outlook for tech companies and individual stocks with Bill Priest, executive chairman and co-chief investment officer of Epoch Investment Partners.

Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch Investment Partners, on why companies should still give dividends. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on markets becoming used to the bad news. Sam Hendel, President of Levin Easterly and Founder of Dataminr, on why he's following the 2008 playbook and how AI is being used in the battle against the coronavirus.

Steven D. Bleiberg, managing director and portfolio manager at Epoch Investment Partners, Inc., joins the regular cast of characters  for a lively discussion of modern portfolio theory and its limitations. 2:50 What is a stock, a portfolio, the #market? 6:20 The theory is now #reality 11:05 #Risk, asymmetry and indexing 14:33 Profit and the cost of #capital Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music.  Grant's Interest Rate Observer is available at www.grantspub.com

Steven Strauss, visiting professor at Princeton University’s Woodrow Wilson School of Public and International Affairs, on whether it’s time to break up the big tech companies, as Jeff Bezos crosses the $100 billion mark Chris Burniske, Partner at Placeholder and Advisor to ARK Investment Management, on bitcoin and whether real money is coming in to the market, or if it’s an escalation of speculators.David Pearl, Co-Chief Investment Officer of Epoch Investment Partners, on current investment outlook, and why he uses free cash flow to evaluate companies. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on Meredith Corp. agreeing to acquire Time Inc. with the Koch Brothers backing.

U.S. Treasury Secretary Steven Mnuchin talks about the dollar's strength and tells David Gura that the Trump administration hasn't yet made a decision on whether to replace the Fed chair. Prior to that, Drew Matus, MetLife Investment Management's chief market strategist, says the thing that's being misunderstood the most is that low productivity is cyclical, not structural. Bill Priest, CEO of Epoch Investment Partners, says the VIX is at an abnormally low level. Finally, Tom Leighton, CEO of Akamai Technologies, says people must have the discipline to shut down projects that don't work.u0010u0010(Includes introduction to Steven Mnuchin.) Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

U.S. Treasury Secretary Steven Mnuchin talks about the dollar’s strength and tells David Gura that the Trump administration hasn’t yet made a decision on whether to replace the Fed chair. Prior to that, Drew Matus, MetLife Investment Management’s chief market strategist, says the thing that’s being misunderstood the most is that low productivity is cyclical, not structural. Bill Priest, CEO of Epoch Investment Partners, says the VIX is at an abnormally low level. Finally, Tom Leighton, CEO of Akamai Technologies, says people must have the discipline to shut down projects that don’t work.u0010u0010(Includes introduction to Steven Mnuchin.)