Podcasts about equity research

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets.Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy sector.Mr. McCrea also holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder.Since 2004, Mr. McCrea's  views on energy are frequently sought after by institutional funds, as well as various media outlets including The Globe and Mail, National Post, Bloomberg and BNN.Among other things we discussed Cognitive Biases 101: Helping Energy Investors Make Better Decisions.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Canadian Gas AssociationSupport the show

Este é o primeiro episódio da série Conversa com Quem Decide, do BB-BI, videocast dedicado a entrevistas com altos executivos de grandes empresas brasileiras, dos mais diversos setores da economia. Nossos especialistas Victor Penna, CNPI-P, head de Equity Research, e Georgia Jorge, CNPI-P, analista de Agronegócios, Alimentos e Bebidas, recebem Luiz Osório Dumoncel, Executive Chairman e Presidente do Conselho de Administração da 3Tentos, empresa do agronegócios brasileira que tem chamado atenção dos investidores. Confira também os conteúdos do BB Investimentos nos hubs Investalk (investalk.bb.com.br/relatorios-e-analises) e BB Private Lounge (bb.com.br/lounge).

Este é o primeiro episódio da série Conversa com Quem Decide, do BB-BI, videocast dedicado a entrevistas com altos executivos de grandes empresas brasileiras, dos mais diversos setores da economia. Nossos especialistas Victor Penna, CNPI-P, head de Equity Research, e Georgia Jorge, CNPI-P, analista de Agronegócios, Alimentos e Bebidas, recebem Luiz Osório Dumoncel, Executive Chairman e Presidente do Conselho de Administração da 3Tentos, empresa do agronegócios brasileira que tem chamado atenção dos investidores. Confira também os conteúdos do BB Investimentos nos hubs Investalk (investalk.bb.com.br/relatorios-e-analises) e BB Private Lounge (bb.com.br/lounge).

PhD to Corporate Finance & M&A? Gabriel Fung's Unconventional Journey!Ever wondered how a PhD in Pathology transitions to high-stakes roles in Equity Research and Corporate Development? In this episode of Careers in Finance on FinPod, Gabriel Fung reveals his unique path from the lab to leading strategic M&A and partnerships at Exact Sciences in the competitive healthcare and biotech sectors. This is a must-listen for PhDs, scientists, and anyone considering a career pivot into finance from a non-traditional background!

Chantal Marx, Head of Equity Research at FNB Wealth and Investments and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this episode of Financial Fox, Stefania Barbaglio sits down with Kevin Dede., Managing Director of Equity Research at HC Wainwright, to dive deep into the evolving world of Bitcoin mining and AI data centers. Kevin, the first Wall Street analyst to cover crypto and Bitcoin mining, shares his expert insights on:

Hosted by Jason Cooper, Director of Equity Research.

Watch the video version of YouTube.  In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semiconductors, payments and fintech, industrials, utilities, healthcare, and financials. For the last episode of the season, Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, our Chief Global Strategist, reflected on the most memorable highlights from that season's extensive conversations. Additionally, they answered the top three questions frequently received from clients, which unsurprisingly revolved around economic policies emerging from Washington, D.C., and their potential impacts on the economy and markets. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

This episode we're bringing you a recording of a special live event that took place the morning after election day. Scotiabank Global Banking and Markets assembled a panel of experts to give their first take on the potential economic implications of the election results.    You'll hear from Rebekah Young, Vice President and Head of Inclusion & Resilience Economics at Scotiabank, Roger Quick, Director of Fixed Income Strategy at Scotia Capital Inc., Hugo Ste-Marie, Director of Portfolio and Quantitative Strategy in Equity Research at Scotia Capital Inc. and Patrick Bryden, Global Head of Thematic & Sustainability Investment Research at Scotia Capital Inc. The event was moderated by Bannon Kopko, Managing Director of Global Equity Sales at Scotiabank Global Banking and Markets. They'll give us their first take on the macro-economic implications of the election results, what it means and where things could be heading.    For legal disclosures, please visit http://bit.ly/socialdisclaim and www.gbm.scotiabank.com/disclosures Key moments this episode:  1:49 - Rebekah Young discuss the challenges Prime Minister Mark Carney faces in a minority situation in advancing an economic agenda and dealing with the tariff threat  9:58 - Roger Quick looks at the potential impact on interest rates, federal budget deficits, and bond yields   15:48 - Hugo Ste-Marie discusses the stock market implications  20:24 - Patrick Bryden covers sector specific implications, including energy, renewables, mining and more  28:45 - Question for Rebekah and Roger: What would the deficit look like if Canada enters a moderate recession in the next couple of years?  32:24 – How might a response to President Trump look for the Prime Minister? And does a minority government affect negotiating?  

Singapore shares rallied today alongside regional gains seen in Asia. The Straits Times Index was up 1.02% at 3,833.95 points at 12.20pm Singapore time, with a value turnover of S$731.19M in the broader market. In terms of counters to watch, we have Keppel Real Estate Investment Trust, after the Reit manager reported today a net property income growth of 13.3 per cent year-on-year to S$54.6 million in Q1 of 2025. Meanwhile, developments in the US remain in focus given a change in stance by the Trump administration on the Federal Reserve and on trade with China. That’s as US President Donald Trump said overnight that he had “no intention” of firing Federal Reserve Chair Jerome Powell, while signalling a more conciliatory approach to the trade war with China. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by KC Mathews, Chief Market Strategist, and Don McArthur, Director of Equity Research, to discuss corporate earnings and how tariffs may impact markets and the economy:  How anticipated corporate earnings growth in 2025 has changed  How the fluid tariff situation affects economic growth, inflation, and the U.S. dollar  Our perspective on the interest rate environment Asset allocation and investment positioning amid market uncertainty  Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

In this episode, host Tyler Chisholm sits down with returning guest, Jeremy McCrea. As Managing Director of Equity Research at BMO Capital Markets, Jeremy brings over two decades of experience in the energy sector—and a refreshingly candid take on what it really means to be a better energy investor right now. Together, they unpack how uncertainty around tariffs, political volatility, and market sentiment is affecting investment decisions, and why many Canadian energy companies are being undervalued despite strong fundamentals. Jeremy also breaks down the three key traits he looks for when assessing a company: strong balance sheets, proven economics (like two-times payout), and early-stage innovation that hasn't hit the market radar yet.This episode is brought to you by clearmotive marketing. When it comes to marketing that truly matters to your business, clearmotive is your go-to partner. With a proven track record of more than 15 years, they understand what makes your business tick. Learn more at https://www.clearmotive.ca and discover how clearmotive can help your marketing thrive.We're on social media! Follow us for episodes you might have missed and key insights on Western Canada directly on your feeds.Instagram: https://www.instagram.com/collisionsyycLinkedIn: https://www.linkedin.com/company/collisions-yycYouTube: https://www.youtube.com/@collisionsyycWebsite: https://www.collisionsyyc.comThank you for tuning into Collisions YYC!Remember to subscribe and follow us on Spotify and Apple Podcasts so you never miss an episode.If you loved the episode, please leave us a 5-star review and share the show with your friends! These things really help us reach more potential fans and share everything that's amazing about Western Canada.We sincerely appreciate your support of our local podcast.Host links:Tyler's website: https://www.tylerchisholm.comTyler's LinkedIn: https://www.linkedin.com/in/tylerchisholmGuest links:Jeremy McCrea's LinkedIn: https://www.linkedin.com/in/chelseagallowayBMO Capital Markets' Website: https://capitalmarkets.bmo.comBMO Capital Markets' LinkedIn: https://www.linkedin.com/company/bmo-capital-marketsCollisions YYC is a Tyler Chisholm original production // Brought to you by clearmotive marketing

Hosted by Jason Cooper, Director of Equity Research. 

Stephen Grootes speaks to Bhekani Zondo, agricultural economist for Trade Research at the National Agricultural Marketing Council about the economic impact of VAT hikes, revealing declines in GDP and agricultural output, and explores solutions to mitigate effects on low-income households. In other interviews, Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, unpack the complexities of market corrections and bear markets, exploring strategies for investors to mitigate risks and capitalize on opportunities in turbulent market conditions. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, about navigating the complexities of market corrections and bear markets, exploring strategies for investors to mitigate risks and capitalize on opportunities in turbulent market conditions. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Shares of all three Singapore banks extended their decline, as potential US Federal Reserve rate cuts and the Trump administration’s sweeping tariffs weigh on the banks’ outlook. Yesterday, OCBC Bank led the losses, dropping 4.3 percent to close below $15 for the first time since October 2024. UOB slid 3.3 percent and DBS Bank also fell 3.3 percent. The three local banks, which form a heavy weighting on the Straits Times Index, have pulled the overall benchmark down 2 percent. The STI is down 10% for the year. Meanwhile, total securities turnover value on the Singapore Exchange has increased 25 percent year on year to S$29.7 billion in March, with the STI and volumes across multiple asset classes hitting record levels. What do we make use of these situations? On Market View, Willie Keng speaks with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities to unpack all these developments.See omnystudio.com/listener for privacy information.

Global markets experienced significant volatility yesterday due to ongoing trade tensions sparked by President Donald Trump - the VIX index surged to 60 at one point. The S&P 500 closed just 0.2% lower despite threats of additional tariffs. Former New York Fed President Bill Dudley stated that a decline in stocks alone won't prompt the Fed to intervene, but an impairment to the flow of credit to businesses would. Hong Kong's Hang Seng Index rebounded slightly today after a historic 13.2% collapse on Monday, while Japan's Nikkei 225 rallied 6% on positive trade news, with the US and Japan potentially negotiating a trade deal. European equity futures are up over 2% in response to the news. Philipp Lienhardt, Head of Equity Research, notes that the upcoming earnings season will be all about companies' comments on the trade war.00:00 Introduction by Helen Freer (Investment Writing)00:31 Markets wrap-up by Mike Rauber (Investment Writing)05:49 Q1 earnings season preview: Philipp Lienhardt (Head of Equity Research)08:29 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

The second inauguration of Donald Trump has resulted in something of an upheaval for equity markets. The imposition of tariffs, or the threat of them, has led to uncertainty and heightened volatility, prompting a rotation out of US megacap stocks and into European and other global equity markets. It's not an easy time to pick stocks.In this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Philipp Lienhardt, Head of Equity Research, about his team's approach to stock selection, what sectors they favour currently, and the subsectors that may offer the best opportunities in the months ahead.00:31 – Introduction and background02:37 – The impact of tariffs03:25 – Our preferred Regions/Sectors05:20 – Our stock-picking process06:46 – Financials and Industrials09:36 – Information Technology10:32 – Stand-out subsectors14:00 – Balancing equity portfolios in the current environment15:43 - Conclusion16:20 – Legal disclaimerWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

The property sector is one very mixed bag. From booming data centres, to the struggling residential space, the outlook for the sector is somewhat inconsistent.Lou Pirenc, Head of Property and REITs, Equity Research at Jarden Australia, talks to Sean Aylmer about investing in industrial, commercial, retail and residential property.This is general information only. You should seek professional advice before making investment decisionsFind out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Singapore shares tumbled in early trade this morning, joining Asia-wide declines as US markets dropped deep into negative territory on fears over tariffs and recession risks. The Straits Times Index (STI) fell 1.5 per cent to 3,839.812 points early on after 71.1 million securities changed hands in the broader market. In terms of companies to watch, we have the Singapore Exchange given its plans to list Bitcoin perpetual futures as traditional exchanges push deeper into crypto derivative markets. Elsewhere, from a sell off in local bank stocks, to how talks between the US and China are reportedly stuck at lower levels – more corporate and international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

Hosted by Jason Cooper, Director of Equity Research.

Stephen Grootes speaks to Chantal Marx, Head of Equity Research at FNB Wealth and Investments, about the opportunities and challenges of investing in emerging markets beyond South Africa. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to The Money Show podcast. Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newsletters The Money Show is brought to you by Absa. Follow us on: 702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702 702 on Instagram: www.instagram.com/talkradio702 702 on X: www.x.com/Radio702 702 on YouTube: www.youtube.com/@radio702 CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkza CapeTalk on YouTube: www.youtube.com/@CapeTalk567 CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Today we had a fantastic session with Neil Mehta, Managing Director and Head of North American Natural Resources Equity Research, alongside his colleague Carly Davenport, Vice President of Equity Research, with Goldman Sachs. Neil joined Goldman in 2008 and oversees research coverage across oil and gas, utilities, midstream, metals and mining, and clean technology, while also leading coverage for large cap energy equities. Carly joined Goldman in 2016 and covers U.S. utilities. She previously covered SMID cap refiners and was a member of the integrated oils & refiners team. With energy earnings season wrapping up, we wanted to reflect on key takeaways. We were fortunate to host Neil and Carly, whose coverage and breadth of knowledge made for a fascinating discussion. In our discussion, Neil first provides a detailed overview of key trends driving market performance, highlighting a shift from a broad sectoral view to a more focused approach on stock selection and performance dispersion. He emphasizes the significant performance differences among companies based on operational execution, capital allocation, and management quality. On the oil and gas side, Neil notes that range-bound commodity prices have reinforced the need for disciplined positioning, with an emphasis on capital efficiency and balance sheet strength. Carly walks us through key trends in utilities, including the surging focus on power demand driven by AI, data centers, and industrial expansion. We explore the growing interconnection between energy and technology markets and its impact on investor behavior, including how generalist investors are increasingly shaping energy sector valuations by focusing on growth and ESG considerations. We discuss the evolving natural gas landscape, the mounting pressure on power prices, and shifting attitudes among tech companies toward energy sourcing, with reliability and speed to market taking precedence over sustainability. We examine trends of investors seeking more access to company boards, the importance of engaged and visible boards in maintaining investor confidence, power price trends, how utilities can sustain investor confidence by tying equity raises to accretive growth opportunities, the role of power forward curves, best practices for managing earnings calls, and more. We greatly appreciate Neil and Carly for sharing their time and perspectives. For additional insights from Neil, we previously had the pleasure of hosting him on COBT in September 2022 (episode linked here). To start the show, Mike Bradley highlighted that the 10yr bond yield has plunged to its lowest level (~4.2%) of President Trump's second term. Bond markets are growing increasingly concerned that Canadian, Chinese & Mexican tariffs will lead to retaliatory measures against the U.S. which could impact/slow U.S. economic growth. He noted that bonds are now dialing in three interest rate cuts for 2025, and that on the broader equity market front, equities have become increasingly more volatile. He discussed the big intraday volatility on Tuesday in the Dow Jones Industrial Average (~750-point intraday swing) and that the S&P 500 was down ~3% over the last week (due to souring investor sentiment) and was approaching technically oversold territory. On the crude oil market front, WTI price slid to ~$68/bbl this week (approaching low-end of its 6mo trading range) due to OPEC+ unexpectedly signaling its intention to begin unwinding long-held oil production cuts, beginning in April. If OPEC+ does follow through with oil production increases, as planned, then it'll further widen the 2025 global oil surplus unless its offset by yet unannounced Iranian sanctions by the U.S. On the Energy equity front, the YTD performance dispersion in the Energy sector, and especially

On today's episode, we break down earnings from Nvidia amid concerns about slowing spending on AI technology and the potential impact of US tariffs. We speak with Angelo Zino, Vice President of Equity Research at CFRA. Plus - a look at how Chinese tech stocks are offering investors an alternative to the Magnificent Seven. Shuli Ren, Bloomberg Opinion Columnist, joins us from Hong Kong.See omnystudio.com/listener for privacy information.

How is the metals and mining industry driving sustainable development? Rohitesh Dhawan, CEO and President of the International Council on Mining and Metals (ICMM), and Camilla Sutton, BMO's Head of Equity Research for Canada and the UK, explore the industry's progress, key achievements, and what's next. During this 30-minute episode, they discuss the ICMM and its members' progress on Consolidated Mining Standards, TNFD, decarbonization, the ‘trust deficit,' and how the industry is contributing to sustainable development.

In today's episode, Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing philosophy, their emphasis on focusing on growth and value, their evolution from using ROE-focused metrics to the rule of 40 to identify great investing opportunities, how to use the rule of 40 to add high performing businesses to a watchlist, how the market reacts to interest rates, AI impact on the business landscape, and much more! Jason Donville is an award-winning analyst with a distinguished career in Asia and Canada. He previously served as Head of Equity Research at Credit Lyonnais Securities Asia and Research Director at Credit Suisse First Boston, working in Singapore and Jakarta before joining Sprott Securities in Toronto. His research has traditionally focused on identifying high-ROE companies. Jason holds a BA from the Royal Military College of Canada and an MBA from Ivey Business School. Jesse Gamble has worked closely with Jason to manage the DKAM Capital Ideas Fund since 2011. Jesse received an MBA from the Ivey Business School at Western University and a B.Sc. degree from the Dyson School of Economics at Cornell University. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:42 - The hidden formula for finding cheap stocks. 07:53 - The secret to spotting a deteriorating moat. 10:45 - How elite investors stay focused in a bear market. 13:37 - The evolution of a winning investment strategy. 27:41 - The untapped goldmine in small-cap stocks. 31:39 - Why the market consistently misprices quality growth. 31:39 - The Rule of 40: your cheat code for finding long-term winners. 36:11 - A playbook for finding 10-bagger stocks. 56:47 - The AI revolution: where the real business impact is happening. 56:47 - Why there's more cash on the sidelines than ever. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Read DKAM's Investor Letters here. Listen to my first interview with Jason and Jesse here. Follow Kyle on Twitter and LinkedIn. Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page. 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? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. 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 SimpleMining Unchained Onramp Netsuite Found The Bitcoin Way Shopify Fintool Vanta PrizePicks Fundrise TurboTax 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! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The down-to-the-deadline nature of Trump's trade policy has created market uncertainty. Our Head of Corporate Credit Research Andrew Sheets points out a silver lining. ----- Listener Survey -----Complete a short listener survey at http://www.morganstanley.com/podcast-survey and help us make the podcast even more valuable for you. For every survey completed, Morgan Stanley will donate $25 to the Feeding America® organization to support their important work.----- Transcript -----Hi, I'm Michael Zezas, Global Head of Fixed Income Research & Public Policy Strategy at Morgan Stanley. Before we get into today's episode, the team behind Thoughts on the Market wants your thoughts and your input. Fill out our listener survey and help us make this podcast even more valuable for you. The link is in the show notes and you'll hear it at the end of the episode.Plus, help us help the Feeding America organization. For every survey completed, Morgan Stanley will donate $25 toward their important work. Thanks for your time and support. On to the show… Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today I'm going to talk about a potential silver lining to the significant uptick in uncertainty around U.S. trade policy. It's Wednesday, February 12th at 2pm in London. One of the nuances of our market view is that we think credit spreads remain tight despite rising levels of corporate confidence and activity. We think these things can co-exist, at least temporarily, because the level of corporate activity is still so low, and so it could rise quite a bit and still only be in-line with the long-term trend. And so while more corporate activity and aggression is usually a negative for lenders and drives credit spreads wider, we don't think it's quite one yet. But maybe there is even less tension in these views than we initially thought. The first four weeks of the new U.S. Administration have seen a flurry of policy announcements on tariffs. This has meant a lot for investors to digest and discuss, but it's meant a lot less to actual market prices. Since the inauguration, U.S. stocks and yields are roughly unchanged. That muted reaction may be because investors assume that, in many cases, these policies will be delayed, reversed or modified. For example, announced tariffs on Mexico and Canada have been delayed. A key provision concerning smaller shipments from China has been paused. So far, this pattern actually looks very consistent with the framework laid out by my colleagues Michael Zezas and Ariana Salvatore from the Morgan Stanley Public Policy team: fast announcements of action, but then much slower ultimate implementation. Yet while markets may be dismissing these headlines for now, there are signs that businesses are taking them more seriously. Per news reports, U.S. Merger and Acquisition activity in January just suffered its lowest level of activity since 2015. Many factors could be at play. But it seems at least plausible that the “will they, won't they” down-to-the-deadline nature of trade policy has increased uncertainty, something businesses generally don't like when they're contemplating big transformative action. And for lenders maybe that's the silver lining. We've been thinking that credit in 2025 would be a story of timing this steadily rising wave of corporate aggression. But if that wave is delayed, debt levels could end up being lower, bond issuance could be lower, and spread levels – all else equal – could be a bit tighter. Corporate caution isn't everywhere. In sectors that are seen as multi-year secular trends, such as AI data centers, investment plans continue to rise rapidly, with our colleagues in Equity Research tracking over $320bn of investment in 2025. But for activity that is more economically sensitive, uncertainty around trade policy may be putting companies on the back foot. That isn't great for business; but, temporarily, it could mean a better supply/demand balance for those that lend to them. Thanks for listening. If you enjoy the podcast, help us make it even more valuable to you. Share your feedback on the show at morganstanley.com/podcast-survey. Or head to the episode notes for the survey link.

Welcome back to the Alt Goes Mainstream podcast.Today's episode features an industry leader who has pioneered working with the wealth channel.We talk with Joan Solotar, the Global Head of Private Wealth Solutions at Blackstone, where she also serves on the firm's Management Committee. Joan has been responsible for leading Blackstone's impressive work in the wealth channel. She's grown the firm's footprint in private wealth to over $250B in assets across Blackstone funds, making the wealth channel comprise roughly a quarter of Blackstone's $1T AUM.Blackstone Private Wealth Solutions' mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high net worth clients and their advisors.Before joining Blackstone in 2007, Joan was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette. She also serves on the Board of Directors at First Eagle Investment Management.Joan and I had a fascinating conversation about how to build and scale a business in the wealth channel. We discussed:How Blackstone built a $250B AUM business in the wealth channel across Blackstone funds.How Joan's background in equity research helped her as she built a business for the wealth channel.The early days of building Blackstone's Private Wealth Solutions business.Where, why, and how private markets can fit into a portfolio.How model portfolios will evolve.Why private markets are no longer an alternative.How to build an effective brand in asset management.Thanks Joan for coming on the show to share your wisdom and expertise on private markets and your work with the wealth channel.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus Fund Solutions01:18 Alt Goes Mainstream Theme Song02:02 Guest Introduction: Joan Solotar03:45 Joan's Background 05:00 Early Days at Blackstone06:39 Challenges in Private Wealth Business08:31 Convincing Advisors10:44 Growth of Private Wealth Business11:12 Advisor Allocation to Private Markets13:27 Understanding Liquidity and Risk14:36 Educating Advisors on Private Markets15:55 Client Demand for Private Markets17:08 Portfolio Construction and Alternatives20:56 Ease of Use in Private Investments21:23 Model Portfolios and Private Investments22:32 Advisor Relationships with Blackstone24:10 Differentiating Blackstone's Experience25:19 Commitment to Advisors25:40 Commitment from Blackstone's Leadership27:27 Complexity of Selling Private Investments28:54 Blackstone's Growth and Future Goals29:53 Importance of Brand and Marketing31:14 Integration of Marketing and Sales31:38 Educating Blackstone's Team31:56 Blackstone's Training Programs34:50 Weekly Global Meetings36:44 Humanizing Blackstone's Team39:07 Blackstone's Holiday Video40:14 Consumer-Facing Investments41:27 Joan's Favorite Investment Theme: AI41:59 Blackstone's AI Investment Strategy43:19 Conclusion of the PodcastEditing and post-production work for this episode was provided by The Podcast Consultant.

On today's episode, we recap a busy trading week in the APAC region with Mary Nicola, Bloomberg MLIV Strategist in Singapore. We also take a look at Amazon's earnings with Arun Sundaram, Vice President of Equity Research at CFRA. Plus - a preview of the January US jobs report with Keith Buchanan, Partner and Senior Portfolio Manager at Globalt Investments.See omnystudio.com/listener for privacy information.

In this episode of Market Minutes, Neeshita Beura unpacks the key market drivers, from the rally in state-owned stocks amid budget expectations to corporate earnings that are steering individual stock movements. The podcast also examines global cues, including Wall Street's reaction to major tech earnings and trade policy jitters following Trump's tariff announcement. In the Voice of the Day segment, Mayuresh Joshi, Head of Equity Research at William O'Neil & Company, shares insights into what the market is watching this earnings season. Market Minutes is a morning podcast, putting the spotlight on trending stocks, crucial data points, and evolving market trends.

In this year-end episode, host Lina Apsheva and her guests discuss how sustainable finance has developed over this past year, and share their expectations moving into 2025.  We hear from Karl Oskar Olming, the Head of Sustainability Strategy and Policy at SEB, about how sustainable finance legislation has developed in the EU in the past year and what to look out for in the future; from Nathalie Egenaes, the Head of Sustainability for the Corporate and Private Customer segment at SEB, about the developments in this area; from Thomas Thygesen, Head of Strategy and Equity Research, about how the politics of this past year might affect the energy transition; and from Isabelle Tibbelin, a Sustainable Finance Advisor in SEB Debt Capital Markets, about the sustainable debt market in 2024 and what to expect in 2025.

Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm's Management Committee. Blackstone's Private Wealth Solutions' mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management. Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.Links:Joan on LinkedIn - https://www.linkedin.com/in/joan-solotar/Blackstone - https://www.blackstone.com/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/ Topics:(00:00:00) - Intro(00:04:31) - Inside Joan's office(00:05:52) - Joan's background and career(00:19:47) - What does Blackstone look like today?(00:20:42) - How would you describe Private Wealth today?(00:23:13) - What is important to advisors and their clients?(00:25:46) - How do you think about scaling?(00:27:32) - What makes a great member of the Sales or Advisory team at Blackstone?(00:29:22) - Blackstone's Private Wealth product suite(00:35:49) - What challenges are you facing in this market?(00:38:36) - Blackstone's approach to social media(00:41:15) - Leadership philosophies(00:44:45) - Closing advice

Stephen Grootes speaks to Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Vincent Anthonyrajah, CEO and co-founder of Differential Capital, about the intricacies of bond investing.See omnystudio.com/listener for privacy information.

Some have called this the weirdest housing market in recent history due to the unusual mix of high interest rates and declining affordability. And yet, we still have record high home prices across the 20 largest housing markets in the country. This month, we're diving into the U.S. housing market, a topic very relevant to many investors given a house is often the largest single asset one owns. In this episode, we're excited to shed light on the US housing market, what makes it challenging, what makes it unusual, and what needs to change for it to improve. We're joined by Preston Caldwell, Morningstar's Chief US Economist and Brian Bernard, Director of Equity Research specializing in the industrial sector, which includes homebuilders.

Pat Dorsey visits Google to discuss his book “The Little Book that Builds Wealth”. Over time, most businesses with high returns on capital attract competition that forces down profitability. However, a small minority of companies are able to defy the laws of economic gravity by creating competitive advantages, or “economic moats” that insulate them from competition and allow them to maintain high returns on capital. After spending fifteen years analyzing thousands of companies, Pat has identified a handful of structural characteristics that create competitive advantage. In this Talk, he discusses these characteristics, how management teams can create and destroy competitive advantage, and how he applies competitive analysis in managing institutional capital at his firm Dorsey Asset Management. Pat is the founder of Dorsey Asset Management, which manages concentrated global portfolios for institutional investors. Prior to starting Dorsey Asset, Pat was Director of Research for Sanibel Captiva Trust, an independent trust company with approximately $1 billion in assets under management serving high net worth clients. He has also served as the Director of Equity Research for Morningstar, where he led the growth of Morningstar's equity research group from 10 to over 100 analysts. Pat developed Morningstar's economic moat ratings, as well as the methodology behind Morningstar's framework for analyzing competitive advantage. Originally published in January of 2015. Visit http://youtube.com/TalksAtGoogle/ to watch the video.

In episode 78 the Investing in Impact podcast, I speak with Gavin Smith PhD, Managing Director, Head of Equity Research and Sustainable Investing for PGIM Quantitative Solutions, on his journey into sustainable investing and the evolution of ESG and SDGs.Gavin Smith, PhD, is the Managing Director and Head of Equity Research and Sustainable Investing at PGIM Quantitative Solutions. In this role, he leads the integration of ESG factors into the firm's investment platform and oversees research and analysis for Quantitative Equity portfolios.Prior to this, Gavin was a portfolio manager and a key member of PGIM's Research team, focusing on alpha and implementation strategies. Before joining PGIM, he led the North American Quantitative Research team at Macquarie Capital and held research roles at Barclays Capital and Plato Investment Management in Sydney, Australia.Gavin holds a BComm (Honors) in finance from the University of Wollongong and a PhD in finance from the University of New South Wales, Australia.TakeawaysGavin's dual role combines quantitative equity research with sustainable investing.The evolution of ESG has been significant since the Paris Climate Accord.Data quality is crucial for effective ESG and SDG investing.Key metrics for evaluating companies include carbon emissions, water usage, and diversity.Engagement with companies is essential for improving data transparency.SDGs provide a framework for assessing the impact of investments.Greenwashing poses a challenge in identifying truly sustainable companies.The future of sustainable investing relies on better data and education.Investors are increasingly interested in the financial performance of sustainable companies.The integration of ESG and SDGs can lead to more impactful investment strategies.Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com

BMO Analyst Simeon Siegel is back on the pod for the fourth time in as many years to help us understand the increasing bifurcation in retail, how soon we can expect declining interest rates to have impact, and where things might be headed with growth of Temu and Shein. We also revisit the great DTC vs. Wholesale debate and what it portends for luxury brands, Nike, and more.But first we unpack the week in retail news, including the potential impact of the US Fed (finally) reducing interest rates, what to make of the latest monthly retail sales figures, a tres exciting new event announcement from the NRF, and Amazon's not so subtle return-to-office decree. Then it's never to early to start prognosticating about the holiday season. All this brought to you by Scayle, the world's fastest-growing enterprise commerce platform. About SimeonSimeon Siegel is a Managing Director and Senior Analyst at BMO Capital Markets specializing in Retail and E-commerce. Simeon started his career at Goldman Sachs and his since worked on the #1 ranked Retail franchise at JPMorgan and Nomura | Instinet.  Simeon has been named a Rising Star of Wall Street by Institutional Investor, a Rising Star of Equity Research by Business Insider, a Top Stock Picker by StarMine and a Top Earnings Estimator by Thomson Reuters and Refinitiv. He has worked on the Institutional Investor #1 ranked All America Research Team for Specialty Retail and the Wall Street Journal's "Best on the Street" list of top analysts. He is in constant dialogue with investors and C-Level Management across the industry, analyzing and advising on the ever-evolving retail landscape. He is a regular guest on CNBC and frequently quoted across the media including The Wall Street Journal, The New York Times, Women's Wear Daily, The Business of Fashion, Barron's and Bloomberg, among others.  Simeon received a BA in Economics and Philosophy from Columbia University and is a CFA charterholder. He serves on the Boards of Read Ahead and the Hebrew Free Loan Society and is Vice Chair of the UJA Luxury Division. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

We expect volatility in equity markets to remain elevated as we head towards the end of the year, amidst uncertainty around the upcoming US election, seasonal factors, and lingering fears of an economic slowdown. It therefore seems timely to look at what our analysts take into account when it comes to stock selection.In this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Philipp Lienhardt, Head of Equity Research, about how his team approaches the process of stock selection, what sectors they favour currently, and the subsectors that are set to offer good investment opportunities in the coming months.00:32 – Introduction to the topic and the speakers01:16 – Our approach to stock selection02:33 – Market Outlook into year-end 202404:13 – Information Technology: our preferences06:27 – Healthcare: more than just large-cap pharma09:06 – Industrials: focus on cyclical & structural growth opportunities11:22 – Opportunities across sectors12:01 - US election outcome - implications for stocks13:33 – Summary and conclusionWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Mitchel Penn, Managing Director of Equity Research at Oppenheimer and Co., says that while business development companies (BDCs) have struggled this year, they are positioned well to ride out the changing interest rate cycle. He says that when the Federal Reserve starts cutting interest rates, he expects BDCs to see higher fee income, though some of that could be offset by a higher level of defaults. However, he notes that because those defaults are a hangover from high-rate conditions, they have already been priced into many portfolios, creating a cushion against potential credit losses. Penn also discusses the kinds of BDCs that balance out the current risks and that historically have generated high returns on equity with low credit losses, naming several BDCs that fit that description.

Stephen Grootes speaks to Luzuko Mboyta, CFO of Airports Company South Africa (ACSA), to discuss the company's latest annual results. What drove their financial performance, and what's next for SA's airports? In other interviews on this episode of The Money Show, Stephen Grootes speaks with Rashad Cassim, Deputy Governor of the South African Reserve Bank, to unravel the mystery behind cash's enduring appeal in our country.  Interviews: Cash remains king in SA Stephen Grootes speaks to  Deputy Governor Rashad Cassim  at SARB about why South Africans prefer cash regardless of what purchases they make. Taking Off: ACSA's Annual Results Reveal Strong Performance Stephen Grootes speaks to Luzuko Mboyta, CFO of Airports Company South Africa (ACSA), to discuss the company's latest annual results, delving into the financial performance, key drivers, and future outlook for South Africa's airport infrastructure. Market Commentary  Joining presenter host Stephen Grootes to talk about the current state of the global markets is Independent Investor, Norman Mackechnie for todays' market commentary.  Insurance company, Sanlam's half year earning jump 43% and enters the race for India's burgeoning asset- and wealth-management industry  Stephen Grootes speaks to Abigail Mukhuba, CFO at Sanlam about interims results and growth prospects around the globe.  TECH WITH TOBY   Celestron StarSense Explorer DX130 AZ review Stephen Grootes speaks to Toby Shapshak, head of Stuff Studios, about his hands-on review of the Celestron StarSense Explorer DX 130 AZ telescope, sharing insights on its features, capabilities, and stargazing experience. Small Business Focus - Why small business phrase is NOT good  Stephen Grootes speaks to Pavlo Phitidis, CEO of Aurik Business Accelerator, about the limitations of the phrase "small business" and how it can be misleading, hindering the growth and potential of entrepreneurial ventures. Vukile Commercial property sector: Retail Revival: Adapting to Changing Consumer Habits.  Stephen Grootes speaks to Professor Francois Viruly, Director of the Urban Real Estate Research Unit about the retail revival, exploring how businesses are adapting to meet the evolving needs and preferences of consumers in a changing market landscape.  Investment School - Seasonality in share price returns  Stephen Grootes discusses seasonality in share price returns with Chantal Marx, Head of Equity Research at FNB Wealth and Investments, exploring how seasonal patterns impact investment performance.See omnystudio.com/listener for privacy information.

Hosts Scott Phelan and Kevin Myers discuss interest rates, lending, and the current state of the economy with Chris Marinac, Director of Equity Research for Janney Montgomery Scott LLC. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth […]

Hosts Scott Phelan and Kevin Myers discuss interest rates, lending, and the current state of the economy with Chris Marinac, Director of Equity Research for Janney Montgomery Scott LLC. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth […] The post PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac appeared first on Business RadioX ®.

Dr. Chandria D. Jones is a Principal Research Scientist in Public Health and Affiliate Staff at the Center on Equity Research at NORC at the University of Chicago. Dr. Jones works in the areas of behavioral health, health equity, and health communications. She leads equity-focused projects that leverage community engagement and participatory methods, emphasizing culturally responsive and equitable evaluation and research. Her research examines social and environmental determinants of health for historically marginalized populations such as people from racial and ethnic minority groups, youth and families with lower incomes, and persons with mental health and substance use disorders. Dr. Jones' work has a strong racial equity and systems change focus emphasizing the need to understand the complex social, cultural, and historical factors necessary to transform policies and practices. Dr. Jones earned her Ph.D. in Behavioral and Community Health from the University of Maryland, College Park, and her M.P.H. from Florida International University. RESOURCES RELATED TO THIS EPISODE Follow Chandria on LinkedIn Follow Chandria on X Culturally Responsive & Equitable Evaluation: Visions and Voices of Emerging Scholars The Center on Equity Research How Right Now Campaign CREDITSTheme Music by lesfm from Pixabay.Produced by ChatWithLeadersMedia.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

With the election season well underway, the nation finds itself at the crossroads of significant political and potential economic uncertainty. How will each candidate impact the economy, specifically equity markets? And what can investors do to prepare? Join us on this episode of Disruptive Forces, where host Anu Rajakumar sits with Raheel Siddiqui, Senior Investment Strategist, and Timothy Creedon, Director of Equity Research, to discuss how close elections have evolved historically and other implications it could have as it pertains to equity markets.  Find out more about our firm's thoughts around elections worldwide at www.nb.com/elections.      This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.  This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.  The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.  © 2024 Neuberger Berman Group LLC. All rights reserved.

We have a great show for you today which will provide all of the answers you have come to expect from The Word on Medicine. This Saturday, we discuss the importance of creating gender equity in vehicle safety development through Crash Equity Research. Please join Susan Cronn, DNP, a nurse practitioner who has been extensively researching the field, as well as Maria Weston Kuhn, survivor of a head-on crash and advocate of crash equity as founder of "Drive US Forward." Learn more about the knowledge that is being gained from the research of crash safety and the importance of advocacy through non-profit organizations such as “Drive US Forward."

This episode from BMO's IN Tune podcast focuses on how the AI/data center build out is contributing to a new era of electricity demand.

WEBSITE: https://provenandprobable.com/

Adam Feinstein is the Managing Partner of Vesey Street Capital Partners.  Mr. Feinstein has 30 years of investment experience exclusively in the healthcare services sector. Prior to founding Vesey Street Capital Partners in 2014, he was a Managing Director on Wall Street and a healthcare industry executive. He held the position of Senior Vice President of Corporate Development, Strategic Investments, and Office of the Chief Executive Officer at LabCorp. Before his tenure at LabCorp, he spent 14 years as the Managing Director in Equity Research at Lehman Brothers/Barclays Capital. Mr. Feinstein is the Chairman of VSCP's investment committee. He is also actively involved in working with portfolio company executives and sourcing new investment opportunities. At the same time, he oversees all of the firm's investment activities and employees. Mr. Feinstein's footprint in the industry is notable, as he is currently the Lead Director of AirSculpt Technologies (NASDAQ: AIRS), ScribeAmerica, Safecor Health, GastroMD, Inceptua, and PathGroup. Previously, Adam served on the board of QualityMetric, Imedex, and Surgery Partners (NASDAQ: SGRY). From his extensive experience at Lehman Brothers and LabCorp, Mr. Feinstein has cultivated invaluable relationships within the industry.  He achieved the top ranking in the Institutional Investor All-America Research Survey for the Health Care Facilities category for 8 consecutive years. Adam is a CFA charter holder with a B.S. in Business from the Smith School at the University of Maryland. Additionally, he was a member of the Inaugural Class of Nashville's Healthcare Council Fellows program.

Ashani Johnson-Turbes, Ph.D. is the Vice President & Director of the Center on Equity Research, a multi-disciplinary Center in The Bridge at NORC at the University of Chicago. The Center advances equity through the development, implementation, and dissemination of high-quality inclusive, and equitable social science research and methods. Johnson-Turbes leads the Center, focused on scientifically rigorous, social science research, expanding culturally responsive research, engaging the community, building partnerships, and embedding equity principles in research across a range of activities and departments. She is an experienced and award-winning social scientist with over 20 years of conducting communication, social marketing, public health, and public policy research, including rigorous measurement of communication messages, materials, and campaigns to promote equity. Johnson-Turbes blends her academic background in political science, political behavior, and public policy with years of work in public health, health communication, and evaluation. She received her BA at Hampton University, MA, and PhD at Purdue University with continued studies in political science and quantitative methods at Leiden University and the University of Chicago. Johnson-Turbes serves on the Board for BLKHLTH, as an Adjunct Professor at the Emory University Rollins School of Public Health, and the Vice President for the Society for Health Communication. RESOURCES RELATED TO THIS EPISODE Follow Ashani on LinkedIn The Center on Equity Research NORC EquityCorps Video Series How Right Now Campaign CREDITSTheme Music by lesfm from Pixabay.Produced by ChatWithLeadersMedia.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

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