Podcasts about quantitative strategy

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?  

Join host Julien Lafargue and Lukas Gehrig, from our Quantitative Strategy team, as they examine the US political landscape and how it could impact portfolios. Topics include the new administration's executive orders and the implications for trade. Outside of politics, Lukas looks at portfolio composition and the potential role of hedge funds in investor diversification. Turning his attention to financial markets, Julien examines the AI sector, mixed corporate earnings data and US inflation.

My guest today is Savita Subramanian, Bank of America's Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron's named Savita as one of the 100 Most Influential Women in U.S. Finance.  In today's episode, we cover the key trends shaping markets as we start 2025. Savita discusses the evolution of the S&P 500 over the past 50 years and why that leads her to be more comfortable with higher valuations today. Then she explains why productivity gains could drive the next bull market and the surprising resilience of corporate margins despite inflation volatility. Plus, Savita weighs in on the future of small, mid, and large caps and why she favors selective stock picking over buying the index. (0:00) Intro (0:34) Sponsor: Farmland LP (2:02) The evolution of the S&P 500 (5:13) Does the market deserve a higher valuation? (11:02) 2025 market outlook (14:34) Corporate margin expansion and efficiency (19:43) Fixed income alternatives and large cap value stocks (26:03) IPO trends and private markets (32:23) Reshoring and US infrastructure investment (38:12) Market shift to focus on total return (51:17) Old economy stocks and global market opportunities (58:35) Most memorable investment ----- For detailed show notes, click here ----- Sponsor: Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. ----- Follow Meb on X, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we break down some key themes that will shape the investment landscape in the new year. Hugo Ste-Marie is our guest. He's the Director of Portfolio and Quantitative Strategy in Equity Research at Scotiabank and tells us where he thinks markets may head, where there may be opportunities as well as risks, the possible impact of a new administration in the U.S. and much more as we start the new year.  For legal disclosures, please visit http://bit.ly/socialdisclaim and www.gbm.scotiabank.com/disclosures    Key moments this episode:  1:18 – How a second Trump administration might factor into the 2025 outlook  3:48 – Some context around the key themes that shape the outlook  4:28 – Key theme 1: Why the 2025 outlook largely hinges on a synchronized interest rate easing cycle  7:35 – Key theme 2: “Abundant liquidity looking for a home.”   9:46 - Key theme 3: “U.S. equities: uptrend extends, but diversification needed.”  11:45 - Key theme 4: “Size trade: Will U.S. small caps hit a home run or grand slam?”  14:12 - Key theme 5: “Canadian equities: Banking on Financials.”  16:18 – Key theme 6: “Commodities: The shine is fading.”  18:08 – Key theme 7: “International equities: A land of broken dreams.”  20:04 – Key theme 8: “Bond market: 2024 Redux” 

What could the result of the US presidential election mean for financial markets? Tune in as Nikola Vasiljevic, our Head of Quantitative Strategy, delves into the latest poll data, what is already priced in, and the possible implications for global risk appetites. Meanwhile host, Julien Lafargue ponders better-than-expected US employment data, global inflation figures and the latest crude oil prices amid ongoing tensions in the Middle East.

What got us to the point we are now? (0:10) Will investors go back to the 60-40 rule? (4:30) AI applications for investment professionals (6:00). Fed moves and how central banks have dominated markets (8:20). Global markets and industrial policies; impact on the U.S. (12:00). Will AI disrupt labor force? (16:40) How will U.S. election outcome affect the markets? Does it matter who wins? (22:55)Recorded live on June 18 with Seeking Alpha's VP Quantitative Strategy and Market Data, Steven Cress, in conversation with KPMG U.S.'s Senior Economist, Kenneth Kim; Invesco's Chief Global Market Strategist, Kristina Hooper; and Principal Asset Management CEO, Kamal Bhatia. Originally published with video here.Read the transcriptShow Notes:Magnificent 7: how big tech stocks have moved since selloff sparked by recession fearsJobs data in charts: Unemployment rate rises againU.S. Recession Fears Prompt Global Market Sell-OffFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In today's episode, we are once again joined by Director of Quantitative Strategy, Denise Chisholm, to discuss sector trends, market movements, and crucial topics in the investing industry. With the recent CPI number out, Denise believes a rate cut is likely. The latest data shows shelter costs aligning with 2021's level, signaling that inflation pressures are easing. Denise then cautions that the rapid normalization occurring may feel like a recession given its contrast with the past decades conditions. She emphasizes that investors need to stay open-minded and consider diverse factors influencing the economy beyond recent historical norms. She notes that small caps have begun broadening out after a lagging effect over the past six months. Denise stresses the importance of considering earnings growth, as it drives the market. She says improving risk-reward profiles for small caps is evident if earnings growth accelerates and the Fed cuts rates. Denise closes off by giving her thoughts on Canada's labour demand, diving into sectors sensitive to interest rates, and identifies attractive opportunities within small-cap stocks amid potential market shifts.   Recorded on July 11th, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Steven Cress, SA's Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies  (14:40). Kirby, a quant strong buy with mixed factor grades (19:00). SilverCrest Metals' stellar growth vs sector (23:05). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05). Why Super Micro Computer is #2 and a retailer is #1 (45:09). This is an excerpt from a recent webinar.Alpha Picks: Get Seeking Alpha's top stock picks delivered directly to your inbox.Show Notes:Top 10 Stocks For 2024GigaCloud Technology: Strong Buy With Short Squeeze Potential PDD Holdings: Offering High Growth, Strong Profits And Stability Super Micro Computer: Strong Buy Rating Upon Entry To S&P 500 Top 10 Stocks For H2 2023Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Bloomberg Radio host Barry Ritholtz speaks to Savita Subramanian, managing director and head of US equity and quantitative strategy at Bank of America Corp. She also leads the firm's environmental, social and governance research. She has been a ranked analyst in the Institutional Investor survey for the last nine years. Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. Subramanian is on the advisory board of the UCLA Master of Financial Engineering program, on the membership committee of Q Group, and is a member of the Chicago Quantitative Alliance and the Society of Quantitative Analysts. See omnystudio.com/listener for privacy information.

-Brian Moynihan, Bank of America Chairman & CEO-Savita Subramanian, BofA Head of US Equity & Quantitative Strategy & Jill Carey Hall, BofA Head of U.S. Small and Mid-Cap Strategy-Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US EconomistBank of America Chairman & CEO Brian Moynihan discusses the state of the US economy, 'resilient' US consumers and the 'slow burn' of commercial real estate. Bank of America equity strategy heads Savita Subramanian & Jill Carey Hall on where they see 'euphoria' and opportunities in the global market. Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist, discuss the mixed messages from recent economic data and the Fed's upcoming decision on interest rates.See omnystudio.com/listener for privacy information.

As Bitcoin falls from its recent market high, Nikola Vasiljevic, our Head of Quantitative Strategy, considers the outlook for digital currencies over the short and medium term. Topics include the potential implications of recent regulatory changes in the US and UK, the possible role of digital assets in portfolio diversification, and the boom-bust cycle within the crypto space. Meanwhile, podcast host Henk Potts explores UK growth prospects, US inflation, and previews this week's crucial interest rate meetings in the US, UK and Japan.

Markets have been doing pretty well lately, but what's in store for 2024? Hugo Ste-Marie is our guest. He is the Director of Portfolio and Quantitative Strategy in Equity Research at Scotiabank and he provides advice to global institutional investors, but his insights will be of interest to investors of all kinds. This episode he'll tell us what the markets might look like in the year ahead, where there may be some opportunities, what a ‘perfect soft landing' is — and whether we may see one — and much more.     Key moments this episode:   00:57 — Some context around Hugo's insights  1:30 — The big conclusions about where the economy is potentially headed in 2024  3:16 — Why the US Federal Reserve is a focal point when looking at the global economy  1:45 — Recap around what the Canadian and US economies looked like at the end of 2023  6:22 — Why 2023 ended with some optimism  7:08 — What is a ‘perfect soft landing'?  9:35 — What are the prospects for volatility in 2024?  10:30 — Where are there some potential opportunities as we look ahead at the year?  12:00 — What are small cap vs large cap equities and how to best leverage them  14:42 — Are there places geographically that show a more positive outlook?  15:32 — Hugo sums up his take on 2024  

Productivity gains from AI will drive margin growth The S&P 500 has enjoyed double digit gains this year thanks in part to waning recession concerns and a resilient consumer that has been somewhat insulated from higher interest rates. We sit down with Head of US Equity and Quantitative Strategy, Savita Subramanian, who remains bullish on US equities from these levels. Savita believes that in this backdrop of high inflation, wage growth and interest rates, companies will likely focus more on efficiency, a positive for earnings and the multiple the market would be willing to pay. And when excluding the seven stocks that have driven the S&P so far this year, the S&P earnings multiple looks more reasonable anyway. AI should help in this push for productivity. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2023 Bank of America Corporation. All rights reserved.

Steven Cress, head of Quantitative Strategy at Seeking Alpha, weighs in with 30 years of Wall Street experience on calls from analysts and strategists. He talks about how research is there to drive trading and investment banking business (1:20), why the goalposts keep moving (13:30) and how Seeking Alpha's Quant Ratings can validate those stocks picks. (15:50)Show NotesTop Defensive Stocks For Turbulent TimesThe New Flight To Safety Trade: Gold, Oil, And Defensive StocksEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Daleep Singh, PGIM Fixed Income Chief Global Economist, says there's been a flight to quality as markets wade through the "fog of war." Julie Norman, UCL Centre On US Politics Co-director, says Israel faces a challenging path forward as they respond to the attacks by Hamas. Torsten Slok, Apollo Global Management Chief Economist, says the Fed is succeeding with their tightening and that the economy is moving towards a faster slowdown. Savita Subramanian, BofA Global Research Head of US Equity & Quantitative Strategy, says markets can rip from here and sees a 4,600 S&P by year-end. Alix Steel, Bloomberg News and Julian Lee, Bloomberg News, discuss Exxon to buy Pioneer for $60B.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance  See omnystudio.com/listener for privacy information.

Steven Cress, head of Quantitative Strategy at Seeking Alpha discusses his latest screen of the best dividend stocks for when the markets are sliding. We talk about why it's important to focus on dividend growth and safety (4:00), why dividend stocks are still attractive when money market yields are so high (7:55) and hone in on four stock picks (10:40).Show NotesDive Into Dividends: 14 Must-Have Stocks When Markets DipEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

On this edition of Wall Street Week, Savita Subramanian, BofA Head of US Equity and Quantitative Strategy tells us why the UAW auto strike is more evidence of closing the wealth gap. Marty Chavez, Sixth Street Partners Vice Chairman explains the strategies the financial services world should employ when adopting AI. Ruth Simmons, Former Brown University President and Harvard University Senior Adviser urges corporations to lead the charge in improving diversity and access.  and Lawrence H. Summers, Former US Treasury Secretary shares how he is teaming up with Bono to advocate for debt relief for developing economies. See omnystudio.com/listener for privacy information.

Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss sudden opportunities in the AI space given the recent pullback. We discuss Nvidia's (NVDA) one good value metric (3:25), the top 3 buy-the-dip opportunities (5:28) and how Quant Ratings spied Foot Locker's (FL) problems (13:05).Show NotesTop 3 AI Stocks: Buy The DipTop 10 Stocks For H2 2023Five metrics for AI trendspottingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Steven Cress, head of Quantitative Strategy at Seeking Alpha joins us to discuss the current stock market landscape and how it's shifted from the first-half surge. We talk about Quant Ratings' top picks for the second half of 2023 (7:00), uncertainties in H2 that could lead to buying opportunities (13:10), a resurgent Energy sector (15:30) and screening with Quant Ratings to unearth names (19:18).Show Notes:Top 10 Stocks For 2023 With Head Of Quant Steven CressTop 10 Stocks For H2 2023AI Disrupts Industries: 3 Tech Stocks To BuyQuant Ratings ExplainedEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Part 2 of 2 American investors have had a love-hate relationship with stocks since their early days of trading under a buttonwood tree on Wall Street in 1792. However, recent setbacks, including a challenging year for equities in 2022 and rising yields on fixed income investments, have led to a cooling of investor sentiment. We welcome back Savita Subramanian, an influential strategist serving as the Head of U.S. Equity and Quantitative Strategy at BofA Global Research. She challenges the prevailing negative perception of stocks and presents research-backed evidence of their value as long-term investments. Subramanian, recognized as a top-ranked analyst by Institutional Investor for the last ten years and featured on Barron's list of the 100 Most Influential Women in U.S. Finance for three consecutive years, her expertise is highly regarded in the industry. In part two of our interview with Subramanian, she sheds light on the significant market trends and explains why stocks should be considered for long-term ownership. Explore her insights and gain a deeper understanding of the enduring value that stocks can bring to your investment portfolio. WEALTHTRACK #1948 broadcast on April 26, 2023 More info: https://wealthtrack.com/winning-investment-themes-with-staying-power-in-a-changing-world/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Savita Subramanian, Head of US Equity & Quantitative Strategy at Bank of America, discusses raising her year-end price target on the S&P 500 and her bull case for stocks. Dan Ko, Senior Principal & Portfolio Manager at Eagle Point Credit Management, talks about defaults and downgrades in the leveraged loans space. Thomas Perfumo, Head of Strategy at Kraken, shares his thoughts on crypto investing and regulation. Elissa Sangster, CEO at Forte Foundation, looks at the MBA pay and promotions gap. And We Drive to the Close with Brian Frank, CIO at Frank Capital Partners. Hosts: Matt Miller and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Savita Subramanian, Head of US Equity & Quantitative Strategy at Bank of America, discusses raising her year-end price target on the S&P 500 and her bull case for stocks. Dan Ko, Senior Principal & Portfolio Manager at Eagle Point Credit Management, talks about defaults and downgrades in the leveraged loans space. Thomas Perfumo, Head of Strategy at Kraken, shares his thoughts on crypto investing and regulation. Elissa Sangster, CEO at Forte Foundation, looks at the MBA pay and promotions gap. And We Drive to the Close with Brian Frank, CIO at Frank Capital Partners. Hosts: Matt Miller and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Savita Subramanian, BofA Global Research Head of US Equity & Quantitative Strategy, raises her 2023 target for the S&P 500.Greg Valliere, AGF Investments Chief US Policy Strategist, discusses debt-limit talks between Biden and McCarthy. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees a recession starting in the second half of this year. Torsten Slok, Apollo Global Management Chief Economist, says a recession is on the horizon. Bill Winters, Standard Chartered CEO, is not expecting another banking crisis. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

The recent aggressive interest rate hikes by the Federal Reserve caused a crisis in some super-regional banks, but the damage has been contained and has not affected the entire banking industry. However, Federal Reserve Chair Jerome Powell believes that the economic toll of such aggressive tightening could be different this time. Savita Subramanian, Head of U.S. Equity and Quantitative Strategy at BofA Global Research, also shares this opinion and recommends stocks over bonds and cyclical sectors over defensive ones, contrary to most institutional investors surveyed by BofA. Subramanian has been named a top-ranked analyst by Institutional Investor for the last 10 years and to Barron's list of the 100 Most Influential Women in U.S. Finance for the past three years. WEALTHTRACK episode 1946, broadcast on May 12, 2023 More Info: https://wealthtrack.com/why-owning-stocks-over-bonds-cyclicals-over-defensive-is-savita-subramanians-contrarian-call/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Associate Editor Reshma Kapadia chats with Savita Subramanian, Head of U.S. Equity & Quantitative Strategy and Global ESG Research at BofA, as well as one of Barron's 100 Most Influential Women in U.S. Finance.

 On this edition of Wall Street Week, Ellen Lee, Causeway Capital Portfolio Manager and Savita Subramanian, BofA Head of US Equity and Quantitative Strategy discuss what stocks they are choosing during recent turbulent times. Stephen Ross, Related Chairman and Founder tells us why Miami is leading the way when it comes to growth in South Florida and Melissa Kearney, University of Maryland Professor of Economics shares whether a college degree is still worth pursing. And Stephanie Flanders, Bloomberg Sr. Executive Economics and Government gives us her thoughts on challenges facing the Fed and more.  See omnystudio.com/listener for privacy information.

Steven Cress, Head of Quantitative Strategy at Seeking Alpha, joins us to share some of his top stocks for 2023. Not only that, but we dive into the Seeking Alpha Quant System to better understand how it works for investors.Read the Top 10 Stocks of 2023 article now! Follow Steve on Seeking AlphaCheck out the backtest of the Seeking Alpha Quant System ----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription.

Ahead of this week's Fed meeting, jobs data, and tech earnings results, head of US Equity and Quantitative Strategy at BofA Securities Savita Subramanian zooms out of the market minutia to paint the big economic picture for short term and buy-and-hold investors alike. TikTok CEO Shou Zi Chew has agreed to testify before U.S. Congress in March, as scrutiny on the China-based app heightens on Capitol Hill and on America's university campuses. Plus, Renault and Nissan are rethinking their decades-old alliance, Chinese search engine Baidu is launching an AI bot similar to ChatGPT, and Samsung is reportedly considering cutting semiconductor production, as demand softens. In this episode:Andrew Ross Sorkin, @andrewrsorkinKayla Tausche, @kaylatauscheMike Santoli @michaelsantoliKatie Kramer, @Kramer_Katie

2022 was an unsettled year for markets. But what about 2023? On this episode, we bring you a conversation from the Scotiabank Perspectives podcast with Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy, Global Equity Research at Scotiabank. His role is to give investment advice to large, institutional investors. In this conversation with him and Perspectives host, Stephen Meurice, he offers us a glimpse into his outlook for 2023. He'll tell us what trends, potential pitfalls... and opportunities may lie ahead.

After a wild ride in 2022, what's in store for markets in 2023? Hugo Ste-Marie is the Director of Portfolio and Quantitative Strategy in Equity Research at Scotiabank. In other words, his job is to give investment advice to large, institutional investors and he'll tell us what trends, potential pitfalls and opportunities he sees for the new year.    Key moments this episode:  00:59 — Recap of what 2022 looked like from an investor perspective  2:24 — A big picture look at 2023, what should investors expect?  3:33 — What are the main forces driving the market in 2023?   5:00 — When might the US Federal Reserve stop hiking interest rates?  6:34 — What about the Bank of Canada?  7:27 — What advice Hugo gives to his clients heading into 2023  8:23 — What options are best for institutional investors given how 2023 may shape up  12:47 — What about global stocks?

Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he isn't expecting a recession quite yet. Savita Subramanian, Bank of America Securities Head of US Equity & Quantitative Strategy, expects index funds to underperform active management. Matt Brill, Invesco Head of US Investment Grade & Senior Portfolio Manager, says a fixed income readjustment has taken place. Terry Haines, Pangaea Policy Founder, thinks it is likely that Joe Biden runs for president again in 2024. See omnystudio.com/listener for privacy information.

Welcome back to Calgary Connects! This episode features Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy for Scotiabank Global Banking and Markets, to recap 2022 and discuss what is in store for 2023.  Hugo leads the Scotiabank GBM portfolio strategy team, which uses macroeconomic trends, equity market fundamentals, and quantitative models to determine optimal asset-mix, global-equity, and sector-allocation strategies, complementing the top-down perspectives offered by Scotiabank Economics, as well as the bottom-up research of sector-specific analysts.

Esther George, Kansas City Fed President, says the Fed has to get rates higher to slow down demand. Glenn Hubbard, Columbia Business School Professor of Finance and Economics, says policy still has role to play. Mohamed El-Erian, Bloomberg Opinion Columnist & Queens' College Cambridge President, says the Fed can't blink after being asleep at the wheel. Savita Subramanian, BofA Securities Head of US Equity & Quantitative Strategy, says she is focused on the long-end of the curve and sees the US at the beginning of a real growth cycle. See omnystudio.com/listener for privacy information.

Johnny interviews Composer CEO & Co-Founder Ben Rollert on this episode to talk quantitative strategies. If you aren't familiar with quants, they've been used by hedge funds for decades to determine trades and were only available to those with advanced mathematics degrees until now. Composer has created an easy to use tool featuring hundreds of pre-determined strategies aka “symphonies” like following your favorite billionaire investor, buying dips in sectors, hedging inflation and so much more. After the interview, Johnny and Derek go through some of the various pre-determined “symphonies” and which ones they'd execute in their own portfolios. Ben Rollert has over a decade of experience in product and data science leadership roles. He was previously VP of Product and Data Science at Breather, a work space as a service company. Ben has been an active trader and investor since he was a teenager, and founded Composer in response to his own frustration with the difficulty of implementing automated trading strategies. Today, he serves as CEO of Composer, the premiere no-code platform for building and investing in algorithmic investing strategies. Composer has raised funding from First Round Capital, Alumni Ventures and Packy McCormick's Not Boring Fund. Composer is the next generation of active investing. Invest in a portfolio of rules-based strategies. Or build your own. No code, no spreadsheets, no manual investing. Let algorithms execute trades for you. Choose from our growing collection of ready-made strategies. Explore momentum, paired switching, and other hedge fund-like styles. Open up a strategy to view its performance and live holdings. See how it works in both visual form and in plain language. Use the strategies as is or edit as you wish. You can also use a no-code visual editor to create and modify strategies. Listen to ILAB 235 on iTunes here or subscribe on your favorite podcast app. Where we are: Johnny FD – Montenegro / IG @johnnyfdj Sam Marks – Barcelona / IG @imsammarks Derek Spartz – Los Angeles / IG @DerekRadio Discussed: Composer   Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK) *Johnny and Sam use all of the above services personally. Time Stamp: 07:55 – How do you explain to someone what Composer is? 08:53 – Was this possible 10 years ago? 12:04 – How does Composer compare to index funds? 16:42 – How does “buy the dips” work? 18:03 – How does the “risk on/off leverage S&P500” work? 21:53 – Are any features you find stand out more than the others? 24:35 – What are the biggest benefits of Composer? 32:11 – Who can invest, and what is the minimum to start investing? 34:18 – What fees are associated with composer? 37:06 – Derek and Johnny review If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!  Copyright 2022. All rights reserved. Read our disclaimer here.

Tune in as Nikola Vasiljevic, our Head of Quantitative Strategy, answers some common questions on the potential risks and opportunities of non-fungible tokens (NFTs). While Julien Lafargue, our Chief Market Strategist, discusses the re-opening of China and the most recent data from the US labour market.

The new era of higher inflation and interest rates is already proving to be a challenging one for investors. The first quarter of 2022 was the worst one in two years for the stock market. Inflation reached 40 year highs, and in response, the Federal Reserve raised interest rates for the first time since 2018 and is signaling an aggressive policy of multiple rate hikes in the months ahead. Then there are all the other disturbing and disruptive developments to consider: the extended impact of Covid on global growth, supply chain problems, Russia's unprovoked war against Ukraine, and aggressive actions from China, North Korea and Iran. How to navigate these challenges as investors is the job of this week's guest. She is an influential strategist, Savita Subramanian who has two leading roles at BofA Global Research. She is Head of Environmental, Social, and Governance (ESG) Research, the first in that position, and the Head of U.S. Equity and Quantitative Strategy. This is Subramanian's first appearance on WEALTHTRACK so we will cover a lot of territory including why she believes the market is at a major inflection point. WEALTHTRACK #1841 broadcast on April 08, 2022 More Info: http://wealthtrack.com/new-strategies-for-a-major-market-inflection-point-with-influential-strategist-savita-subramanian/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Seth Carpenter, Morgan Stanley Chief Global Economist, says inflation has probably peaked. Ben Laidler, EToro Global Markets Strategist, sees the S&P at over 5,000 in the next year. Savita Subramanian, Bank of America Securities Head of U.S. Equity & Quantitative Strategy, explains why she raised her S&P target from 4250 from 3800. Holger Schmieding, Berenberg Chief Economist, reacts to the ECB decision. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

A recognized leader in the Exchange Traded Products (ETF) industry, Dr. Scott M. Weiner joins co-host Mike Abrams on this week's episode for an informative and motivating conversation about his career in finance, the industry at large and ETFs specifically, plus the founding of Veterans on Wall Street (VOWS). Dr. Weiner shares how he got his start in the finance world, how his career progressed, and how the leadership qualities of veterans inspired the founding of VOWS. The author of The Complete Guide to ETF Portfolio Management, published by McGraw Hill, Dr. Weiner also breaks down what ETFs are and how the book provides everything you need to know to manage an ETF with the knowledge and skill of a seasoned pro. Dr. Weiner is Head of Quantitative Strategy and a Senior Portfolio Manager for the Exchange Traded Products (ETF) team at Janus Henderson Investors, a global asset management firm with over $400B in assets under management. He is a member of the firm's Index Committee and serves on the Board of Directors for the Janus Henderson Foundation. Prior to his tenure at Janus Henderson, Dr. Weiner was U.S. Head of Equity Derivatives and Quantitative Strategy at Deutsche Bank. His research has been published in Mathematical Finance; The Journal of Money, Credit and Banking; and The Journal of Business and Economic Statistics. Dr. Weiner earned a bachelor's degree from the Wharton School of the University of Pennsylvania, received his master's and doctoral degrees from Oxford University, and completed the Advanced Management Program at Harvard University. He is an active member of Harvard Community Partners, a pro-bono consulting firm that advises nonprofit boards. He is the Founder of Veterans on Wall Street (VOWS™). ABOUT US Welcome to the FourBlock Podcast, a show that examines veteran career transition and the military-civilian divide in the workplace. General Charles Krulak coined the term "Three Block War" to describe the nature of 21st-century military service defined by peace-keeping, humanitarian aid, and full combat. But what happens next? Veterans are often unprepared to return home and begin new careers. We call this the Fourth Block.  FourBlock is a national non-profit that has supported thousands of transitioning service members across the nation in beginning new and meaningful careers.  Mike Abrams (@fourblock) is an Afghanistan veteran, founder of FourBlock, and author of two military transition books. He represents the military transition perspective. Lindsey Pollak (@lindsaypollak) is a career and workplace expert and New York Times bestselling author of three career advice books. Lindsey represents the civilian perspective of this issue.  Veterans, explore new industries and make the right connections. Find a career that fits your calling. Join us at fourblock.org/ Sponsor our program or host a class to equip more of our veterans at fourblock.org/donate. Follow FourBlock on Social Media  LinkedIn Facebook Instagram Twitter Podcast episodes are produced and edited by the Columbia University Center for Veteran Transition and Integration.  

Jared Bernstein, U.S. Council of Economic Advisers Member, says the details surrounding stimulus payments are still under review. Savita Subramanian, BofA Securities Head of U.S. Equity & Quantitative Strategy, says there are real risks in the S&P 500 and the NASDAQ. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the Fed needs to be more forceful. Priya Misra, TD Securities Global Head of Rates Strategy, thinks rates will keep rising until we get persistent tightening of financial conditions. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Paul Sankey, Mizuho Americas Oil & Gas Analyst, says crude futures could trade negatively again in May, if commodity trade advisors who must get out of their positions the day before settlement "get caught again." Savita Subramanian, Bank of America Head of U.S. Equity and Quantitative Strategy, says earnings have come down, but prices are still relatively high. Narayana Kocherlakota, University of Rochester Economics Professor, Former Head of the Minneapolis Fed and Bloomberg Opinion Columnist, says that as long as interest rates & inflation remain low, congress and the Fed will continue to feel comfortable with expansionary programs. Jason Farley, John Hopkins University Nursing Professor, says he fully expects a second wave of COVID-19 infections. Jon Lieber, Eurasia Group Managing Director for the United States, says President Trump's immigration order is less about protecting jobs and more about setting up a contrast on immigration with Joe Biden in the fall election. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Savita Subramanian, Bank of America Head of U.S. Equity and Quantitative Strategy, says we're in a fast and furious market. Jason Farley, Johns Hopkins University Professor of Nursing, says we are being very resilient in our efforts to make sure we have enough personal protective equipment. Michelle Meyer, BofA Securities Head of U.S. Economics, says the latest U.S. jobless claims numbers suggest an unemployment rate of 14%-15%. Peter Hooper, Deutsche Bank Securities Global Head of Economic Research, says unemployment is short of Great Depression levels in large part due to the Fed and Congress. Henrietta Treyz, Veda Partners Director of Economic Policy, says the current plan to reopen the economy is a mess because of the White House administration. David Rubenstein, Carlyle Co-Chairman and host of Peer-to-Peer Conversations, discusses his interview with Didi President Jean Liu. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Savita Subramanian, Bank of America Merrill Lynch Head of U.S. Equity & Quantitative Strategy, thinks cyclicals could see a strong rally on a skinny trade deal. Leslie Vinjamuri, Chatham House Head of U.S. & Americas Programme, says the vast majority of Americans still want to be in NATO. Jane Foley, Rabobank Head of FX Strategy, thinks U.K.-EU trade talks could bring back a no-deal Brexit risk next year. James Stavridis, Former NATO Supreme Allied Commander & Bloomberg Opinion Columnist, says he is concerned about Turkey's direction and their willingness to partner so closely with Russia in Syria. And Brian Wieser, Group M Global President of Business Intelligence, discusses the changing nature of ad breaks. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com