In 2023 we saw the explosion in popularity of drugs to treat obesity, known as GLP-1s and...
24:42
In 2023 we saw the explosion in popularity of drugs to treat obesity, known as GLP-1s and...
24:42
What Happened to the China Rebound?
The expectations coming out of the COVID pandemic was that China's economy would experience...
23:56
Share Buybacks on the Rise: Understanding Their Use
With share buybacks on the rise, Shareholder Yield Portfolio Manager John Tobin, PhD joins to...
23:09
Understanding Management Compensation
We look at the importance of understanding how company management is compensated. At a very basic...
21:40
For three decades, "globalization" was the dominant economic paradigm. But in the wake of...
17:55
The Resurgence of Nuclear Power Generation
The impact of the Russian war in Ukraine has made many countries, especially Europe, reconsider...
27:13
Antitrust: Can Biden Take on the Tech Barons?
President Biden has appointed high profile antitrust activists to top positions at the Federal...
24:34
Cryptocurrency: After the Fall
2022 has been a vicious year for crypto assets, but why now? In this episode, Global Investment...
20:08
Analyzing the "S" in ESG
While the Environmental and Governance components of ESG are often quantifiable, the Social...
32:38
Inflation's Micro Impacts: Different Vectors for Different Sectors
With inflation's macro impacts already being well covered, we look instead at its micro...
29:24
China: What is Common Prosperity and What Does it Mean for Investors?
China, and more specifically, its Common Prosperity initiative have clearly been in the headlines...
28:17
Managing a Portfolio Through a Pandemic
Investors often wonder how portfolio managers react to major macro events, like the COVID-19...
24:45
Early Innings for the Post-Pandemic Recovery in U.S. Small Cap Equities
After struggling in the early part of the pandemic, U.S. small cap stocks have outperformed their...
23:33
Will the Inflation Genie Escape?
Inflation risks are at a four-decade high due to today’s combination of a generous Treasury, an...
25:39
Money 3.0: Central Bank Digital Currencies
Central Bank Digital Currencies have progressed from a bold speculative concept to a seeming...
29:10
Curing Corporate Short-Termism
We are pleased to welcome Gregory Milano, Managing Partner, Founder & CEO of Fortuna Advisors. A...
26:00
Semiconductors: The Eyes, Ears and Brains of the Digital World
Semiconductors are the eyes, ears and brains of digital world. They are being relied upon to...
28:53
Full Steam Ahead: President-elect Biden's Economic Team Takes Form
President-elect Biden has been steadily building out his cabinet in recent weeks. Listen in as...
32:03
From Big Pharma development to the boots on the ground efforts to eradicate polio, Epoch Research...
26:43
The last six months have been profoundly transformational, with the COVID shock acting as an...
26:07