Actively Speaking Podcast

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Actively Speaking Podcast

The GLP-1 Revolution

In 2023 we saw the explosion in popularity of drugs to treat obesity, known as GLP-1s and...

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What Happened to the China Rebound?

The expectations coming out of the COVID pandemic was that China's economy would experience...

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Share Buybacks on the Rise: Understanding Their Use

With share buybacks on the rise, Shareholder Yield Portfolio Manager John Tobin, PhD joins to...

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Understanding Management Compensation

We look at the importance of understanding how company management is compensated. At a very basic...

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Reinventing Globalization

For three decades, "globalization" was the dominant economic paradigm. But in the wake of...

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The Resurgence of Nuclear Power Generation

The impact of the Russian war in Ukraine has made many countries, especially Europe, reconsider...

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Antitrust: Can Biden Take on the Tech Barons?

President Biden has appointed high profile antitrust activists to top positions at the Federal...

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Cryptocurrency: After the Fall

2022 has been a vicious year for crypto assets, but why now? In this episode, Global Investment...

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Analyzing the "S" in ESG

While the Environmental and Governance components of ESG are often quantifiable, the Social...

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Inflation's Micro Impacts: Different Vectors for Different Sectors

With inflation's macro impacts already being well covered, we look instead at its micro...

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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...

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Managing a Portfolio Through a Pandemic

Investors often wonder how portfolio managers react to major macro events, like the COVID-19...

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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...

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Will the Inflation Genie Escape?

Inflation risks are at a four-decade high due to today’s combination of a generous Treasury, an...

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Money 3.0: Central Bank Digital Currencies

Central Bank Digital Currencies have progressed from a bold speculative concept to a seeming...

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Curing Corporate Short-Termism

We are pleased to welcome Gregory Milano, Managing Partner, Founder & CEO of Fortuna Advisors. A...

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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...

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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...

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The Economics of Vaccines

From Big Pharma development to the boots on the ground efforts to eradicate polio, Epoch Research...

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The Pandemic Accelerant

The last six months have been profoundly transformational, with the COVID shock acting as an...

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