The post-COVID world comes into focus

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ... Show More

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income ... Show More

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion ... Show More

Adam Tooze, Columbia University Professor and Author, "Shutdown: How Covid Shook the World Economy", discusses the Covid crisis and the stalled recovery amid the virus’s resurgence. Megan Greene, Harvard Kennedy School Senior Fellow, says she is not worried about runaway inflatio ... Show More

2021 has seen some extraordinary economic changes. First a global economic rebound, then a global supply chain crisis, then inflation of a kind not seen in western countries for decades. And finally millions of people deciding they didn't even want to go back to work after lockdo ... Show More

Investors navigate market volatility as coronavirus concerns grow. Campbell Soup heats up. Costco delivers a strong 2nd quarter. JPMorgan Chase CEO Jamie Dimon recovers from emergency heart surgery. Andy Cross, Ron Gross, and Jason Moser analyze those stories and the latest news ... Show More

Tiffany Wilding, Managing Director and Economist: North America at PIMCO, discusses the economy's readjustment post-pandemic, and analyzes inflation and labor market data with Bloomberg's Tom Keene and David Gura.See omnystudio.com/listener for privacy information. 

Ed Conway and Sajid Javid talk to the Managing Director of the International Monetary Fund about the global economic outlook, the level of support it's providing during the pandemic, how globalisation can help ease inequality and how she sees the shape of economic recovery. 

Amid the Russia-Ukraine conflict, COVID-19 lockdowns and associated supply chain disruptions, globalization is arguably facing its biggest test of the post-Cold War era. In this episode of Exchanges at Goldman Sachs, Adam Posen, president of the Peterson Institute for Internation ... Show More

<p>Economist Danielle DiMartino Booth joins Patrick Bet-David for a second time to discuss the aftermath of the coronavirus and its economic impact.</p> <p>Original episode can be found here: <a href="https://youtu.be/3qGSqBnRKf4" rel="ugc noopener noreferrer" target="_blank">htt ... Show More

Youngme Moon , Felix Oberholzer-Gee , and Mihir Desai discuss the impact of the coronavirus on the economy. How alarmed should people be about swings in the stock market? Should the Federal Reserve cut interest rates further? What should be the government’s fiscal policy response ... Show More

In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts. (October 13, 2020)The memo is rea ... Show More