Jul 8

Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once

This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far b ... Show More

12m 8s

Jul 1

Talking Heads – Have green bonds emerged from their niche?

Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro Aggregate and SRI Fixed Income, tells Chief Market Strategist Daniel Morris that standards and standardisation have improved.For m ... Show More

8m 4s

Jun 25

Talking Heads – What’s new in thematic investing? Check out our Barometer

Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Inv ... Show More

8m 13s

Mar 2025

US small caps: looking beyond the near-term uncertainties

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment. Fo ... Show More

10m 2s

Aug 2024

Market divergence sees Dow surge to record high amid tech sell-off

US equity benchmarks struggled in trading yesterday with the S&P 500 and Nasdaq indices posting losses amid a rotation out of big tech and into small caps. However, the Dow Jones Industrial Average and the S&P 500 Equal Weight indices both hit record highs after US Fed Chair Powe ... Show More

14m 32s

Apr 12

Aswath Damodaran, Investing in Uncertainty

Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. Th ... Show More

35m 50s

Sep 2024

Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550

Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. ... Show More

50m 43s

Jan 2025

Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.

Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More

52m 45s

Mar 2025

From 'Trump bump' to 'Trump slump,' with Betterment CEO Sarah Levy

Recent market swings are causing whiplash for everyday investors. Sarah Levy, CEO of digital investment platform Betterment returns to Rapid Response to shed light on a market in flux. Levy explores the evolving volatility of crypto, socially responsible investing, generational a ... Show More

27m 28s

Apr 2021

Understanding SPACS: Wharton Finance Professor Explains

SPACs - special-purpose acquisition companies - are the latest rage in finance. They are firms designed to help another go public by going around the traditional IPO process to raise funding, and The Wall Street Journal estimates that so far this year, five new SPACs are formed d ... Show More

12m 27s

May 5

Warren Buffett Is Stepping Down. What’s Next for Berkshire Hathaway?

P.M. Edition for May 5. The Oracle of Omaha’s move after a 60-year run will be a moment of reckoning for the company he built. WSJ deputy markets editor Justin Baer discusses how Berkshire Hathaway’s new leadership will navigate that. Plus, a study out today shows that Beijing’s ... Show More

14m 9s

Oct 2024

The new equity opportunities

It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses some of the potential opportunities, in this conversation with Chris Hussey.

9m 25s

Jul 2024

Wall Street bifurcation widens

Wall Street is split, with the Nasdaq recording its worst session since December 2022 while the rotation away from tech stocks continues, helping the Dow to close above the 41,000-point mark for the first time. President Biden pulls out of an event in Nevada after testing positiv ... Show More

28m 7s

Talking Heads - US small caps: looking ...