Actively Speaking Podcast

Actively Speaking Podcast
Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, takes on current topics and issues facing today’s investor.

The Pandemic Accelerant
Sep 11 • 26 min
The last six months have been profoundly transformational, with the COVID shock acting as an accelerant for the digitization of the economy. This radical transition is especially advantageous for asset-light business models. Tune in, as Epoch’s Kevin…
Grounded: COVID-19’s Impact on the Aircraft Industry
Aug 7 • 15 min
The pandemic has brought air travel to a grinding halt in 2020, leaving many airlines struggling to adapt. But what about the aircraft manufacturers? What about their suppliers? Epoch Senior Research Analyst Chris Wolters joins Actively Speaking to…
Data-Driven Investing: Responding to the Pandemic
Jul 9 • 23 min
In the beginning of 2020, as COVID-19 infections began to surge globally, many investors were confronted by the same challenge, a severe lack of data. Hear from Epoch’s Systematic Strategies team on how they’ve been utilizing data science and in house…
The Future of Food
May 20 • 31 min
The pace of change in the food industry has never been this fast, and will never be this slow again. From plant based to gluten free, Epoch’s Glen Petraglia dials into this episode of Actively Speaking to share his insight on the latest food trends ,…
Navigating a VUCA World
Apr 28 • 20 min
Today’s complex markets cannot be understood by solely relying on simple neo-classical economic models. In order to fully appreciate the risks and opportunities in a high VUCA (Volatility, Uncertainty, Complexity and Ambiguity) environment, Epoch CEO…
Not All Dividend Cuts Are Equal
Apr 16 • 19 min
COVID-19 has had a crippling impact on many companies. Economic, political, and social pressures have led some to either cut or suspend their dividends. Portfolio Manager John Tobin, PhD, CFA joins the show to discuss the varying reasons why companies…
The Helicopters Are Coming
Mar 31 • 28 min
The helicopters are coming. Actively Speaking is back with Global Strategist Kevin Hebner as we discuss recent moves by the Fed and the $2tn fiscal package’s goal to help mitigate the economic impact of COVID-19. Will these efforts be deployed…
Revolution or Evolution? What Does 5G Really Mean?
Mar 6 • 25 min
Many of the major wireless carriers are touting that the new era of 5G is here. But what does that mean? Will we really see any immediate effects? Epoch Co-CIO David Pearl rejoins Actively Speaking to break down this next generation wireless technology…
Airlines and Their Battle for the Friendly Skies
Feb 21 • 22 min
Warren Buffett for years was an outspoken critic of airlines, going as far as to say that they were a “death trap” for investors. In 2016, he changed his tune with a position in Southwest Airlines. What happened? Epoch Analyst Nigel Frankson joins the…
The P/E Ratio: A User’s Manual
Feb 6 • 26 min
Does a stock’s price and its P/E ratio tell you how much a company is worth? Conventional wisdom says yes, but we think otherwise.
Brexit Update 2020
Jan 24 • 23 min
The UK is set to leave the EU on January 31st and will begin a year long transition period. How will this impact the UK and EU economies? What does the investment landscape look like during this transitional period?
Cold War 2.0
Jan 9 • 25 min
While the recent trade negotiations between the U.S. and China produced a welcomed truce, it should be quite apparent that this is so much more than a trade war. Greater than trade or tech are the values that will determine the architecture and governance…
The State of ESG
Dec 6, 2019 • 18 min
Environmental, social and governance (ESG) factor consideration has grown substantially over the past decade as more managers to seek to expand their investment lens to account for a growing number of issues. Epoch’s Head of Sustainable Investment,…
The Role of the CIO with TD Asset Management’s Bruce Cooper
Nov 14, 2019 • 14 min
What does a Chief Investment Officer actually do? What the difference between a portfolio manager and a CIO? How do you develop a team of analysts? TD Asset Management CEO Bruce Cooper (and former TDAM CIO) joins the show to discuss the role of a Chief…
Cutting the Cord: the Content, the Competition, and the Chaos
Oct 31, 2019 • 30 min
One of the biggest battles of this century is happening right in your living room. As more people say goodbye to their cable company, established players and big, new entrants including Apple and Disney are looking transform how we consume media. Epoch…
Used Cars: Solving the Problem of “The Market for Lemons”
Oct 17, 2019 • 32 min
Is that used-car you just bought really a lemon? Epoch analyst Stephen Salzone joins the show to shine a light on the various players in the used-car market, the economics behind each car sold, and how data is impacting this fragmented industry….
Behavioral Finance: Are we all rational wealth maximizers?
Oct 3, 2019 • 23 min
From anchoring to mental accounting, host Steve Bleiberg does a deep dive into some of the behavioral biases investors should be aware of.
Negative Interest Rates: How we got here, who’s buying bonds, and what it means for banks
Sep 19, 2019 • 29 min
Negative interest rates have been a distinguishing feature of the Japanese economy and many European economies for some years now, but what how did we get there? Who is buying this negative yielding bonds? And what does this mean for banks?
What Do We Mean When We Talk About Value?
Sep 5, 2019 • 25 min
Dividing the market up into “value stocks” and “growth stocks” has long been common practice in the investment world. But what do these labels really mean? Join Steve Bleiberg as he looks to answer “What is value?”
Back to School: An Active Manager’s Report Card
Aug 22, 2019 • 24 min
Actively Speaking is going back to school. Listen in as guest Wayne Lin discusses the fundamentals of the Sharpe ratio, information ratio and active share how to use them when evaluating active managers.
Blitzscale and Hope
Aug 8, 2019 • 21 min
Epoch Global Strategist Kevin Hebner makes his first appearance on Actively Speaking to talk about his most recent whitepaper, “Blitzscale and Hope.”
The Future of Autonomous Vehicles
Jul 22, 2019 • 25 min
Listen in as guest and Epoch Analyst Jérôme Van Der Ghinst discusses the future of autonomous vehicles, who are the likely winners in the space, and the externalities this revolutionary technology could have on other industries and infrastructure.
The Limits of Theory
Jul 10, 2019 • 27 min
Modern Portfolio Theory (MPT) dominates investment thinking today, but the pre-MPT view of the world still holds valuable insights.
Winning at Active Management with Epoch CEO Bill Priest
Jun 18, 2019 • 26 min
Epoch CEO Bill Priest joins Actively Speaking to discuss winning at active management