最高の Wilmington Trust ポッドキャスト (2024)

1
Securing Tomorrow: The Power of AI in Cyber Defense 32:39

1M ago32:39

32:39

As artificial intelligence technologies grow, the importance of safeguarding your information can become more critical. Listen as Chief Investment Officer Tony Roth and James Kaplan, partner and chief technology officer of McKinsey’s Enterprise Technology practice discuss how you can use AI to secure yourself, and how to stay protected from it.…

1
2024 Midyear Market and Economic Outlook 32:02

5M ago32:02

32:02

In this episode of "Capital Considerations," Tony is joined by Chief Economist Luke Tilley and Head of Investment Strategy Megan Shue to reflect on the surprises of the first half of 2024—particularly around inflation and economic growth—and project their cautiously optimistic market and economic expectations through the end of the year. For more i…

1
China's Economic Engine: Strategies and Global Impact 33:54

6M ago33:54

33:54

Why is it important to stay focused on the data in order to make informed investment decisions? Listen as Chief Investment Officer Tony Roth speaks again with Shehzad Qazi from China Beige Book about the challenges the Chinese economy is facing. They examine three obstacles: global supply-chain dynamics; the struggle to boost domestic consumption a…

1
Crypto for the Masses: Will It Become an Everyday Currency? 29:55

6M ago29:55

29:55

With cryptocurrencies—and Bitcoin (BTC) in particular—back in the news and driving markets, Tony sat down with portfolio manager Jason Lee to discuss hot topics such as, what is BTC “halving” and why is it important; what the differences are between owning spot BTC exchange-traded funds vs. owning BTC directly; and the challenges BTC confronts in b…

1
Navigating the Economic Terrain: Soft Landing or Inflation Obstacle Course? 42:25

8M ago42:25

42:25

Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discuss the twists and turns of the market and economy while keeping their eyes peeled for opportunities in the face of persistent obstacles, such as inflation. Discover why they believe that although equity values may seem fairly priced, th…

1
Canvas and Capital: Exploring Art as an Investment 30:55

9M ago30:55

30:55

We are revisiting a previous episode of Capital Considerations where I explored the intersection of art and finance with Charlie Banta, former board president of the Buffalo AKG Art Museum. During our discussion, we spoke about the intricacies of investing in art, how certain high-value assets can appreciate in value long term, and the possibility …

1
2024 Capital Markets Forecast 41:06

11M ago41:06

41:06

During a recent event in New York City Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discussed their 2024 Capital Markets Forecast, the team's economic and investment outlook for the year ahead. During the in-depth discussion, which was moderated by CNBC's Sue Herera, they shared their …

1
Canvas and Capital: Exploring Art as an Investment 30:14

1y ago30:14

30:14

Are you looking to add value to your portfolio through nontraditional means? Chief Investment Officer, Tony Roth, explores the fascinating intersection of art and finance with special guest Charlie Banta. Listen as they explore the intricacies of investing in art and discuss the factors that make certain pieces rise in value over time. The conversa…

1
Electric Vehicles: The path to a greener tomorrow? 40:08

1y ago40:08

40:08

As the world grapples with climate change and the need to reduce greenhouse gas emissions, many ask if EVs are a promising solution? Listen as Chief Investment Officer Tony Roth and Corey Cantor, electric vehicle associate at BloombergNEF, discuss the lifecycle analysis of EVs, from battery production to charging sources. They also delve into inves…

1
Election 2024 Countdown: Economic, Market & Geopolitical Risks in the Year Ahead 35:31

1y ago35:31

35:31

With the recent stressors on the stock market, Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue reflect on the tumultuous months leading up to our discussion and put into context the crucial factors shaping the landscape for the fourth quarter and beyond, counting down to Election Day 2024…

1
Cybersecurity: Safeguarding the Digital Frontier 38:44

1y ago38:44

38:44

In this episode of Capital Considerations, Tony Roth discusses the crucial topic of cybersecurity with Eric Trexler, senior vice president at Palo Alto Networks. Together they shed light on the ever-evolving threats that individuals and businesses face in the digital age. Should two-factor authentication and password management be commonplace and w…

1
Behavioral Investing—Managing the Emotions Behind our Decisions 40:24

1y ago40:24

40:24

[REVISIT] We understand that our emotions and impulses dictate the choices we make. Everything from what we buy at the supermarket, to the car we drive, to how we invest. We are revisiting a previous episode where I spoke with Dr. Stephen Shu, Professor of Practice of Behavioral Economics at Cornell Dyson School of Applied Economics & Management, t…

1
Unraveling the Power of Semiconductors: Enablers of Modern Technology 40:58

1+ y ago40:58

40:58

From smartphones to supercomputers, and automobiles to advanced medical devices, semiconductors are at the heart of it all. To introduce us to the world of semiconductors, the power behind modern technology including artificial intelligence, Tony welcomes Dr. Mark Lundstrum, distinguished professor and chief semiconductor officer at Purdue Universi…

1
Longevity: The Silver Society and Our Economy 40:17

1+ y ago40:17

40:17

What does living longer mean for you, the economy, and the planet? In this eye-opening episode, CIO Tony Roth and Professor Andrew Scott, renowned economist and co-author of The 100-Year Life delve into the fascinating topic of longevity and discuss how longer lifespans are reshaping retirement, health care, and the very fabric of our societies.…

1
Our Blue Planet: Solving the Climate Crisis Through CO2 Removal 36:07

1+ y ago36:07

36:07

[REVISIT] With summer upon us, and many of us enjoying any number of water-related activities, it is a good time to reflect upon the important role oceans play in our lives and the global economy. For these reasons, we are revisiting a previously released episode. In a “blue economy,” a sustainable marine environment serves to advance science and t…

1
Artificial Intelligence: Disruption that is Driving Opportunity 39:39

1+ y ago39:39

39:39

Artificial intelligence is a catalyst for disruptive innovation across various sectors. In this episode, CIO Tony Roth and his esteemed guest, Rudina Seseri, founder and Managing Partner of Glasswing Ventures take a deep dive into the AI landscape. They explore its unique challenges, promising ventures, and burgeoning investment opportunities.…

1
Our Blue Planet: Preserving Our Largest Ecosystem 30:32

1+ y ago30:32

30:32

[REVISIT] With summer upon us, and many of us enjoying any number of water-related activities, it is a good time to reflect upon the important role oceans play in our lives and the global economy. For these reasons, we are revisiting a previously released episode. Earth’s oceans cover over 70% of the planet’s surface, while driving weather, regulat…

1
Weather’s Gone Wild: Carbon Emissions Just the Tip of the (Melting) Iceberg 50:13

1+ y ago50:13

50:13

[REVISIT] In light of the recent wildfires in Canada that resulted in harmful smoke shrouding much of the East Coast, we are revisiting a previously released podcast. Extreme heatwaves, devastating floods, and raging wildfires regularly compete for news headlines. How can we use these frightening and dangerous events as a catalyst for adapting to e…

1
A Look at Factors Driving the Markets: Mid-year Check-in 38:35

1+ y ago38:35

38:35

With the first half of the year behind us, it’s time to take stock of the economy, inflation, and the events impacting the markets. In this peer-to-peer conversation, Chief Investment Officer Tony Roth compares notes with Johanna Kyrklund, group chief investment officer at Schroders, about the shifting long-term trends, catalysts accelerating chang…

1
Catastrophe Modeling and the Perils of Climate Change 38:42

1+ y ago38:42

38:42

[REVISIT] Given the growing risks stemming from catastrophes, such as wildfires, we are revisiting a previously released episode. Wildfires, hurricanes, and floods are some of the many perils exacerbated by climate change. High-risk regions face events with multi-billion dollars’ worth of damage. Over the next months, we’ll devote a number of episo…

1
Will Hydrogen Make it Easier to Be Green? 36:57

1+ y ago36:57

36:57

Hydrogen, it turns out, is a player in the transition to a green economy. While it produces zero emissions when it’s burned and can be used to power more fuel-efficient fuel cells, the associated cost and difficulties in storing and transporting are worth noting. Tony Roth and Dr. Riva Krut, an ESG and corporate sustainability expert, discuss its p…

1
Artificial Intelligence: Progression, Applications, and Impact 23:57

1+ y ago23:57

23:57

In part two of this series, AI expert and author of Own the AI Revolution, Neil Sahota, and CIO Tony Roth continue their conversation, focusing on the rapid pace of AI’s progression, its applications, and how it may enhance the quality of our lives.Wilmington Trust による

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Artificial Intelligence: Definitions, Possibilities, and Limits 33:12

1+ y ago33:12

33:12

Artificial intelligence, or AI, is one of the most important technologies of our time—yet some feel its potential is just beginning to be realized. In this episode, AI expert and author of Own the AI Revolution Neil Sahota defines terms with Tony, discusses the enablers of AI technology and platforms, and delves into the recent open letter signed b…

1
Our Blue Planet: Solving the Climate Crisis Through CO2 Removal 34:39

1+ y ago34:39

34:39

As interest grows in the relatively new field of removing carbon dioxide from our oceans, there are still a number of uncertainties about the process’ effectiveness and safety. Tony and Dr. Peter de Menocal, director of the Woods Hole Oceanographic Institution, discuss how new technologies to increase the ocean's ability to absorb and store CO2 may…

1
Our Blue Planet: Preserving Our Largest Ecosystem 29:05

1+ y ago29:05

29:05

Earth’s oceans cover over 70% of the planet’s surface, while driving weather, regulating temperature, and serving as a vital source of sustenance, transport, and commerce. In a “blue economy,” a sustainable marine environment serves to advance science and technology in a way that fosters economic opportunities and societal solutions. On this first …

1
How China’s Economic Shifts May Affect Us 37:37

1+ y ago37:37

37:37

As China reopens and tries to break free of a growth-inhibiting middle-income trap, many are paying close attention. To lend insight into the scenarios that may unfold, what they could mean for our inextricably linked economies, and the potential market opportunities, Tony speaks with Shehzad Qazi, managing director and chief operating officer of C…

1
Economic, Market & Monetary Consequences of Bank Failures 37:26

1+ y ago37:26

37:26

As of this writing, a few financial institutions have imploded as they struggled to contend with rising short-term interest rates and efforts to generate immediate liquidity. In their wake, some companies have seen their stock share prices plunge, while investors are anxious about further potential looming aftershocks in the banking sector and beyo…

1
Financial Risk Viewed Through an ESG Lens 45:21

2y ago45:21

45:21

Investing often relates to how we categorize risk. Environmental, social, and governance (ESG) is a lens we can use to do just that. The bottom line is ESG risks are financial risks, but how do decisions made by companies impact shareholders and investors? To talk about how the ESG lens is used to classify risk bands, Tony was joined by Cyrus Lotfi…

1
Catastrophe Modeling and the Perils of Climate Change 37:49

2y ago37:49

37:49

Wildfires, hurricanes, and floods are some of the many perils exacerbated by climate change. High-risk regions face events with multi-billion dollars’ worth of damage. Over the next months, we’ll devote a number of episodes to the financial cost of climate change and how we can move forward in an effort to protect ourselves and our investments. We’…

1
Looking at Portfolios Through a Revised Strategic Lens 34:21

2y ago34:21

34:21

In many ways, the economy and financial markets bear little resemblance to the world stage that was in place three years ago, when we last updated our long-term capital markets assumptions and strategic asset allocations (SAA) for client portfolios. We invite you to join our first 2023 episode of Capital Considerations, where we explain the rationa…

1
2023 Capital Markets Forecast: Tipping Points, Challenges, and Opportunities Ahead 40:18

2y ago40:18

40:18

With inflation at levels not seen in decades, Chief Investment Officer Tony Roth and members of his team examine the determinative catalysts for the 2023 market and economic outlook. Where have all the workers gone? What are the critical tipping points and risks around China’s polices? And how is the transition to green energy linked to rising pric…

1
Could the Housing Market Send Inflation Through the Roof? 41:20

2y ago41:20

41:20

Goodbye to hyper-low interest rats for homebuyers; hello to even higher rents. People are staying put, which means we may not see meaningful change in the housing market next year. What does this mean for the overall inflation picture? Dr. Orphe Divounguy, Senior Economist at Zillow, joins Tony to discuss the housing market from an inflationary sta…

1
Mining the True Value of Bitcoin 40:42

2y ago40:42

40:42

As Bitcoin's utility expands, so does its adoption—but where does it stand as an asset class? Does it move in lockstep with risk assets? Can it serve as an inflation hedge? Chief Investment Officer Tony Roth talks with Alyse Killeen, the Founder and Managing Partner of Stillmark, about the growing Bitcoin ecosystem and its fundamental value.…

1
China, the U.S., and the World’s Economic Balance 38:51

2y ago38:51

38:51

With President Xi Jinping poised to take a third term, we look at the critical geopolitical relationship between the U.S. and China to better understand its potential implications for the world's economic balance and markets. Chief Investment Officer Tony Roth speaks with David Dollar, Senior Fellow in the China Center at the Brookings Institution,…

1
Inflation, the Fed, Midterms & Portfolios: What’s Ahead for Markets 38:49

2y ago38:49

38:49

We are not out of the woods yet. We can't even see the edge of the woods. With high inflation, a hawkish Fed, and weak economic data, can a recession be far behind? Wilmington Trust’s Chief Investment Officer Tony Roth recently held an important webinar. He was joined by Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue. Some …

1
Behavioral Investing: Managing the emotions behind our decisions 39:03

2+ y ago39:03

39:03

Our emotions and impulses dictate many of the choices we make. During times of financial volatility, emotions can run hotter until fear and greed take hold, jostling the resolve of even the most confident of investors. To better understand how psychological biases and behaviors can impact our financial decisions, Tony spoke with Dr. Stephen Shu, vi…

1
The Metaverse: A reality or cyber-fantasy? 35:04

2+ y ago35:04

35:04

The metaverse was once a sci-fi dream of an interactive, immersive virtual future world accessed through virtual reality headsets. But the future may be here, as indicated by social media behemoth Facebook Inc.’s name change to Meta. Where does reality intersect with virtual and fantasy possibilities? Will we feel the thrill of concert-going from o…

1
2022 Economic Halftime Report: Has inflation hit its peak? 33:09

2+ y ago33:09

33:09

Calendar-wise, we’ve turned the page and the first half of a challenging 2022 is behind us—but inflation is still hovering at historic highs and global growth projections remain depressed. Markets seem uncertain about what the second half of the year may hold and, truth be told, so are Tony and Wilmington Trust’s Chief Economist Luke Tilley. They d…

1
Weather’s Gone Wild: Carbon Emissions Just the Tip of the (Melting) Iceberg 48:27

2+ y ago48:27

48:27

Extreme heatwaves, devastating floods, and raging wildfires regularly compete for news headlines. How can we use these frightening and dangerous events as a catalyst for adapting to extreme weather patterns as we continue climate mitigation efforts? What imminent weather events are looming on the horizon and how should we be preparing now for the p…

1
The Electric Vehicle Revolution 44:43

2+ y ago44:43

44:43

What’s driving the pedal-to-the-metal increasing popularity of electric vehicles—gas savings, ease of care, climate concerns, or are they just too cool to pass up? Senior Editor of InsideEVs.com and host of the YouTube channel State Of Charge, Tom Moloughney, joined Chief Investment Officer Tony Roth to engineer some straight answers to some comple…

1
The War in Ukraine—The Impact on U.S. Inflation 46:16

2+ y ago46:16

46:16

Just three months old, the Russia–Ukraine war has resulted in the deaths of thousands and the displacement of millions—in addition to worsening COVID-incepted supply-chain challenges and threatening global reserves of oil, gas, and wheat. Chief Investment Officer Tony Roth welcomed to the podcast Dr. Benjamin Jensen, a Senior Fellow for future war,…

1
Growth Scare or Recession? 41:13

2+ y ago41:13

41:13

On Thursday, May 12, Chief Investment Officer Tony Roth hosted a webinar, Growth Scare or Recession? with Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue. The discussion, which focused on the extraordinary volatility in the markets and the likelihood of a recession, also analyzed the current economic and market forces at pla…

1
The Real Deal on Rates, Yields, and Bonds 35:35

2+ y ago35:35

35:35

With a volatile equity market, inflation at eyewatering highs, and the Fed signaling a fairly aggressive rate hike calendar, income- and yield-thirsty investors are heating up the bond market. How has inflation affected bond yields, and what is the market anticipating moving forward? Chief Investment Officer Tony Roth and Wilmington Trust's Head of…

1
The State of Our Cities: Recasting the Shadow Left by COVID 28:06

2+ y ago28:06

28:06

After COVID took hold in 2020, many of those who could high-tailed it out of the crowded cities where they worked and headed for home offices in the ‘burbs, as office buildings gathered dust. Today, although rents have bounced back from all-time lows and then some, working remotely is still very much with us—as is the virus to an extent. Can cities…

1
1Q in the Rearview Mirror: What’s Ahead in the 2022 Investment Landscape? 35:13

2+ y ago35:13

35:13

As we entered 2022, even the onset of the omicron variant failed to shake markets’ optimism. With much of the world learning to cope with an endemic COVID-19 and rates set to rise, the stage was set for strong global growth. The last three months, though, have been less rosy than we might have hoped. From the Russia/Ukraine conflict to inflation su…

1
Russia, Cyber Attacks & the U.S.: How Afraid Should We Be? 44:44

2+ y ago44:44

44:44

Without a battlefield in the traditional sense on which to retaliate against Ukraine supporters like the U.S. and Europe, Russia may be taking to cyberspace. Cyber attacks can be a tremendously powerful tool in Putin’s arsenal. Chief Investment Officer Tony Roth and Mazars Principal and Cybersecurity Practice Leader Paul Truitt, look at the potenti…

1
Will the Oil Supply-Demand Price Scourge Spur the Transition to Green Energy? 42:34

2+ y ago42:34

42:34

As most of the world shuns Russia and its oil in the wake of the Ukraine invasion, the implications are vast for reduced global supply and skyrocketing gas prices. Will the harsh reality of international energy codependence spur the transition to green and clean? Which solutions like increased drilling and Keystone XL are in—or not in—the pipeline …

1
“A Dark Day for Europe.” The World Reacts. 42:50

3y ago42:50

42:50

Twenty-four hours after Russia invaded Ukraine, Wilmington Trust’s Chief Investment Officer Tony Roth hosted a client webinar, “A Dark Day for Europe.” The World Reacts. Joined by Chief Economist Luke Tilley, Head of Investment Strategy Meghan Shue, and Senior Portfolio Manager Mark Horst, the team set out the critical issues at stake in this ever-…

1
China—Is the World’s Second-Largest Economy a Policy Wild Card? 42:49

3y ago42:49

42:49

It was hardly a coincidence that Russia’s President Putin waited until after the Beijing Olympics to invade Ukraine—a move that was clearly a courtesy to China’s President Xi Jinping. Under his leadership, the Chinese Communist Party exerts nearly unfettered control and instant ability to implement, leaving markets to simultaneously understand what…

1
2022 Capital Markets Forecast—An Economic Cycle Unlike Any Other 33:20

3y ago33:20

33:20

The health crisis of the past two years has resulted in acute dislocations among key pockets of the economy, leading to a cycle that is unprecedented. We face inflation that’s at its highest in nearly four decades and the tightest-ever labor market. Chief Investment Officer Tony Roth and Chief Economist Luke Tilley discuss the disconnects within th…

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