
Actively Speaking Podcast
Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, Inc. (TD Epoch) takes on current topics and issues facing today's investor.
Podcasting since 2019 • 47 episodes
Actively Speaking Podcast
Latest Episodes
Value Stocks, AI and the Intangibles
Following the mid year rebalancing of the Russell indices, we look at some of the companies that have moved into the Value index, maybe somewhat surprisingly. We also explore how intangible assets are not always valued correctly, especially und...
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Episode 47
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32:16

Is the Health Care Sector Healthy?
Over the last two years, the health care sector has underperformed both the technology sector and the MSCI World Index as a whole. The sector has typically been known as one with high profitability, high return on capital companies, so what has...
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Episode 46
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27:38

U.S. Commercial Real Estate and the Impact on the Financials Sector
Equity Research Analyst Michael Beckerman joins the podcast to discuss the Commercial Real Estate market. We discuss the state of "return to office" and what it means for office real estate and the banks that carry real estate loans on their ba...
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Season 1
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Episode 45
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27:30
