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.
Episodes
45 episodes
The State of Commercial Real Estate
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
The Energy Transition
U.S. Fundamental Equity Portfolio Manager and Research Analyst Steve Salzone joins the podcast to discuss the energy transition. We discuss the current energy mix along with what the common expectations are for the future energy mix and whether...
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Episode 44
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37:41
The GLP-1 Revolution
In 2023 we saw the explosion in popularity of drugs to treat obesity, known as GLP-1s and attractive returns for their manufacturers. With the popularity showing no signs of diminishing in 2024, Quality Capital Reinvestment Analyst Tim Wengerd,...
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Episode 43
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24:42
What Happened to the China Rebound?
The expectations coming out of the COVID pandemic was that China's economy would experience a rebound, but that has not materialized. In this episode we look at some of the potential reasons for that including a slowing housing market, the tape...
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23:56
Share Buybacks on the Rise: Understanding Their Use
With share buybacks on the rise, Shareholder Yield Portfolio Manager John Tobin, PhD joins to discuss how shareholders benefit when a company buys back its stock. He also explores why management teams should not try to time their buybacks. Fina...
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23:09
Understanding Management Compensation
We look at the importance of understanding how company management is compensated. At a very basic level, we believe that incentives matter. Presumably, executives want to maximize their compensation, so any time you are thinking of investing in...
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Episode 40
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21:40
Reinventing Globalization
For three decades, "globalization" was the dominant economic paradigm. But in the wake of pandemic, war, and a new geopolitical reality, the tide of globalization is reversing. In this episode, Global Investment Strategist Kevin Hebner explains...
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Episode 39
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17:55
The Resurgence of Nuclear Power Generation
The impact of the Russian war in Ukraine has made many countries, especially Europe, reconsider their stance on nuclear power. Senior Research Analyst Michael Jin joins the podcast to discuss the history of nuclear power, the ESG implica...
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Episode 38
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27:13
Antitrust: Can Biden Take on the Tech Barons?
President Biden has appointed high profile antitrust activists to top positions at the Federal Trade Commission, Department of Justice and the White House. How do their views of market fairness fit into the U.S. history of antitrust? And will t...
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Episode 37
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24:34
Cryptocurrency: After the Fall
2022 has been a vicious year for crypto assets, but why now? In this episode, Global Investment Strategist Kevin Hebner explores the different types of stablecoins including those at the center of the latest downturn. We also discuss the potent...
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Episode 36
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20:08
Analyzing the "S" in ESG
While the Environmental and Governance components of ESG are often quantifiable, the Social component may not be. Ravi Varghese, Head of Sustainable Investing joins the podcast to explain how we look at the "S" including how it is analyzed agai...
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Episode 35
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32:38
Inflation's Micro Impacts: Different Vectors for Different Sectors
With inflation's macro impacts already being well covered, we look instead at its micro impacts. Senior Research Analyst Nikolay Petrakov joins the podcast to discuss the implications for financial services companies, particularly banks and ins...
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Episode 34
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29:24
China: What is Common Prosperity and What Does it Mean for Investors?
China, and more specifically, its Common Prosperity initiative have clearly been in the headlines of late but, what is not clear is how the initiative will impact investors. Will it lead to real policy moves and implications for Chinese compani...
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Episode 33
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28:17
Managing a Portfolio Through a Pandemic
Investors often wonder how portfolio managers react to major macro events, like the COVID-19 pandemic. Often times, making only small changes or no changes at all can be more beneficial than a significant overhaul. Quality Capital Reinvestment ...
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Season 1
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Episode 32
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24:45
Early Innings for the Post-Pandemic Recovery in U.S. Small Cap Equities
After struggling in the early part of the pandemic, U.S. small cap stocks have outperformed their large cap brethren since November 2020. Client Portfolio Manager Rick Vandale joins the podcast to discuss what has driven the small cap rally and...
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Season 1
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Episode 31
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23:33
Will the Inflation Genie Escape?
Inflation risks are at a four-decade high due to today’s combination of a generous Treasury, an overly tolerant Fed, and a reopening economy. Epoch's Kevin Hebner returns to discuss his base-case scenario which assumes only a brief period of ab...
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Episode 30
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25:39
Money 3.0: Central Bank Digital Currencies
Central Bank Digital Currencies have progressed from a bold speculative concept to a seeming inevitability and will soon be a core feature of our financial ecosystem. The rollout of CBDCs will further accelerate the digitization of the economy,...
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Episode 29
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29:10
Curing Corporate Short-Termism
We are pleased to welcome Gregory Milano, Managing Partner, Founder & CEO of Fortuna Advisors. A thought leader on capital deployment and financial strategies, Greg discusses with Actively Speaking the pitfalls companies can find themselves...
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Episode 28
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26:00
Semiconductors: The Eyes, Ears and Brains of the Digital World
Semiconductors are the eyes, ears and brains of digital world. They are being relied upon to solve greater and more complex problems all while being smaller, faster, less expensive and more energy efficient. Listen in as Epoch Senior Rese...
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Episode 27
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28:53
Full Steam Ahead: President-elect Biden's Economic Team Takes Form
President-elect Biden has been steadily building out his cabinet in recent weeks. Listen in as Steve Bleiberg and Kevin Hebner discuss key economic roles including Janet Yellen's appointment to Treasury Secretary and Katherine Tai as U.S. Trade...
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Episode 26
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32:03
The Economics of Vaccines
From Big Pharma development to the boots on the ground efforts to eradicate polio, Epoch Research Analyst Jérôme Van Der Ghinst returns to Actively Speaking to provide insight into the economics behind vaccines. (October 23, 2020...
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Episode 25
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26:43
The Pandemic Accelerant
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...
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Episode 24
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26:07
Grounded: COVID-19's Impact on the Aircraft Industry
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 Speakin...
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Episode 23
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15:29
Data-Driven Investing: Responding to the Pandemic
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 i...
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Episode 22
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23:16