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Podcast links: AI playlists

Abnormal Returns

slate.com) Economy Derek Thompson talks the impact of GLP-1 drugs with Zach Reitano CEO of the telehealth platform Ro and Dr. Robert Lustig. youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund.

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There’s (Still) No Pivot Coming

Discipline Funds

At the same time, there’s an interesting paradox in all of this where the longer the Fed is tight the slower the economy is going to be. As it all pertains to portfolio management and asset allocation – this all means that the current high T-Bill rates are here to stay for now.

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Market Commentary: Top Charts From 2023 Set the Scene For 2024

Carson Wealth

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. economy, despite the skeptics. But the Fed was determined in its fight against inflation as the economy continued to defy expectations. Top Charts of the Year What a year it has been!

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Transcript: Maria Vassalou

The Big Picture

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. VASSALOU: Yes.

Assets 173
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Diamonds In The Rough

Brown Advisory

Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. The market for high-yield bonds has become increasingly polarized as falling energy prices and slowing emerging market economies have broadly crimped company revenues.

Clients 52
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Transcript: Tom Hancock, GMO

The Big Picture

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

Valuation 130
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CIO Perspectives: A New Bull Market? Markets shaking off a long list of concerns

Brown Advisory

The economy shakes, but the market shrugs. Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.