U.S. Equities: ChatGPT, Banks, and Earnings | EP134
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.
The nuanced impacts of inflation to companies’ balance sheets that investors might be missing.
Portfolio Manager Crista Caughlin walks listeners through the tumultuous bond market experiences of 2022 and outlines three main economic scenarios the team is monitoring for 2023.
Some of the main challenges facing the continent, what we gleaned from visiting over 45 companies, and ESG considerations that are front of mind for major European investment firms.
It’s inflation’s second punch that can deliver a blow that investors may not be expecting.
What investors can learn from the S-curves of technologies both old and new.
'Twas the week before Christmas, thus time to review—the economic story of 2022.
How do investors figure out what a company is worth? (Especially in a higher inflationary and interest rate environment?)
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.