2024 Market Outlook: Macro Meets TechnicalChief Market Strategist Tom Herrick and guest Katie Stockton, Founder and Lead Principal with Fairlead Strategies, review four high-level recommendations from . (Transcript & Disclaimer: ) /episode/index/show/carystreetpartners/id/29620053
Episode 9: Consequences of ConflictChief Investment Officer Tom Herrick and guest Bradford Klein, the co-founder of Core Commodity Management, discuss the fallout of geopolitical events on commodity prices. (Transcript & Disclaimer: ) /episode/index/show/carystreetpartners/id/22410422
Episode 8: Supply Pains - A Symphony Out of TuneChief Investment Officer Tom Herrick and guest Michael Contopoulos, Director of Fixed Income at Richard Bernstein Advisors, have a reprised conversation on the current pains within the supply chain and the inflationary boom. (Transcript & Disclaimer: https://bit.ly/CSP-CIO-Podcast_E8)/episode/index/show/carystreetpartners/id/20969735
Episode 7: Alexander Hamilton – Pop Culture and History CollideChief Investment Officer Tom Herrick and guest David J. Cowen, President and CEO of the Museum of American Finance, discuss Alexander Hamilton, the history of the capital markets and the room where it happened. (Transcript & Disclaimer: https://bit.ly/CSP-CIO-Podcast-E7)/episode/index/show/carystreetpartners/id/20359019
Episode 6: A Conversation on Commodities— An Uncommon Yet Everyday SubjectChief Investment Officer Tom Herrick and guest Bradford Klein, the co-founder of Core Commodity Management, discuss the avalanche in demand coming for metals and other commodities. (Transcript & Disclaimer: https://bit.ly/CSP_CIO_Podcast_E6)/episode/index/show/carystreetpartners/id/19931363
Episode 5: Single-Family Home Prices, Everybody’s BusinessChief Investment Officer Tom Herrick and guest Steve Shigekawa, Managing Director and Real Estate Portfolio Manager at Neuberger Berman, discuss the strengths and dynamics of the current red hot single-family housing market. (Transcript & Disclaimer: https://bit.ly/CSP-CIO-Podcast-E5)/episode/index/show/carystreetpartners/id/19632770
Episode 4: Innovations in Health SciencesCary Street Partners CIO Tom Herrick and Brian Dausch, Vice President and Portfolio Specialist in the US Equities Division at T. Rowe Price discuss innovations in health sciences – the pandemic’s silver lining. (Transcript & Disclaimer: http://bit.ly/CSP-CIO-Podcast-E4)/episode/index/show/carystreetpartners/id/19208435
Episode 3: The Complex U.S./China RelationshipCary Street Partners CIO Tom Herrick and Boston Partners Emerging Markets Portfolio Manager discuss the complex U.S./China relationship. (Transcript & Disclaimer: http://bit.ly/CSP-CIO-Podcast-E3)/episode/index/show/carystreetpartners/id/18840620
Episode 2: Equity Market RotationIn this episode of the Cary Street Partners CIO Conversation Series, Tom Herrick and Dan Suzuki, Richard Bernstein Advisors Deputy CIO, discuss the equity market rotation from large cap technology to cyclical. (Transcript & Disclaimer: https://bit.ly/CSP-CIO-Podcast_E2)/episode/index/show/carystreetpartners/id/18483761
Episode 1: Policy DynamicsChief Investment Officer Tom Herrick and Steve Pavlick, Public Policy Advisor at Renaissance Macro, discuss policy dynamics of the new administration and Congress. (Transcript & Disclaimer: http://bit.ly/CSP-CIO-Podcast-E1)/episode/index/show/carystreetpartners/id/17991248
