Latest
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08:24
August CPI Hotter Than Expected
TJM Investments Managing Director Timothy Anderson reacts to the August CPI print which showed accelerated inflation--largely fueled by an uptick in energy prices. He also looks ahead to August retail figures and the Arm IPO later this week.
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00:47
Chicago Fed Eyes Possibility of Goldilocks...
Chicago Federal Reserve Bank President Austan Goolsbee suggests that the so-called “golden path”--one in which the U.S. inflation rate cools without a recession–is not guaranteed, but within reach.
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01:31
Kyle Bass Talks Office Demise
Hedge fund manager Kyle Bass foresees a 10% hit to U.S. banking equity due to the post-COVID trend away from office space. Speaking with Bloomberg Markets, Bass predicted a $200 to $250 billion dollar loss from the office sector of commercial real estate. He highlighted industrials, multi-family and data centers as pockets of opportunity moving forward.
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16:49
Optimizing Athlete Performance Off the Field
Michael Bapis, Vios Group Private Advisor and Head of the Sports...
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00:55
Tema Launches Two ETFs Focused on Curing...
Tema announced the addition of two new actively managed thematic ETFs: the Oncology ETF (CANC) and Global Royalties ETF (ROYA). CEO Maurits Pot weighs in on why oncology is “the biggest biotech megatrend” and ways that global royalties can “deliver equity-like returns with contractually supported income.”
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06:46
Our insights on investing in artificial...
In this video three of our technology portfolio managers share their insights on AI investing. They cover its history, explain what it is, how it’s currently being used and how it’s evolving. In addition, our managers discuss AI’s global economic impact and where the opportunities lie. They caution against the hype surrounding AI, and recommend focusing on long-term secular winners.
